Real Results. Real Orgs. Real Fast.

// The Problem

Three people gave three different pipeline numbers. Forecast was off by 25–30% every quarter. Reps gamed stages to inflate their numbers. The VP of Sales had stopped using the Salesforce dashboard entirely and was running the forecast from a Google Sheet.

// What We Delivered

• →7 pipeline stages replaced with 5 stages + enforced exit criteria
• →5 new dashboards: pipeline by stage, stalled deals, rep performance, forecast vs actual, conversion rates
• →Stalled deal alert Flow: reps notified automatically when a deal goes 14+ days without activity
• →Validation rules prevent stage advancement without completing required fields

// The Problem

Average first response time was 6+ hours. Cases sat in a single general queue. No SLA tracking. No routing logic — agents cherry-picked easy cases. Customer complaints were increasing quarterly.

// What We Delivered

• →Omni-Channel routing enabled with skills-based assignment
• →4 queues created: Billing, Technical, Account Management, Escalation
• →SLA milestones configured with automated warning at 80% and escalation at breach
• →CSAT survey automation: survey sent 24 hours after case closure
• →Agent performance dashboard deployed

// The Problem

12,000+ duplicate Contacts across the database. Marketing emails bouncing at 8%. Reps creating new Contacts instead of finding existing ones because search returned too many results. Nobody trusted the customer count.

// What We Delivered

• →12,000 duplicate Contacts identified, 8,400 merged
• →Duplicate detection rules activated (phased: Alert → Block over 4 weeks)
• →Validation rules added: email format, phone length, required fields on Opportunity
• →Data health monitoring dashboard deployed
• →11 unused licenses identified and deactivated ($2,310/month savings)

// The Problem

Salesforce had been running for 5 years with minimal governance. Previous admin left. Current team knew something was wrong but didn't know what or where to start. Got three consulting quotes: $28K, $35K, and $42K with 8–10 week timelines.

// What We Delivered

• →23 issues identified across data quality (4/10), security (5/10), automation (6/10), and adoption (7/10)
• →3 critical security findings: 14 users with unnecessary Modify All Data permission, no FLS on financial fields, 22 inactive users with active access
• →47 broken or redundant automations (8 actively conflicting)
• →340+ unused custom fields across 5 objects
• →Prioritized 30/60/90 day action plan with step-by-step fix instructions

// The Problem

Email open rates dropped from 28% to 11% over 6 months. Marketing was told to 'fix the content' but the problem was technical: SPF was misconfigured (two conflicting records), DKIM was never set up, and DMARC didn't exist. Every email was failing authentication silently.

// What We Delivered

• →SPF consolidated to single record covering all 4 sending services
• →DKIM configured and verified for Pardot and Google Workspace
• →DMARC deployed (started at p=none, moved to p=quarantine after 3 weeks)
• →Lead scoring model implemented: engagement + firmographic scoring
• →2 nurture journeys configured and activated
• →Attribution dashboard showing campaign influence on closed revenue