Salesforce Consulting Partner

Where Salesforce
Magic Happens

A boutique consulting and development firm with a 15-year track record delivering powerful, AI-driven Salesforce solutions for businesses that demand the best.

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Professional working with data and analytics dashboard
Live AI-powered quoting & analytics — built for your sales team
15+
Years Salesforce Expertise
10+
Avg. Years Per Consultant
50%
Onboarding Reduction via AI
7
Industry Verticals Served
Salesforce ConsultingAPEX DevelopmentFlow Automation API IntegrationLightning Web ComponentsExperience Cloud Marketing AutomationAI SolutionsReports & Dashboards Access ControlAccountingSeedPardot Campaigns Salesforce ConsultingAPEX DevelopmentFlow Automation API IntegrationLightning Web ComponentsExperience Cloud Marketing AutomationAI SolutionsReports & Dashboards Access ControlAccountingSeedPardot Campaigns
Who We Are

Boutique. Focused.
Deeply Expert.

IBR LLC is a certified Salesforce consulting and development partner. We keep our client roster select — by design — so that every engagement receives our full attention, energy, and expertise. No ticket queues. No junior hand-offs.

From complex APEX algorithms to end-to-end workflow automation and AI distillation agents, we architect solutions that move the needle on revenue, efficiency, and customer experience.

🎯
Tailored Solutions Built around your specific goals, not recycled templates.
🏆
Certified Professionals Multiple Salesforce certifications, 10+ years avg. per consultant.
🔄
Continuous Engagement We evolve your deployment as your business grows.
Professional consulting team collaborating
Business analytics and reporting dashboard
SF Partner
What We Do

Core Services

🧭

Salesforce Consulting

Strategic assessment and optimization of your Salesforce environment aligned to your business goals, processes, and growth trajectory.

🚀

Implementation & Deployment

Hassle-free transitions with immediate value realization. Rigorous testing ensures top quality from day one, including full data migration and user training.

⚙️

Customization & Development

APEX, LWC, Flows, and VisualForce — we build bespoke applications and enhancements that extend Salesforce to match how your team actually works.

🔗

Integration Services

Connect Salesforce with payment processors, ERP systems, external data sources, and identity providers for secure, seamless data flow.

Real Work, Real Results

Showcase Capabilities

Business analytics dashboard and data visualization

Production-grade solutions
built for real businesses

AI Quoting Engine

AI-Powered Quote Ranking Algorithm

Six distinct ranking models trained on historical CRM data with recency and likeness biases. Some models interleave live 3rd-party API data. Sales teams can quickly compare across all models and bulk-generate quotes — turning complex, mid-5-figure services into fast, confident proposals.

Top of Funnel

Real-Time Market Analysis Engine

A credibility-building tool that pulls from 3 interconnected Salesforce objects and augments with 4 asynchronous external APIs. Transforms sales reps into trusted advisors by delivering live market intelligence at the point of conversation — the Four Seasons vs. Holiday Inn difference.

Closed Won

Post-Sale Workflow Automation

Automated client confirmation emails, upsell offers, vendor digital signature flows, AP/AR internal notifications, and 7 distinct operational cases for high-touch service delivery — all triggered the moment a deal closes.

Cancellations & Upsells

Cancellation & Upsell Workflows

Graceful offboarding with automated vendor and client notifications, dynamic cancellation fee calculations, and refund case management. Plus an upsell flow allowing clients to submit portal requests that trigger vendor bid solicitations, internal review, markup, client approval, and payment — end to end.

Payments

Merchant & Crypto Payment Integration

Seamless merchant account processing via Paytrace and Chargent, including Visa/MC/Amex hold reauthorization for contracts booked up to a year in advance. Crypto payments via Coinbase and BitPay with full settlement and reconciliation flows in AccountingSeed.

Identity & SSO

Salesforce IdP & AWS Cognito SSO

Full SAML OpenID SSO with Salesforce as the Identity Provider, user sync with AWS Cognito for client and vendor portals, and automated permission set assignments on new user creation — keeping access tight and onboarding effortless.

Custom UI

Custom Quote Builder (Lightning/LWC)

A modular, real-time quote builder built on Lightning Web Components with Aura. Features autosuggest lookups for large record sets, instant cost computation, quick sub-section duplication, and client-side caching — dramatically reducing quote turnaround time.

Data Pipeline

Batch ETL & Real-Time Pricing Pipeline

A VisualForce/LWC data sourcing layer ingesting 15GB of movement data daily on an hourly cadence, retained for one year. Asynchronous real-time pricing from 3 suppliers aggregated into a unified table — giving the sales team transparent market visibility.

AI Agent

AI Distillation Agent (Amazon Q)

Launched January 2025: a Salesforce-integrated LLM built on Amazon Q, trained on 10 years of internal procedures, competitor knowledge bases, and process documentation. Self-serve "University" module with certification exams — employee onboarding time cut by over 50%.

Franchise Portal

Multi-Tier Franchise Experience Portal

A fully custom Experience Cloud site with Lightning Web Components — including custom navigation, "recent items," and summary bars. Each franchise can customize their brand skin. Hierarchical object sharing and reports support both corporate and franchise-level access control.

Operational

Team Performance & Compliance Dashboards

Individual and team-level revenue, margin, and key account leaderboards. Sales incentive challenge tracking. Vendor utilization reports by equipment model. Safety compliance reporting across insurance, certifications, and third-party safety review certificates.

Financial

Financial Reporting & Commission Modeling

MTD/YTD/3-year performance trending across revenue, expenses, margins, and commissions at team and individual levels. Marketing ROI by channel. Multi-tier commission modeling with progressive payout percentages, attrition protection, and inbound vs. self-prospected breakdowns.

Verticals

Industries We Serve

💼

Financial Services

Enhanced client engagement, AP/AR automation, and operational efficiency for lending, advisory, and fintech firms.

💻

IT & Technology

Drive digital transformation, scalable architectures, and seamless integrations across modern tech stacks.

🏭

Manufacturing

Streamline operations, vendor management, and order-to-cash cycles to accelerate growth.

❤️

Nonprofit

Maximize mission impact and operational efficiency in serving communities and stakeholders.

🛍️

Retail

Drive customer loyalty programs, omnichannel experiences, and operational excellence at scale.

✈️

Luxury Travel & Logistics

Complex quoting, high-touch service delivery, and real-time vendor coordination for premium providers.

🏠

Real Estate & Construction

Streamline project pipelines, client relationships, and contractor management from lead to close.

🚛

Transportation

Improve efficiency, real-time visibility, and compliance tracking across complex logistics operations.

🤝

Franchising

Multi-tier Experience Cloud portals, hierarchical access, brand customization, and corporate visibility in one platform.

How We Work

Engagement Lifecycle

A structured, transparent path from first conversation to ongoing partnership — managed in JIRA every step of the way.

1

Discovery / Vision

Understand goals, pain points & current setup

2

Scoping / SOW

Define deliverables, timeline & investment

3

Project Plan / JIRA

Full project management with transparent tracking

4

Execution

Build, configure & customize with precision

5

UAT & Feedback

Acceptance testing, documentation & iteration

6

Production Rollout

Go-live with training & comprehensive handoff

7

Ongoing Support

Continuous optimization & platform evolution

Client Voices

What Our Clients Say

IBR LLC assisted us in building and deploying an Accounting and Merchant account managed package from AppExchange. They are for sure Salesforce high-touch experts.

JT
Joel T.
Stratos Jets

I'm amazed at their support — quick to respond and they resolved the issue immediately. This saved me hours trying to figure out how to route leads based on weights and rules in our org. Super thankful!

AM
Anna M.
Shield Funding
Let's Talk

Ready to Unlock Salesforce Magic?

We keep our client list selective so we can give every engagement the attention it deserves. If you're ready to take Salesforce to the next level, we'd love to hear from you.

🌐
www.ibrllc.com
✉️
info [at] ibrllc [dot] com
📞
407-906-5267
📋
View AppExchange Profile