Get the Salesforce knowledge and guidance your business deserves.

We understand your business

Our services prioritize understanding your business goals, processes, and challenges, which facilitates a highly customized and efficiently utilized Salesforce instance.

We use our expertise to your advantage

With nearly a decade of experience in a wide swath of industries, we impart a deep knowledge base in, and use cases for, all things Salesforce.

We become a long-term partner

We maintain long-term partnerships throughout our clients’ Salesforce journeys, as their businesses grow and evolve.

Blair, Next Step Realty

Playbook Partners was the primary ingredient that helped us take our business from a high-growth, but slightly disorganized system into a highly functioning database powered by Salesforce. Salesforce, while its ends result is very positive, is a rather complicated system to setup and navigating the complexities of the platform requires a specialist who has both experience at Salesforce and as a consultant. Tom is that guy.

Matt, ReVireo

Tom started by helping us customize the stock Salesforce environment to be specific to our business. Together, we created various record types and fields to better capture the most important information in the easiest way. This effort also led to a transformation and reorganization of our business processes, which was spurred by the collaboration with Tom to develop Salesforce into our central business platform.

Ann Marie, USCBC

Working with Playbook is one of the best business decisions our organization has made. As our business evolves, we continue to check in with Tom to fine-tune existing strategies and develop new ones. Tom’s expertise, creativity, assessments, and flexibility have helped us maximize our Salesforce investment. We can’t wait to see what the future holds for us.