Salesforce for small businesses, built to last.
Vanguard Tech is a Salesforce consultancy for small and growing businesses. We set up, fix and look after your org, explain every change in plain language, and stay with you as your team grows, so you work with people who already know your business instead of starting over with a new consultant for every project.
Practice
Our clients range from private aviation and healthcare to manufacturing, recruiting and professional services. What they share is Salesforce, and the systems it has to work with.
Sales Cloud
Lead routing, territories, commissions, quotes and the dashboards leadership actually opens, live in weeks rather than quarters.
Service & contact centres
Email, web, phone, SMS and WhatsApp routed into one queue, with SLAs, knowledge articles and satisfaction surveys on every case.
Marketing automation
Journeys, email and SMS campaigns on authenticated sending domains, tied back to the same records your sales team works from.
Healthcare
Patient records, scheduling and intake forms, with data brought in from the EHR and practice systems clinics already run on.
Portals & custom apps
Member portals, trip and quote builders, branded PDFs and mobile apps for the work standard pages can't handle.
Finance & ERP sync
Customers, products, orders, invoices and payments kept in step between Salesforce and the books, in both directions.
Custom integrations
Direct connections to industry and back-office tools: tax practice software, flight marketplaces, BI, e-signature and phone systems.
Platform migrations
Moving off HubSpot, Zendesk, Asana or spreadsheets with history, owners, notes and files intact, and a runbook for every load.
Org rescue & cleanup
Inherited orgs brought into version control, broken automation fixed, duplicates and storage cleaned up, with notes on every change.
How we work
The same four steps for a one-field change or a full contact-center rollout.
Read the live org
We start from what's actually in your org, not from what a spreadsheet says should be there.
Build in source
Every change is version-controlled, reviewed and reversible.
Validate, then deploy
Sandbox first, then production with your sign-off.
Write it down
Notes on what changed and why, so your next admin inherits a manual, not a mystery.
Engagements
Three ways to work together, depending on whether you need a build, a migration or someone on call.
Implementation
A scoped build: a new cloud, a new channel or an MVP, delivered to a sandbox, accepted, then promoted.
Migration
A planned move off another platform, with a data map, trial loads, a reconciled cutover and a rollback plan.
Pay-per-use support
Hours when you need them for fixes, small enhancements and admin questions, billed monthly for time actually used.