Salesforce consulting for companies that already pay for it.
A Salesforce consulting partner for mid-market companies in the US, UK, Canada and Australia: $3–60 million in revenue, Salesforce already in place, a backlog nobody gets to. Six packages with published prices. One named team from the first call to the last release.
Ten verified reviews on Clutch, all 5.0 · a named line for financial services · work under a partner's brand
Five kinds of Salesforce work. One release discipline.
Salesforce consulting and diagnostics
A five-day Health Check of your org: a score, every problem with the price of its fix, a 90-day plan. For several orgs, a Current State Review. The report is yours, whoever does the work.
Health CheckImplementation and re-implementation
Processes that live in people's heads, put into Salesforce and adopted. One fix in two weeks, or a backlog in two-week streams with the same team throughout.
Managed DeliverySalesforce integration services
HubSpot, custodians, loan systems, ERPs, portals. Transfers that stop breaking overnight, with a rollback path and a change log. Thirteen changes to GoodLeap's live lending system, no incidents.
Extension LayerData migration and cleanup
Migration from a legacy CRM or between orgs, de-duplication, validation rules, with a record count you sign off before and after. Data errors down 95% across 100,000+ records at Keep Texas Beautiful.
Data Migration & CleanupManaged services and support
Monthly support in blocks of 20, 40 or 80 hours with the same testing before go-live as on a project. For orgs whose admin left or whose partner stopped answering.
RunAgentforce and AI
Readiness first: what the data can and cannot support. Then one agent on one channel in two weeks, and the revenue hiding in your own base.
Agentforce and AISix packages. One way in.
Every engagement can start with the Health Check. Its full price comes off the next project within twelve months.
Health Check
Five business days. A health score, every problem with the cost of its fix, a 90-day plan. The report is yours to keep.
- Read-only access, nothing changes in your org
- Two interviews, one readout with your team
- The report is yours to keep
Two-Week Wins
One broken process, one result named upfront, two weeks. The usual step after a Health Check.
- Result named before the work starts
- Tested before go-live, reversible if needed
Managed Delivery
A long list, worked through in small steps. A result every two weeks, the same named team throughout.
- Named team, no mid-project swaps
- Every change tested, approved and logged
Extension Layer
When you have hit the limits of the package you bought. A documented layer around it, not hacks inside it.
- Readable by any partner after us
Data Migration & Cleanup
Migration and de-duplication with a record count you sign off before we start.
- Signed-off record count, before and after
Run
Monthly support. The hourly rate falls with volume.
- Same testing before go-live as on a project
All prices in USD, fixed after scoping. The full price list and the credit rules
What you say → what we propose
The left column is in clients' own words. The package is the answer, not the pitch.
"We pay for Salesforce and nobody uses it"
Adoption, not features. Health Check: three reasons why they do not use it, in a week.
"The previous partner never finished"
Distrust plus an unknown system state. Health Check with the credit: a document you can take to anyone, not only to us.
"We have a backlog for months"
Throughput. Managed Delivery: the first result in two weeks, then every two.
"Nobody trusts the reports"
Data quality. Data Migration & Cleanup: one number you can show the board.
"The package cannot do this"
Product limits. Extension Layer: built around it, no new dependency.
"Our admin left"
No owner. Run: the system stays alive without a hire.
"Releases are scary"
No release process. Two-Week Wins: a change in production with a tested rollback.
"We turned AI on and it talks nonsense"
Gaps in data, not in prompts. Agentforce and AI: readiness first, then one agent in two weeks.
Three questions to ask any Salesforce consultant, including us.
Price alone wins neither against onshore firms nor against offshore benches. What decides it is risk.
- 01
Who exactly will do the work?
By name, in the proposal. If the senior person on the sales call is not on the project, ask who is. Ours are named and do not rotate out.
- 02
What is in your hours that is not in the cheaper quote?
Test environments, user acceptance testing, a rollback path, a change log, documentation. Those are the hours that keep Friday changes from becoming Monday incidents.
- 03
What do we keep if we leave?
The report, the documentation, an org any partner can read. If the answer is "it depends", the dependency is the product.
Financial services
Wealth management, lending and fintech: our named focus, with three of our five cases.
Salesforce for financial servicesAgentforce and AI
Readiness inside the Health Check, one agent on one channel in two weeks, and a revenue calculation from your own base.
Agentforce and AIFor partners and account executives
White-label delivery for agencies and the Launch Program for account executives have their own pages.
White-label for agencies For Salesforce partnersQuestions about how we work
Why fixed prices?
Can we skip the Health Check?
Is there a minimum?
What is a Current State Review?
Who does the work?
Are you a Salesforce implementation partner or a consultancy?
Which Salesforce products do you work with?
Make your Salesforce earn.
Thirty minutes, one hypothesis about your business, no pitch. We reply within one business day.
One reply from a person, within one business day.