Salesforce & data consulting
Data architecture, Salesforce delivery, and AI reporting for midsize companies in Nebraska, Iowa, Kansas, Colorado and the wider Midwest.
Sound familiar?
Nobody goes shopping for data services. Something specific broke, and it keeps breaking on a schedule.
Your CRM and your financial system report different numbers, and nobody can say which one is right.
Someone spends the first week of every month reconciling spreadsheets by hand, and it's the same week every month.
Deals stall and nobody notices until the quarter closes. There's no view of what's actually in the pipeline or how long it's been sitting there.
The reports exist. People check them, find something that looks wrong, and go back to making decisions on instinct.
You bought the platform. Adoption stalled, the data model doesn't match how you work, and half the team went back to spreadsheets.
Work gets done in the field and recorded somewhere else: on paper, in a text, in someone’s head. What reaches the system is late and incomplete.
Also common Two of everything after an acquisition. Two CRMs, two chart-of-accounts structures, two definitions of a customer.
Start here
Most failed projects are correctly built solutions to the wrong problem. A diagnostic is two to three weeks: we interview your team, map how data actually moves through your systems today, and hand you a costed roadmap of what to fix and in what order.
Fixed scope. Fixed price. No obligation after.
Week 1
We sit with the people doing the work, not just the people who own the budget.
Week 2
How data actually moves between your systems today, including the spreadsheets nobody mentions.
Weeks 2 to 3
What to fix, in what order, what each phase costs, and what could go wrong.
You keep
Phased costs, sequencing, and a risk register. Yours whether or not we build it.
What we build
The diagnostic tells you what to fix. This is the list of what can then get fixed, and all of it is built by the same team that wrote the roadmap.
Migrations into Salesforce from legacy CRMs, financial ERPs, and homegrown systems. Data architecture and object modelling, field mapping and transformation logic, validation frameworks, and master data reconciliation across CRM and finance.
REST and SOAP API design, ERP and CRM integration, credit and identity service integrations, geospatial and address data pipelines, and MCP integrations that let AI tools read your systems safely.
Quote-to-order and opportunity architecture, sales engagement cadences and activity capture, telephony and CTI integration with call logging and dispositions written back to Salesforce, and stalled-deal alerting.
Agentforce from use case to production: what an agent should be trusted to do, topic and action design, grounding, deployment, and tuning once real users are on it. Plus Claude connected to your Salesforce and finance systems over MCP, so leadership asks a question instead of requesting a report.
Tableau, Tableau Next, and Power BI. Executive dashboard design and KPI frameworks, with definitions agreed first, so a number means the same thing in every room it gets shown in.
SiteTracker implementation and administration. Project management systems built natively in Salesforce, including data model, Gantt, and auto-generated project charters. PMI-aligned delivery governance and executive reporting cadence.
Platforms worked in daily
What it looks like when it works
Two disconnected systems: a legacy CRM and a separate financial ERP. No single source of truth. Quote tracking invisible. Thousands of orders at risk during migration.
Custom data architecture, object and relationship modelling, field mapping, transformation logic, a validation framework, the full security and sharing model, sandbox strategy, and production release.
100% data accuracy across thousands of migrated orders. Hundreds of thousands of dollars in annual licensing savings. Quote coverage from zero to 100% of opportunities, surfacing stalled deals that had previously gone unnoticed.
With clean data in place, the reporting layer that followed gave leadership self-serve access to operational and financial numbers, and eliminated hours of manual reporting per cycle.
100%
data accuracy across thousands of migrated orders
Hundreds of thousands
of dollars in annual licensing savings
0 → 100%
quote coverage of opportunities
30% 70%
Construction completion rates, through operational reporting and automation
How we work
We interview the people who use the system daily. The solution reflects how the work actually happens.
Delivery is run by a PMP certified team. You always know where the project stands and what it costs from here.
Clear scope, plain-English updates, and a direct line to the people doing the work. We fit around your team, not the other way round.
Who you'd be working with
Salesforce certified architects design the system and a PMP certified team runs the project. The people who write your roadmap are the people who build it, and you have a direct line to them throughout.
Now onboarding
Midsize companies across Nebraska, Iowa, Kansas, Colorado and the wider Midwest.
Before you book
You tell us what broke and when it started. We ask enough questions to understand whether the problem is the data, the system, or the process. If a diagnostic isn't the right answer, we say so on the call.
Two to three weeks. We interview your team, map how data actually moves through your systems today, and hand you a costed roadmap of what to fix and in what order. Fixed scope, fixed price.
A written roadmap with phased costs and a risk register. You own the output. There is no obligation to have us build any of it.
Yes. We're onboarding midsize companies across Nebraska, Iowa, Kansas, Colorado and the wider Midwest. It starts with a call, and a diagnostic if that turns out to be the right next step.
Salesforce is the centre of most engagements, but the work spans migration from legacy CRM and ERP systems, REST and SOAP integration, Tableau and Power BI reporting, SiteTracker, and native project management systems.
Yes. Agentforce from use case through implementation and deployment, including topic and action design, grounding and guardrails. We also connect Claude to your systems over MCP, and package Agent Skills for workflows your team repeats.
Salesforce certified architects and a PMP certified team. The people who write your roadmap are the people who build it, and you have a direct line to them throughout.
Next step
Tell us what broke and when it started. If a diagnostic isn't the right answer, we'll say so on the call. There's no cost and no obligation.
Field notes
Salesforce backup and restore options compared: what is included free, what paid tools add, and a restore test to run before you need one.
Shared inbox vs ticketing system: the real difference, signs you have outgrown the inbox, and a two week plan to move support to tickets.
Why HubSpot Salesforce integration problems happen, who fixes each common sync error, and a field ownership sheet and weekly routine to keep them down.
Why your Salesforce renewal price increased in 2026, how to negotiate a Salesforce renewal, and a four week prep plan for Midwest finance and ops leaders.
What a grower CRM should hold, how to structure grower, farm and field records, and how to test a CRM for agriculture sales reps before spring.
Let's talk. No deck, no obligation.
Book a call
