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Penrod’s Proven Process

Our Process

Penrod’s goal is to empower personal and professional growth by building authentic partnerships and long-lasting relationships.

We do this through our core values:


We weave these values through each phase of our proven process. Not only do our partners have an entire team of people ready to help, each client has their own Engagement Manager (EM). Our EMs provide roadmaps and elicit feedback throughout the process, so you’ll be heard, supported, and empowered throughout projects and beyond.


We want to get to know you and your organization—so we listen. Then we’ll share our story, expertise, and how we can help.


Once we agree we’re a good fit, we'll provide an estimated price range for budgeting guidance to be finalized during discovery—and offer direction on timing and process.


A successful project requires a collaborative team. That’s why we bring the teams together for an engagement kick-off and deep dive discovery.


We’ll review your current platforms and processes, customize a solution, and continually fine-tune it until it meets our success criteria. Only then do we give it our final stamp of approval.


We’ve custom-built your Salesforce instance for success, so rest assured you and your team will be fully prepared and trained for go-live.


Post-launch, we’re here to offer support when you need it. We'll keep you informed about new trends and developments and have your roadmap handy to build out your instance as your business needs evolve.
Proven Process PDF



Aaron Manogue


We are a small-to-medium sized business in the association industry and making the move to Salesforce was a HUGE investment and change for our company. There was a lot of fear internally about making the switch and making it successful. We decided to go with Penrod to help lead our implementation to fit our very unique needs and they hit it out of the park.

Every worry we had, they had an answer for. Every time we picked up the phone and called, they answered. They did a great job of challenging us to question our current processes to use Salesforce in the right way, which in the end improved a lot of time-consuming things we do on a daily basis.

Thomas Keyack


Curexa Pharmacy worked closely with the Penrod Team to build out an internal clinical management and workflow optimization tool as well as a CRM for our field team. The Penrod team’s high touch communication and tenacity allowed them to become in tune with the challenges our organization faces and truly understand how to create a meaningful solution via HealthCloud.

Collectively, Penrod’s collaboration has left an immense impact on our technology and ultimately our business, [and] helped us positively change the way we do business.

Mark Spatafore


My company loves reports. To that end, we all felt the session on reporting capabilities through Salesforce was extremely productive. When we were in this session, people around the room were in unison with an understanding as to why we are made this investment and are switching to this new system.

The attention to detail, and Penrod’s immediacy in responding to our many build requests, has made for a better overall user experience and lends credibility to the great project team who have been working with us. It’s these factors that give me the confidence to know that Penrod will assist us in making this transition happen smoothly when we go live.

Darren Darst

Professional Services

Change is never easy and often very daunting for a small organization. So when it was time to change our CRM to Salesforce, in partnership with Penrod…the fear factor certainly set in. However, through multiple in-person meetings, brainstorming sessions, and complete customer service, Penrod has become a true partner for years to come.

Our experience with Penrod goes beyond those associated with our project/implementation. We’ve had the pleasure of meeting most of Penrod’s ever growing team. I look forward to the on-going relationship/partnership our organization has begun in the years that lie ahead.

Ryan Frank

Financial Services

We (Financial Services publicly traded) have worked with Penrod for the last 8 months. We are very happy with them because of their positive attitude and willingness to help. Our original consulting company only talked about how much work/cost enhancements would be.

We have found that Penrod truly puts their clients needs first. They have hit every deadline, and continue to impress our organization with their Salesforce capabilities. Additionally, we appreciate the personal time that even the owners of the company take, to talk with us about our needs and frustrations. We recommend giving Penrod an opportunity to win your business.

Donn Kim


Penrod was a fantastic partner in getting our CRM up and running, learning the nuances of our business along the way. We collaborated to create a right-sized solution that can grow with us, and remain a core system as we continue to build out the associated infrastructure. They were extremely communicative throughout, and always willing to be onsite with us to guide us through the process, from requirements gathering to handoff.

Chris Naleway


Incredible consultant to work with! Penrod helped us implement our client community, pardot and service cloud instance into our organization. They were extremely knowledgeable and always went out of their way to ensure we were getting the most out of the solutions. They are always enjoyable to work with and continue to be a trusted consulting partner of ours for every salesforce project, solution or 3rd party app.

Kristin Iden


I particularly appreciated the size and agility of Penrod as our implementation partner. There was no high pressure, just steady progress, and reassurance, which to a small non-profit makes the world of difference in accomplishing a project with a limited internal staff.

Peter Martensen


A fantastic company to work with! We felt that Penrod really understood what we expected from the project. They understood that we were learning about Salesforce and what could be done. As we learned about more of the capabilities, we asked for more product features, and Penrod was willing to work with us to add them to the Scope of Work. The communication was excellent throughout the entire project. They reached out to us if there was any ambiguity so they wouldn’t do work that had to be changed later.

Ivan Imana


We reinvested in CRM solution after years of stagnation and have made a key component in our strategic growth. That meant a reimplementation, the decision came down to Salesforce and another CRM and also who would be providing professional services. The selection for Salesforce was based upon the expertise that Penrod brought to the table around CRM. They have worked with us in learning our culture and were flexible in how to deliver our desired solution. This was a substantial investment for our organization.

Bryce Boyd


After the decision to use Salesforce was made, the decision to find a partner to help us set up Salesforce needed to be made. After meeting with Penrod we knew we found the right partner. They quickly understood our business (Manufacturing) of multiple product lines to various parts of the country. And helped us develop key directions and reporting of product lines.

Proven Process Pathway