An org built around the business, not the default.

When this is the right engagement

• You are new to Salesforce and want it built right the first time
• The org was implemented for a different business than the one you run now
• You are consolidating divisions or acquisitions into one org
• Adoption is low because the opportunity stages do not match how deals are sold
• You need custom objects for orders, campaigns, or subscriptions and are not sure how to model them

What you get

• A written solution design: objects, fields, relationships, record types, and stages, signed off before the build
• Org setup: users, roles, profiles, permission sets, sharing, and email deliverability
• Custom objects for the media business: advertiser, agency, order, campaign, subscription, as needed
• Opportunity pipelines with entry and exit criteria written down
• Flow automation for routing, handoffs, tasks, and notifications, each with a documented owner
• Reports and dashboards by role, reconciled to the numbers finance uses
• Role-based training and an admin handoff with documentation
• A stabilization period after go-live

How it runs

1. 01

   Solution design

   Discovery, interviews, and a written design you sign off before configuration.

2. 02

   Org setup

   Security model, users, and the settings that are painful to change later.

3. 03

   Data model and migration

   Objects and fields built to the design, then data brought in and reconciled.

4. 04

   Automation and integration

   Flows, approvals, and the connections to the order system and ledger that make the CRM the record.

5. 05

   Reporting

   Dashboards by role on definitions the teams agreed to, checked against finance.

6. 06

   Testing and training

   User acceptance testing in a sandbox, then role-based training on the real org.

7. 07

   Go-live and stabilization

   A cutover with a freeze and a rollback, then we stay while the first month shakes out.

Questions we get