Senior Salesforce consulting for organizations with 100 to 2,000+ employees that have outgrown their org, or never quite got it right. We bring governance, security, platform health and AI adoption, led by a practitioner with 20+ years running enterprise Salesforce.
Most mid-market and enterprise orgs weren't designed. They built up over years of projects, admins and acquisitions.
Reps still live in spreadsheets, so forecasts are unreliable and leadership doesn't trust the dashboards.
Hundreds of unused fields, overlapping automations, legacy code and managed packages nobody owns.
Over-permissioned profiles, no release discipline and no clear owner for what changes and when.
The board wants Agentforce, but data quality, permissions and processes aren't ready for AI agents.
Multiple orgs, acquired systems and divestitures leave customer data fragmented across the business.
The last implementation ran over budget and under delivered, and nobody wants to repeat it.
Two of our Salesforce programs were recognized with CEO awards. Here's the headline. The full story, including the architecture, the obstacles and what we'd do differently, is shared one-on-one on a discovery call.
Business customers were juggling a different login and a different support system for every product line. We replaced the maze with a single Salesforce-powered portal and one sign-in. The result was recognized at the very top of the company.
When the business split in two, Sales and Legal couldn't pause for a single day. We stood up a complete, independent Salesforce stack for the new company, covering contracts, identity and data protection, while deals kept closing.
Engage for a fixed-fee assessment, a scoped transformation, or ongoing senior leadership, or combine all three.
A 58-checkpoint audit across six domains (security, data integrity, governance, platform health, adoption and AI readiness), plus a 3-year roadmap.
Org optimization, clean-up, integration, Data 360 and Agentforce adoption, delivered in fixed-scope phases with our Data Science practice when AI is involved.
A Fractional CRM Director who owns strategy, governance, vendor management and release oversight, without a full-time executive hire.
Pipeline design, forecasting, territory and quota models, CPQ and quote-to-cash.
Case management, omni-channel routing, entitlements, knowledge and field service handoffs.
Customer and partner portals, including consolidating multiple communities into one scalable experience.
Journey design, lead management and sales–marketing alignment across B2B and B2C.
Unified customer profiles and the data foundation that AI and analytics depend on.
AI readiness, use-case selection, guardrails and agent deployment your teams will trust.
30 minutes to understand your situation and confirm fit. No charge.
58 checkpoints across 6 domains, plus stakeholder interviews.
A prioritized 90-day plan and multi-year roadmap with fixed-scope phases.
We deliver, or lead your team and partners, with governance built in.
Scaling Salesforce without a dedicated CRM leader: pipeline, renewals and product-led signals.
See the playbook →Complex ad-sales CRM: IOs, inventory, agency hierarchies and revenue recognition handoffs.
See the playbook →Post-acquisition integration, divestitures and multi-org strategy for portfolio companies.
See the playbook →Relationship-driven CRM with security, compliance and auditability built in.
See the playbook →Unified customer data, service at scale and AI-driven personalization with our Data Science practice.
See the playbook →Estimate what better adoption, clean-up and automation are worth to your organization.
See the playbook →We're an independent senior advisory firm. We assess, design, govern and deliver, and we can lead your internal team or your existing implementation partner. That way you get unbiased advice and senior oversight without partner quota pressure.
Arvind Balasubramaniam leads every Salesforce engagement personally. Where a project needs extra hands, we bring in vetted specialists under our governance, and you always know who's working on your org.
With an AI readiness assessment. Agents are only as good as the data, permissions and processes underneath them. Our Assess track includes AI readiness, and our Data Science practice can design the models and agents.
Yes. Arvind received a CEO Excellence Award for leading the CRM workstream through a major corporate divestiture. We help with org strategy, data migration and continuity planning.
Assessments are fixed-fee. Transformation work is fixed-price by phase or hourly. Fractional leadership is a monthly retainer. See engagement models.
For most organizations under about 50 people, Zoho One delivers more value per dollar. For complex, multi-team or enterprise environments, Salesforce is usually the better long-term platform. We'll give you an honest recommendation.
Book a free 30-minute discovery call. We'll talk through your org, your goals and the fastest path to measurable results.