How We Typically Help

• Build Salesforce around real client, pipeline, and delivery workflows 

  • Structuring Salesforce so account management, sales pipeline, project coordination, and resourcing happen inside the platform — not across spreadsheets and disconnected tools. 

• Connect systems, data, and client lifecycle 

  • Making sure sales, delivery, and leadership teams are working from consistent information across clients, opportunities, and projects. 

• Turn Salesforce into a system of execution 

  • Embedding workflows, approvals, and coordination processes directly into Salesforce so work progresses consistently from opportunity through delivery. 

Common Situations We Step Into

Consulting organizations typically come to us in one of three situations: 

1. New Salesforce implementations 

We work with you to: 

• Define how account management, sales pipeline, delivery, and resourcing should operate inside Salesforce 

• Design data models for clients, opportunities, projects, and resources 

• Structure workflows across sales, delivery, and coordination 

• Integrate Salesforce with project management, finance, and operational systems 

• Deliver reporting that connects pipeline, delivery, and firm performance 

2. Recovering and stabilizing existing Salesforce environments 

We work with you to: 

• Understand how pipeline, delivery, and resourcing are actually being managed today 

• Identify where workflows break down between sales and delivery 

• Reconnect processes so work flows end to end inside Salesforce 

• Clean up data models so reporting reflects real activity 

• Start making steady, visible improvements 

3. Expanding Salesforce as a platform 

We work with you to: 

• Extend Salesforce across delivery, resourcing, and operational workflows 

• Introduce structured processes across pipeline, approvals, and coordination 

• Improve reporting across clients, projects, and performance 

• Replace inconsistent processes with something repeatable across teams 

AI and Automation in Consulting Workflows

A growing part of our work is applying Salesforce AI and automation to real operational processes. 

This includes: 

• Supporting pipeline progression and opportunity management 

• Automating project coordination and internal workflows 

• Improving visibility across resource allocation and delivery 

• Reducing manual work across sales and delivery teams 

• Keeping work moving without relying on manual handoffs 

The focus is always practical — applying automation where it improves coordination, utilization, and delivery performance. 

Our Delivery Model

We typically work with organizations in one of two ways, depending on internal structure. 

In many consulting firms, systems are fragmented across sales, delivery, and finance. We work differently — the same people who design the solution are the ones working with you throughout. 

Acting as Your Salesforce Team

For organizations without dedicated Salesforce leadership: 

• Take ownership of Salesforce across client, sales, and delivery workflows 

• Align it to how relationships, projects, and resources are managed 

• Define and manage what gets built and when 

• Coordinate across systems and teams 

• Deliver implementation, enhancements, and ongoing improvement 

This creates a single place where responsibility sits. 

Acting as a Strategic Salesforce Partner

For organizations with an existing team: 

• • Work alongside your team on the parts that are slowing delivery down 

  • Lead specific initiatives or problem areas 

  • Fix areas that have degraded over time 

  • Deliver work without adding more layers 

This tends to work best when teams want support where it matters, without changing how they’re structured. 

Handling Growth, Complexity & Scale

BConsulting firms evolve as client demand increases and delivery models expand. 

We support: 

• Growth in clients, opportunities, and projects 

• Changes in service offerings and delivery models 

• Standardizing workflows across teams and locations 

• Integrating new systems and operational tools 

• Improving visibility across pipeline, delivery, and performance 

We also support expansion scenarios, including: 

• Aligning operations across regions or practice areas 

• Consolidating data across systems 

• Standardizing how client relationships, projects, and resources are managed 

How We Work

Whether implementing, fixing, or expanding Salesforce, the approach is the same: 

• Make it reflect how your business actually needs to operate 

• Keep it aligned as things change 

We’ll also tell you directly when something isn’t working — including when the right answer is to simplify or remove what’s already been built. 

Our Accelerators

Fostering has delivered many successful Salesforce Implementations and Enhancements for banking clients.  This means we've solved many of the challenges that you might face - an overview of some of the technical solutions we've deployed is available here.