Salesforce Simplification Consulting

Reduce Managed Packages.
Simplify Your Salesforce Org.

We help Salesforce teams cut managed-package sprawl, untangle inherited complexity, and run leaner orgs — starting with a free org review.

Free No-commitment org review
2 weeks From kickoff to findings
1 page Plain-English roadmap

Cut Managed Package Spend

Audit every AppExchange package against actual use. Retire what is unused, replace what duplicates native Salesforce features, keep only what earns its license.

Untangle Inherited Orgs

Custom objects, flows, processes, and code accumulated over years — mapped, rationalized, and simplified without breaking what works.

Reduce Risk and Tech Debt

Less surface area means fewer release blockers, fewer security review cycles, and a Salesforce org your team can actually maintain.

Stay In Control

Vendor-neutral. We make you less dependent on packages and consultants, not more. Findings and recommendations are yours to keep.

Our Services

Three Ways We Simplify Your Salesforce Org

Concrete engagements. No vague "transformation." Starts with a free review.

01

Salesforce Org Health Review

A fixed-scope, two-week review of your Salesforce org. We map managed packages, custom objects, automation, and unused configuration, and deliver a one-page roadmap of what to simplify first.

  • Managed-package inventory & utilization
  • Custom object / flow / process map
  • Top simplification opportunities
  • Plain-English findings PDF
Packages
Audit
Streamlined Org
02

Managed Package Reduction

We work through your installed packages one by one — keep, replace, or retire — and migrate critical functionality onto native Salesforce. Lower license spend, less complexity.

  • Package-by-package decision log
  • Replace with native Salesforce where possible
  • Migration plan with rollback steps
  • Savings estimate per package
We have 47 managed packages and no one knows which are still used.
Down to 12 after the simplification sprint. We documented every decision.
03

Org Simplification & Tech Debt Cleanup

Decommission unused custom objects, flows, and code. Rationalize duplicate automation. Document what remains so the next admin (or the next consultant) is not starting from zero.

  • Custom metadata audit
  • Flow / process / Apex rationalization
  • Permission-set cleanup
  • Living documentation handoff
How It Works

From Free Review to a Leaner Org

Four steps. Start with a free org review — no payment, no commitment.

1

Free Salesforce Org Review

We get read-only access to your org (or work from a sandbox/screenshare). Two weeks later you receive a one-page roadmap of the highest-impact simplification opportunities. No payment, no commitment.

2

Findings & Roadmap Walkthrough

We walk you through the findings, prioritize them with you, and scope a simplification engagement. You decide what to tackle and in what order.

3

Simplification Sprint

Fixed-scope sprint to retire packages, rationalize automation, and clean up tech debt. We work alongside your admins, not around them — your team owns the org when we are done.

4

Ongoing Optimization (Optional)

Monthly retainer for ongoing cleanup, release-management support, and managed-package decisions as they come up. Cancel anytime.

Who It's For

Built for Teams Who Own a Salesforce Org

We work with mid-market and enterprise Salesforce customers — not vendors selling on AppExchange.

RevOps & Salesforce Admins

You inherited an org with years of accumulated complexity. You need an honest second pair of eyes on what to keep, what to retire, and where to start.

Finance & Procurement

You are renewing AppExchange contracts and the line items keep growing. You want a defensible package-by-package case for what is actually earning its license.

CIO / IT Leadership

You are responsible for a Salesforce org you did not build. You need a clear, written picture of complexity, risk, and what good looks like for your team.

Pricing

Start Free. Scope From There.

The org review is free. Paid engagements are scoped per org — no fixed tiers.

Free Org Review

Free

Fixed scope. No commitment.

  • Two-week turnaround
  • Managed-package inventory
  • Org complexity map
  • Top simplification opportunities
  • One-page findings PDF
Get My Free Org Review

Ready to Simplify Your Salesforce Org?

Request your free Salesforce org review. Two weeks later, you will have a written roadmap of what to simplify first — yours to keep, no commitment to a paid engagement.

No payment required
Fixed two-week scope
Written findings PDF

Request Your Free Org Review