A CRM shaped around how your teams actually sell

Salesforce Practice

Salesforce gets bought to run revenue and ends up running around it, with three clouds nobody fully configured and a licence bill that outpaces adoption. This practice splits cleanly into two disciplines: the advisory work that decides the shape, and the build that makes it real.

AI augmented, human governedEvidence before estimatesYour IP from day oneOne accountable owner per engagementFounded in 2011. Part of the Vinove Group500+ full-time engineers, as of September 2026NASSCOM member
Watch · the 90-second brief

Why the Salesforce decision comes before the build

Edition selection, architecture and the handoff from consulting into implementation.

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A Salesforce architecture review ahead of an implementation.90 secSample frame · video pending

01Locate the gap

A decision gap or a delivery gap?

An org that nobody can explain needs a decision before it needs a developer. An org with an agreed plan just needs the hands to build it. Pick the situation closest to yours and the practice that fits surfaces with its reasoning stated plainly. Where the answer is both, consulting runs first and its written roadmap becomes the implementation backlog rather than a separate document.

02Direction before configuration

Every build traces back to a written decision

Salesforce engagements here do not start with a sandbox login. They start with an assessment of the current org, the teams who will use it and the edition mix that actually fits, captured as a decision document rather than a slide. Configuration, migration and training then execute against that document, so a reviewer can trace any field back to the reason it exists. The same discipline holds whether the engagement is a single-cloud rollout or a multi-region estate spanning several business units.

  1. Assess before recommending

    The current org, its adoption gaps and the sales or service process behind it get documented before any edition or architecture call gets made.

    Reps, pipeline and the current org
  2. Put the architecture in writing

    Edition selection, build-versus-buy and the integration shape are written down with trade-offs, so the recommendation survives past the meeting it was made in.

    A decision your team can act on
  3. Build one process at a time

    Implementation ships one sales or service process fully configured and adopted before starting the next, so a stalled slice never blocks the whole org.

    Working slices, not a big launch
  4. Land adoption and hand over

    Training and usage dashboards carry the change into daily work, and the engagement ends when the org is where deals actually get worked.

    Reps working inside the org

03Evidence and proof

Orgs built on a decision, not a default.

Salesforce proof is reps working inside the org and a licence spend the adoption numbers justify. These previews carry that bar while written client approvals are secured.

Explore case studies
Two Salesforce clouds consolidated onto one shared architecture.
Vela Ledger · FinTech, UK/EU

Three clouds consolidated into one architecture reps actually use.

Vela Ledger ran Sales and Service Cloud on conflicting configurations built by two prior vendors. An architecture review and rebuild put both clouds on one data model.

Reps working from one pipeline view
All of them
Duplicate records removed
Over 12,000
Sample · pending client approval
A healthcare case queue moved from email into Service Cloud.
Koru Health · Healthcare product, US

A Service Cloud rollout that survived first contact with agents.

Koru Health needed patient case handling out of email and into Service Cloud without disrupting live intake. Phased delivery moved one queue at a time.

Case queues live in Salesforce
6 of 6
Intake disruption during rollout
None reported
Sample · pending client approval
Portrait of a VP of product reviewing a Salesforce roadmap.

Every other vendor wanted to start configuring on day one. This team told us what to build first, and it was the right call.

Anika RaoVP Product, Koru Health
Sample · pending client approval

04Choose your first move

Get direction, get it built, or get it rescued

Most Salesforce work starts one of three ways: a decision that needs making, a build that needs doing, or a stalled org that needs an honest diagnosis. Each path begins with the same scoping discipline, so the Salesforce spend gets priced before it gets committed.

  • Get architecture direction

    An assessment of your current org and process produces a written recommendation on edition, shape and sequencing.

    Salesforce Consulting
  • Get the org built

    One accountable team carries configuration, custom development, migration and adoption through to a live org.

    Salesforce Implementation
  • Rescue a stalled Salesforce project

    An honest read on why adoption stalled, then the smallest credible fix rather than a second full rebuild.

    Salesforce Consulting

05Straight answers

Asked before a Salesforce budget is signed off.

How is Salesforce consulting different from implementation?

Consulting decides the edition, architecture and sequencing and hands over a written plan. Implementation builds that plan: configuration, custom code, migrated data and trained reps. Many engagements run both, but the decision always comes first.

Do we need Sales Cloud, Service Cloud or both?

That depends on where the workaround actually lives, in selling or in support, and is exactly what the consulting assessment settles. Recommending against a second cloud your team does not yet need is a normal, expected outcome.

Can you work alongside our existing Salesforce admin or partner?

Yes. Your admin usually knows the org's history better than anyone, and that knowledge shortens the assessment considerably. We slot around an existing partner's scope rather than duplicating it.

What does Salesforce work cost?

Consulting is a small, fixed engagement that prices whatever implementation follows it. Implementation pricing then follows the scoped process slices, with Salesforce licence costs modelled separately from delivery cost.

How long before we see a working process in Salesforce?

The first fully configured process typically lands inside a quarter once direction is agreed, because slicing by process keeps each increment small enough to finish and adopt on its own.

What happens to our org during a Salesforce release upgrade?

Customisations get catalogued during the assessment with a keep, replace or retire call on each one. New work stays inside supported extension patterns, so a seasonal release upgrade stays routine instead of becoming its own project.

Do you migrate data from our old CRM or spreadsheets?

Yes, and every migrated object gets a named business owner and a reconciliation report before go-live. Dirty data breaks Salesforce adoption faster than any configuration mistake, so this step is a gate, not a courtesy.

Do you help select AppExchange packages, or only build custom?

Both, and the assessment weighs them honestly against each other. A well-fitted AppExchange package usually beats custom Apex on cost and time to value, so recommending one over a build is a normal outcome, not a missed sale.