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.
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 preexisting requirements and new recommendations into prioritized phases.
2. Delivering Phase One
Our agile & adaptive 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 business and your org so we’re always 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.
Industry Expertise
Our Wolfpack of experts have built the industry-specific solutions you need.
We blend best practices with cutting edge techniques to ensure your team has the platform they need to excel.
Finance
Provide your team with a single source of truth so they can focus on clients.
Healthcare
Leverage unified and personalized profiles for better outcomes.
Manufacturing
Connect sales and operations to drive results across your value chain.
Nonprofit
Grow and manage your community with a relationship-based approach.
Professional Services
Build objects to manage projects, track time, assign teams, and more.
Tech & SaaS
Stabilize and scale revenue by building on a rock solid platform.
Products We Maximize
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.
Price Matching Guarantee
Wolfic will match or beat the quoted average hourly rate of official Salesforce Consulting Partners on the same statement of work, guaranteed. No fine print.
Common Questions, Answered
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Nope!
The beauty of working with Wolfic is that you can engage for even the smallest of tasks and quickly scale up or down as needed.
You simply pay for any hours billed on the project and can stop the work any time.
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Yes!
These are commonly used to test out fit initially. Once fit is confirmed, transitioning to an Hours Block or a Retainer structure is recommended to take advantage of our bulk discount pricing.
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Yes!
Our pricing model is based upon bulk discounting. The bigger the project, the lower the rate.
Hours Blocks are the standard structure for projects with a predefined Statement of Work.
Clients that have us on retainer get the best rates as well as priority support.
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Yes!
This is the structure that works best for larger organizations with ongoing needs. It helps maintain a sustainable pace of progress while staying within a set budget.
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By choosing Wolfic as your Salesforce Consulting Partner, you guarantee your success on the Salesforce platform.
Wolfic has one of the most competitive profit margins in the industry. This allows us to provide better value to clients than our competitors. It can be seen throughout our approach, the Wolfic Way.
We pay our consultants very well, and therefore we have very low turnover. This leads to stronger client relationships and better results. We provide both a Price Matching Guarantee as well as a Client Satisfaction Guarantee.
Our 5-star rating on the Salesforce AppExchange is further evidence that we always go the extra mile for our clients.
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We power Salesforce teams across the world from our headquarters in Portland, Oregon.
100% of our team is onshore in the US. The Pacific Northwest is our home turf, especially the I-5 corridor between San Francisco and Seattle.
We also have clients in all US time zones and never hesitate to hop on a plane to build relationships in person.
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If you’re local to the Pacific Northwest, definitely!
If you’re in another part of the country, it depends on where exactly you are relative to where the folks working on your project are.
Either way, Salesforce lends itself extremely well to remote trainings.
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In addition to client-facing Lead Consultants, we have a network of independent consultants in our Wolfpack.
All of our team members are put through the same 3-stage vetting process.
First, the soft skills assessment gauges communication style and ability to be a client-facing consultant. Second, the hard skills assessment verifies knowledge of the Salesforce platform. Finally, client references are conducted on each candidate as an extra verification of work quality.
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We can usually kick off within one week of signature.
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Howl at us to set up an initial consultation.
We’re eager to build a relationship with your team, learn your unique business model, and show where we can augment your capabilities to maximize success.
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No problem!
The vast majority of clients new to Wolfic aren't sure what type of Salesforce support they need. That’s what we’re here to help figure out.
The answer is highly dependent on the health of your current Salesforce deployment, capabilities of your team, and future project plans.
Howl at us to get clarity.
