Contact Us

Salesforce practice

Salesforce consulting

Consulting, implementation and managed services for new and existing Salesforce orgs.

What’s costing you time?

Manual updates, missed handoffs, and conflicting forecasts

Track admin time per rep, overdue handoffs, and the time managers spend reconciling forecasts.

What to bring to a consultation

Bring one sales or service workflow to the consultation. We’ll identify where to measure the cost and what to address first.

What we deliver

Plan the roadmap

Assess your current org, map customer workflows, and sequence the cloud, data migration, and integration work.

Implement Customer 360

Build with Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, and Commerce Cloud. Plan Data Cloud around the profiles and data sources your teams need.

Evaluate Agentforce

Identify a workflow, establish which data and actions an agent may access, and test the agent with representative scenarios before rollout.

Support and improve

Maintain integrations and automation, triage issues, and make training and adoption part of ongoing delivery.

Questions to settle before kickoff

What should we fix before adding a cloud?

Inventory automations, integrations and permission sets. Check which fields drive reporting and which records users avoid updating. Decide what can be simplified before moving it to a new design.

How do we prepare for migration?

Choose owners for account matching and duplicate resolution. Rehearse a migration with a sample, reconcile record counts and relationships, and agree who can halt or reverse the cutover.

What belongs in the first release?

Choose a complete workflow such as lead intake through opportunity creation or case intake through resolution. Test role permissions, reporting and exceptions alongside the main workflow.

Related work

Talk through your project

Contact Us