Two platforms, one ops practice.
Pick a track. Every engagement is priced up front. No surprise change orders, no per-hour billing games.
Salesforce, configured for creative teams.
Most creative shops bought Salesforce, hired a generalist consultant, and ended up with a CRM nobody opens. We rebuild it around the way work actually closes.
New-business pipeline, account hierarchy, opportunity stages, dashboards. Done.
You bought Sales Cloud two years ago and it shows. We audit, unwind the bad config, and re-deploy what you need.
Monthly retainer covering admin, releases, and the small fires that stop your team on a Tuesday.
Connect Salesforce to Claude with the right data, the right access and guardrails your security team signs off on.
Salesforce in Claude, set up safely.
Salesforce and Anthropic now put your Salesforce data inside Claude. We make sure it sees the right data, for the right people, and that your team can trust what it says.
- Get readyReadiness Check
Before anyone connects, we check eligibility, data quality and permissions, and review how your data will be handled.
- Claude plan and Salesforce edition
- Data quality snapshot
- Security, access and privacy review
from $2,500What’s included, timing and FAQ → - Set it upSetup and governance
We connect Salesforce to Claude and put the guardrails in place, so it works the way your security team expects.
- Setup of Salesforce’s MCP server and the Claude connector
- Access only for the people who need it
- Sandboxes kept apart from production
- Monitoring what’s done through Claude
- The move to the new MCP server when it leaves beta
Fixed-scope proposal - Make it yoursCustom skills
Skills that teach Claude your sales process: your stages, qualification framework and the quirks of your org.
- Built on Salesforce’s custom skills
- Shared with the teams you choose, governed by your admin
Coming soon
“After years of contemplating and assessing options for creating an interactive portal for our members (investors), we hired 21 Knots. They helped us scope and develop a solution that surpassed the functionality we had in mind. They brought us new and relevant ideas that our members love and were always open to hearing ours. We now have a solid foundation to build on, and we are already developing Phase 2. 21 Knots is genuinely a great partner to work with!”
“21 Knots helped us navigate a transition in the role of Salesforce Administrator at our organization by ensuring that the incoming Administrator was trained and equipped to take over responsibility. They specifically helped us install and configure the Breadwinner integration, build custom objects and fields, custom screen flows, custom API integration work, and Marketing Cloud – Account Engagement (Pardot) work. 21 Knots provides expert-level services; we are always pleased to work with them.”
“21 Knots is a consummate professional organization. They are resourceful, taking ownership of the development process and delivering outstanding results. They are an asset to any team fortunate enough to work with them. It is our pleasure to recommend 21 Knots for their exceptional professionalism and expertise.”
“21 Knots is our long-term managed services provider. They are an excellent partner for developing and building solutions. I trust their expertise and appreciate their willingness to teach and share knowledge. 21 Knots’ support has been invaluable to the organization, and I look forward to continuing to work with them.”
“21 Knots was amazing to work with. I’ve been through a handful of SFDC implementations in prior lives. This was by far the most thorough and complete. The team is super easy to work with, very responsive, and bring a lot of good ideas/solutions to the table.”
“21 Knots has been a fantastic partner to help us customize Salesforce for our company’s needs with an eye on our success. They have been receptive to any questions and creative in coming up with solutions for our specialized industry. Their turnaround times for bigger customizations has been great. I would heartily recommend their services.”
“The team at 21 Knots combined creativity and deep knowledge of Salesforce to give us the features and functionality we needed, as well as the integration pathways with non-Salesforce products. 21 Knots was patient and professional in refining our scope and relentless in delivering on spec and on time.”
“21 Knots is our preferred Salesforce resource for management and development of our Sales Cloud and Pardot instances. The team is always available to answer any questions and optimize our workflow. To date, we haven’t met a team more expansive or knowledgeable than 21 Knots. Glad to have them on board, a Slack direct message away!”
“21 Knots was a terrific partner to guide us through our recent migration to Salesforce. They helped us define our needs, imagine new possibilities, and identify our specific business case. The customized solutions they developed will greatly improve the efficiency and effectiveness of our growing organization.”
“Working together, we were able to quickly move our newsletter from Mailchimp to Pardot. We’re looking forward to capturing more data from our audience and setting up engagement studio flows!”