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Salesforce Partner in
California

About us

Levarus helps organizations across California make Salesforce work better for their business, from improving sales and customer service to simplifying everyday operations. Our services cover the full Salesforce journey, including consulting, implementation, system integration, data migration, user training, and ongoing support. As a Salesforce Summit Partner / Salesforce Platinum Partner, our certified team develops solutions around each client’s specific goals and processes. With experience across technology, healthcare, financial services, professional services, and other industries, Levarus helps California businesses strengthen Salesforce adoption and achieve lasting business value.

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Partner with Levarus to unlock greater value from Salesforce across California

Salesforce Consulting

Salesforce Implementation

Salesforce Managed Services

Salesforce Integration & License Reselling 

Tableau Analytics & Dashboards

Salesforce Products We Support

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Marketing & Sales cloud

Manage campaigns, nurture leads, and streamline sales activities through one connected platform.

Tableau

Turn business data into meaningful insights with clear, interactive dashboards.

Mulesoft

Connect Salesforce with business applications, systems, and data for seamless integration.

Commerce & Service cloud

Create connected commerce journeys and deliver personalized customer service.

Agentforce

Automate routine tasks with AI-powered agents while enhancing customer experiences.

Slack

Bring teams, workflows, and Salesforce data together for smoother collaboration.

HRMS

Simplify employee management, automate HR processes, and streamline workforce operations with connected digital solutions.

Intercom

Centralize customer conversations and streamline support with intelligent automation.

Local Market Challenges

California’s diverse and fast-growing business landscape creates unique CRM demands, from complex customer journeys and high service expectations to rapid scaling and evolving technology needs. Levarus helps organizations overcome key Salesforce challenges, including:

1. Disconnected Systems & Data

Bring together sales, service, marketing, and operational data in Salesforce to create a unified view of customers and improve decision-making.

2. Rapid Growth & Scalable CRM

Build Salesforce environments that can support fast-growing teams, changing processes, and increasing customer volumes without creating unnecessary complexity.

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3. Customer Experience Across Channels

Create connected customer journeys across email, phone, web, and digital channels while giving service teams the tools to respond quickly and consistently.

4. Complex Integrations & Ongoing Optimization

Connect Salesforce with existing business applications and maintain a healthy CRM environment through continuous improvements, support, and platform optimization.

Salesforce Implementation Use Cases

As a Salesforce Implementation Partner in New York, Levarus delivers Salesforce solutions focused on real business and operational outcomes.

Accounts, opportunities, forecasting, automation, and workflows for stronger pipeline visibility and productivity.

Sales Cloud for Complex Sales

Case management, omnichannel routing, knowledge, and SLAs to improve response times and satisfaction.

Service Cloud for Customer Support

Connect marketing engagement with Salesforce for better lead management, follow-up, and conversion tracking.

Marketing & Sales Alignment

Secure portals for partners, brokers, members, and clients to improve self-service and collaboration.

Experience Cloud & Portals

Unify customer data and deliver trusted dashboards and KPIs for clearer leadership visibility.

Data, Analytics & Tableau

Migrate from legacy CRM, reduce org technical debt, and keep Salesforce optimized with ongoing support.

Migration, Modernization & Managed Services

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 Industry Coverage

New York’s economy is broad, and effective Salesforce services must reflect industry operating models. As a Salesforce Partner in New York, Levarus supports organizations across the sectors that shape the state.

  • Financial Services

  • Public sector

  • Healthcare

  • Travel & Hospitality

  • Real Estate

  • Retail

  • Education & Technology

  • Automative

Testimonial

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Mervin Smith

We had a lot of manual work in our old process. Levarus helped us move those workflows into Salesforce and made things much easier for our team.
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Karen

The Levarus team was easy to work with and understood what we needed from Salesforce. They kept things moving and were always available when we had questions.
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 John Davis

Levarus helped us clean up our Salesforce setup and make our reports easier to use. We now have a much clearer view of our sales activity.
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Dakota Joel

We needed help connecting Salesforce with our existing systems, and Levarus handled the integration without causing major disruption to our day-to-day work.

Frequently asked questions

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