TAKING NEW BRIEFS · Q2 / 26
A certified team stands up your Salesforce org end to end — discovery, data model, configuration, data migration, integrations, training and go-live — on a fixed scope, so it launches matching how your team actually works.
“An implementation isn't done when the org is configured. It's done when your team logs in on Monday and actually uses it.”
Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.
We map how leads enter, how deals move, and where handoffs break — then configure objects, fields, Flows, validation rules and dashboards to match. You launch on a system that fits, not a generic template.
Legacy records mapped field-to-field, duplicates removed, values normalized, then test-loaded and audited before cutover — so the first report leadership opens after go-live is one they can believe.
Most of what you need is point-and-click — Flows, validation rules, layouts, permissions. Custom Apex or Lightning Web Components sit outside standard implementation; if you genuinely need them, we scope and quote that separately instead of burying it in the bill.
Five phases, each with a concrete artifact you own — not open-ended hours. Here's exactly what lands in each one.
We learn how your team works — lead flow, pipeline stages, handoffs, the reports leadership needs — and write it down as a requirements document you sign off before anything gets built.
The blueprint: data model, object relationships, roles, profiles and permission sets, sharing rules and the automation strategy — documented so your future admin knows why the org is built the way it is.
Declarative configuration in a sandbox — objects, fields, layouts, record types, Flows, validation rules, reports and dashboards — alongside data migration: mapping, deduplication, validation and test loads.
QA the build, run User Acceptance Testing with your team, and deliver role-based training plus documentation — so people know the system before it's the system of record.
A managed cutover to production, then a hypercare window for tuning, fixes and the questions that only surface once everyone's working live — so launch is supported, not abandoned.
Pick a time, or send context first. Either way, a senior operator replies in one business day.
Tell us what you're seeing. We'll reply with a candid take.
Replies from a senior operator, never an SDR.
Five phases, one certified team, a fixed scope — from discovery to a go-live your team actually adopts.