We connect to your Salesforce org in read-only mode and show you exactly what is slowing your team down: unused fields clogging the UI, broken automations losing deals, integrations that run only partway, and data quality issues silently degrading every report. If you want it fixed, we scope a fixed-price engagement: Sales Cloud and Service Cloud configuration, Apex and Flow automation, data migration, and full-stack integrations at no cost to start.
A consultancy that quotes without inspecting your org is guessing. They scope generic deliverables, the engagement expands week by week, and six months later you have a bigger mess than you started with and a large invoice to show for it.
We do the opposite. We connect in read-only mode and run a health check on your actual data: your objects, your Flows, your integrations, your adoption numbers, your duplicate rate. You see exactly what the problems are and what each one costs in hours, data errors, or deal leakage before any money changes hands. If the numbers do not justify the work, we will say so.
No procurement loop, no open-ended retainer, no day-rate negotiation. The whole front end runs on one form and one call.
Work email and a brief description of your Salesforce setup: which clouds, how many users, the biggest friction points. Grant read-only Connected App access if you can.
We inspect your metadata, automation health, integration status, data quality, and user adoption. We cross-reference what the org contains with what your team actually uses.
A short call to walk through the health check findings, the business impact of each issue, and the order we would work through them. You keep the roadmap regardless.
If you want the work done, we write a fixed-scope statement of work: objects and page layouts, automations, integrations, and migration tasks, with a timeline and a price before anything starts.
You cannot automate a process that is not correctly modelled. You cannot integrate a system that has dirty data. You cannot drive adoption on a UI that buries what reps need. We work all three in the right sequence.
Sales Cloud and Service Cloud setup, custom objects and fields, page layouts tuned to what each role actually uses, validation rules, permission sets, and Lightning components where the standard UI falls short. Apex when logic cannot live in declarative tools.
Flow-first automation for lead routing, opportunity stages, case escalation, approval chains, and follow-up sequences. Apex triggers for complex logic that crosses objects. Every automation documented so your admin can maintain it without us.
Bidirectional sync with ERP, marketing automation, telephony, payments, and any other system your team depends on, via native connectors, middleware (MuleSoft, Make, Zapier), or direct API builds. Data migration with a full deduplication and validation pass before anything lands in production.
Want the full picture? The methodology behind each workstream, with diagrams and decision frameworks, is in the complete Salesforce implementation guide. This page gets you a free audit; the guide is the reference.
Every item in your audit follows the same structure: what is broken, the data behind it, the business impact, and the precise fix with enough detail to scope and price it without a follow-up meeting.
The card on the right is illustrative. Your audit is built from your own org metadata and usage data.
Update routing criteria to new territory picklist values Add a fault element so routing failures alert the admin Back-assign overloaded leads using a one-time Data Loader job Estimated effort: 3h
New implementations and existing org cleanups are both fixed scope. The exact number comes after the audit. Pick the tier that maps to the scale of the work; we confirm the details once we have seen your org.
CRM and integration work runs through most of our engagements. A few that are close to a Salesforce project:
Rebuilding the deal pipeline and lead routing for a SaaS team that had outgrown a default Sales Cloud setup.
Connecting a property management system to Salesforce Service Cloud for a hotel group managing direct booking support.
Migrating 500,000 customer and order records from a legacy system to Sales Cloud with full deduplication.
Drop your work email and a line about your org. We reply within 24 hours to confirm scope and book a short findings call. The audit itself is free.
Two fields. We do the rest.
A free health check on your real org. A fixed scope to fix it, only if the numbers justify the work. Findings in a week.
Get a free Salesforce audit