Frequently Asked Questions

Answers to the questions we hear most from sales and operations leaders. Do not see yours? Book a free consultation and ask us directly.

What does a Salesforce health check include?

We review your data, automation, page layouts, reports and how your team actually uses Salesforce. You get a prioritized list of fixes ranked by time saved and revenue impact, so you know exactly what to fix first.

Do I need Salesforce to use Claude with Clarity?

No. We set up Claude with Salesforce, other CRMs or no CRM at all. The goal is the same either way: less admin work and more time selling.

What does Claude update in our CRM after a sales call?

An AI notetaker records and summarizes the call, then Claude updates the right fields on every related record, such as accounts, contacts, opportunities and tasks. We agree on the fields with you before go live, so nothing changes that you did not plan for.

What does the Claude and AI health check include?

We look at how your team uses Claude and other AI tools today, find where time is being lost and give you a short, prioritized plan. It is a fast way to see where AI will pay off before you invest in a bigger project.

How long does an Agentforce project take?

It depends on scope. Every Agentforce project starts with a rapid assessment that produces a prioritized, phased AI roadmap, so you know the timeline for each phase before any build starts.

How is a boutique firm different from Accenture or Deloitte?

Senior people do the work. Our founders have been in Salesforce consulting since 2014 and have worked with more than 300 clients, and you work with them directly instead of a rotating junior team. We are built for mid-market companies that want results quickly without a big-firm budget.

What size companies do you work with?

Mostly mid-market B2B companies with roughly 10 to 2,500 employees. Our sweet spot is teams that have outgrown their first Salesforce setup and need it to support growth.

What industries do you work with?

Software and technology, professional services, manufacturing, and health and life sciences. The common thread is a sales team that needs clean data and less admin work.

Can you fix a Salesforce org another partner set up?

Yes. A lot of our work is remediation: mapping how your team really sells, finding the gaps and rebuilding stages, rules and automation so Salesforce matches your process.

Can you connect Salesforce to our other systems?

Yes. We build integrations with ERPs, marketing tools, accounting systems like QuickBooks and NetSuite, and other third-party software, so your team stops entering the same data twice.

Do you offer ongoing support after a project?

Yes. Many clients keep us on a monthly retainer or a block of hours for admin work, new requests and improvements after go live.

Do you help with user adoption?

Yes. We train your users, write simple text and video documentation and adjust the system based on their feedback, because a CRM only pays off if people use it.

Do you work with Salesforce account teams?

Yes. We work closely with Salesforce account executives to help their customers get value from what they bought.

Where are you located?

We are based in Portland, Oregon.

How do we get started?

Book a free consultation with a senior architect. It is a working session on your Salesforce or AI setup, not a sales pitch, and you leave with clear next steps.