Transformational Consulting
At Sweet Potato Tec, our Transformational Consulting service helps businesses unlock the full power of the Salesforce ecosystem, from strategy through to execution.
We’ve been doing this since 2014, partnering with Organisations to deliver impactful Salesforce-led transformations. We’ve learnt this kind of change isn’t easy, so we work alongside your team to streamline Sales & Sales Operations, simplify processes, and elevate Customer Experiences, all while driving measurable outcomes that matter.
Whether you’re just starting your Salesforce journey or scaling what you already have in place, we bring the expertise and innovation to guide you every step of the way.
Our Transformation Methodology
Our Roadmap Methodology
Our Roadmap Methodology for Transformational Consulting is a structured, outcome-driven approach designed to guide organizations through every stage of change. We begin by aligning with your strategic objectives, ensuring clarity on vision, goals, and success metrics.
What to Expect: Delivery Phases
Complex transformation programmes are delivered across six structured phases.
CyberRisk Alliance
Challenge
An outdated "order-taking" platform caused low adoption, poor user experience, limited access to data outside the sales team, and reporting that relied heavily on spreadsheets.
What we delivered
A phased Salesforce transformation touching every aspect of the business — stakeholder engagement, platform migration, process redesign, and integrations with Marketo, Sage Intacct and Snowflake.
Outcome
Sales, marketing and fulfilment teams now work from shared data, workflows are more efficient, and the platform is built to scale with future needs including AI and revenue intelligence.
"This wasn't just a system migration—it was a transformation that touched every aspect of our business." — Amy Hueppe, Vice President of Operational Excellence, CyberRisk Alliance
How can our Consultants assist you?
Strategic Salesforce Roadmaps
We start by building a clear roadmap that connects your business goals to what Salesforce can actually deliver.
Tool & Product Advisory
We help you choose the right mix of Salesforce-native tools, CRM Analytics, and add-ons that fit your needs.
Salesforce Implementation
Our team handles the end-to-end setup, including configuration, custom development, and Agentforce deployments.
Effortless Integrations
We make sure Salesforce works smoothly with platforms like HubSpot, NetSuite, DocuSign, and Sage.
Data Stewardship & Governance
We help you maintain clean, consistent data with clear ownership and scalable processes.
CRM Analytics & Insights
We turn your data into action with dashboards, KPIs, and predictive insights powered by Einstein.
User Training That Sticks
We run hands-on training sessions that boost user confidence and drive real adoption across teams.
Continuous Salesforce Optimisation
Even after go-live, we keep improving your setup with new automations, performance tweaks, and usability upgrades.
Why Work With Us?
Trusted for our expertise in designing simple solutions and delivering high quality outcomes using Salesforce.
Over many years, our team has built up project expertise, not just gaining certifications, meaning we can share this wisdom with you.
Our solutions are scalable, meaning they grow with your business and adapt to evolving needs.
As with most transformational projects, there will be integration points. Our delivery team has built up a knowledge bank of how best to integrate these into Salesforce.
We love to see projects go live, so we talk about outcomes, not change orders
Transformational Consulting - FAQ's
What is transformational consulting in a Salesforce context?
Transformational consulting focuses on aligning Salesforce with business strategy, operating models, and long-term objectives, rather than delivering isolated features or tactical changes.
How long does a transformational consulting engagement take?
Engagements typically run over a defined period agreed during discovery, based on organisational complexity and the scope of strategic change being explored.
What is included in transformational consulting?
Discovery activities, operating model assessment, roadmap definition, governance recommendations, and prioritised Salesforce recommendations designed to inform future delivery.
What is not included?
Hands-on Salesforce configuration, development, or system build unless explicitly scoped as a follow-on engagement.
Who is this best suited for?
Organisations undergoing growth, restructuring, platform reassessment, or seeking to reset how Salesforce supports the business.
What are the prerequisites?
Access to senior stakeholders and sufficient organisational context to understand strategic priorities, operating models, and current challenges.
How is transformational consulting priced?
Multi-cloud implementations typically range from £150,000 to £350,000. Complex transformation programmes typically range from £350,000 to £800,000 or more. Pricing is defined based on agreed scope following initial discovery. For a full breakdown, read our guide: Thinking About Salesforce Costs? What Every Senior Leader Should Know
How do you measure success in a transformational consulting engagement?
Success is measured by clarity of strategic alignment, a usable roadmap, and stakeholder confidence in the recommended direction.