What we fix
Three kinds of mess. One way of fixing them.
Every job starts with the Org Review and ends with a working, documented org.
The three kinds of work
01
Tech debt and legacy automation
Workflow Rules and Process Builder have had no Salesforce support since 31 December 2025.
- Legacy automation rebuilt as Flow, object by object
- Triggers and flows that fight each other, untangled
- Unused fields, packages and permissions retired
02
Integrations
Quote-to-cash is our specialty: quote, order, invoice and cash agreeing at every step.
- Salesforce to billing, finance and ERP
- Sync errors, duplicates and re-keying removed
- Reconciliation reports, so finance can check the join
03
Migrations
CPQ has been end-of-sale since March 2025, and acquisitions leave companies with two orgs. Both moves go better on a clean org.
- CPQ cleaned up first, then moved to Revenue Cloud
- Two orgs merged in stages, not one risky weekend
- The old org retired, with a searchable archive
Who this is for
For the person who owns Salesforce without a large team behind them
RevOps, Sales Ops, Business Systems and Operations leaders, or the Controller where Salesforce drives billing, at companies of 50 to 1,000 people. Anywhere a quote and an invoice must agree.
What Salesforce connects to
NetSuiteSage IntacctQuickBooks
CertiniaZuoraStripe
We sell no platform and take no commission.
Start with the Org Review, not a contract
A fixed fee from USD 3,500, ending in a costed fix list you own outright.