:: Salesforce / Salesforce consulting
Salesforce consulting services from people who also build it
Most Salesforce orgs grow messy: fields nobody uses, automations that fight each other, reports nobody trusts. We find what is slowing your team down, decide what to fix first, and then fix it with you. Our consultants are the same people who configure and code.
Org audit in 2 weeks
Sales, Service, Marketing and Health Cloud
Agentforce readiness
:: What we do
What our Salesforce consulting covers
Start with one piece or run them in order. Each one leaves you with something your team can act on.
01
Org health check
We review your setup, data quality, security, automations and limits, and hand you a short list of risks ranked by impact.
02
Roadmap and licence advice
Which clouds and editions you actually need, what to switch off, and a 6 to 12 month plan with budgets.
03
Process redesign
We sit with sales, service and operations, map how work really flows, and redesign it in Salesforce instead of around it.
04
Agentforce and AI readiness
Is your data clean and connected enough for AI agents? We check, then pick the first use case worth building.
05
Adoption and training
Short role-based sessions, simple guides and dashboards that show who is using what, so the system gets used.
06
Second opinion on a project
Stuck with a partner or an internal build? We review the design and the code and tell you plainly what to keep.
:: Salesforce health check
What a Salesforce health check looks at
Most consulting work starts here. In two to three weeks we review your org and give you a ranked list of what to fix, what to remove and what to build next.
What we review
Data quality: duplicates, empty fields, stale records
Security: profiles, permission sets, sharing and login settings
Automation: overlapping Flows, old Workflow Rules and Process Builder
Code: test coverage, governor limit risks, unused classes
Usage: which features and reports people actually open
Licences: what you pay for and what is used
Signs your org needs one
Reps keep their own spreadsheets next to Salesforce
Managers do not trust the dashboards
Simple changes take weeks because nobody knows what breaks
Errors from automations nobody remembers building
Renewal is coming and nobody knows which licences matter
:: How it works
How we build your Salesforce roadmap
A roadmap is only useful if it fits your budget and your team’s capacity. This is how we put one together.
01
Interview the people who use it
Short sessions with sales, service, marketing, finance and leadership. We ask what slows them down and what they work around.
02
Review the org itself
We look at the setup, data, automation, code and integrations, so recommendations come from facts, not opinions.
03
Rank problems by cost and effort
Every issue gets a business impact and a rough effort estimate, so you can see what pays back first.
04
Plan in quarters
Quick wins in the first month, bigger changes grouped into quarterly phases, each with its own scope and price.
05
Agree who does what
Some items suit your admin, some need a developer. The plan says which, so you are never paying a consultant for admin work.
06
Review and adjust
We meet again after each phase to check results and re-rank what is left, because priorities change.
:: How it works
How a Salesforce consulting engagement runs
A typical engagement takes three to six weeks before any build starts.
Week 1
Listen
Interviews with users and admins, read-only access to your org, and a shared list of what hurts.
Week 2
Audit
Health check across data, security, automations and reports, with every finding ranked by impact.
Weeks 3 to 4
Plan
A roadmap, licence advice and a fixed quote for the work, in phases you can approve one at a time.
Week 5 onward
Fix
Quick wins first, then the bigger changes in two-week sprints, tested in a sandbox before they reach users.
:: Blueprints
Salesforce consulting by industry
The right Salesforce setup depends on how your industry sells and serves customers. These blueprints show what we would recommend and why.
Insurance
Insurance agency
Policies, renewals and producer performance in one org.
Read the blueprint
Wealth management
Financial Services Cloud
Household views and compliance tasks for advisors.
Read the blueprint
Healthcare
Health Cloud for a hospital
Patient 360, care coordination and referrals.
Read the blueprint
Manufacturing
Manufacturing Cloud
Sales agreements and forecasts tied to production planning.
Read the blueprint
Automotive
Supplier portal
A portal where suppliers update orders and documents themselves.
Read the blueprint
Nonprofit
Nonprofit Cloud
Donors, volunteers and programs managed together.
Read the blueprint
:: Cost
How much does a Salesforce consultant cost?
Typical prices for our consulting work, based on senior consultants at $25 to $35 an hour. You get a fixed price before any work starts.
Health check
$5k – $8k
2 to 3 weeks
A full review of your org with a ranked list of risks and fixes, and a call to walk through it.
Strategy and roadmap
$8k – $15k
3 to 6 weeks
Interviews, org review, licence advice and a quarter-by-quarter plan with scope and prices.
Roadmap plus delivery
$20k – $80k+
2 to 6 months
We carry out the plan with you, phase by phase, alongside your admin or in-house team.
Consultant or hourly rate?
Hourly rates look cheap until a project has no end. We price consulting as fixed packages, and delivery as fixed-price phases, so you know the total before you agree to it.
What moves the price
How many clouds and teams are in scope
Size and age of the org
Number of integrations to review
Whether you want us to deliver the fixes
How much documentation exists today
:: Why Sterling
What you walk away with
A health check report your managers can read
A ranked list of fixes with effort and impact
A 6 to 12 month Salesforce roadmap
Licence and edition advice
A fixed quote for any build work
:: Tools we use
Sales Cloud
Service Cloud
Marketing Cloud
Health Cloud
Experience Cloud
Agentforce
Data Cloud
Flow
Tableau
4.9
Average rating on Clutch · 350+ projects since 2019
:: Questions
Questions about Salesforce consulting
What do Salesforce consulting services include?
How much does a Salesforce consultant cost?
What is a Salesforce health check?
Do we need a Salesforce consulting partner to buy licences?
Can you work with our existing Salesforce partner or admin?
What does a Salesforce consultant do?
How long does a Salesforce health check take?
How do I choose a Salesforce consulting partner?
Can a consultant help us cut Salesforce licence costs?
What is the difference between a Salesforce consultant and an admin?
Do you offer Salesforce consulting for small businesses?
:: Related Salesforce services
Other ways we can help
Send us your brief. We’ll help turn it into reality
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