02 / Optimization Package
When a core Salesforce process is broken, the fix isn't another patch on top. The Optimization Package is a focused engagement to redesign and rebuild a specific area of your org, with documentation and training handoff included.
What It Is
Optimization is for teams with a specific Salesforce process that has stopped working the way it should. Lead-to-opportunity conversion, service case routing, opportunity stages, quoting, onboarding handoffs. Pick one and we rebuild it end-to-end.
The work covers discovery, redesign, configuration, automation, and full documentation. Your team gets training before handoff so you're not dependent on me to keep it running.
One tight process beats five patched up processes.
What's Included
Working sessions with stakeholders to map the current state, surface the pain points, and define what good looks like before any configuration changes.
Object structure, fields, page layouts, record types, and validation rules redesigned to support the process you need.
Flow design and implementation, replacing outdated workflow rules and process builders where appropriate.
Written documentation of the new configuration, automation logic, and process flow. Your team gets a reference document, not tribal knowledge.
Training sessions for admins and end users, plus a post-launch check-in window so issues surfacing in the first weeks get resolved.
How It Works
A discovery call defines the process to optimize and the boundaries of the engagement. A fixed-scope proposal follows with timeline and pricing locked in.
Time with the people who run the process. The redesign starts with learning how your team works and what they need.
Configuration and automation built in a sandbox, validated against test scenarios, and walked through with you before anything touches production.
Production deployment, training, documentation, and a post-launch check-in window. If something needs adjusting in the first weeks, it's handled.
Who This Is For
Lead conversion is breaking down, service routing is unreliable, or your sales pipeline doesn't match how the team sells. The current setup is fighting the team.
You have a stack of flows and workflow rules nobody fully understands. They were built piecemeal over years and now they conflict with each other.
The assessment identified the priority. Optimization is the next step. The findings feed directly into the scope.
Whether your team owns it after handoff or you continue with managed support, you want it documented and maintainable, not a black box.
Request a proposal or book a 30-minute discovery call. Both options start with a conversation about the specific process, not a generic pitch.