Think your tools are the problem?

Let's unpack what's really behind the dashboard chaos.

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“I built Brainiate because I was tired of pretending this was normal.”

I spent over a decade inside companies where Salesforce was supposed to be the answer - and instead became the biggest source of confusion.

• We had tools.
• We had data.
• We had consultants billing six figures to make it all look prettier.

But no one - not the CEO, not the ops lead, not me - could tell you what was actually going on.

• We thought more dashboards would fix it.
• We thought more apps, integrations, and add-ons would solve it.

They didn’t.
And every time we asked for help, we got Salesforce “partners” who said yes to everything and delivered nothing that actually mattered.

That’s why I built Brainiate:
To be the firm that says no when it matters, challenges your assumptions, and saves you from wasting another dollar solving the wrong problem.

If you've felt this too.. you're not alone.

Let's take 30 minutes to name the chaos and chart a smarter path forward.

→ claim your Clarity call

What We Do (That Others Won’t)

We don’t blindly build what you ask for.
We interrogate the request.

Because let’s be honest - most consulting firms will build whatever you ask for.
Whether it’s the right move? Not their problem.

At Brainiate, we treat every ask like an investment; not a to-do list.

That means pressure-testing your request to see if it will:

• Solve the root issue - not just silence the symptom
• Avoid downstream chaos six months from now
• Align with how your business actually works
• Justify its cost - in time, trust, or performance

If it won’t? We’ll tell you. Flat out.

We’ve:

• Talked companies out of buying $80K+ in unnecessary app licenses
• Flagged “nice to have” integrations that would’ve buried ops in rework
• Replaced entire tools with native functionality they already owned
• Cut license costs by restructuring how teams use Salesforce
• Rebuilt broken automations into clean, scalable processes the team actually uses

Why?

• Because we don’t measure success by how much we build.
• We measure it by how much you can trust what’s already in place.​

That’s what real consulting looks like.
​
And it’s why most of our clients come to us after they’ve already been burned.

Tired of consultants nodding instead of asking why?

Let's challenge the assumptions - and find the fix that actually works.

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💼 Real Examples of Protecting Time, Budget, and Sanity​

🔻 Saved $43K/year by downgrading unused Salesforce licenses across 3 departments - without disrupting a single user’s workflow.

🧹 Eliminated a $58K/year third-party tool by rebuilding the process using native Salesforce functionality the team already had (but didn’t know how to use correctly).

⛔ Prevented a $120K implementation when we showed the client that the real issue wasn’t technical - it was a broken handoff between SDRs and AEs.

📊 Merged 6 disconnected dashboards into a single, role-based source of truth - restoring exec visibility and eliminating reporting fire drills.

🔄 Identified $22K in annual automation waste by auditing legacy workflows and removing logic no one used (or even understood anymore).

📉 Cut Salesforce file storage costs by moving assets to Google Drive - while preserving the native file UI so users never noticed a difference.

🧾 Helped a client avoid buying a $35K quoting tool by showing how to achieve the same outcome with built-in features + minor process tweaks.

🔍 Flagged an $18K/year duplicate records problem - and rolled out deduplication rules and an import clean-up system that finally stopped the bleeding.

📆 Integrated Calendly with Salesforce to automate client bookings, reminders, and Zoom links - reducing no-shows and eliminating 20+ hours/month of manual follow-up.

📝 Rolled out document generation + digital signatures so teams could send and track NDAs, contracts, and proposals without jumping between platforms.

This is what real impact looks like.

Let's explore what we can clean up in your system. No fluff. No pitch.

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💥 What We’ve Saved Clients - Literally

💰 $34K/year in DocuSign fees avoided by replacing it with a lightweight, integrated e-signature tool that met all their needs without the bloat

💰 $62K/year in Salesforce File Storage charges eliminated by migrating legacy files to Google Drive - keeping the UI seamless so users didn’t notice a change

💰 $29K in duplicate record damage reversed by setting up auto-merge and validation rules - preventing data decay before it happened

💰 $3.6M pipeline unlocked by cleaning up broken lead-routing logic that was quietly suffocating follow-up activity

 💰 $43K/year by cutting unused Salesforce licenses across three departments that were “just in case” seats no one actually used

💰 $58K/year by replacing a third-party automation tool with native Salesforce flows the client already owned - zero new spend, zero learning curve

💰 $120K saved by stopping a custom integration project after identifying the real issue: the lead handoff process was broken upstream

💰 $17K/month slashed by downgrading Sales Cloud users to Platform licenses - while improving their actual workflows in the process

💰 6 figures in future rework saved by refusing to implement a feature set that looked good in a backlog but would’ve added massive complexity without solving the core issue

Most firms hand you a wishlist and a quote
​
We hand you a red pen and a smarter plan.

If your wish list has turned into a warning sign..

We'll help you separate what's urgent from what's just noise.

→ Book a free clarity call

Our Operating Principles:

✅ Clarity over complexity
✅ Strategy over features
✅ Subtraction before addition
✅ Action over perfection
✅ Budget protection over bloat
✅ No dependencies.
✅ No BS.

What You Won’t Get With Us:

We’re not another consulting firm chasing hours.

​We’re not here to agree with you, bill you, and disappear.

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Here’s what doesn’t happen when you work with Brainiate:

• No implementation for implementation’s sake. We don’t build what won’t work - even if it would make us money.
• No admin-level patchwork for strategic problems. We solve root issues at the business layer. Not UI tweaks that temporarily hide symptoms.
• No roadmaps built before real diagnosis. We don’t show up with a “plan” before we understand what’s broken.
• No solutions that die in onboarding. If your team can’t sustain it, we won’t build it.
• No scope bloat disguised as “value.” If it’s not solving something critical, we’ll cut it - even if it’s in your backlog.
• No dashboards designed to impress, not inform. We build for decision support, not executive theater.
• No consultants disappearing after delivery. You get documentation, recordings, training - and transparency at every step.
• No jargon, no fluff, no pretending. If we don’t know the answer, we say so. Then we go find it.
• No dependency traps. You move forward because you want to, not because we’ve buried you in complexity.

Who We Are (And Why That Matters)​

• We speak Salesforce.
• We speak business.
• We speak truth to dysfunction.
• We’re not here to build buttons.
• We’re here to rebuild trust in your systems - and in your team’s ability to make clear decisions, fast.​​

Here’s what that actually means:

• We’ve sat in your seat. We’ve had to explain bad numbers to boards and execs, wondering which dashboard to trust. We know the pressure first-hand.
• We decode tech problems into business impact. We don’t speak in Apex or flow builder lingo. We speak in revenue, risk, churn, and cost per decision.
• We push back when it’s easier to say yes. If your ask won’t solve the real issue, we’ll tell you — and we’ll help you reframe it to something that does.
• We build to reduce noise, not increase it. Fewer clicks. Fewer tools. Fewer "why does this report look different?" fire drills.
• We make your internal team look smarter - not smaller. Most ops/admin teams love us. We help them push back diplomatically, get real wins, and earn credibility with leadership.
• We operate like a business partner - not a tech vendor. No jargon. No distractions. No building for building’s sake.
• We measure success by decision confidence. If you still feel uncertain after the project, we didn’t do our job.
• We leave your team smarter than we found them. Every project includes recordings, process docs, and full transparency — no dependency traps.
• We’re allergic to fluff. No “innovation theater.” Just functional workflows, trusted data, and business clarity.

Most firms give you a wishlist and a quote.

We give you a red pen and a smarter plan.
​Ready to see what that looks like?

→ Book Your Clarity Session