Salesforce consulting that turns your CRM into real results
Independent, expert advice to get more from Salesforce — CRM strategy, health checks, process redesign and a practical roadmap, including where AI fits. We help you fix what is not working and plan what comes next.
Salesforce advisory that moves you forward
From a quick health check to a full CRM strategy, grounded in real delivery.
Advice You Can Act On
We assess your Salesforce setup, fix what is holding you back and give you a costed, prioritised roadmap — including a practical view of where AI and automation add value.
- Health check
- Strategy
- Roadmap
- AI plan
Salesforce Health Check
A deep review of your org to surface risks, technical debt and quick wins.
Process Design
Redesign your sales and service processes to match best practice.
CRM Roadmap
A phased, costed plan aligned to your business goals.
AI & Einstein Strategy
A practical view of where AI and automation pay off in your CRM.
Adoption Review
Understand why adoption is low and how to lift it.
What we advise on
Strategy and optimisation across every part of your Salesforce estate.
Optimise vs re-implement
Sometimes the answer is to fix and tune; sometimes it is to start fresh. We help you decide.
We recommend the lower-risk path to value — honest advice, not the biggest project.
A clear path from question to plan
A short, structured engagement that ends with a costed plan of action.
Discover
Understand your goals, processes and current Salesforce setup.
Assess
Health check, data review and a look at risks and opportunities.
Recommend
Clear options with costs, benefits and a recommendation.
Roadmap
A phased, costed plan with priorities and timelines.
Enable
Hand over to your team, or carry the plan into delivery.
Decision-ready documents
Practical outputs your leadership and admins can act on immediately.
What you gain
Less guesswork, faster decisions and more value from the CRM you own.
De-Risked Decisions
Validate the plan and cost before you commit.
Faster, Clearer Choices
Move from uncertainty to a costed, prioritised plan.
Better Adoption
A clear plan to get teams using Salesforce properly.
More from What You Own
Unlock the Salesforce features you already pay for.
Start small or go deep
Choose the level of advice that fits your stage and budget.
Advisory Workshop
A focused session to align stakeholders and frame the decision.
- 1–2 day workshop
- Stakeholder alignment
- Clear next steps
Health Check
A defined Salesforce review with clear findings and a roadmap.
- Defined scope & price
- Decision-ready report
- 2–4 week turnaround
Advisory Retainer
On-call Salesforce expertise to steer your roadmap.
- Flexible monthly hours
- Roadmap governance
- Priority access
Embedded Consultant
A senior Salesforce expert inside your team.
- Dedicated consultant
- Skills transfer
- Day-to-day guidance
Not getting enough from Salesforce?
Talk to our consultants for an honest view of your CRM and a clear plan to improve it.
Talk to a Salesforce ExpertSalesforce consulting — common questions
Yes. Our advice is vendor-honest — we recommend what is right for your business, not the biggest project.
A deep review of your org that surfaces risks, technical debt and quick wins, with a prioritised action plan.
Yes. We give a practical view of where AI and Einstein add real value in your sales and service processes.
It can. We can hand the roadmap to your team, or the same AppsXpert team can deliver it.
Most Salesforce assessments run two to four weeks, depending on scope. Focused workshops deliver direction in a day or two.