Services
Everything we do, in one place.
One platform, Salesforce. Start with an Org Review, fix what matters, and keep us part time if you want.
Start here
Org Review
We go through your org and the systems it connects to, and hand you a costed, line-item fix list. Fixed fee from USD 3,500, agreed on a free twenty minute call. You keep the findings either way.
How the Org Review works → See sample findings → Run the checklist yourself →
What we fix
Legacy automation to Flow
Workflow Rules and Process Builder have had no Salesforce support since 31 December 2025. We move them to Flow object by object, untangle automation that fights itself, and retire what is dead.
Quote-to-cash and integrations
Salesforce connected to quoting, billing, finance and ERP, with quote, order, invoice and cash agreeing at every step. This is our specialty. We work with NetSuite, Sage Intacct, QuickBooks, Certinia, Zuora and Stripe.
CPQ to Revenue Cloud
We clean up your CPQ setup first, then move it to Revenue Cloud, so you do not carry old problems across.
Org merges after an acquisition
Two orgs merged in stages, with rules for matching records agreed first, then the old org retired with a searchable archive.
Agentforce readiness
We fix the duplicates, picklists, access and automation an AI agent will rely on, before it touches them. We do not build agents. We make the org fit to be used.
Part-time help
Fractional Salesforce architect and developer
Senior Salesforce help a few hours a week, usually 10 to 20 hours, billed monthly. Priced from the hours you need and how long you need them.
Not sure which one you need?
Twenty minutes is usually enough to tell where to start.