Ongoing, senior Salesforce leadership for organizations that need a CRM executive's judgment without a full-time hire. We attend the key meetings, guide vendors, oversee releases and keep governance on track.
One accountable team handles design, build, training and support. Here's what the engagement covers.
Organizations with 100–2,000+ employees running Salesforce across multiple teams without a dedicated CRM leader. Also PE-backed companies that need senior CRM oversight through growth or integration.
A weekly working session with your admin and dev team, a monthly governance board, release reviews before every deployment, vendor and partner check-ins, and a monthly executive summary covering adoption, risks, roadmap progress and AI initiatives.
Many Lead clients begin with a fixed-fee Assess engagement to set the baseline and the roadmap.
Book a free discovery call and we'll outline what a fractional engagement would cover for you.