Salesforce Strategy & Consulting
An outside look at your Salesforce org: what you pay for, what people actually use, and what to fix first. You end up with a plan that both finance and sales can sign off on.
- Typical timeline
- 2 to 4 weeks
- Delivery team
- One architect, one analyst
- Best for
- Orgs that grew by accident and now nobody can explain why it works the way it does.
Sound familiar?
- You pay for licences that half the team never logs in with.
- There are 400 custom fields and nobody is sure which ones still matter.
- Every request becomes its own mini project, so the org gets more tangled each quarter.
What we actually do
Strategy work usually fails because it ends up as a slide deck. Ours starts with your real data: login history, field usage, how often each automation runs, and what is sitting in the support queue. From that we build a short list of changes ranked by cost and payback, so the first month of the plan can start the following Monday.
What you walk away with
- A licence and usage report showing who uses what
- A map of the org as it is today, and as it should be
- A list of fields, flows and objects that are safe to retire
- A ranked roadmap with effort estimates and expected return
Salesforce Implementation Checklist (2026 Guide)
Review our 12-step architectural guide on data hygiene, object modeling, automation guardrails, and go-live risk mitigation.
Read Implementation GuideHow a project runs
- 1
Audit
We pull usage data and talk to your admins, sales ops and a handful of everyday users.
- 2
Design
A target data model and integration picture, kept as simple as the business allows.
- 3
Licence review
Match editions and permission sets to how people really work.
- 4
Roadmap
Sequence the changes, size them, and agree who owns each one.