About Northstar CRM Consulting

Lucas Peterson

Founder | Consultant

As a Certified Salesforce Professional with nearly a decade of experience, I help businesses reduce customer service costs by automating standard processes and creating actionable reports for key contact center KPIs. My expertise in Service Cloud, Experience Cloud, and Field Service Lightning enables companies to streamline operations, improve efficiency, and deliver exceptional customer experiences.

Through my quick-start program, I guarantee the complete setup of Salesforce Service Cloud, ready for full roll-out within one month. I also specialize in implementing chatbots and AI functionality to further enhance automation, allowing businesses to provide faster, more efficient support while cutting operational costs.

My goal is to empower companies to leverage Salesforce for scalable success, making customer service a strategic asset for long-term growth.

FAQs

  • It is important to choose a consultant that can meet your needs and provide expert guidance. My years of experience and multiple certifications means you are getting a qualified professional. However, it is my background in project management and agile methodology that will ensure timely and efficient delivery of your project. My promise is to provide you with expert guidance and scalable solutions that will maximize your ROI with Salesforce.

  • Get your Salesforce Service Cloud fully operational and ready to roll out in just 30 days with our Quick-Start Program. Perfect for businesses looking to streamline customer service fast, we’ll automate processes, set up key contact center KPIs, and integrate AI-powered chatbots—guaranteed to be up and running in one month.

  • You can expect an open, transparent process with responsive communication. My approach to scalable solutions includes working directly with your teams to tailor your Salesforce org to how your teams work. My simple four step process of Discovery, Building, Testing, and Deployment will give you transparency throughout the process. You will receive a virtual training session with your team as well as all training materials and documentation upon project completion.