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On the Prowl for a New CRM?


Tame Your CRM.


Feeling Submerged by Your CRM?


We Can Help. We Know Salesforce.


About Our Founder

Marc Pellegrini is a power user with dozens of implementations under his belt. Since 2012, he’s helped companies with 1, 10, or 100 employees put Salesforce to work. He is a Certified Salesforce Sales Cloud Consultant, Instructor and Administrator.

But Marc’s distinctive value doesn’t come from his “Forciness.” A decade spent growing a family-owned startup to a $10m company with 100 employees matters much more.

Add a second decade spent teaching technology and mathematics, and you’ll see why Marc is a rare combination of teacher, coach, sales leader, technologist, and common sense business manager.




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Our Salesforce Services Help You Grow!

What We Can Do For You

Streamline can meet your Salesforce needs many different ways: as consultants, coaches, implementors, or customizers.
When you contact us for an initial discussion, we’ll listen carefully to hear your goals and budget, and then provide a proposal customized to your business.

Capabilities & Services


We have a consistent, time-tested approach.  Projects stay on time and on budget.


We can develop custom functionality using Apex and Visualforce.

Classroom Teaching

Book a conference room, or we’ll find a classroom nearby. We’ll spend 4, 6, or 8 hours training new users on your specific Salesforce configuration.

One-on-One Coaching

In person or over the phone, we’ll provide individualized teaching that best meets the learning style and role of the student.

Which Approach Fits You Best?

To help you understand our general approach to Salesforce consulting, we’ve developed customizable packages that generally describe how we approach these scenarios:


You are new to Salesforce with no pre-existing implementation, but a clear need for a scalable CRM.


You have an existing Salesforce org but feel that you are not getting the bang for your buck.  We can give it a tune up so your users use it properly and become more efficient.


Want to learn more about how Salesforce can help manage your sales and service organizations?  We can teach you how.

Ready to Take The Next Step? Call 603.722.0232

During our consultation, we will determine which level of service fits you best, or develop a custom plan just for you.


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Marc not only knows Salesforce extensively, but also has a great business sense. He gave us ideas and recommendations that really help us streamline our company and also work well with another division. Because of his training and design, we hit the ground running and the transition was much smoother than we could have expected. He kept us on track and kept the project rolling. We could not have done it without him. We recommend him 100%.

Landmark Exteriors, Inc.


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Marc was able to effectively analyze our business needs and translate that into Salesforce functionality so we could report on key metrics that drive our sales process. The training he provided to our team was an invaluable component of the project.

Marc is a true professional and we wouldn’t hesitate to recommend him to an organization requiring expert Salesforce services.

Gulf Oil


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I am tough to please but I wanted to let you know that Marc has been awesome! Seriously great value. He is very knowledgeable and also very customer centric. It has been a great experience and now I am up and running.

Durban Dental



Partnerships Matter.

We Work With Some Great Partners

If you‘d like to become a Streamline Business Advisors Partner, please give us a call at 603.722.0232.


PO Box 676
Rye Beach, NH 03871


Call Us Today
For a Free Consultation