# Lovalto Consulting

> Technology consulting partner, Salesforce-led. Senior certified architects covering CRM (Salesforce, HubSpot, Attio), AI, integrations, web development, and revenue operations, with deep specialization in Financial Services, utilities, and other regulated industries. US-based, senior experts only.

Lovalto Consulting (LOVALTO LLC) is a technology consulting partner founded in 2025 by Evan Eichert and Derek Moore. The firm is Salesforce-led: Eichert is a 16x-certified Salesforce Enterprise Architect working on the platform since February 2018, with a real-world operational background in banking and sales. Beyond Salesforce, LOVALTO delivers HubSpot and Attio CRM work, Shopify and web development, AI and automation, and Go-to-Market / RevOps consulting. Based in Sunbury, Ohio, serving clients across the United States remotely.

## Core Services

- [Hourly Consulting](https://www.lovalto.com/services/hourly-consulting/): Flexible, on-demand Salesforce expertise with same-week start availability. Senior architects only, transparent hourly rates.
- [Quick Start Packages](https://www.lovalto.com/services/quick-start/): Fixed-price Salesforce implementations delivered in 2-4 weeks. Includes architecture, configuration, testing, training, documentation, and 30-day support.
- [Health Check](https://www.lovalto.com/services/health-check/): Read-only Salesforce org audit covering security and access, data quality, automation, and adoption. Includes a findings report, prioritized fix list, and architect debrief in 7-10 business days.
- [Implementation Recovery](https://www.lovalto.com/services/implementation-recovery/): Expert intervention to rescue stalled or troubled Salesforce projects. Two-phase approach: assessment then hands-on recovery.

## Platforms & Practice Areas

- **Salesforce** (primary): Sales Cloud, Service Cloud, Experience Cloud, Financial Services Cloud, Agentforce, custom platform development
- **Other CRM**: HubSpot and Attio implementation and migration
- **Commerce & Web**: Shopify, custom web development
- **AI & Automation**: Agentforce autonomous agents, Einstein AI, OpenAI and Claude integrations
- **Revenue Operations**: Go-to-Market strategy, RevOps process design, CPQ and quote generation automation, quote-to-cash architecture, pricing and discount governance, renewals, sales analytics

## Industry Specializations

- [Financial Services](https://www.lovalto.com/industries/financial-services/): Banking, commercial lending, wealth management, insurance, regulatory compliance. nCino platform expertise (400+ users implemented). Financial Services Cloud.
- [Healthcare](https://www.lovalto.com/pages/healthcare-rcm-salesforce/): Patient management, revenue cycle management, care coordination, HIPAA compliance, EHR integration (Epic, Cerner). Health Cloud implementations.
- [Utilities & Municipalities](https://www.lovalto.com/industries/utilities/): Electric, water, and gas providers, municipal utilities, and utility software vendors. Customer information system (CIS) and billing integration, work and mobile workforce management, customer self-service portals, outage and service operations, and regulated reporting.
- [Technology & Beyond](https://www.lovalto.com/industries/technology/): SaaS, professional services, manufacturing, nonprofit, retail. The same methodology translates across any industry.

## Technical Capabilities

- [Core Salesforce](https://www.lovalto.com/capabilities/core-salesforce/): Sales Cloud, Service Cloud, Experience Cloud, Platform development
- [RevOps & Quote Automation](https://www.lovalto.com/capabilities/revops-quoting/): Revenue operations and quoting on Salesforce. Guided quote generation, product and pricing architecture, discount and approval governance, document generation and e-signature, quote-to-cash and ERP/billing handoff, renewals and amendments. Revenue Cloud, Salesforce CPQ, native quotes, or purpose-built components.
- [Agentforce](https://www.lovalto.com/capabilities/agentforce/): Autonomous AI agents for sales, service, and custom business processes
- [AI Consulting](https://www.lovalto.com/capabilities/ai-consulting/): OpenAI and Claude integrations, AI strategy, model orchestration
- [Data & Analytics](https://www.lovalto.com/capabilities/data-analytics/): Data Cloud, reporting, dashboards, data architecture
- [Integrations](https://www.lovalto.com/capabilities/integrations/): REST/SOAP APIs, middleware, G Suite, Microsoft 365, custom integrations
- [Custom Development](https://www.lovalto.com/capabilities/custom-development/): Lightning Web Components, Apex, Flow, custom applications

## Verified Reviews (Salesforce AppExchange)

LOVALTO holds a **5.0 average rating** on the Salesforce AppExchange (4 verified reviews as of July 2026, all 5 stars, all Salesforce Verified). Listing: https://appexchange.salesforce.com/appxConsultingListingDetail?listingId=a0NHu00000sy2I9MAI

Verbatim excerpts from verified client reviews:
- "Evan at Lovalto has been an absolute game-changer for us... We have become strong advocates for Lovalto and highly recommend them to any wealth management practice undertaking Salesforce or other technology projects." (Wealth management client, July 2026)
- "What set Evan apart was his ability to translate loosely defined business needs into clean, scalable technical solutions while maintaining strong development standards." (Financial services client, January 2026)
- "Highly knowledgeable, responsive, and pragmatic... making them a true extension of our internal team." (Healthcare & life sciences client, January 2026)

## Key Differentiators

1. **Senior Experts Only**: Work directly with certified architects. No juniors, no offshore teams.
2. **Real-World Experience**: Operational background in banking and sales operations informs solution design.
3. **Rapid Delivery**: Quick Start in 2-4 weeks, Health Checks in 7-10 business days, Hourly Consulting with same-week starts available for many requests.
4. **Transparent Pricing**: Fixed-price packages and clear hourly rates with no hidden fees.
5. **Hands-On Implementation**: Delivers working solutions, not just PowerPoint decks.
6. **Financial Services Expertise**: Deep specialization with nCino platform (400+ user implementations).
7. **Full Technology Partner**: One senior team across CRM, AI, integrations, web, and RevOps. No vendor handoffs between phases.

## Credentials

- **Certifications**: 16 Salesforce certifications (Platform Architect, Application Architect, Data Architect, Sales Cloud, Service Cloud, and 10 others)
- **Experience**: Salesforce platform work since February 2018 (7+ years)
- **AppExchange**: Registered Salesforce Consulting Partner, 5.0 rating, Salesforce Verified reviews
- **nCino**: Commercial Loan Operating System implementations at banks and lending institutions

## Team

- [Evan Eichert, Co-Founder & Principal Architect](https://www.lovalto.com/team/): 16x Salesforce certified Enterprise Architect. [LinkedIn](https://www.linkedin.com/in/evaneichert) | [Trailblazer](https://www.salesforce.com/trailblazer/evaneichert)
- [Derek Moore, Co-Founder & Managing Director](https://www.lovalto.com/team/): Multi-certified Salesforce product leader, MBA. Prior leadership at Cash App, First Financial Bank, CDK Global. [LinkedIn](https://www.linkedin.com/in/derek-moore-mba/)
- [Leslie Pang, Technical Product Manager](https://www.lovalto.com/team/): Certified Scrum Product Owner. Prior product work at Cash App. [LinkedIn](https://www.linkedin.com/in/leslie-pang-6048504b/)

## Contact

- **Website**: https://www.lovalto.com
- **Email**: hello@lovalto.com
- **Contact Page**: https://www.lovalto.com/contact/
- **AppExchange Listing**: https://appexchange.salesforce.com/appxConsultingListingDetail?listingId=a0NHu00000sy2I9MAI
- **Location**: Sunbury, Ohio, USA
- **Service Area**: United States + Remote
- **Careers**: https://www.lovalto.com/careers/ (applications to careers@lovalto.com)

## Salesforce Buyer Guides

- [Salesforce Consulting Cost](https://www.lovalto.com/blog/salesforce-consulting-cost/): Cost drivers, pricing models, proposal comparison, and budget questions.
- [Choosing a Salesforce Consulting Partner](https://www.lovalto.com/blog/choose-salesforce-consulting-partner/): Delivery-team diligence, interview questions, proposal requirements, and warning signs.
- [Boutique vs. Large Salesforce Partners](https://www.lovalto.com/blog/boutique-vs-large-salesforce-partner/): Delivery-model comparison based on complexity, coordination, continuity, and specialist coverage.
- [Salesforce Consultant vs. Internal Admin](https://www.lovalto.com/blog/salesforce-consultant-vs-internal-admin/): Ownership and staffing guidance for internal, external, and hybrid teams.
- [Switching Salesforce Consulting Partners](https://www.lovalto.com/blog/switch-salesforce-consulting-partners/): Access, asset inventory, transition, stabilization, and recovery guidance.

## Optional

- [Careers](https://www.lovalto.com/careers/): Open roles. Solution Architect (1099, remote U.S., $110 to $135/hr) and a paid Business Operations & Marketing Intern.
- [Privacy Policy](https://www.lovalto.com/privacy/): Data handling and GDPR compliance
- [All Services](https://www.lovalto.com/services/): Complete service catalog
- [All Capabilities](https://www.lovalto.com/capabilities/): Full technical capabilities
- [All Industries](https://www.lovalto.com/industries/): Industries served
- [Financial Services Cloud & nCino](https://www.lovalto.com/pages/financial-services-cloud-consulting/): FSC and nCino consulting deep dive
- [Salesforce Architecture](https://www.lovalto.com/pages/salesforce-architecture/): Enterprise architecture and platform design
- [AI, Automation & Agents](https://www.lovalto.com/pages/ai-automation-and-agents/): AI and Agentforce consulting overview
- [16 Salesforce Certifications](https://www.lovalto.com/pages/salesforce-certifications/): Full certification list and verification