Build Your Internal Salesforce Champion
Stop depending on consultants for every Salesforce change. We'll empower someone on your team to become your internal expert, saving you money and giving you control over your system.
Why Build Internal Expertise?
We're not here to create dependency—we're here to eliminate it. Here's what building your own Salesforce champion means for your firm.
Your Own Salesforce Expert
Develop an internal champion who understands both Salesforce and your business inside and out. No more explaining your processes to outside consultants.
Reduce Consultant Dependency
Handle routine changes, user questions, and system updates internally. Save thousands in consulting fees while gaining faster response times.
Knowledge That Stays
Unlike consultants who come and go, your trained staff member builds institutional knowledge that grows with your firm year after year.
Choose Your Path to Independence
Some firms want complete self-sufficiency, others prefer ongoing partnership. We support both approaches.
For firms ready to become completely self-sufficient
What You'll Achieve:
- Handle all routine system changes internally
- Train new team members on your processes
- Build custom workflows and automations
- Troubleshoot issues independently
Best For:
Firms with dedicated operations staff who want maximum control and cost savings
For firms who want internal capability with expert backup
What You'll Achieve:
- Handle day-to-day user questions and basic changes
- Understand your system well enough to communicate needs
- Maintain data quality and user management
- Know when to call for help vs. handle internally
Best For:
Busy firms who want reduced dependency but prefer expert help for complex projects
What This Means For Your Firm
The real-world impact of building internal Salesforce expertise
Cost Savings
- Reduce consulting fees by 60-80% annually
- No more hourly rates for simple changes
- Investment pays for itself within 6 months
Operational Benefits
- Same-day response to system changes
- No scheduling delays or availability conflicts
- Better system adoption across your team
Strategic Advantages
- Institutional knowledge stays with your firm
- Adapt quickly to changing business needs
- Scale your operations without scaling consultant costs
Real Client Example
"We used to spend $15,000 annually on Salesforce consulting. After building our internal champion, we're down to $3,000 for strategic projects only. Our team member handles everything else, and changes happen in hours, not weeks."
- Operations Manager, $400M RIA Firm
How Knowledge Transfer Works
A structured approach to building your internal champion over time
One-on-One Mentoring
Direct mentorship with your chosen internal champion, building their confidence and expertise at their own pace.
Working with Real Scenarios
Knowledge transfer happens through actual work on your live system, not generic training scenarios.
Custom Documentation Creation
We create step-by-step guides specific to your firm's processes that your champion can reference and share.
Gradual Responsibility Handoff
We start by doing tasks together, then supervising, then providing backup support as your champion takes ownership.
Frequently Asked Questions
Ready to Build Internal Capabilities?
Stop paying consultants for every small change. Invest in your team's expertise and achieve long-term independence with your Salesforce system.