Salesforce Consulting
Most orgs are configured once, then left to rot. We audit what's broken, rebuild around your real sales motion, and train your team to use it — so leadership gets a pipeline they can trust.
67%
of Salesforce orgs have data quality issues serious enough to affect forecasting
3× ROI
average return for mid-market teams after a structured CRM rebuild
6 weeks
from audit kickoff to a live, adopted configuration your reps actually use
How it works
We scope every project in three phases so you know exactly what you're getting and when.
We map every field, workflow, and integration in your current org — what's actively used, what's ignored, and what's causing problems. You get a written report with prioritized fixes, no upsell attached.
We rebuild your org around your actual sales motion — not a generic template. Custom objects, automation rules, validation logic, and dashboards that reflect how your team closes deals, not how a demo account does.
Configuration without adoption is shelf-ware. We train every role — reps, managers, ops — and stay available for 30 days post-launch to fix edge cases. Your team uses it. Leadership sees clean data.
Who this is for
We work with mid-market companies — typically 50 to 500 employees — where Salesforce is already licensed but under-delivering.
Reps log inconsistently because nobody trusts the system. Forecasting is guesswork. Your reports mean nothing.
Ops leaders who spend half their week cleaning data instead of analyzing it. The org is fighting your process, not supporting it.
VPs and CROs who can't forecast with confidence because pipeline numbers don't reflect what's actually happening on the ground.
Two orgs, two sets of processes, one broken CRM. We've done this merge before and know which shortcuts cost you later.
Just licensed Salesforce? Get the configuration right from day one instead of inheriting two years of technical debt.
You've grown from 10 to 80 reps and the org wasn't designed for this scale. It's time to rebuild it properly.
Start with an audit
Leave your email and we'll reach out to schedule a 30-minute discovery call. No commitment, no sales deck — just an honest look at your Salesforce setup.