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.
Why the Salesforce decision comes before the build
Edition selection, architecture and the handoff from consulting into implementation.
90 secSample frame · video pending01Locate 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.
Sales Cloud, Service Cloud and Experience Cloud have piled up ad hoc, and the next change has no clear owner.Consulting settles the edition mix and architecture before any field or flow gets touched.
Apex, integrations, migrated records and trained reps stand between a written plan and a working org.Implementation carries configuration, custom development and migration through to a live, adopted org.
There is no org to assess yet, only a sales or service process that has outgrown spreadsheets and shared inboxes.Consulting picks the shape first, then implementation builds it, so the org starts on a chosen architecture rather than a vendor default.
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.
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 orgPut 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 onBuild 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 launchLand 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
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

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
Every other vendor wanted to start configuring on day one. This team told us what to build first, and it was the right call.
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.
- Salesforce Consulting
Get architecture direction
An assessment of your current org and process produces a written recommendation on edition, shape and sequencing.
- Salesforce Implementation
Get the org built
One accountable team carries configuration, custom development, migration and adoption through to a live org.
- Salesforce Consulting
Rescue a stalled Salesforce project
An honest read on why adoption stalled, then the smallest credible fix rather than a second full rebuild.
05Straight answers
Asked before a Salesforce budget is signed off.
01How 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.
02Do 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.
03Can 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.
04What 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.
05How 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.
06What 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.
07Do 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.
08Do 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.
