Salesforce Strategy & Consulting

From Salesforce strategy
to reliable delivery.

AskBacklogAI helps businesses make the right Salesforce decisions, deliver the right solution, and keep their platform moving forward after launch.

Talk to our team View our methodology
Illustrative Salesforce consulting workshop with a team discussing discovery, planning, implementation, and support

Where we can help

Support for the work in front of you.

Support for new implementations, existing projects, and the technical work needed to keep Salesforce moving forward.

New Project Implementation

We work with stakeholders to understand requirements, define a practical solution, build the platform, and support rollout.

Existing Project Support

We assess in-progress, delayed, or underperforming work, address delivery gaps, and help move the project forward.

Enhancements & Optimization

Improve existing processes, automate manual work, modernize customizations, and make Salesforce easier for your team to use.

Delivery capabilities

The technical work behind a useful Salesforce solution.

Hands-on technical services for connected, maintainable Salesforce solutions.

Explore our solutions

Data Migration

Plan, validate, and move business data into Salesforce with a clear approach to quality and process continuity.

Systems Integration

Connect Salesforce with ERP, finance, marketing, identity, and custom applications using practical integration patterns.

Custom Development

Build Apex, Lightning Web Components, Flow automation, and focused functionality for the way your teams work.

Our methodology

Understand the org. Agree on the work. Build with care.

We connect the technical decisions to your business priorities, with clear review points from the first assessment through adoption.

  1. Detailed Audit

    We review your technology stack, data architecture, and business processes to identify what is slowing work down and where Salesforce can be improved.

    A clear view of the current state, risks, and priorities.

  2. Strategic Roadmap

    We define the Salesforce architecture, delivery milestones, data migration approach, and customizations needed for the project.

    An agreed scope and a practical sequence of work.

  3. Implementation & Setup

    We configure the platform, develop custom functionality, and connect systems, with testing and data access requirements built into the delivery plan.

    A solution reviewed and tested with your team.

  4. Training & Adoption

    We help your users understand the changes through training, change management, and ongoing support after rollout.

    A team that knows how to use and maintain the work.

Our approach

A clear process, from discovery to ongoing support.

Your team stays involved as we move from understanding the need to implementation, deployment, and the next improvements.

  1. Discovery

    Understand your business goals, current state, and core challenges.

  2. Plan

    Define the scope, priorities, architecture, and practical delivery plan.

  3. Build

    Configure, develop, integrate, test, and validate the solution.

  4. Support

    Help with deployment, adoption, enhancements, and ongoing technical needs.

START A CONVERSATION

Need a Salesforce Solution That Fits Your Business?

Tell us where your Salesforce project is today and what you need next. We will help you identify a practical path forward.

Discuss Your Project arrow_forward