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 and want them fixed properly

If Salesforce feels heavy, misaligned, or unreliable, this is the reset point.

The 6-Week Structure

This is not open-ended consulting.

It is a defined, structured rebuild with clear outcomes.

Week 1 – Diagnostic Alignment

• Confirm findings from The Salesforce Reset
• Prioritise structural risks
• Align leadership on commercial success criteria
• Lock scope and measurable 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 & Embedded Enablement

This is where most projects fail.

We:

• Define the ownership model
• Introduce clear usage standards
• Clarify accountability across leadership and sales
• Embed in-app guidance using Supered.io

Supered allows us to:

• Reinforce required fields in context
• Provide process guidance directly inside Salesforce
• Reduce training dependency
• Prevent drift through embedded reinforcement

Your team doesn’t just receive training.

They receive structured guidance within the system every day.

Outcome: Adoption that lasts.

Week 6 – Stabilise & Protect

• Refine based on real-world feedback
• Final optimisation
• Leadership review session
• Long-term governance framework
• Post-rebuild sustain 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 system ownership
• Embedded governance
• In-app guidance reinforcing best practice
• A system your team actually uses

Not over-engineered.

Not bloated.

Simplified.

Protected by the Built Right Guarantee

Every Salesforce Simplified engagement includes our:

12-Month Built Right Guarantee

For 12 months following go-live, we guarantee the functionality of everything delivered within scope.

If something we built does not work as agreed, we fix it at no additional cost.

Because once confidence is restored, it should remain stable.

What Makes This Different

Most Salesforce partners:

• Add more complexity
• Build around symptoms
• Focus on features
• Leave governance to chance
• Treat enablement as an afterthought

Salesforce Simplified focuses on:

• Structure before automation
• Alignment before expansion
• Clarity before customisation
• Leadership before tooling
• Embedded enablement, not one-off training

We don’t just rebuild your system.

We restore confidence in it.