Salesforce Restart
Restart on Salesforce in 2 weeks
A 2-week assessment that helps clients regain momentum in Salesforce by identifying what is working, what is getting in the way, and what should happen next.
Why firms choose our Restart
Better Visibility
Clear insight into workflows, reporting, configuration, and operational friction.
Prioritized Action
A roadmap for what to fix now, what to phase in later, and how to restore momentum.
Better Visibility
A system your team can trust, use, and expand without unnecessary complexity.
What’s Included & Who It’s For
We do more than get you live. We help you understand what is working, what is getting in the way, and what should happen next so your Salesforce environment supports real business value.
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Salesforce environment setup and core configuration
User access, role structure, and scalable security design
Workflow design across sourcing, diligence, and relationship management
Reporting, dashboards, and operational visibility
Page layouts, fields, data structure, and migration planning
Testing, training, launch support, and next-step recommendations
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A tailored implementation instead of a fixed-scope launch
A scalable system from day one
Help replacing spreadsheets, fragmented tools, or an underperforming CRM
A partner who can connect business priorities to platform decisions
Clear guidance on what to build now versus what to phase later
Salesforce Restart
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Salesforce Restart ✳︎
How it works…
Understand Your Business
We start with stakeholder conversations, current-state review, and a clear understanding of where momentum has slowed or value is being missed.
Design for Fit & Adoption
We connect business priorities with practical platform decisions across workflows, reporting, configuration, and usability.
Configure & Validate
We build, review, and validate the environment so the system supports real-world execution without unncessary technical debt.
Deploy & Launch
We support go-live, provide an executive readout, and define the prioritized actions that will improve ROI and restore momentum.
Packages & Pricing
Essential $8,000/6 Weeks
Advanced $10,000/8 Weeks
Get your sales team live with a complete lead-to-opportunity pipeline built on Salesforce best practices. Includes custom workflows, one tailored object to support your business model, dashboard reporting, secure user setup with MFA, data migration, hands-on training, one UAT cycle, and post-launch support. Best for teams ready to move fast with a proven foundation they can expand later.
Everything in Essential, plus more refinement to drive user adoption from day one. Includes an additional UAT cycle, role-based training by persona, and Einstein Activity Capture to automatically log emails and meetings from Outlook or Gmail. Best for organizations prioritizing adoption and automation that reduces user friction.