Speaking twice at Dreamforce · Sept 15-17 →

Salesforce MVP Hall of Fame · Certified Partner since 2010

Salesforce assessment. Send the process, we name the door.

A short read of the org or the brief. Then implement, optimize, rescue, set up an agent, or an honest no. Reply within 24 hours. No tour. No welcome modal. The first week is in the org, reading what already exists.

Get the written assessment

Certified Partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE and US desks

Starting a Salesforce org

The work

What we do in the org.

You want a first read before you hire anyone. You do not want a 40-page audit you will not use.

How we work

The first week is in the org.

  1. 01Week 1 in the orgWe read what already exists before anyone adds a cloud.
  2. 02Written noteWhat is worth fixing, what is worth finishing, and what is not. Not a dashboard.
  3. 03Fixed scope and priceWe can fix-price a named, scoped piece once the process is clear. We will not fix-price a rescue we have not assessed.
  4. 04BuildWe implement around the process you already run.
  5. 05We stayAfter go-live, a person stays on the exceptions.

The honest no

When we are the wrong partner.

The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.

The brief

Send the situation.

One email. The situation travels with it.