You pay for Salesforce every month. Does it pay you back?
For most mid-market companies the honest answer is no: reports nobody trusts, people working around the system, a partner who never finished. In five days we show you where the money leaks, what each fix costs, and whether it is worth doing. Then you decide.
Read-only access. We reply within one business day.
Wealth management
Lending
Wealth management
Clinical trials
Non-profit5.0 on Clutch · 10 reviewsSalesforce Consulting PartnerIt usually sounds like one of these.
"We pay for Salesforce and nobody uses it."
Adoption, not features. There are usually three reasons, and they are findable in a week.
"Reports nobody trusts."
Duplicates, abandoned fields, imports that never reconciled. One number you can show the board, after cleanup.
"The last partner never finished. Or the admin left."
A system nobody owns, changed by hand, with no notes on what was done. It needs a review before it needs another project.
If one of these is yours, the Health Check tells you which it is, and what it costs to fix.
A diagnostic you cannot lose on.
Five business days, read-only access, nothing changes in your org. You get a score for how healthy your Salesforce is, every problem with hours and a price next to it, whether your data is ready for AI, and a plan for the next 90 days. The report is yours, whoever does the work.
$1,500. Credited in full against any fix within 12 months.
You only pay for it if you end up not needing us.
Salesforce Health Check · ContentsWhat is in the report
- 1How healthy your Salesforce is, scored across six areasA baseline to measure before and after against.p. 1
- 2Every problem, ranked by what it costs youEach with the hours and the price to fix it. Usually 10 to 15.p. 2–9
- 3Is your data ready for AI?What to fix before it is, and what not to switch on yet.p. 10
- 430/60/90-day planWhat to do first, what can wait, what to stop doing.p. 11–13
- 5The next step, pricedOne package, one price, the $1,500 credit already applied.p. 14
From the first call to the first result in under a month.
A 30-minute call
One hypothesis about your business, no pitch. If it is worth it, the next step is a Health Check.
Health Check, 5 days
Read-only access. A health score, every problem priced, a 90-day plan, and a readout with your team.
Two-Week Wins
One result, named before we start, delivered in two weeks. Tested before it goes live, reversible if needed. A longer list goes to Managed Delivery with the same team.
Day 20: the first result is in production and the report is still yours, whoever does the rest.
Named clients. Numbers they signed off.
Plus $53,000 a year of manual work removed. Payback in 2.7 months.
Read the case GoodLeapLending · mortgage0 incidentsin 13 changes to a live lending system, each one tested and reversibleWork that used to take 6–12 months now ships in weeks.
Read the case 49 FinancialWealth management · custodian & reporting−40%client onboarding time, with every custodian's data in one placeAdvisers 60% more productive with one client view. No lock-in to the package.
Read the caseFive cases with a client name and a number. All case studies
What clients say when nobody from us is in the room.
Their honesty about the development cost and about what we actually needed was remarkable.
For a small team, having a partner who tidies up as they go rather than adding to the pile is worth a great deal.
Their combination of strong Salesforce expertise and a business-oriented approach was especially valuable.
Reviews are collected on Clutch under our previous name, EverREST. Ten reviews, all rated 5.0.
Wealth managers, lenders and fintechs. One line of work, three of our five cases.
Regulated firms with Salesforce already in place, and a compliance officer who can stop the deal. We know what they ask on the first call and bring the documents before they ask.
We do not claim banking or insurance experience. Wealth, lending and fintech are what we can show.
Referrals, advocates, custodian data
The process that lived in people's heads, in Salesforce. Every custodian's data in one client view. Alterra Advisors, 49 Financial. Salesforce for wealth managers
Lending and mortgageSeveral orgs, nightly transfers that stop breaking
Thirteen changes to a live lending system, none of them caused an incident. GoodLeap. Salesforce for lenders
Integrations and release discipline a CTO signs off
A documented layer around the package, test environments, a rollback path on every change.
What you get that you did not get last time.
- 01
The team that starts finishes.
Named in the proposal, on every call. No bench you never met.
- 02
Changes that do not break Friday.
Every change tested, approved and reversible. 13 changes to GoodLeap's live system, 0 incidents.
- 03
No lock-in.
Everything we build is written down, so any partner after us can pick it up. You are never stuck with us.
- 04
Prices you can see before the call.
Fixed after scoping, published on this site. The diagnostic is credited in full.
Our work starts in orgs somebody else built. So the first thing we do is read, not build: five days with read-only access, and you get a document you can hand to anyone. We are a team in Ukraine: ten in the core, up to thirty engineers on projects, every one of them named in the proposal. Three of us hold nine Salesforce certifications between them. Not the cheapest option and not the largest. The team you meet on the first call is the team on the last release.
Bohdan PyrihCEO, Advirix. On your first and second call.Nightly loan-org sync moved to a scheduled job
- Requested by
- Head of Lending OperationsTransfers failed silently twice a month; found in the morning
- Built by
- Lead engineer, named in the proposalSame two people since release 1
- Tested in
- A full copy of the system, then by the usersTest script signed by the operations lead
- Approved by
- Compliance ✓ IT ✓ Business owner ✓
- Release window
- Friday, 02:00–06:00 ETRollback tested: 20 minutes, no data loss
- Result
- No incidents. Thirteenth change to the live system. None of the thirteen caused one.
Every change to a live org gets a record like this: who asked, who built, who approved, how it rolls back. Your compliance officer can show it at an examination.
Six packages. One way in.
Every engagement can start with the Health Check. Its full price comes off the next project within twelve months.
Health Check
Five business days. A health score, every problem with the cost of its fix, a 90-day plan. The report is yours to keep.
- Read-only access, nothing changes in your org
- Two interviews, one readout with your team
- The report is yours to keep
Two-Week Wins
One broken process, one result named upfront, two weeks. The usual step after a Health Check.
- Result named before the work starts
- Tested before go-live, reversible if needed
Managed Delivery
A long list, worked through in small steps. A result every two weeks, the same named team throughout.
- Named team, no mid-project swaps
- Every change tested, approved and logged
Extension Layer
When you have hit the limits of the package you bought. A documented layer around it, not hacks inside it.
- Readable by any partner after us
Data Migration & Cleanup
Migration and de-duplication with a record count you sign off before we start.
- Signed-off record count, before and after
Run
Monthly support. The hourly rate falls with volume.
- Same testing before go-live as on a project
All prices in USD, fixed after scoping. How the packages fit together
Frequently asked questions
Will you change our live system?
We already have a partner.
How is the Health Check credited?
How much of my team's time does the Health Check take?
Where is the team, and who do we talk to?
How do we start?
Make your Salesforce earn.
Five days. Every problem priced, a plan for the next 90 days. $1,500, credited in full against the fix.
We reply within one business day with a kickoff slot. Prefer a 30-minute call first? Request two slots.