You’ve spent millions on Salesforce.
​You still don’t trust a single dashboard!

​Salesforce isn’t broken.
Your operating model is.
We diagnose what your teams can’t articulate - and fix what your consultants missed.

Get A Salesforce Clarity Session!

​Does this sound familiar?

• Endless reports that contradict each other
• Forecasts no one trusts
• Users gaming the system to avoid clicks
• Executives flying blind with data they can’t challenge
• Ops duct-taping one-off “fixes” that make things worse

81% of Salesforce projects fail to deliver insight - not implementation.

Yours doesn’t have to.

What We Actually Do:​

We’re not here to “optimize records.
We’re here to make Salesforce finally worth what you paid for it.

​✅ We Do​

• Pressure test the request and fix what’s actually broken
  
• Collapse noise into signal - and build trust in the data
  
• Cut bloat and kill off what’s not driving ROI
  
• Deliver decision-ready plans with documentation, risks, and clarity built in
  
• Say no when it’ll waste your budget or make the problem worse

❌ We Do​n't

• Build what’s asked without validation
  
• Add dashboards no one uses
  
• Push licenses, tools, or apps
  
• Deliver generic “roadmaps”
  
• Blindly say yes to backlog tickets
  

We’re not Salesforce superfans.
​We’re business operators who fix broken decision systems.

Book Your FREE Clarity Session!

​Why Our Approach Stops the Bleeding

Clarity over code. Truth before tools. And no BS projects that just burn cash.

The Brainiate Clarity Framework:

1. Define the Problem
   We listen hard - and validate your team’s frustrations.
   Then we isolate what’s actually going wrong (not just what’s noisy).
   
2. Diagnose the Root Cause
   Behavioral? Process? Tech?
   We dig deep to ensure the fix won’t cause worse problems later.
   
3. Deliver What Actually Solves It
   We implement the solution only if it solves the root cause.
   If it doesn’t - we say so. And we walk if needed.
   

​We’re not here to make your tech prettier. We’re here to make it right.

Most firms sell you a roadmap on day one. 
We won’t promise a fix until we’ve done the diagnostic.

💼 Who We Help​

We work with frustrated executives who thought Salesforce would give them clarity - but got chaos instead.

🔍 You’re in the right place if you're a…

• 🚨 50+ person company, and still using spreadsheets instead of Salesforce
  • ​"Our pipeline numbers don’t match between teams, and I don’t know who to believe."
  • You’re scaling fast but can’t trust your dashboards. Salesforce is supposed to tell the story; instead it’s just noise.
• ⚕️ Healthcare org with disconnected sales + service
  • “Our handoffs are breaking down, and no one can see what’s really happening across teams.”
  • Your departments run in silos. Salesforce was supposed to connect them. Instead, it’s made the gaps harder to hide — and harder to fix.
• 🏭 B2B Financial Services company buried in paralyzing data quality issues
  • ​“We’ve got Salesforce... and everyone still runs the business out of Excel, and Outlook!”
  • You’re sitting on duplicate data, duplicated effort, and no single version of truth. Your teams are frustrated. Your ops lead is burned out. And the CFO is asking why you’re spending six figures on a system no one trusts.
• 🧠 RevOps leader in a mid-market mess
  • “I’m the only one who understands our workflows - and even I’m not sure anymore.”
  • You inherited a bloated org, patchworked by consultants and admins. Everyone's afraid to touch anything. You want control, but you’re stuck in survival mode.
• 💬 CEO trying to make sense of the noise
  • “I keep hearing we ‘cleaned it up’ - but it still doesn’t give me real answers.”
  • You’ve paid for cleanup. You’ve paid for dashboards. You’ve paid for “adoption.” Still nothing. You don’t want more features. You want someone to tell you the truth.

Whether you’re in SaaS, services, manufacturing, or healthcare - the pain is universal:

• ​Too much noise.
  
• Not enough signal.

We help you flip that!

Get A Salesforce Clarity Session!

📈​ Real Wins from Real Clients

• ✅  Identified and merged over 9,000 duplicate customer records across departments in under 2 weeks
• ✅ Rolled out automated duplicate detection + merge tools to clean up bulk imports and web form noise
• ✅ Integrated 5 separate lead forms into Salesforce - eliminating manual retyping across 3 teams
• ✅ Connected Calendly to Salesforce, fully automating meeting scheduling, reminders, Zoom links, and team calendars
• ✅ Replaced clunky PDF workflows with auto-generated docs - pulling Salesforce data into branded Word, PPT, and PDF templates
• ✅ Introduced digital signature workflows - cutting sales contract delays by 73% and storing everything natively in Salesforce
• ✅ Deployed a file offloading solution to Google Drive - slashing Salesforce file storage costs and preserving UI usability
• ✅ Rolled out Salesforce Maps to visualize territory data, helping execs spot overlaps and blind spots in minutes
• ✅ Cut $61K/year in unused Salesforce licenses across 4 departments
• ✅ Removed 7 unused integrations adding risk and zero ROI​​

• ​✅ Reduced sales ops handoffs by 38% without touching headcount
  
• ✅ Collapsed a 12-step lead routing workflow into 3 logical rules
• ✅ Found $1.1M in pipeline routing errors caused by broken logic
• ✅ Eliminated $58K/year in third-party automation tools - replaced with native SFDC
• ✅ Uncovered 3 ghost reports driving strategic decisions with bad filters
• ✅ Detangled 90+ validation rules that contradicted each other
• ✅ Saved 12 hours/week of manual spreadsheet stitching with native report overhaul
• ✅ Flagged $400K in projected tool spend that wouldn’t solve the root issue
• ✅ Reduced time to quote by 67% in 3 weeks (no new tools needed)
• ✅ Turned a failed data sync into a trusted sales-marketing handoff in 10 days
• ✅ Killed a backlog of 137 requests by re-anchoring to business priorities
• ✅ Delivered a one-page system snapshot that became the COO’s go-to dashboard

🤝 How to Work With Us

Start With a 30-Minute Clarity Session

If you’re not sure what’s broken - or you just need an honest second opinion - this call is for you.
In 30 minutes, we’ll:

• Unpack your biggest friction points
  
• Identify what’s likely a symptom vs. a root cause
  
• Map next steps — whether that’s working with us, or fixing it in-house
  
• No pitch. No pressure. Just clarity.

What to Bring:
Come ready to talk about what’s not working: dashboards, screens, workflows, handoffs, reports, adoption, anything that feels… off.

Once you book, you’ll get a short prep email with a few things to think about beforehand.
That way, we hit the ground running.

Get A Salesforce Clarity Session!

Ready to stop duct-taping your ops?

Let’s find the root cause - and fix it for good.

Book Your FREE Clarity Call

Verticals Served (in alphabetical order)

• Ad Tech
• Apparel
• Automotive
• Consumer Goods
• Education
• Entertainment​

• Fitness
• Food and Beverage
• Fundraising
• Healthcare​​​
• ​Health & Beauty

• ​High tech
• Insurance
• Legal
• Life Sciences
• Manufacturing​
• Marketing

​

• Medicare / Medicaid
• Nonprofit
• ​Oil & Gas
• Professional Services
• Recruiting
• Wealth Management

Are You Ready to Brainiate?​
Give us a call at (866) BRAIN88