Curiosbot

Salesforce Consulting

Salesforce shaped around what the business needs to achieve.

We help commercial and IT leaders simplify complex Salesforce estates, redesign the processes behind them and govern delivery so that every release moves a business measure.

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Typical challenges

What we are usually asked to fix.

  1. Accumulated customization

    Years of fields, flows and code make each change slower, riskier and more expensive.

  2. Uneven adoption

    Sales, service and marketing teams work around the platform, so data quality and forecasting suffer.

  3. Roadmaps set by requests

    Backlogs reflect the loudest stakeholder rather than a view of capabilities and outcomes.

  4. Integration sprawl

    Connections to ERP, marketing and support tools were built one at a time and are hard to maintain.

Curiosbot capabilities

A capability-led path from assessment to optimization.

Business capability assessment

A structured view of which commercial capabilities matter, how well the platform supports each one and where investment pays back.

CRM strategy

Vision, data strategy, cloud and licensing choices, and a roadmap linked to revenue and service goals.

Process redesign

Lead-to-cash, service and renewal journeys simplified before they are configured.

Architecture and integration

Target architecture, data model and integration patterns, with a plan to retire redundant customization.

Implementation governance

Delivery cadence, design authority, release management and partner oversight that keep scope and quality under control.

Adoption and performance optimization

Usage analytics, enablement and continuous improvement that keep the platform aligned with the way teams work.

Engagement model

Start small, go as deep as the value justifies.

Durations are indicative and depend on scope, access and organizational complexity. We confirm them after a first conversation.

Typically 3–6 weeks

Salesforce capability assessment

Capability map, customization inventory, adoption view and prioritized roadmap.

Typically 6–12 weeks

Architecture and process redesign

Target design for processes, data and integrations with a phased migration path.

Ongoing, scoped to need

Delivery governance

Design authority and programme assurance alongside your implementation partner.

Deliverables

What you can expect to hold in your hands.

  • Business capability map with maturity and value assessment
  • CRM strategy and prioritized roadmap
  • Redesigned process flows and operating rules
  • Target architecture, data model and integration blueprint
  • Customization simplification plan
  • Governance framework: design authority, release and change control
  • Adoption and performance dashboard definition

Transformation roadmap

A sequence you can plan and fund.

  1. Weeks 1–3

    Understand

    Stakeholder interviews, usage analysis and a customization inventory.

  2. Weeks 4–9

    Redesign

    Process and architecture design tied to the capability roadmap.

  3. Quarter 2

    Deliver

    Phased implementation under agreed governance, with partner oversight.

  4. Continuous

    Optimize

    Adoption tracking, release rhythm and periodic capability reviews.

FAQ

Frequently asked questions

Do you implement Salesforce or only advise?

We focus on assessment, design, governance and assurance. For build work we collaborate with your chosen implementation partner or with specialist delivery capacity, keeping decisions aligned with your goals.

Which Salesforce clouds do you cover?

We typically work across Sales, Service and Marketing use cases and their integration with other enterprise systems. Scope is confirmed in the first conversation.

Can you help simplify an over-customized org?

Yes. We inventory customization, assess usage and value, and produce a sequenced plan to retire or replace it without disrupting operations.

How do you avoid disrupting the sales team?

We involve frontline users early, deliver in small releases and measure adoption after each one.

Do you connect Salesforce with PLM or ERP?

Yes. Cross-system flows between CRM, ERP and product systems are a particular area of experience for us.

Related insights

Further reading.

Let’s look at your Salesforce estate together.

A first conversation is a working session, not a sales pitch. Bring the ambition and the constraints; we will help you shape the sequence.

Discuss your transformation