Healthcare
Zinnia Health: Complete Salesforce Rebuild
A complete rebuild of Zinnia Health’s Salesforce org: live hospital operations migrated with 99.9% uptime, patient calls, contracts, billing and insurance checks…
Salesforce consulting
Salesforce consulting & strategic roadmapping
Get an independent view of your Salesforce org and a clear, prioritized roadmap. Our consultants translate business goals into practical Salesforce changes, so every investment moves a measurable number.
- Independent org audits
- Prioritized, costed roadmap
- Architect-level guidance
What you walk away with
- An org health and technical debt assessment
- A prioritized roadmap tied to business goals
- Architecture and integration recommendations
- Quick wins you can act on immediately
- Estimates for each roadmap item
Strategy before configuration
Know exactly what to do next with Salesforce
Salesforce can do almost anything, which makes it easy to spend money in the wrong places. Without a roadmap, orgs grow by request: lots of customizations, little strategy and no clear return.
Our consultants work with your stakeholders to understand your goals, review your current org and design a realistic path forward. You get clear priorities, honest trade-offs and a plan your team can execute with us or on its own.
Consulting helps when…
- Salesforce feels complicated and adoption is slipping
- Different teams want different things from the CRM
- You are planning a big change: a new cloud, a merger or a new process
- You want an expert second opinion before investing
What we offer
Salesforce consulting services
Practical advice from certified architects who also build.
Our process
How our consulting engagements work
Focused, time-boxed and built around your goals.
Goals & stakeholders
Interviews with leadership and users to understand objectives, pain points and constraints.
Current-state review
Hands-on review of your org, data and integrations.
Options & recommendations
Clear options with trade-offs, costs and expected impact.
Roadmap
A phased, prioritized plan with quick wins and longer-term initiatives.
Execution support
Optional delivery by our team, or guidance for your own admins and developers.
His ability to problem-solve and implement powerful yet simple solutions has been incredibly valuable. He also has timely and skilled written communication on tasks. I’ve never had to follow up to remind him to complete a task. He’s always on top of it.
Dane DusthimerCustomer Success & Operations
Proof, not promises
Examples of what roadmaps turn into
Custom solutions that came out of planning work with our clients.
Lightning Components
Driver Defense Team: Lightning Components & Document Automation
Custom Lightning components, refined automation and an S-Docs integration that improved user experience by 40% and sped up document management by 25%.
Healthcare
Centria Autism: Sales & Service Cloud Automation
More than 30 automations and integrations across Sales and Service Cloud for an ABA provider, lifting operational efficiency by 35% and data…
FAQ
Salesforce consulting FAQ
What is a Salesforce roadmap?
A Salesforce roadmap is a prioritized plan of the changes to your org over the coming months, each tied to a business goal, with rough effort and dependencies, so you can invest with confidence.
How long does an org audit take?
Most audits take one to three weeks, depending on the size and complexity of the org and how many teams are involved.
Do we have to use CodersRegion to deliver the roadmap?
No. The roadmap is yours. Many clients ask us to deliver it, but it is written so your own team or another partner can execute it.
Can you help us choose between Salesforce products?
Yes. We advise on clouds, add-ons and AppExchange apps based on your requirements, and our licensing guidance helps you avoid paying for features you will not use.
Explore more
Related Salesforce services
Free discovery call
Get a clear plan for your Salesforce org
Book a free call to talk through your goals. We will suggest whether an audit, a roadmap or a focused fix is the right first step.