The Salesforce partner
built for high-growth B2B
build Salesforce orgs that grow with them, not against them
Salesforce Projects Completed
Years of Combined Salesforce Experience
Certified Salesforce Experts
Customer Satisfaction Rating
The clouds we know best.
Select a practice to see how we approach it. Don’t see what you’re after? Lane Four works across multiple Salesforce clouds. Let’s chat to see if it’s something we can help with.
Data 360
Salesforce’s real-time data platform. We unify customer data from every source into a single, trusted profile, so every cloud, agent, and team acts on the same view of the customer.
Data Unification
Real-Time Profiles
Segmentation
Storing Legacy Data
Data Share to Warehouse
Agentforce
The first Salesforce partners in Canada to deploy a live Agentforce agent, we guide organizations from AI readiness through to agents running in production across sales, service, and operations.
AI Readiness
Agent Design
Production Rollout
Post Deployment Monitoring
Campaign Creation
Multi-level Agentic Use Case Mapping
Agentforce Revenue Management & Billing
Contract lifecycle management with Revenue Cloud ARM and ARB; covering the full quote-to-cash process from agreement through revenue recognition.
Quote-to-Cash
Contracts
Billing
CPQ > ARM Migration
Quote from Call Transcript
Churn-Risk Adjusted Pricing
Sales Cloud
Pipeline management, territory design, and sales process automation for teams that are scaling fast and need their CRM to keep up.
Pipeline
Forecasting
Territories
Lead Routing
Sales Process Automation
Org Health Checks
Org Health Checks
Service Cloud
Customer support and account management infrastructure that handles volume without adding headcount. From case management to self-service portals, built to scale with your customer base.
Case Management
Omni-Channel
Self-Service
PRM/PEM
Experience Cloud
Customer and partner portals that extend your Salesforce data to the right people, with the right level of access.
Portals
Communities
Access Control
PRM/PEM
Marketing Cloud
Regardless of which Marketing Cloud you run, we know it: Engagement (previously ExactTarget), Account Engagement (previously Pardot), Account Engagement Plus, Growth (Marketing Cloud on Core), and Advanced (Marketing Cloud on Core). We connect your marketing data to pipeline without the manual work.
Account Engagement
Journeys
Nurture
Advanced Reporting
Enterprise Governance
Complex Lifecycle Journey
MuleSoft
API-led integration that connects Salesforce to the rest of your stack in a way that holds up as your systems and your team grow.
APIs
Integration
Data sync
Built for the way your industry sells.
We get that every industry operates differently. By bringing patterns and accelerators from teams like yours, so you are not paying us to learn your business on the clock.
Financial Services
Heavily regulated, relationship-driven, and data-sensitive. We build orgs that keep compliance teams confident and advisors focused on clients, not data entry.
Wealth & lending
High Tech
Recurring revenue, product-led motions, and usage data wired straight into pipeline so RevOps can forecast with confidence.
Product-led growth
Usage-to-pipeline
Professional Services
Whether you are running managed services, delivering client projects, or a mix of both, we connect sales, delivery, and resourcing so utilization, margin, and forecast live in one place instead of scattered spreadsheets.
Resourcing
Utilization & margin
Manufacturing
Legacy operations, complex products, channel partners, and long sales cycles. We connect quoting, order management, and field service so sales and operations run off one system of record.
Configure-price-quote
Channel & partners
Field service
Salesforce doesn't live in a vacuum.
Salesforce stays your system of truth, but it rarely works alone. These are the tools and platforms we most often connect it to. When your revenue operations teams rely on tools outside of Salesforce, we choose the right connector so your data stays in sync and your source of truth stays intact.
OOTB Connectors
For the tools Salesforce already talks to, we configure the native connectors so data flows cleanly with no custom code to maintain.
Custom Integrations
When there is no off-the-shelf connector, our developers build the integration so systems like HubSpot stay in sync with Salesforce as your source of truth.
450+ certifications held across the team.
The certifications below reflect where our team has built real depth.
Ready to talk through your Salesforce setup?
Whether you are six months into an implementation or starting fresh, we’re opening to chatting through the outcomes. Let’s chat.