Advisory & Solutioning
Org assessment and health check, CRM roadmap, license and edition strategy, process blueprints, and a target-state solution design documented for build.
- /Org health scorecard
- /Value case & ROI model
- /Prioritized release roadmap
Design & Configuration
Data model, record types, page layouts and Lightning app design, permission sets, validation rules, and declarative automation with Flow before code.
- /Flow-first automation
- /Least-privilege permission model
- /UX-tested page design
Implementation & Migration
Greenfield builds, legacy CRM migrations, Classic-to-Lightning transitions, data cleansing and load, UAT, training, and hypercare through go-live.
- /Sandbox-to-prod release trail
- /Data validation gates
- /Go-live hypercare window
Integration & Custom Development
Apex, LWC, and API integration to ERP, telephony, billing, and data platforms — including middleware, MuleSoft patterns, and event-driven sync.
- /Governor-limit safe Apex
- /Idempotent API contracts
- /Test coverage above 85%
CRM Automation & AI
Automation of quote-to-cash, service escalation, and renewals, plus Einstein and Agentforce use cases grounded in your own Salesforce data.
- /Manual-touch reduction
- /Grounded AI responses
- /Automation audit trail
Managed Support & Admin
Fractional admin and developer coverage, release-readiness reviews, backlog grooming, monitoring, and quarterly optimization against adoption metrics.
- /SLA-backed ticket response
- /Seasonal release readiness
- /Adoption dashboards