
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.



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

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.



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

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.
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Financial Services
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Public sector
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Healthcare
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Travel & Hospitality
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Real Estate
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Retail
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Education & Technology
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Automative
Testimonial

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.

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.

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.

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.
