Directory/Karlsson Global Solutions
Karlsson Global Solutions

Karlsson Global Solutions

Accepting new clients
Silver
Lehi, Utah
  • Silver
Solution Partner Company Size
  • 5 - 15 employees
Project Budget
  • $251 - $500
  • $501 - $1,000
  • $1,001 to $5,000
  • $5,001 - $10,000
  • $10,001 - $200,000
Minimum Spend
  • Minimum spend of $250
Free Discovery Call
  • Yes
Services
  • Building an automation, workflow, business process or a Zap
  • Building a public or private Zapier integration/API and/or custom coding
  • Fixing a few Zaps (1-10 Zaps)
  • Fixing multiple Zaps (10+ Zaps)
  • Learning more about Zapier before signing up
Service Regions
  • North America (Canada & United States)
Language
  • English
Tools Most Commonly Worked With
  • Asana
  • ChatGPT
  • DocuSign
  • Dropbox
  • Formstack
Industries Primarily Served
  • Banking & Financial Services
  • Construction & Engineering
  • Education & Training
  • Energy
  • Government & Public Services
Employee Size Primarily Served
  • 11-50
  • 51-250
  • 250+

Helping business leaders optimize their processes using Salesforce, Conga and other solutions.

We work closely with our clients to understand their challenges and create solutions that will enable them to operate more efficiently. We listen closely to what they need from their technology solutions and then build those features into their new systems or update existing ones so they can continue doing what they do best: run their businesses! We are known to:

AUTOMATE BUSINESS SOLUTIONS On average, we’ve helped customers spend 25% less time creating documents and working on other tedious business processes. (That means that you get more time back in your day to do other value-added tasks!)

REDUCE BUSINESS RISK From sending out the wrong contract version to losing a valued employee who knows the ins and outs of contract management, we know that risks happen. Using Conga Contracts and other solutions, we’ve helped customers prevent and mitigate business mistakes right out of the gate.

IMPROVED BUSINESS ANALYTICS We create easy-to-understand dashboards so that you can analyze business metrics in real-time. Our KGS customers have been able to zero in on data analytics with dashboards showcasing the metrics they care the most about.

HOW IT WORKS

CONSULTATION: Before getting started on your creative solution, we will first sit down and find out what are your business goals. This is the time when we ask you questions about your business processes and how you currently use your CRM.

DEVELOP ACTION PLAN: Next, we will develop an action plan by defining user personas, documenting user stories, and laying out the technical foundation for success.

PROVIDE CREATIVE SOLUTIONS: Lastly, we will give you a roadmap that is specific to your needs. You will receive software solution recommendations and a project timeline catered to your unique business and optimized for your business model and industry.

Ready to set up your account with Salesforce, Conga and AI for success? Visit our website and schedule a 30-minute call to see how you can reach your full potential!

Media

Reviews
5
1 review
Nearly Three Years of Excellent Automation Work
Aug 07, 2026
Karlsson Global has been our automation partner for nearly three years, connecting Zapier with Salesforce, Maxio, and the rest of our stack. However complex the integration, they find a practical, well thought out solution rather than a quick patch. They've meaningfully improved our efficiency and documentation along the way. Complexity is where they do their best work, so bring them your hardest problems. We recommend them without hesitation.