Senior Salesforce consulting, structured around your firm.
Consulting is how most clients start with us. Project SOWs, ad hoc support, and one-off engagements — senior-led, staffing-native, and shaped to the work.
How we contract
A couple of common shapes — not a fixed menu.
These are the two patterns most engagements settle into. The actual work spans a much wider range, and many clients move between shapes over time.
Project SOWs
Defined statements of work for initiatives like ATS implementations, native Salesforce builds, AI rollouts, and platform consolidations. Scoped and led by people who've done this kind of work before.
Ad hoc support
Flexible help when and where you need it — advisory time, issue resolution, enhancements, architecture guidance, and problem solving as it comes up. Time and materials, used as needs arise.
Where it fits
A few examples of how firms use us.
Representative engagement patterns — not a complete list. If your situation looks different, it probably still fits.
Second opinions
Before you sign a large rebuild SOW with somebody else, get a Helpstone consultant in the room who knows staffing on Salesforce.
Architecture reviews
A read on a proposed change, a new managed package, or an in-flight build — before it ships and locks you in.
Risk reads
An honest take on whether the partner you're already using is doing the right thing — and what to do about it if they're not.
Strategic advisory
Time with leadership to think through AI, M&A integration, platform consolidation, and the next 18 months.
FAQ
How our consulting work runs.
- What kind of contract do most clients sign?
- Most engagements are scoped project SOWs. Others run as ad hoc support — flexible time used as needs come up. We shape it around what actually fits the work.
- How does pricing work?
- Time and materials. We agree on scope, cadence, and rates up front — no surprise change orders.
- When can we get started?
- It depends on what you need and what the team has on. A small advisory engagement can usually kick off quickly; a larger implementation typically needs a month or more of scoping before work starts. We'll be straight with you about timing on the first call.
Start with a discovery conversation.
We'll figure out the right shape — project SOW, ad hoc support, or a one-off engagement — together.