Salesforce consulting & strategy
Before you build, decide what to build. We map how your teams actually work, find where Salesforce helps and where it gets in the way, and turn that into a prioritised roadmap with costs and timelines you can plan around.
What you get.
- A clear 3–12 month Salesforce roadmap tied to business goals
- Licence and edition advice, so you only pay for what you use
- An architecture that scales without a rebuild in two years
- Independent second opinion on vendor proposals
What’s included.
Org health check
Security, automation, data quality, technical debt and licence usage, scored and explained in plain language.
Process discovery
Workshops with the people who do the work, turned into current-state and future-state process maps.
Solution architecture
Data model, integration patterns, security model and environment strategy, documented.
Roadmap & business case
Phased plan with effort, cost ranges and expected impact for each phase.
How we deliver it.
- 01
Listen
Interviews and workshops with leadership and end users.
- 02
Assess
Hands-on review of your org, data and integrations.
- 03
Recommend
Options with trade-offs, not a single take-it-or-leave-it answer.
- 04
Plan
A roadmap you can execute with us, your own team, or anyone else.
Common questions.
Do we have to hire you for the implementation afterwards?
No. The roadmap and architecture are yours to use with any team. Many clients do continue with us, because we already know the context.
How long does a health check take?
One to two weeks for most orgs, including a read-out session with your team.
Salesforce implementation
New to Salesforce or adding a cloud. Configured around your process and live in weeks, not quarters.
Migration to Salesforce
Move from HubSpot, Zoho, Dynamics, Pipedrive, legacy systems or spreadsheets without losing history.
Integration & MuleSoft
Connect Salesforce to ERPs, EHRs, payments, marketing tools and your own apps, reliably.
Let’s make Salesforce work for you.
Book a free 30-minute consultation. We’ll look at where you are, where you want to be, and give you an honest view of the fastest way there.