Killing the renewal spreadsheet for good
A professional services firm had been quoted for a full bidirectional sync. Discovery showed that almost none of it needed to be bidirectional —…
Selected work
What a cleaner org actually looks like
Real engagements, anonymized where clients asked. Each one starts the same way: figure out what is actually broken before touching anything.
An Agentforce deployment that support actually trusts
Before building an agent we audited the knowledge base it would be grounded on — and found enough stale content to have sunk the…
3
tightly scoped topics at launch
Untangling six years of Opportunity automation
A 140-user distribution org where four competing automations on Opportunity save had quietly broken pipeline reporting. We inventoried everything, consolidated it into one flow,…
1/3
of custom fields retired
Tell us what is slowing your team down
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