Salesforce
Salesforce Implementation
Cloud23 implements Salesforce end to end for banks, insurers and enterprises, from discovery and solution design through configuration, integration, data migration, testing and hypercare.
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Salesforce Consulting Services
Cloud23 provides Salesforce consulting to banks, insurers and enterprises across Africa and beyond, covering org audits, target architecture, transformation roadmaps and Centre of Excellence design.
Salesforce consulting is the advisory work that determines what your Salesforce platform should do, how it should be architected and how change should be governed, before and after any build. Cloud23 provides Salesforce consulting to banks, insurers and enterprises: we audit existing orgs, define target architectures and sequenced roadmaps, shape business cases, and establish the governance, including Centres of Excellence, that keeps a platform healthy as it scales.
Cloud23 is an African-founded consultancy headquartered in Johannesburg, with delivery centres in Hyderabad and Bucharest. Our consultants combine Salesforce platform depth with practical experience of MuleSoft, AWS and Thought Machine, and much of our advisory work is grounded in financial services, where the questions of data models, integration to core systems and regulatory control are hardest.
Good consulting is specific. We do not hand over a slide deck and leave; every recommendation is tied to your org as it actually is, with the trade-offs made explicit, so your team or ours can act on it the following week.
What you get
Deliverables
Org health and technical debt assessment
A structured audit of configuration, custom code, security posture, data quality and licence utilisation, with findings prioritised by risk and effort to fix.
Target architecture blueprint
Documented current and future state across Salesforce clouds, integrations and data flows, with the rationale for each configure, build or buy decision.
Transformation roadmap and business case
A sequenced release plan with dependencies and indicative effort, plus the benefits logic your executive committee needs to fund it.
Centre of Excellence operating model
Design authority, governance forums, release standards and role definitions so Salesforce is run as a product, not a series of projects.
Licence and platform advisory
Independent guidance on Salesforce editions, licence types and add-ons, so you buy what the roadmap requires and nothing it does not.
How we work
A delivery approach built for enterprise
- 01
Discovery
Stakeholder interviews, process walkthroughs and documentation review to understand your business goals and the estate as it stands.
- 02
Assessment
Hands-on inspection of orgs, integrations, data and team capability, measured against Salesforce well-architected practice rather than opinion.
- 03
Options and design
Credible options evaluated openly, with architecture decisions recorded and trade-offs stated so they survive scrutiny later.
- 04
Roadmap and business case
Recommendations sequenced into a fundable plan: what to fix, build and retire, in what order, and why.
- 05
Mobilisation
Team shape, governance and a groomed backlog for phase one, whether delivery is by Cloud23, your own team or another partner.
When it fits
Consider this when
- Your Salesforce org has grown organically and nobody is confident about what is safe to change.
- You are planning a significant Salesforce investment and need a defensible architecture and business case first.
- Delivery has slowed, technical debt is rising and governance is informal.
- You are consolidating CRM platforms after a merger, acquisition or restructure.
- You want an independent view before a licence renewal or a large vendor proposal.
In practice
Example engagements
- A six-week org audit and remediation roadmap for a bank whose Salesforce estate has grown organically across several markets
- Platform strategy and target architecture for an insurer consolidating multiple legacy CRM systems onto Salesforce
- Design and stand-up of a Salesforce Centre of Excellence for an enterprise moving from project delivery to a product operating model
- An independent architecture and licence review ahead of a major Salesforce contract renewal
FAQ
Frequently asked questions
What does a Salesforce consultant actually do?
A Salesforce consultant translates business goals into platform decisions: which clouds and licences to use, how the data model and integrations should be designed, what to build versus configure, and how to govern change. At Cloud23 that work is done by practitioners who also deliver, so recommendations are grounded in what the platform genuinely does rather than what the brochure says.
What is a Salesforce org audit and what does it cover?
An org audit is a structured review of an existing Salesforce environment: configuration and custom code quality, security and access design, data quality, integration patterns, licence utilisation and adherence to platform limits. The output is a prioritised findings report that separates genuine risks from cosmetic issues, with a costed path to remediation.
What is a Salesforce Centre of Excellence?
A Centre of Excellence (CoE) is the governance and capability layer that manages a Salesforce platform across teams: a design authority for architectural decisions, standards for development and releases, a prioritised shared backlog, and defined roles for administration, development and testing. It matters most once several business units or markets share one platform.
How is Salesforce consulting different from Salesforce implementation?
Consulting decides what should be built and why; implementation is the delivery of it. A consulting engagement produces assessments, architectures, roadmaps and business cases, while an implementation produces a configured, integrated, tested org. Cloud23 offers both, and consulting engagements are often the precursor to an implementation, whoever delivers it.
Do we need consulting if we already have an implementation partner?
Often, yes. An independent advisory layer is useful when you want a second opinion on architecture, an honest read on a struggling programme, or governance that sits above any single vendor. Cloud23 regularly provides assurance and architecture oversight alongside another partner's delivery team.
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A short conversation with our team is the fastest way to understand whether this is the right engagement for you, and what it would involve.