Salesforce
Deep Salesforce expertise spanning CRM optimization, automation, Sales Cloud, Service Cloud, integrations, data, and modernization. 15 years of Salesforce experience.
Salesforce consultingServices
CRM consulting across Salesforce, Dynamics 365, and HubSpot
MissionTech provides CRM consulting across Salesforce, Microsoft Dynamics 365, and HubSpot — with deep expertise in automation, integrations, and data migration.
We help organizations optimize, integrate, migrate, and automate their CRM environments so technology works around the business—not the other way around. The work covers CRM optimization, workflow and process automation, system integrations, data migration, and CRM modernization.
CRM platforms
Salesforce, Microsoft Dynamics 365, and HubSpot
These are MissionTech's primary CRM platforms. Specialties across those ecosystems include CRM optimization, workflow and process automation, system integrations, data migration, and CRM modernization.
Microsoft Dynamics 365
Dynamics 365 and Dataverse consulting focused on CRM configuration, Power Platform automation, integrations, business processes, and optimization.
Dynamics 365 consultingHubSpot
HubSpot CRM consulting focused on configuration, data, migrations, automation, integrations, and scalable CRM processes.
HubSpot consultingCross-platform
Cross-Platform CRM Services
MissionTech also helps organizations solve complex CRM challenges that span platforms, data, automation, and connected systems.
CRM Migration Services
Plan and execute CRM migrations across Salesforce, Microsoft Dynamics 365, HubSpot, legacy systems, and custom CRM environments with a focus on data mapping, cleanup, validation, cutover, and post-migration stability.
CRM migration servicesCRM programs
Consulting, implementation, and migration
CRM Consulting & Optimization
The problem: The CRM is live, but teams still work around it—duplicate records, unused fields, and processes that never matched how the business actually sells or supports customers.
How we help: Review configuration, data, and adoption. Recommend a practical roadmap: what to simplify, what to fix, and what to leave alone so the platform supports day-to-day work.
Discuss CRM consultingCRM Implementations & Migrations
The problem: A new CRM, a merge of orgs, or a move off a legacy system stalls when process design, data, and cutover are treated as afterthoughts.
How we help: Structure discovery, design, build, data movement, testing, and go-live support. The goal is a controlled transition, not a weekend switch that cannot be reversed.
Discuss an implementation or migrationPlatforms
Platform engagements
Microsoft Dynamics 365
The problem: Dynamics 365 is expected to run sales, service, or related operations, but apps, security, Dataverse, and nearby Microsoft tools are not aligned with the process.
How we help: CRM configuration, optimization, integrations, and business-process work in the Dynamics 365 ecosystem, with Power Platform used for Microsoft and Dynamics automation rather than one-off workarounds.
Discuss Dynamics 365Salesforce
The problem: Salesforce is either under-configured for the operating model or overloaded with customizations that slow change and confuse users.
How we help: Implementation, optimization, automation, integrations, and modernization grounded in 15 years of Salesforce experience—objects, Flow, Sales Cloud, Service Cloud, and data work that support how teams operate, not unused AppExchange clutter.
Salesforce consultingHubSpot
The problem: HubSpot is treated as a marketing side tool while sales and operations still keep the real customer record somewhere else.
How we help: Configuration, data, migrations, automation, and integrations so HubSpot can function as a CRM with scalable processes, including connections to other systems of record when they must remain.
Discuss HubSpotPower Platform & Automation
The problem: Work sits in inboxes, spreadsheets, and manual CRM updates because nobody owns a reliable workflow.
How we help: Design and build Power Apps and Power Automate solutions that support Microsoft and Dynamics 365 operations, with naming, environments, and ownership that a team can maintain.
Discuss Power Platform and automationData, connectivity, and insight
Migration, integration, contact center, and reporting
Data Migration & Data Cleanup
The problem: Duplicates, missing owners, and inconsistent fields follow the company into every new system and every dashboard.
How we help: Mapping, transformation, deduplication, and cutover planning. We treat dirty data as in-scope work. We do not promise a permanently perfect database.
Discuss data migration and cleanupCRM Integrations
The problem: Customer, order, or support data lives in multiple systems, and people re-key it because the CRM is isolated.
How we help: Connect CRM to ERP, marketing, finance, support, and custom applications where records and processes must stay in sync.
Discuss CRM integrationsContact Center / Five9 Integration
The problem: Agents take calls without seeing the CRM record, and call activity never lands where the rest of the customer history lives.
How we help: Integrate contact-center platforms, including Five9, with CRM so agents get context and interactions are logged against the right customer.
Discuss Five9 and contact center integrationReporting & Analytics
The problem: Leadership does not trust the dashboard because the underlying CRM data and definitions are inconsistent.
How we help: Define metrics and build reports from CRM and related systems—pipeline, operations, and service views that match how the business actually measures work.
Discuss reporting and analyticsNot sure which service fits?
Describe the systems you have and what is slowing the operation. We will help you decide where to start. Email info@missiontechllc.com if you prefer not to use the form.
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