How We Help
We deliver a complete portfolio of Salesforce services - whether you are implementing Salesforce for the first time, or improving and expanding an existing environment.
In some cases, we're starting from a blank slate, and in others we're stepping into an environment with existing systems, processes, and constraints.
Our approach is the same in both cases:
- deliver solutions that work for your business or organization
- ensure it continues to evolve as your requirements and business grows
New Implementations
For organizations implementing Salesforce for the first time, we focus on getting the foundations right.
We work with you to:
- Define how Salesforce should support your business processes
- Design data models that accurately reflect your customers, deals, assets, and cases
- Structure workflows across marketing, sales, service, finance, and operations
- Integrate Salesforce with core systems
- Put reporting in place that delivers the insights your organization needs
Rescue Projects
For organizations that already have Salesforce in place, but are struggling to operate effectively, the way we start with you varies depending on your exact situation.
We work with you to:
- Understand how your systems, data, and workflows are operating today
- Identify where processes are breaking down and where there are manual workarounds being used
- Stabilize integrations and workflows across Salesforce and other systems
- Clean up data, data models, and ensure reporting is reliable
- Identify improvement plans and begin to execute
Expand and Extend Salesforce
For organizations where Salesforce is in and operating successfully, the focus is on delivering additional capability.
This typically involves new initiatives, additional functionality, and expanding Salesforce into new parts of the business.
We work with you to:
- Deliver new projects and capabilities within your existing environment
- Extend Salesforce into additional processes, teams, or departments
- Introduce new workflows, automation, and integrations
- Expand use of document generation, approvals, and digital procesess
- Enhance reporting and analytics
AI and Automation
Whether implementing for the first time, rescuing a struggling implementation, or expanding Salesforce, a growing part of our focus is on applying AI and Automation in ways that actually deliver real benefit to you.
This may include:
- Using Agentforce / AI capabilities to deliver multi-step processes across systems (e.g. intake > review > approval > documentation)
- Automating decision points within workflows
- Replacing manual handoffs between teams
- Driving deal flow, onboarding, case management from start to finish within a structured process
- Embedding document generation, approvals, and execution directly into workflows - removing external steps entirely
We work with you to:
- Eliminate manual processes
- Deliver solutions that directly impact revenue and other success metrics
- Integrate with external AI tools to seamlessly operate across your solutions
Deliver Ongoing Improvement
Organizations don't stand still - and neither should your Salesforce platform.
We work with you to:
- Support new initiatives, products, and services
- Improve workflows as volume and complexity increase
- Expand automation to reduce manual steps
- Enhance reporting and analytics
- Integrate with new systems as your wider technology landscape evolves
Ongoing Support
Organizations don't stand still - and neither should your Salesforce platform.
We work with you to:
- Support new initiatives, products, and services
- Improve workflows as volume and complexity increase
- Expand automation to reduce manual steps
- Enhance reporting and analytics
- Integrate with new systems as your wider technology landscape evolves
Fostering as your Dedicated Salesforce Team
For organizations without internal Salesforce capability, we provide a model where a senior resource acts as your Director of Salesforce - supported by the broader Fostering team.
- Act as the point of ownership for Salesforce across the business
- Align the platform to business priorities, initiatives, and growth
- Define and manage the roadmap as needs evolve
- Coordinate across teams, systems, and stakeholders
Alongside this, you also have access to the full range of resources needed to deliver:
- Implementation and enhancement delivery
- Integration, data, and architecture support
- Workflow design and automation
- Ongoing administration and support
This model combines leadership and execution - ensuring your Salesforce platform is well supported, and consistently delivers what your organization needs.
Fostering as a Strategic Partner
For organizations with an existing Salesforce team, we provide targeted assistance where you need it most
- Lead and deliver complex initiatives
- Own defined projects or work streams end to end
- Apply our proven methodology and delivery approach to deliver succcessful work packages
- Support your team by taking responsibility for areas they don't have capacity or capability to deliver
In this model we're extending your team - by taking responsibility and working with you to deliver the support, enhancements, and projects you need.
Mergers and Acquisitions
Mergers, acquisitions, and business expansion can create complexity across systems, data, and processes.
Fostering supports organizations through:
- System consolidation across multiple Salesforce orgs and other legacy CRM's
- Data alignment and migration across acquired businesses
- Process standardization across teams and regions
- Integration of newly acquired systems
Without a structured approach, organizations can end up with:
- multiple versions of customer or client data
- inconsistent reporting across entities
- disconnected systems that are difficult to manage
We help you define and execute a plan to integrate into an aligned Salesforce solution.