01
Salesforce consulting
Clean net-new orgs, and untangling ones that outgrew their admin.
- —Org assessments & roadmaps
- —Experience Cloud portals at scale
- —Managed services & admin
- —Data model & automation cleanup
Three pillars, treated as equals — and wired together.
The leverage isn't in any one platform. It's in the seams between them.
02
Microsoft 365 & automation
The other half of your stack, connected to the first half.
- —Power Automate flows
- —Teams & SharePoint integration
- —Salesforce ↔ Microsoft sync
- —Document & approval workflows
03
AI & agent consulting
Agents that do real work, grounded in your data, with a human in the loop.
- —Einstein & Agentforce builds
- —Generative AI in your workflows
- —Custom agents on your data
- —AI readiness & guardrails
Engagement structures. Not one and done.
Start where it hurts. Most clients come in one door and grow from there.
Fractional advisory
CTO-level guidance: roadmaps, architecture reviews, and a senior sounding board.
Implementation
Built in increments, so value lands early and change stays manageable.
Managed services
Ongoing admin and platform ownership without hiring an internal team.
Cross-cloud integration
Salesforce, Microsoft 365, and AI in one system that talks to itself.
Curious how we work? Why Cloudy →