Salesforce Consulting for Companies Across the U.S.

Most clients work on a monthly managed-services agreement — a fixed fee covering an agreed scope of architecture, build and support, so finance sees one predictable number instead of a stack of hourly invoices. Discrete projects such as an implementation, a migration or an integration are scoped and quoted in writing before any work begins. You will always know what a change costs before it is built.

We start with your process, not your Salesforce org: what the team actually does day to day, where the work stalls, and what leadership needs to see. That produces a written assessment of your current configuration — technical debt, conflicting automation, permission and security gaps, and the shortest route to the outcome you are after. Only then do we agree a phased plan and start building, and nothing reaches production without your sign-off.

Start dates depend on current commitments, so you will get an honest answer on the first call rather than a promise the calendar cannot keep. A focused Sales Cloud rollout for a small team is measured in weeks; a multi-cloud build with integrations and data migration runs in phases across several months. We deliver in increments, so you are using working functionality throughout instead of waiting on one large launch.

No. Your licenses stay on your own contract, directly with Salesforce. As a Salesforce Consulting Partner we sit on your side of that table: we will tell you which editions and add-ons your process genuinely requires, and just as often which seats and products you are paying for and nobody is using. Our fee comes from the consulting work, not from your license spend.

Yes — we carry business insurance and can provide a certificate on request, and we are glad to sign your NDA, MSA and data-processing terms before being given access to anything. Inside your org we work under a named user with only the permissions the engagement requires, never a shared admin login. Access is documented at the start and revoked at the end.

We work remotely with clients across the United States and keep to your business hours, whichever time zone that means. Salesforce work happens in the org, and workshops, design reviews and UAT all run well over video — which keeps travel off your invoice entirely. On-site time for a kickoff or hands-on training can be arranged when it genuinely earns its cost.

Managed-services clients have a direct line to Julian — not a ticket queue, and not a first-tier rep working from a script. Business-critical breakage such as a stalled order flow, a failed integration or users locked out is triaged ahead of planned work, including outside normal hours. Response commitments are written into your agreement, so "urgent" means the same thing to both of us.

Terms are agreed up front and kept deliberately short: the work should be the reason you stay. Everything built is documented where it lives — config decisions, automation logic and deployment history recorded in your org and in a handover pack you keep. The org, the data and the metadata are yours, so any competent admin can pick up the work without a reverse-engineering project.