Phi Flare
Salesforce Solutions That Scale With You
Phi Flare helps small to mid-market companies implement, integrate, and adopt Salesforce.
From first implementation to long-term adoption
End-to-end Salesforce Expertise
Fractional Administration
Get ongoing Salesforce support without the cost of a full-time hire.
License Leveraging
Maximize the value of your existing Slaesforce licenses already owned.
Custom Automation
From custom automation to SaaS integrations with AppExchange apps.
Data Cleanup
Clean and standardize your data to improve reporting accuracy.
Training & Adoption
From team wide rollouts to showing a junior admin the ropes.
Salesforce Implementation
We design and deploy Salesforce environments tailored to your business.
Why Choose Phi Flare
Big firm expertise. Boutique firm attention
◆ Built for Your Size
Enterprise firms overbuild. Phi Flare meets your Salesforce needs and calibrates solutions to grow with you.◆ We Don't Disappear After Go-Live
Launch day is just the beginning. We offer post-implementation support and documenation to ensure your team is confident, capable, and self-sufficient.◆ Fixed Scope. No Surprise Invoices
Clear deliverables, fixed pricing, and no scope-creep chaos.
Josh Ortiz
Founder and Lead Architect
Josh Ortiz is a U.S. Navy nuclear power program veteran, where he developed a strong ability to solve complex problems and “figure things out” under pressure. Over the past 8 years, he has focused on CRM systems and data transformation, earning six Salesforce certifications along the way.He founded Phi Flare after repeatedly seeing consulting work delivered without clear documentation or long-term maintainability. His team is focused on changing that, one project at a time.He is passionate about building Salesforce solutions that start with the business process first, aligning technology to real operational needs rather than forcing processes to fit the platform.
Let's Talk About Your Salesforce Goals
30 minutes. No Pressure.
Just an honest conversation about where you are and where you want to be.Whether you're starting from scratch, migrating from another CRM, or trying to get more out of an existing Salesforce org, we can help. Book a free introductory call and we'll map out a clear path forward.
Schedule Your Free Salesforce Consultation
Get clarity on your Salesforce setup and next steps.
Schedule Your Free Salesforce Consultation
Get clarity on your Salesforce setup, current pain points, and next steps.