Our Services

Where we come in…

Sales Cloud

Our team specializes in optimizing your Salesforce org through powerful Flow development, smart automation, and actionable reports and dashboards—making your system easier to use, more efficient, and ultimately driving stronger ROI from your Salesforce investment.

Marketing Cloud

Our team helps you unlock the full potential of Marketing Cloud by building automated, personalized email campaigns with Journey Builder—so you can engage the right audience at the right time, drive conversions, and maximize your marketing ROI.

Service Cloud

We enhance your Service Cloud with smart automation, streamlined case management, and real-time dashboards—empowering your support team to resolve issues faster, improve customer satisfaction, position you to deliver stronger returns.

Revenue Operations

Revenue Operations is your growth engine—and we help you tune it. From lead to cash, we optimize your tech stack, streamline handoffs between sales, marketing, and service, and surface the metrics that matter most. With the right systems, automations, and insights in place, your team spends less time firefighting and more time driving revenue.

CRM Audit & Maintenance

Your CRM should evolve with your business—not work against it. Our CRM Audit & Maintenance service uncovers inefficiencies, cleans up technical debt, and ensures your Salesforce org runs smoothly and securely. From field audits and automation reviews to user access and data quality, we deliver actionable insights and ongoing support to keep your CRM optimized and future-ready.

Business Intelligence

Our Business Intelligence team bridges strategy and execution, turning raw data into clear, actionable insights—even when requirements are evolving. With deep BI expertise and a product ownership mindset, we partner with your teams to uncover key drivers, align stakeholders, and deliver dashboards and reports that fuel confident, data-backed decisions.

Disovery

We take time to understand your business, pain points, and goals. Through thoughtful conversations and deep dives into your current systems, we uncover what’s working—and what’s not.

Plan/Projection

With clarity from discovery, we map out a tailored solution. This includes realistic timelines, technical recommendations, and a shared vision for what success looks like.

Test

Before go-live, we rigorously test the solution in a sandbox environment. This ensures your processes run smoothly and that any issues are addressed before they impact users.

Deploy

When it’s time to launch, we handle the deployment with precision. From data migration to user enablement, we make sure everything goes live cleanly and confidently.

Happy Customer Happy Life

Our job isn’t done until you’re fully satisfied. We stick around post-launch to support adoption, gather feedback, and ensure you’re getting the most out of your Salesforce investment.

Certified with Experience

Our team of Product Owners, Administrators, Developers and Architects are pros who’ve seen under the hood of thousands of Salesforce Orgs like yours

New York Based

NYC and Long Island, with customers nationwide

Service Minded

We treat your business like it’s part of Wally Designs. Whether you’re scaling your sales process, launching smarter marketing, or streamlining a process, we’re here to make the technology work for you.  Building Technology and trusting relationships is our mission.

Whether you’re just getting started or need to optimize what you already have, we’re here as your partner in growth. From Sales Cloud and Marketing Cloud to custom integrations and automation, our team brings hands-on expertise and strategic thinking to every engagement.

Contact Us

Need Salesforce guidance? Our Wally Design specialists are ready to assist

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