Your goal is to drive maximum business value from your Salesforce investments. Whether you are considering new Salesforce investment or evaluating the performance of your current investments, we work with you to mitigate risks and maximize the returns. We bring in a third party perspective and fresh ideas that are independent of execution so you can avoid pitfalls and cut through the noise.

Start well and stay well.

We provide a range of a la carte advisory services so you can choose just what you need. These services are designed to address specific challenges you may encounter as your plan, build and operate your Salesforce platform.

Business Alignment & Adoption

Your business practices change and business processes change over time. This may create a gap between Salesforce based processes and what is actually followed in practice. We measure this gap and provide you recommendations for realignment.

The Cost of Ownership

Licensing, support and ad hoc requests are key sources of your BAU costs. We analyse each of these and provide you innovative recommendations which enable you to not just stabilize the costs but actually reduce them.

Governance & Change Management

You routinely get requests for new features and changes from your user base or your customers for customer facing apps. Secondly, Salesforce routinely introduce new capabilities. We create a governance and change management process appropriate for your business.

We have seen that the data quality deteriorates over a period time for a variety of reasons. This may lead to inaccurate workflows, reporting and loss of adoption. We identify any data quality issues and provide you with remediation strategies, along recommendations for addressing the root causes of data quality issues.

Salesforce Technical Review

We review your Salesforce instance from a technical perspective and make best practice recommendations. This helps you manage down or eliminate “technical debt”. This enables you maintain business agility with Salesforce whilst reducing current and future costs.

Scale Well with Salesforce

Scaling Salesforce across new business units, geographies, or acquired entities is a fundamentally different challenge from your original implementation. You have an existing org, existing data structures, existing integrations, and existing user expectations to factor in. Decisions made without accounting for these can create technical debt, user friction, and cost overruns that are difficult to unwind. We advise you on the right approach to expand your Salesforce footprint in a way that is structured, cost-effective, and aligned to where your business is heading.

Audit Your Salesforce Solution

Your Salesforce platform evolves continuously, with new features, new users, new processes, and new integrations being added over time. Without a periodic independent review, gaps accumulate quietly across licensing, adoption, data quality, technical health, and strategic alignment. We conduct a structured audit across all these dimensions and give you a consolidated view of where your platform stands today. We provide you with an accurate, unbiased baseline so you can make informed decisions about where to invest, what to retire, and what to fix.

Our Salesforce services

Start Well with Salesforce

Build Digital Strategy

If you have an overarching digital strategy, we will advise you as to how best to leverage Salesforce technologies to facilitate that overarching digital strategy. Alternatively, we can co-create your digital strategy ground up with our Salesforce expertise.

Prepare Business Case

We help you identify the business benefits, both tangible and intangible, that you could achieve with Salesforce. We estimate the associated costs including licensing, implementation and support. That allows us to project the financial metrics and build a business case.

Establish Systems Architecture

We take a holistic view of your current applications, third party systems and other data sources such as Excel files. We then analyse the impact of incorporating Salesforce technologies in the mix. That equips us to work with you to ensure that your technology architecture is aligned to your current emerging business needs and strategy.

Salesforce Integration Strategy

Salesforce based processes and data integrated with internal and external systems can unlock huge strategic and operational benefits to your business. We investigate integration options, costs and business benefits so you can make informed decisions from business perspective.

Agentic AI & Gen AI

We identify the opportunities and hurdles to deploy Agentic AI and Gen AI in the context of your business. We create a roadmap based on the assessment of data, business processes and technical infrastructure. This enables you to prioritise high volume repetitive task for agentic AI and ensuing organisational change.

Go Well with Salesforce

Trusted by businesses across industry sectors.

Relevant Insights

Advisory Services FAQs

What is a Salesforce advisory service?

A Salesforce advisory service provides independent, expert guidance on your Salesforce investment. We help you plan, evaluate and improve your Salesforce platform without being tied to any implementation outcome.

Can we hire a Salesforce advisor for just one thing?

Yes, all our services are available on an a la carte basis. You choose only what you need, depending on the specific challenge you are facing at that point.

Should we get Salesforce advisory before buying Salesforce?

Yes, engaging an advisor before you commit is the right time to build a business case, establish your architecture and define your digital strategy so you avoid costly decisions later.

How can we leverage AI within Salesforce?

We advise on deploying Agentic AI and Gen AI within your Salesforce environment, covering data readiness, process suitability, and a prioritised roadmap so you know exactly where to start.

What factors are driving the rising costs of our Salesforce investment?

Licensing, support, and unplanned ad hoc requests are the most common causes. We analyse each of these and provide recommendations to not just stabilise but reduce your total cost of ownership.

How frequently should we conduct a review of our Salesforce platform?

A periodic independent review keeps your licensing, data quality, technical health, and strategy aligned as your platform evolves. The right frequency depends on how actively your business and Salesforce usage are changing.

How can Salesforce advisory support us in scaling across teams?

Yes, scaling an existing Salesforce org is a fundamentally different challenge from a fresh implementation. We advise on the right approach to expand without creating technical debt, user friction or cost overruns.

Salesforce clouds we live in

Sales Cloud

Service Cloud

Marketing Cloud

Financial Services Cloud

Nonprofit Cloud

Salesforce Platform

Our Salesforce services

Advisory Services

Salesforce Implementation

Salesforce Re-implementation

Salesforce Custom Development

Salesforce Support

Salesforce Integration

The industries we serve

Nonprofit Organisations

Wealth Management

Sales Agency

Allied Healthcare

Membership Organisations

Business Services

Featured industry solutions

Payments for Salesforce

Quickstart Solutions

Nonprofit Solutions

Associations and Membership Management

Allied Health CRM

Order to Cash with Xero & Salesforce

Our Salesforce services

Start Well with Salesforce

Go Well with Salesforce

Relevant Insights

Aligning Salesforce with Your Business Goals: A Guide for Executives

5 Steps to Building a Salesforce Strategy That Delivers Business Impact

Common Pitfalls in Salesforce Implementations – and How Advisory Services Help Avoid Them

Advisory Services FAQs