Deploy Joy - Salesforce Solutions Services
Expert Salesforce Consulting and Implementation Services
Deploy Joy provides Salesforce consulting, implementation, and ongoing support for organisations that want clarity, momentum, and solutions that work in practice.
My services are designed to meet organisations at different stages of their Salesforce journey — from early decision-making through to long-term improvement and support.
Independent Advisory - Direct Salesforce Engagement
When engaging directly with Salesforce, it can be difficult to interpret licensing structures, solution positioning, and commercial framing without independent context.
This service provides neutral advisory support before you commit.
What It Covers
- Review of Salesforce proposals, licensing models, and commercial structure
- Clarification of solution positioning and product recommendations
- Insight into how Salesforce structures sales cycles and milestones
- Identification of assumptions, risks, or areas requiring clarification
- Preparation support prior to commercial discussions or negotiation
How It Works
- Initial workshop to understand your objectives and engagement status
- Review of proposals, documentation, RFP responses, or commercial summaries
- Optional high-level review of your current Salesforce environment (if relevant)
- Follow-up session to clarify findings and recommendations
- Written summary outlining key observations and suggested next steps
Engagement Structure
Typically delivered as a timeboxed advisory engagement, with the option to move into ongoing advisory support if required.
Independent Advisory – Partner Pre-Sales & Proposal Review
If you are engaging with implementation partners, this service provides an independent sense-check before signing Statements of Work or committing to scope.
What It Covers
- Review of partner proposals and Statements of Work
- Assessment of scope, assumptions, timelines, and estimates
- Clarification of technical and delivery approach
- Identification of areas requiring further definition
- Preparation support ahead of negotiations
How It Works
- Initial workshop to understand your business objectives and project goals
- Review of proposal documentation, scope definitions, and assumptions
- Optional sandbox access for high-level context review
- Structured feedback session to walk through findings
- Written summary of risks, clarifications, and recommended questions
Engagement Structure
Delivered as a structured review engagement, usually timeboxed. Can transition into implementation oversight or delivery advisory if required.
Salesforce Implementation, Optimisation & Health Check
This service supports organisations building, improving, or stabilising Salesforce environments.
It covers both new implementation work and structured review of existing orgs.
What It Covers
- Health check and current-state assessment
- Review of automation, data model, reporting, and configuration
- Implementation and configuration across Sales Cloud, Service Cloud, Experience Cloud, Platform, and Flow
- Integration awareness and design considerations
- Redesign or phased optimisation planning
I can:
- Build directly
- Guide your internal team
- Collaborate alongside other consultants and developers
How It Works
- Initial discovery workshop
- Sandbox or environment access for review
- Structured findings session
- Defined requirements and roadmap
- Timeboxed implementation phase or agreed delivery plan
- Presentation of outcomes before broader build continues
Engagement Structure
Timeboxed review followed by either fixed-phase implementation or time-and-materials delivery.
Reporting & Dashboard Optimisation
Reporting should reflect business decisions — not just available fields. This service focuses on clarity, metrics alignment, and practical delivery.
What It Covers
- Workshop to define reporting objectives and decision points
- Review of data model and object structure
- Identification of enhancements required to support reporting
- Timeboxed dashboard and report build
- Optional training as part of delivery
How It Works
- Metrics alignment workshop
- Data model review within your sandbox
- Agreed timebox for build phase
- Demonstration and refinement session
- Handover documentation
Engagement Structure
Delivered as a clearly defined, timeboxed engagement, with further build or advisory support available if required.
Training & Enablement (Virtual & In-Person)
Salesforce delivers value only when teams use it confidently. Training is tailored to your live processes and upcoming changes.
What It Covers
- End-user, super-user, and admin training
- Pre-release readiness sessions
- Change management support
- Annual refresher sessions
- Onboarding training for new team members
How It Works
- Pre-training workshop to confirm workflows and objectives
- Preparation and tailoring of materials to your environment
- Delivery in your UAT sandbox for real-world practice
- Virtual or in-person sessions
- Optional follow-up Q&A or reinforcement session
Engagement Structure
Delivered as a structured engagement tied to release cycles or organisational milestones.
Managed Services & Ongoing Advisory
For organisations requiring continuity without full-time senior resource commitment.
What It Covers
- Structured backlog delivery
- Enhancements and phased improvements
- Reporting updates
- Training refresh sessions
- Health checks
- Advisory during large-scale implementations
- Retained monthly admin support (e.g., agreed hours per month)
- Support for onboarding, offboarding, and release management
How It Works
- Initial scoping discussion
- Agreement of monthly hours or phased support model
- Clear prioritisation framework
- Ongoing tracking and visibility
- Regular check-in sessions
Engagement Structure
Flexible monthly retainer or phased advisory arrangement. Provides predictable budgeting and continuity without full-time employment overhead.
Commercial Approach
Deploy Joy operates independently and does not resell Salesforce licences. Engagements are structured as consultancy arrangements.
Work is delivered through timeboxed reviews, time and materials delivery, or retained advisory models. Fixed-cost project delivery is not undertaken outside clearly defined review phases.
A detailed rate card is provided following an initial consultation. Preferential pricing is available for registered not-for-profit organisations.
Not Sure Where to Start?
You don’t need to have everything figured out.
A conversation is often the first step.