Salesforce Consulting Service

Most Salesforce problems don’t start with bad technology. They start with unclear decisions.

Teams invest in Salesforce with good intent, but over time the system grows in ways no one fully owns. Processes get layered. Customizations pile up. Reporting becomes harder instead of easier. Eventually, Salesforce feels heavy even though it’s supposed to make things simpler.

Our Salesforce Consulting Service exists to fix that.

We help organizations step back, look at how Salesforce is actually being used, and make practical decisions that bring clarity, usability, and direction back into the platform.

What Business Challenges We Step Into

Salesforce consulting is usually needed when something feels off, even if it’s hard to pinpoint why.

Common situations we see include systems that don’t reflect real workflows, reports that no one fully trusts, features that were built but never adopted, and teams working around Salesforce instead of with it.

In growing organizations, we also see scaling issues, what worked for a small team no longer works across departments. Performance drops, governance weakens, and every new request feels risky.

Our role is to identify what’s helping, what’s hurting, and what needs to change—without overcorrecting.

Who This Service Works Best For

This service is a good fit for organizations that already use Salesforce but want it to work better, not just differently.

That often includes growing companies refining their CRM strategy, teams inheriting a Salesforce setup they didn’t design, or leadership looking for clarity before making further investments.

Sales, service, operations, IT, and business leadership are usually involved. Successful consulting isn’t about one team, it’s about alignment across them.

How We Approach Salesforce Consulting

We don’t start with recommendations. We start with questions.

Before suggesting changes, we look at how Salesforce supports real work today. How deals move. How cases are handled. How data flows between teams. Where people hesitate or bypass the system entirely.

Only after that do we advise on configuration changes, process improvements, cleanup, or redesign.

Consulting engagements often include:

• Reviewing current Salesforce usage and structure
• Identifying gaps between business needs and system behavior
• Recommending practical, staged improvements
• Defining a clearer roadmap for future changes

The goal isn’t to redesign everything. It’s to make the right changes, in the right order.

What Salesforce Consulting Usually Covers

Depending on the situation, consulting may touch many areas.

That can include sales and service process design, data and reporting structure, automation usage, security and access models, and overall platform governance.

Sometimes the answer is configuration. Sometimes it’s simplification. Sometimes it’s deciding not to build something yet.

Good consulting is knowing the difference.

Business Outcomes You Can Expect

When Salesforce decisions are made with clarity, the platform starts feeling lighter.

Teams understand how and why things work. Reporting becomes easier to interpret. Adoption improves because Salesforce supports workflows instead of interrupting them.

Just as importantly, future changes become easier. With better structure and ownership, Salesforce can evolve without creating new problems every time something is added.

Salesforce Platforms We Advise On

Our consulting work typically spans Sales Cloud, Service Cloud, Experience Cloud, and Salesforce reporting and analytics.

We focus on how these tools are used together, not in isolation. Recommendations are always tied to the organization’s current stage, not theoretical best practices.

Engagement Models

Some consulting engagements are short and focused. Others run alongside implementation, optimization, or managed services.

We offer structured advisory projects, ongoing consulting support, or hybrid models depending on what the organization needs at that point in time.

The format is flexible. The thinking isn’t.

Security, Governance, and Long-Term Health

Strong Salesforce consulting always includes governance.

That means looking at access controls, data visibility, deployment practices, and decision ownership. Not to slow things down—but to prevent the platform from becoming fragile as it grows.

Good governance is what keeps Salesforce usable two years from now, not just today.

Why Organizations Choose Radix2Tech

Clients work with Radix2Tech because we don’t treat Salesforce consulting as abstract advice.

We bring practical judgment, clear communication, and accountability to every engagement. We explain trade-offs. We challenge unnecessary complexity. And we help teams make decisions they won’t regret later.

The aim is simple: a Salesforce system that makes sense to the people using it.

Questions We’re Often Asked

Is this only for large organizations?No. Consulting is often most valuable for small and mid-size teams before complexity sets in.

Can this be combined with implementation or integration work?Yes. Consulting often runs alongside or ahead of delivery work.

Do you help clean up existing Salesforce orgs?Yes. Many consulting projects involve reviewing and correcting past decisions.

How do we start?We begin with a conversation to understand goals, challenges, and how Salesforce is used today.