A focused assessment that clarifies what is slowing you down and what to fix first, so you are not guessing, rebuilding blindly, or paying for the wrong improvements. 

You get: 

● A prioritized list of the biggest friction points, including what is broken, wasteful, or risky 

● Quick wins that can improve capability immediately 

● A concise Findings and Next Steps handoff that includes a short roadmap and recommended sequence 

Best fit if Salesforce feels messy, slow, hard to trust, or difficult to maintain. 

Leadership should not wait days for answers. We help define the metrics that matter and build reporting that teams actually use, so meetings shift from “What happened?” to “What do we do next?” 

You get: 

● A clear set of KPI definitions so everyone measures the same way 

● Dashboards and reports designed for real decision-making 

● A reporting structure that stays usable as your organization evolves 

Best fit if reporting takes too long, leadership lacks visibility, or stakeholders do not trust the numbers. 

Messy data quietly drives bad decisions, and it also undermines any AI initiative before it starts. This sprint strengthens the foundation by improving data quality and delivering a clear readiness plan for a safe first Agentforce use case. 

Typical outcomes: 

● Fewer duplicates and fewer preventable errors 

● Smoother handoffs and more reliable reporting 

● A clear and realistic path to a first agent that is measurable and low risk 

You get: 

● Cleanup and standardization priorities that identify what must be fixed first 

● Data integrity safeguards that help prevent backsliding 

● An Agentforce readiness summary that includes a recommended first use case, guardrails, and next steps 

Best fit if reporting is not trusted, duplicates exist, staff re-enter data, or leadership wants to move toward Agentforce responsibly. 

Whether you are implementing Salesforce for the first time, expanding to new teams, or improving an existing org, we align Salesforce to real operations and deliver improvements in phases your team can adopt and maintain. 

Common outcomes: 

● Less manual work through streamlined workflows 

● Faster follow-through through clear ownership and automation 

● Fewer errors through consistent standards and safeguards 

● Better visibility through reporting leadership can trust 

Best fit if you need Salesforce to support how work actually happens without creating complexity your team cannot sustain. 

Reserve monthly capacity for enhancements, fixes, reporting refinements, questions, and user support without hiring full-time. This is ideal for organizations that want steady progress and dependable help as the business evolves. 

Includes: 

● Priority response when something breaks or needs attention 

● An ongoing improvement backlog so progress compounds instead of stalling 

● Reporting and dashboard refinement as your needs evolve 

● Regular check-ins to stay aligned with goals