Salesforce, Optimized
We specialize in serving as trusted advisors and technical experts for Salesforce-related needs.
Problems We Fix
We have the luxury of full access to a wide range of Salesforce orgs. Many of them face unique versions of common issues.
Low ROI
Maximizing Salesforce return on investment is an ever-evolving complex challenge.
Disconnected Systems
Trying to operate without a trustworthy single source of truth is frustrating and costly.
Misaligned Processes
Proactively using Salesforce to drive productivity and revenue requires optimization.
Missing Automations
Successfully implementing automations is a risky task for internal teams.
Adoption Resistance
Getting your Salesforce org to the point where your people actually want to use it is an art.
Constrained Admins
Internal administrator availability is inherently limited, especially for new releases.
Average Consultants
Most consultants are passive order takers, not proactive strategic advisors.
Exaggerated Software
Commission-driven salespeople exaggerate, resulting in bloated or lacking tech stacks..
Dirty Data
Data hygiene usually gets de-prioritized and causes issues over time.
Confusing Dashboards
Information overload or lack of KPIs hinder effective and proactive decision making.
Unnecessary Tasks
Having to perform extra repetitive steps or do low-value work wastes valuable time.
Security Vulnerabilities
Ransomware attacks are on the rise, exploiting unnecessary privileges and lack of backups.
Flexible Engagements
Our agile & adaptive approach allows you to start small and let a long term partnership evolve organically if it’s a fit. No big up front commitments, rigid SOWs, or antiquated change orders required.
Implementation
Leverage our quickstart packages to get speed without sacrificing quality.
Rescue
Previous partner pain is the norm. We’re veterans at turning things around.
Optimization & Automation
Take your org to the next level with the latest functionality & analytics.
Staff Augmentation & Training
Use us as a seamless extension to internal teams to maximize productivity.
Integration & Custom Dev
Whether you’ve got fancy middleware or are bootstrapping, we’ve you covered.
Ad Hoc
Use us on-demand for break-fixes, small enhancements and support.
Comprehensive Services
Get all your Salesforce needs addressed, all under one roof.
Build infrastructure that can scale with you as you grow.
Personalize your marketing outreach to drive lead gen.
Strengthen relationships by providing incredible support.
Upgrade your brand with a custom web portal.
Leverage pre-built solutions specific to your niche needs.
Bridge process gaps and connect data siloes.
A Simplified Approach
Salesforce is complicated. Your Consulting Partner’s process shouldn’t be.
1. Success Roadmapping
Before we dive in, we zoom out. Your custom Success Roadmap combines requirements and recommendations into prioritized phases.
2. Delivering Phase One
Our agile approach delivers the initial MVP on time and on budget. New ideas generated along the way are incorporated into the roadmap.
3. Future Optimizations
We build partnerships, not projects. We go the extra mile to learn your unique business model so we’re ready for phase two and beyond.
Why Get a Success Roadmap?
Without a roadmap, internal teams often struggle to balance growing revenue with simultaneously architecting and implementing custom processes to support and supercharge that growth.
Delegating key Salesforce architecture decisions that have long-term implications to anyone less than an experienced niche expert can lead to expensive issues and missed opportunities.
The Success Roadmap is a flexible, living document that clearly explains what needs to be done, by whom, when, and why.
If you’d rather not do a formal roadmap workshop, that’s no problem. An informal conversation can suffice for the first draft.
How Is the Roadmap Created?
There are three steps:
Current State Review. Zooming out and documenting the current state of the organization and relevant tech stack.
Future State Blueprint. Envisioning a future where the ROI has been realized and translating that into specific requirements.
Prioritization & Phasing. Organizing all known requirements into phases grouped by priority. Providing hours estimates.
What Are the Next Steps?
At the end of the process, you’ll know exactly what needs to be done to accomplish your goals, and how challenging each one is.
You’ll also have worked closely with a Lead Consultant who now intimately understands your business, challenges and opportunities.
At this point you can pause to re-evaluate how you want to proceed.
Wolfic will be standing by to continue serving as your trusted advisors and technical experts for all Salesforce-related needs if you feel we have earned that role.
