Salesforce + Agentforce Consulting Experts

Grow Revenue with Clarity

Maximize Salesforce ROI

We help you grow revenue with clarity through strategic CRM & AI Optimization Projects

  • We start with a deep understanding of your business and optimize your lead-to-cash processes to remove friction and improve efficiency. Then we align Salesforce to these refined processes for sustainable performance gains. To drive these outcomes, we partner with you to:

    • Audit, streamline, and enhance your Salesforce org for peak performance.

    • Redesign pipelines, dashboards, and automations for clarity and speed.

    • Improve adoption and productivity with intuitive, user-focused systems.

    • Turn Salesforce into a growth engine rather than just a database.

  • We create harmony between people, process, and technology to drive consistent, scalable growth. By connecting your sales, marketing, and success systems, we deliver full visibility into your sales cycle. The result is a revenue engine that runs efficiently, predictably, and profitably. To make this possible, we partner with you to:

    • Align marketing, sales, and success teams around unified data and KPIs.

    • Design scalable processes that drive predictable growth.

    • Build visibility into your funnel with real-time reporting and forecasting.

    • Eliminate inefficiencies with automation and intelligent workflows.

  • We help you cut through the AI hype to define a clear, actionable growth strategy. Our rapid assessment identifies high-value opportunities with a prioritized roadmap, quantified benefits, and a sequenced plan for measurable acceleration. To unlock this value, we work with you to:

    • Deploy Salesforce’s next-generation AI and Agentforce tools.

    • Automate customer interactions and empower reps with intelligent insights.

    • Integrate generative AI for faster service, sales, and support outcomes.

    • Leverage real-time data to personalize every customer touchpoint.

Let’s Build Your Revenue Engine

Smarter Automation

We eliminate repetitive tasks so your team can focus on revenue, not admin or data entry.

Cleaner Salesforce User Interface 

We declutter the interface and simplify workflows so users actually enjoy using the system.

Focused & Actionable Dashboards

We fix your data and build reporting that shows the best KPIs that drive confident decisions and align revenue goals. 

Systems That Work Together

We integrate your third-party systems to remove duplicate data entry, keep everything in sync and create 365 degree visibility.

User Adoption Optimization 

We train users, build simple text & video documentation, and optimize processes with user feedback to make Salesforce a breeze for all users.

Meet The Partners

  • Co-Founder & Managing Partner

    After graduating business school, Oliver started his client-facing Salesforce consulting career in 2014. In 2017, he founded his first Salesforce consultancy (Everpeak Partners) which he grew from $0 to 7-figures ARR before selling to private equity in 2023. In his 12 year career in the Salesforce consulting space, Oliver has worked with more than 300 clients to grow revenue and streamline their processes on the Salesforce platform. With deep, hands-on experience in the ecosystem, he now helps businesses grow smarter and more sustainably by bringing proven expertise in sales, delivery, systems, and scaling operations through Clarity Consulting.

  • Co-Founder & Partner

    After graduating USC Film School, Ian began his career at a major Hollywood agency before moving into tech. Over the past 10+ years, he’s built data automation systems for companies ranging from startups to global enterprises. Most recently, he was a Senior Technical Product Manager at Nike focused on AI systems. He’s also Agentforce certified. A seasoned software developer, product leader, and 3x founder, Ian brings a rare mix of technical depth and strategic insight, helping teams align business goals with scalable technology and AI-driven automation.

Industries

  • Close-up of a computer screen displaying a code editor with code related to an 'encode_starter_setup' function in a programming language, with parts of the keyboard visible at the bottom.

    Software & Technology

    We replace manual processes with a unified, user-friendly Salesforce platform that boosts efficiency, accuracy, and continuous growth.

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  • Tall glass skyscraper with reflections at dusk, surrounded by other high-rise buildings in a city.

    Professional Services

    We streamline professional services with secure, agile Salesforce solutions that unify systems, boost efficiency, and deliver consistent customer experiences.

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  • Refrigerator filled with a variety of bottled juices and smoothies in a grocery store aisle.

    Manufacturing

    We modernize manufacturing with automated, data-driven Salesforce solutions that boost efficiency, improve quality, and scale operations.

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  • Health & Life Science

    We deliver scalable, innovative Salesforce solutions that help healthcare organizations adapt, improve patient experiences, and stay ahead.

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We’re proud to pledge 1% of our profits to non-profits, including Big Brothers Big Sisters and Portland Rescue Mission

  • As an emerging partner in the Pacific Northwest they took a careful, measured, high-touch approach delivering exceptional client results.

    - Benedict Fox, Account Exeuctive at Salesforce

  • "Working with Clarity Consulting on our Salesforce Optimization Project was an incredible experience. They displayed true leadership and problem solving ability."

    - James Tsikerdanos, Business Development Manager at LendPro

  • "Clarity Consulting was able to help my team through complex Salesforce project quickly. Their ability to pick up on past consultation, plan and execute is exactly what we wanted"

    - Neil Mork, Business Development Manager

    Green Festivals

  • "Clarity Consulting's deep knowledge of Salesforce allowed us to maximize the value of our CRM and marketing automation platforms."

    - Stratten Waldt, CEO at Baobab Partners

  • The consultants at Clarity are master Salesforce implementors. Every project is done on time and under budget. After understanding business requirements, they leverage Salesforce to build the perfect solution.

    - Fred Gerster, Managing Partner at Crosspeak Solutions

Schedule Consultation Now

- Complimentary meeting with both managing partners (combined experience on 250+ Salesforce projects)

- Pressure-test your goals, challenges, and next steps. Leave with a clear picture of best-practice actionable next steps

- Great for scoping, quick fixes, and projects large or small size. Perfect for existing Salesforce org optimization projects & brand new builds

- Non-salsey consultations only. If you want help, we do a great job supporting many company’s Salesforce orgs. That said, we offer high-value free sessions (think of it as a free trial).