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Our Services

What we do

Senior-led delivery focused on outcomes — not headcount. We're a partner, not just a vendor.

Full Implementation

For companies adopting Salesforce or migrating

Full Salesforce Implementation — in weeks, not months.

You're adopting Salesforce for the first time, or you've outgrown your current setup and need a clean start. Either way, you don't have 6 months and a $300K budget to burn. We ship production-ready Salesforce orgs in 6–12 weeks with transparent pricing and a detailed SOW. When scope evolves, we handle it transparently — no hidden fees, no vague estimates.

What's included

  • Discovery & requirements mapping
  • Architecture & data model design
  • Configuration & customization
  • Data migration & cleansing
  • Third-party integrations
  • User training & documentation
  • Go-live support & hypercare
Timeline6–12 weeks, not 6–12 months.
PricingClear, well-scoped engagements with transparent pricing. Every project starts with a detailed SOW so there are no surprises about what's included.

Common questions

30-minute call. No pitch deck. Just real answers.

After go-live: 30 days of support included. Optional retainer for ongoing optimization.

Optimization & Rescue

For broken or underperforming Salesforce orgs

Org Rescue & Optimization — we've fixed what others gave up on.

Your Salesforce org has drifted. Automations firing when they shouldn't. Reports nobody trusts. Fields nobody uses. A data model that makes new hires cry. We've seen it all. We'll audit your org, score its health, and fix what matters most — fast.

What's included

  • Org Health Score assessment
  • Technical debt identification & remediation
  • Automation cleanup & consolidation
  • Adoption analysis & improvement plan
  • Reporting & dashboard rebuild
  • Security & permission review
Timeline2–6 weeks depending on org complexity.
PricingStarts with a clearly scoped health audit. Remediation scoped separately with transparent pricing.

Org Health Score

Every rescue engagement starts with our Org Health Score — a structured assessment across data quality, automation efficiency, security, adoption, reporting, and technical debt. You get a scored, prioritized action plan. Not a 90-page PDF that collects dust.

Common questions

30-minute call. No pitch deck. Just real answers.

After cleanup: quarterly health checks available to prevent future drift.

Advisory & Strategy

Fractional CRM leadership for growing teams

Fractional CRM Leadership — a strategic partner, not a ticket-taker.

You don't need a full-time Salesforce admin yet, but you need someone who thinks beyond the next Jira ticket. We embed as your fractional CRM leader — setting the roadmap, mentoring your team, evaluating vendors, and making sure your Salesforce investment actually compounds over time.

What's included

  • CRM roadmap planning & quarterly reviews
  • Vendor & AppExchange evaluation
  • Team mentoring & capability building
  • Architecture guidance & governance
  • Quarterly business reviews & recommendations
TimelineOngoing engagement. Monthly retainer.
PricingPredictable monthly retainer. Scale up or down as you grow.

Common questions

30-minute call. No pitch deck. Just real answers.

Let's talk about your Salesforce.

30-minute discovery call. No pitch deck. No pressure. Just a conversation about what's working, what's not, and whether there's a fit for a lasting partnership.

We'll respond within 24 hours.