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Salesforce Partner in
New York

About us

Levarus is a trusted Salesforce Partner in New York, helping organizations across New York City and the state drive revenue, improve service, and streamline operations. We provide end-to-end Salesforce services, including advisory, implementation, integration, migration, training, and managed support. Backed by Salesforce Summit Partner / Salesforce Platinum Partner standards, our certified experts deliver tailored solutions beyond basic configuration. From financial services and healthcare to professional services and technology, Levarus helps New York businesses maximize Salesforce adoption and long-term value.

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As your Salesforce Partner in New York, we help you

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, leads, and sales in one connected platform.

Tableau

Transform data into clear insights and interactive dashboards.

Mulesoft

Integrate Salesforce with applications, systems, and data sources.

Commerce & Service cloud

Deliver connected commerce and personalized customer support.

Agentforce

Use AI agents to automate tasks and improve customer experiences.

Slack

Connect teams, workflows, and Salesforce data for faster collaboration.

HRMS

Simplify HR processes and workforce management.

Intercom

Improve customer communication with centralized support & automation.

Local Market Challenges

New York is one of the most competitive CRM markets in the U.S., with complex sales cycles, high service expectations, regulated industries, and fast-moving teams. Levarus helps organizations address key Salesforce challenges, including:

1. Fragmented Data & Integration

Unify sales, service, marketing, and enterprise systems in Salesforce for clearer customer visibility and reliable data flow.

2. Adoption, Legacy & Complexity

Simplify workflows for New York teams while migrating or remediating outdated, over-customized CRM orgs.

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3. Compliance & Omnichannel Service

Build secure, governed Salesforce solutions with Service Cloud support across email, phone, web, and chat.

4. Multi-Location Delivery & Support

Standardize processes across New York operations, then keep the platform healthy with managed services and post-go-live 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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