We've worked across 50+ engagements in revenue operations and customer success. We know what breaks at 50 users, at 200, at 500 — and we bring that pattern recognition to every project so you're not paying for lessons we already learned somewhere else.
Whether you're standing up Salesforce for the first time or rebuilding a system that's grown too complex to manage — we've done it before, across dozens of industries.
Build a pipeline your sales team actually uses. We design CRM architecture that matches your real sales motion — not a textbook process.
Transform your support operation into a competitive advantage. From Zendesk migrations to omnichannel builds — we've handled it all.
Automate the work that's slowing your team down — without creating a maintenance nightmare. We build automation your admins can understand and update.
Deploy AI agents that handle real work — case deflection, account analysis, knowledge base resolution — without replacing the human judgment that matters.
Most consultants build complexity because complexity creates dependency. We build the opposite — systems your team can own, extend, and operate without calling us every time something changes.
We reach for native Salesforce functionality before writing a single line of custom code. Simpler systems are more stable, easier to upgrade, and cheaper to maintain.
We've worked across 50+ engagements in SaaS, services, e-commerce, and beyond. We know what works in your industry and skip what doesn't.
Every project is led by a certified Salesforce architect with 10+ years of hands-on experience. You're not getting a junior consultant learning on your dime.
Offshore teams and freelancers will build your Salesforce for $10 an hour. That's not a space we compete in — and it's not a space you want to buy from when your revenue operations are on the line.
Ten years and 50+ engagements across SaaS, services, and enterprise means we recognize patterns faster than a team learning your business from scratch. We know what breaks — and how to get ahead of it.
The most expensive Salesforce mistake isn't a bad implementation — it's scoping the wrong solution. We come in as advisors first, so what gets built is actually what moves the needle for your business.
We don't build systems that require us to maintain them. We build systems your team can own — and we measure success by whether you're less dependent on us over time, not more.
"The best Salesforce partner isn't the one who builds the most — it's the one who knows exactly what to build, what to skip, and why. That judgment only comes from experience."
— THE LEANSCAPE APPROACH
No black box. No surprise scope creep. Here's how every engagement runs.
Real projects. Real results. Client names withheld — we extend the same discretion to every engagement.
An enterprise client with 350 users needed a complete migration from a legacy Salesforce org into a new, restructured environment. The engagement covered both Sales and Service Cloud — hundreds of thousands of records across accounts, contacts, opportunities, contracts, and leads — plus connected applications, user licenses, profiles, and automation. Delivered in two phased deployments over nearly a year with no disruption to live operations.
A growing SaaS company was running Zendesk for support and Salesforce for sales — two disconnected systems causing customer success to miss upsell opportunities on existing accounts. We migrated 50 agents into Salesforce Service Cloud with full skill-based omnichannel routing by product line, rebuilt their knowledge base with AI-assisted article attribution via Agentforce, and gave support managers real-time visibility through the Omnichannel Supervisor. The result: faster response times, smarter routing, and a direct line between support activity and the sales pipeline.
A 400-user org preparing for an IPO had a forecasting problem rooted in dirty data — years of acquisitions had left duplicate records, inconsistent fields, and unreliable pipeline signals. We integrated ZoomInfo for data enrichment and Clari for pipeline intelligence, then built a custom MEDDPIC-based forecasting system entirely within Salesforce. No third-party forecasting tool required. The result was cleaner data flowing to deal desk, a structured methodology sales leadership could trust, and a 20% improvement in forecasting accuracy — all without adding another software license.
A B2B SaaS company in HR tech with 40 support agents handling 900+ cases per month was burning agent capacity on repetitive questions their knowledge base already answered. We deployed an Agentforce agent on their customer-facing Experience Site — handling real-time case status lookups, knowledge base deflection, and account-level analysis. Live agent interactions dropped 15-20% in the first month. Internal agents are now in development to extend the same capability to their team.
We'll spend 30 minutes in your org and give you a straight answer: what's working, what's broken, and what we'd fix first. No pitch, no obligation.
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