Project Based Services

Explore our range of project based services designed to help you move forward with confidence, wherever you're headed next.

Project-Based Work

Best for defined initiatives with clear outcomes.

  • Fixed or hybrid pricing

  • Defined scope, timeline, and deliverables

  • Built to scale with your business

  • Walk away knowing what to fix, and in what order

    • Org health audit

    • Data model review

    • Automation & Flow review

    • Reporting analysis

    • Prioritized, actionable roadmap


    *Recommended starting point for new clients. Sets the foundation for all future work.

  • A Salesforce Org your team will actually use.

    • Core object configuration

    • Sales process setup

    • Basic automation (Flows)

    • Reporting dashboards

    • User setup & permissions

  • More pipeline visibility, less manual reporting.

    • Opportunity lifecycle redesign

    • Pipeline & forecasting setup

    • Lead routing, scoring, and automation

    • Data structure optimization

    • Advanced reporting & revenue dashboards

    • Sales process automation

  • A unified support operation that scales with your team.

    • Case management and support workflow design

    • Omni-channel routing (email, chat, phone, messaging)

    • Knowledge base and self-service portal setup

    • Service automation and SLA management

    • Service reporting and operational dashboards

  • Branded digital experiences that connect your customers and partners.

    • Customer and partner portal development

    • Self-service communities and knowledge access

    • Partner relationship management (PRM) portals

    • Secure authentication and access control

    • Custom UX and branded digital experiences

  • Eliminate manual work, and streamline operations fast.

    • Flow automation builds

    • Validation rules

    • Process cleanup

    • Task automation

  • Walk away knowing what to fix, and in what order

    • System integrations (marketing, support, billing tools)

    • API and middleware coordination

    • Data model alignment


    *Scope and complexity determine final pricing. Discovery call required for accurate estimate.

  • Clean, reliable data that you can trust.

    • Data audit and deduplication

    • Migration planning and execution

    • Data model alignment

    • Post-migration validation

  • Put Salesforce AI to work across your sales and service teams

    • Predictive lead scoring and forecasting models

    • AI-powered service automation and chatbots

    • Generative AI for sales and service workflows

    • AI analytics and customer behavior insights

    • AI-driven process optimization

Advisory Service Packages

Walk away knowing what to fix, and in what order

  • Weekly strategy and architecture sessions

  • Technical oversight of implementation teams

  • Long-term system roadmap and org governance

  • Vendor and tool evaluation

  • Executive-level advisory and stakeholder reporting

*Structure customized to your team size and cadence. Minimum 3-month commitment.

Our Process

Step 1

Book a free 30-minute discovery call, we'll learn your situation and recommend a path forward.

Step 2

Start with a Salesforce Audit , a structured look at your org with a clear, prioritized roadmap.

Step 3

Move into a targeted project — fix the highest-impact areas first.

Step 4

Transition into Managed Services — ongoing support and optimization as you scale.

Let’s Work Together

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.

Lets build something scalable - We focus on building systems that grow with your business, not just quick fixes.