AI inherits your
Salesforce clutter.
We help you identify the data, automation, and workarounds your AI actually depends on, then fix what matters before you spend more.
The Salesforce clutter AI can inherit.
You don't need to fix all of it. But before AI relies on Salesforce, you need to know which problems touch the data, workflows, and context your use case depends on.
Diagnosis before prescription.
Before we recommend a cleanup, rebuild, replacement, or AI investment, we identify the business outcome, what it depends on, and what’s actually failing.
We Do
- Start with the business outcome.
- Trace what the AI use case actually depends on.
- Separate real blockers from ordinary Salesforce clutter.
- Fix what needs to be trustworthy before you proceed.
- Recommend what the evidence supports - even if that means doing less.
We Don't
- Start with the tool or product.
- Treat every Salesforce problem as an AI blocker.
- Recommend a full cleanup before defining the use case.
- Automate a process nobody clearly owns or understands.
- Blame Salesforce (or defend it) before diagnosing the problem.
Three steps to know what matters before you add AI.
Define the Outcome
Start with what AI is supposed to improve - not the product you want to buy. We define the use case, who it serves, and what success should look like.
Trace the Dependencies
Identify the Salesforce data, workflows, automation, definitions, integrations, and business context the use case actually depends on.
Fix What Matters
Separate real blockers from ordinary Salesforce clutter. Fix what threatens the outcome, decide what can wait, and move forward with a clearer plan.
For leaders who own the consequences when Salesforce can’t be trusted.
Revenue, Finance, Operations, IT, and RevOps feel the problem differently. We help each one identify what AI will depend on, what’s actually failing, and what deserves attention first.
Pipeline confidence, forecast trust, and seller productivity.
“The dashboard says the pipeline is healthy. My managers don’t believe it.”
“Reps update Salesforce before forecast calls, then manage deals somewhere else.”
“We want AI to help sellers, but the customer context isn’t all in Salesforce.”
Cost, ROI, reporting credibility, and investment discipline.
“Finance still rebuilds the forecast before I trust it.”
“We’re paying for Salesforce and now AI. What measurable value are we actually getting?”
“I don’t want a giant cleanup project. I want to know what has to be fixed before we spend more.”
Process clarity, handoffs, accountability, and scalable execution.
“The process looks clean on paper. In Salesforce, every team does it differently.”
“We keep automating workarounds instead of fixing the underlying process.”
“Before AI acts on the workflow, I need to know which version of the workflow is real.”
Architecture, integrations, change risk, and accumulated complexity.
“Every Salesforce change touches something nobody wants to break.”
“We have years of automation and exceptions with no clear owner.”
“The AI demo assumes cleaner data and simpler integrations than we actually have.”
What changed after the right problem was diagnosed.
The goal isn’t a cleaner Salesforce org for its own sake. It’s more trust, less friction, clearer decisions, and technology that supports the outcome it was meant to deliver.
Start with a 30-minute Salesforce Clarity Session.
Bring the Salesforce problem or AI use case creating pressure. We’ll clarify the outcome, identify what it depends on, and separate what needs fixing now from what can wait.
- A clearer definition of the outcome and what AI actually depends on
- The Salesforce issues that matter now - and the ones that can wait
- A practical next move, whether we work together or you handle it in-house
Make Salesforce make sense again.
A Salesforce diagnostician for high-stakes decisions.
David Giller has spent 15+ years inside Salesforce environments where the data is disputed, the automation has accumulated, and leadership needs to decide what to fix next. He helps companies separate platform problems from process, governance, adoption, and technical debt - and understand what those issues mean before they add AI, rebuild, or spend more.
Know what needs fixing before you add more.
Start with a 30-minute Salesforce Clarity Session. We’ll identify the outcome, trace what it depends on, and separate what needs attention now from what can wait.