Independent Salesforce Architects

Our focus is on people, not just tech

Why you need a Salesforce Architect on your team

and how to find one (hint: call us)

Why do Salesforce projects go wrong?

Lack of a coherent CRM strategy
Poor attention to process
Too much focus on technology, rather than people
Failure to adopt, once implemented
Lack of executive commitment
Poor data quality
Lack of alignment with the existing IT architecture

Less than

0 %

of businesses have a CRM adoption rate over 90% – CSO Insights

* CSOInsights, Sales Operations Study, 2018

“We know the potential is there, but don’t fully understand the complexity of the system.”

“We are frustrated with an implementation that went off the rails, and can’t find the guidance to move on.”

This often results in 'stuck' projects.

What are the best practices that lead to Salesforce success?

Plan your Salesforce strategy before you implement.
Discover the end to end business processes your solution needs to cover.
Understand your current technical landscape.

Which is why...

0 %

of Salesforce users who report the highest Return On Investment always work with a Technical or Solutions Architect

** https://www.10kview.com/salesforce-project-to-program-research/

Certified Salesforce Architects are hard to find and expensive to keep.

We have made it easy to engage with the world’s leading Salesforce Architects through our 3 engagement packages.

We offer three choices of access to architect expertise, designed to be clear in scope, transparent and cost-effective for you. We typically start with a Discovery engagement, which offers you an independent view of your situation. From there you may choose to focus on a particular project through a range of advisory packages depending on scope. Or you may wish to retain our architect expertise to tap into as you need it.

Discovery Package

Our industry-leading Discovery gives you an independent and comprehensive understanding of your IT environment. The Report of Findings we deliver includes the assessment, roadmap, recommendations and next steps, so you have a solid foundation for future development and strategic planning. All for a sensible fixed fee you can budget for.

Advisory Package

Advisory packages are designed to focus on a single goal; large or small. Whether it's managing your Salesforce Project or bringing together your Salesforce Partners to work towards a cohesive vision.

You can access a range of expertise at a fixed price based on complexity. That way, you know exactly what you are getting and can budget accordingly.

Retainer Package

Our retainer package enables collaboration and flexibility. Use us when you need us. A long-term relationship ensures Salesforce scales with your business. Our collaborative pricing gives you the choice of 100%, 50% or 25% of an Architect’s time to suit your requirements. So as complexity reduces over time, so does the monthly fee.

"James was excellent at talking to our customers, quickly understanding their requirements and turning them into a solution within Salesforce, using best practice.

XCD’s users and administrators always reacted well to James’ style: easy to understand with the rare ability to simply explain often complex architecture.”

“We had had various experiences with implementation partners before Gemma. Each of them come with their own challenges. Gemma came in, got to grips with our entire business very quickly, was able to advise where we should invest in using partners and guide us in how we could manage Salesforce ourselves.”

"James has an infinite wealth of knowledge and technical ingenuity with the Salesforce platform and is an accomplished architect.

Providing expertise in configuration, development, process and planning analysis, testing and metric reporting across a variety of public and private sector clients, James has been an invaluable resource, not only to clients but to his peers.

His strengths lie in business analysis and delivering real resolution to process inefficiencies. I would happily work with him on any project because it guarantees success."

"Gemma has been a great help to us in our implementation of FinancialForce PSA. Vitally, Gemma has a great blend of product knowledge coupled with a deep understanding of the Salesforce environment.

More than anything else though, it's Gemma's pragmatic approach to problem solving that really marks her out as a someone you want to have on your team. When Gemma's there, things get done and they get done well.”

I had the pleasure of working with Steph during a very difficult time on the account. She was part of a team of three service controllers who were brought in while the service desk was being transitioned to a new location and there was a very high focus on SLAs for high severity incidents.

She played a large part in improving the processes in place and this, in turn, helped to improve the company’s reputation with the customer."

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