Everything your Salesforce org needs, from one place.

What's included

• User setup, profiles, permission sets and role hierarchy
• Objects, fields, record types, page layouts and Lightning pages
• Validation rules, picklists, list views and email templates
• Testing the three Salesforce releases a year and switching on what helps
• Security health check, login policies, inactive licence clean-up

What you get

• A dedicated consultant who knows your org
• Requests handled from a shared tracker, reply within one business day
• A monthly summary of what changed and why
• A living document of your org's setup

Typical situation

A 15-user sales team where six people have System Administrator access and no field-level security. We move everyone to permission sets, remove unused licences and document who can see what.

What's included

• KPI workshop: agree definitions for pipeline, win rate, cycle time and coverage
• Custom report types, joined and summary reports, formulas
• Dashboards for leadership, managers and reps
• Forecast categories and collaborative forecasting set-up
• Scheduled subscriptions so the right people get the numbers

What you get

• A KPI dictionary your whole team uses
• Three dashboard layers: executive, manager, rep
• Data gaps flagged with a plan to fix them
• A walkthrough session and a short video for new hires

Typical situation

See the interactive demo dashboards on this site: they show the structure we build, with invented numbers.

What's included

• Lead assignment and round-robin routing
• Stage-based tasks, reminders and approval steps
• Renewal and follow-up opportunities created automatically
• Guided screen flows for complex data entry
• Migrating old Workflow Rules and Process Builder to Flow

What you get

• Flows tested in a sandbox before going live
• A one-page description of every automation
• Error emails routed to the right person
• Fewer manual steps for your reps

Typical situation

Reps copy every closed-won deal into a project tracker by hand. One record-triggered Flow can create the project, assign the owner and alert finance.

What's included

• Data quality audit with duplicate and completeness scores
• Matching and duplicate rules, merge clean-up
• Required fields and validation rules where they help
• Migration from spreadsheets, HubSpot, Pipedrive or a legacy CRM
• Data readiness review before switching on AI features

What you get

• A data quality score you can track monthly
• A field mapping document and a tested import plan
• Reconciliation report after migration
• Rules that stop the mess from coming back

Typical situation

A company moves from spreadsheets and an old CRM with 40,000 contacts, a third of them duplicates. We clean and deduplicate before the move, map every field, run two test loads and reconcile the totals, so the team starts with data it trusts.

What's included

• Requirements workshops and process mapping
• Sales Cloud and Service Cloud set-up for small teams
• Sales engagement tools: Cadences, Activity Capture, conversation insights
• AppExchange app selection and configuration
• Integrations and custom code delivered by our certified developers

What you get

• A written scope with a fixed price where possible
• Configuration in a sandbox, then a planned go-live
• Admin documentation and user guides
• 30 days of post-launch support

Typical situation

A 12-person sales team works from spreadsheets and email. We map the sales process in two workshops, set up Sales Cloud with clear stages, required fields and dashboards, and train the team before go-live.

What's included

• Role-based training for reps and managers
• Short how-to guides and videos
• Adoption dashboard: logins, updates, activity
• Feedback sessions to find what slows people down
• Layout simplification so updates take seconds

What you get

• Training material you keep
• An adoption baseline and monthly trend
• A prioritised list of fixes from user feedback

Typical situation

Managers complain that reps don't update opportunities. We cut the layout from 60 fields to the dozen that matter at each stage, switch on automatic email capture, run short training sessions and track adoption on a dashboard.

What's included

• Configuration and implementation of additional Salesforce products
• Agentforce and AI feature set-up, starting with data readiness
• Customer and partner portals on Experience Cloud
• Marketing automation, lead scoring and campaign reporting
• Quoting, pricing and product catalogues in CPQ

What you get

• Specialists certified in the product you use
• One contract and one point of contact at OrgStewards
• Our review of every change before it reaches your org
• Documentation and handover to your team

Typical situation

A company on Sales Cloud wants a portal where partners register deals. We bring in an Experience Cloud specialist, agree the scope with you and manage the build through to launch.

What's included

• Matching certified specialists to your project and stack
• Part-time or full-time specialists, or a complete project team
• Project management and weekly status reporting by OrgStewards
• Code review and deployment checks before anything goes live
• Coverage in every region: EMEA, APAC and the Americas

What you get

• Profiles proposed within days, interviews before you sign
• A two-week trial period and a replacement if it doesn't fit
• One contract and one invoice for the whole team
• Documentation and knowledge handover at the end

Typical situation

A company needs an ERP integration and two custom components within one quarter. We staff a developer and an integration specialist who work in your time zone, run weekly status calls and review every release.