We're a small, senior team with enterprise consulting backgrounds — and we work as your long-term Salesforce partner, not just another vendor. No junior handoffs. No big-SI overhead. Just reliable execution and strategic support from people who stay involved.
We work best with small and mid-market companies — typically in the 50 to 200 employee range — that rely on Salesforce but don't have the internal resources to run it well. Our clients are usually past the startup scramble and into the growth stage, where the cost of a broken or underutilized CRM is real and rising.
If you've outgrown your current Salesforce setup, inherited an org that needs work, or simply want a reliable senior partner instead of a rotating cast of consultants — you're exactly who we built this for.
Our services are focused — intentionally. We do a small number of things exceptionally well, and everything we do connects back to helping your business run better through Salesforce and smart technology leadership.
We become your dedicated Salesforce team. From administration and configuration to automation, reporting, and process support — we handle the ongoing work so your team doesn't have to. Think of us as your in-house Salesforce function, without the overhead of hiring one.
Salesforce Managed ServicesWhen you have a specific Salesforce initiative — an implementation, a process overhaul, a migration, or a system that needs rescuing — we bring senior project leadership and hands-on execution. We've led complex, high-stakes initiatives since 2011 and we know how to get them across the finish line.
Projects & TransformationSelectively, we partner with entrepreneurs and business owners at the early stages of building a tech-enabled venture. If you're turning an idea into a real business and need a strategic technology partner to help you build it right — let's talk.
Venture EnablementMost growing businesses have two options when they need Salesforce help: hire a large system integrator and get lost in layers of staffing and overhead, or find a freelancer and hope for the best. We're a third option — and for the right clients, a much better one.
Claire and Robbie bring 30+ years each of enterprise IT and consulting experience — including time at Accenture, IMS Health, Intel, Veeva, and TetraScience. We've led Salesforce initiatives worth hundreds of millions of dollars. We bring that depth to every engagement, regardless of size.
When you work with 3R Geeks, you work with us — not a junior team member assigned after the sales call. Every engagement is led by senior people who stay involved from strategy through execution. That's not a perk. It's how we work.
We're not optimized for one-time projects. We're built for ongoing relationships where we learn your business, earn your trust, and keep your systems running and improving over time. Our best client relationships are measured in years, not tickets.
3R Geeks is a family business in the truest sense — built on transparency, integrity, knowledge, and empathy. Those aren't wall posters. They're the reason clients stay with us, refer us, and trust us with their most critical systems.
We intentionally stay small. That's not a limitation — it's a promise that you'll always have direct access to the people who know your business best.
Every engagement starts with understanding — not assumptions. We follow a straightforward process designed to get your Salesforce environment working the way your business needs it to, and then keep it that way.
We start by getting to know your business, your Salesforce environment, your team, and your goals. No templates, no assumptions — just honest discovery so we understand exactly what you need and where the gaps are.
Before we optimize, we make sure the foundation is solid. We address what's broken, clarify what's unclear, and establish the baseline your team can rely on. This phase builds the trust and structure everything else depends on.
With a stable foundation in place, we focus on making your Salesforce environment work harder for your business. Automation, reporting, process alignment, integrations — we prioritize improvements that deliver real operational value.
As your business evolves, we evolve with you. New processes, new systems — we stay ahead of your needs and make sure your Salesforce environment scales with your ambitions.
Most of our client relationships begin with a conversation and grow into something lasting. That's exactly how we like it.
We're a small, senior team — and that's by design. Every person at 3R Geeks is here because they're exceptional at what they do. There are no layers between you and the people responsible for your success.
Principal Consultant
Claire brings 30+ years of experience in customer success, strategic leadership, and technology consulting across life sciences, healthcare, SaaS, and enterprise IT. At 3R Geeks, Claire ensures every engagement delivers real, measurable value — not just deliverables.
M.S. Healthcare Informatics · M.S. Information Systems · CHDA · Certified ScrumMaster
Principal Consultant
Robbie has spent 30+ years leading technology strategy, Salesforce implementations, and large-scale IT transformation. His career includes senior roles at Accenture, IMS Health, and Intel — delivering projects ranging from $250K to over $100M.
Salesforce Admin · Salesforce App Builder · Salesforce Service Cloud · SAFe Agilist · Certified ScrumMaster
Lead Developer
Zachary has spent three years building deep, hands-on Salesforce development and administration experience working alongside senior enterprise consultants. He's the engine behind much of what we build and maintain.
Salesforce Admin · Salesforce Agentforce Specialist · PSM I
Three people. Decades of experience. One focus — making technology work for your business.
We don't measure success in closed tickets or completed projects. We measure it in client relationships that last — and in Salesforce environments that genuinely support the businesses they serve.
Our track record speaks through the clients who stay with us — and the ones who come back.
We don't believe in hard sells or one-size-fits-all proposals. We believe in honest conversations. If you're dealing with a Salesforce challenge, planning an initiative, or just wondering if a managed services partner makes sense for your business — reach out. A quick conversation costs nothing and usually tells both of us everything we need to know.
No pressure. No obligation. Just a straightforward conversation with people who know Salesforce.