
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.



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

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Simplify workflows for New York teams while migrating or remediating outdated, over-customized CRM orgs.



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

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.
