.png "Salesforce Simplified | Make Salesforce Work Properly In Just 6 Weeks.")
Make Salesforce Work Properly In Just 6 Weeks.
You don’t need more features.
You don’t need more automation.
You don’t need a new CRM.
You don’t need more automation.
You don’t need a new CRM.
You need Salesforce to be clear, aligned, and trusted.
Salesforce Simplified is a structured 6-week engagement designed to remove unnecessary complexity, realign your system to how your business actually sells, and rebuild reporting confidence at leadership level.
Who It’s For
Salesforce Simplified is designed for growing businesses that:
- Have already invested in Salesforce
- Feel the system has become overcomplicated
- Don’t fully trust reporting or forecasting
- See adoption dropping
- Know structural issues exist — but need them fixed properly
This is not a fresh implementation.
It is a confidence rebuild.
The 6-Week Structure
This is not open-ended consulting.
It is a structured rebuild.
Week 1 – Diagnostic Alignment
- Confirm findings from The Salesforce Reset
- Prioritise structural risks
- Align leadership on success criteria
- Lock scope and commercial outcomes
Outcome: Clear direction. No guesswork.
Week 2 – Data Simplification
- Remove duplicate & redundant fields
- Rationalise required fields
- Clean core revenue objects
- Re-establish data standards
Outcome: Clean, reliable data foundation.
Week 3 – Process Realignment
- Align pipeline stages to real sales behaviour
- Simplify workflows and automation
- Remove friction points
- Reduce workarounds
Outcome: Salesforce reflects reality.
Week 4 – Reporting Rebuild
- Rebuild leadership dashboards
- Simplify forecasting views
- Remove conflicting metrics
- Establish one source of truth
Outcome: Reporting you trust.
Week 5 – Governance & Enablement
- Define the ownership model
- Introduce usage standards
- Embed in-app guidance
- Clarify expectations for teams
Outcome: Drift prevention.
Week 6 – Stabilise & Embed
- Refine based on feedback
- Final optimisation
- Leadership review session
- Long-term sustainability plan
Outcome: Clarity, control, confidence.
The Result
By the end of Salesforce Simplified, you will have:
- Clean, structured data
- A pipeline aligned to how you actually sell
- Trusted reporting
- Clear ownership
- Embedded governance
- A system your team actually uses
Not over-engineered.
Not bloated.
Simplified.
What Makes This Different
Most Salesforce partners:
- Add more complexity
- Build around symptoms
- Focus on features
- Leave governance to chance
Salesforce Simplified focuses on:
- Structure before automation
- Alignment before expansion
- Clarity before customisation
- Leadership before tooling