Salesforce consulting, architecture, and implementation for organizations
Salesforce built around the organization.
Not the other way around.
HPI Pro defines, designs, implements, and optimizes Salesforce systems for companies and organizations — from processes and architecture to integrations, AI, and ongoing support.
A focused conversation to understand the current state, goals, and the right stage to start from.
SALESFORCE
The core connecting people, processes, and data.
One work layer · Enterprise source of truth
What matters to us in every project
Start with discovery, not code
Architecture built for growth
Documentation and knowledge transfer to the organization
Ongoing support even after go-live
The Challenge
Salesforce can be a central work engine.
Or another system employees try to bypass.
When a system is built without a deep understanding of the users, processes, and data, it leads to cumbersome screens, duplicate work, unreliable data, and growing dependence on developers. We start with how the organization truly works — and only then design the solution.
The information is scattered
Important details remain in emails, Excel, WhatsApp, and systems that do not communicate with one another.
Employees are not adopting the system
When Salesforce adds work instead of saving it, users document partially or switch to alternative tools.
No reliable status snapshot
Management receives reports late, or discovers that the data is not complete enough to make a decision.
The automations have become complex
Flows, permissions, and code accumulated over time without a clear structure, documentation, or ownership.
The system does not scale with the organization
A solution that worked for ten users no longer fits multiple departments, products, and processes.
Gap between business and technology
The business requirements and the technical solution are not translated into the same language, so the project moves forward without a shared definition of success.
Our Services
Full Salesforce Coverage.
From the first decision to the next improvement.
You can engage us for a full project, a focused challenge, or as expert reinforcement for an existing team. In every model, the work is grounded in specification, architecture, documentation, and clear governance.
Consulting and Specification
Mapping the current state, goals, stakeholders, processes, systems, and data — before making technology decisions.
Read moreImplementation and Development
End-to-end Salesforce implementation: customizations, Flows, development, testing, migration, training, and controlled go-live.
Read moreSalesforce Health Check
Systematic assessment of an existing system to identify risks, technical debt, usability issues, Quick Wins, and improvement opportunities.
Read moreAgentforce and AI
Responsible integration of AI into sales, service, and operations processes — with permissions, human oversight, and well-structured organizational data.
Read moreIntegrations and Data
Connecting Salesforce to the organization’s existing systems, data migration, improving data quality, and planning a single organizational source of truth.
Read moreOngoing Support and Guidance
Maintenance, changes, development, user support, and a periodic Roadmap to ensure the system continues to fit the organization.
Read moreOur Approach
The solution is measured by what happens in the workday.
Not by the number of features.
The goal is not to 'put everything into Salesforce.' The goal is to decide what needs to be in the system, how it connects to the process, who is responsible for it, and how to measure that the solution is working.
Before
- Leads come in from multiple sources without a unified process.
- Information is entered manually or remains outside the system.
- Tasks and follow-ups depend on employees’ memory.
- Managers compile manual reports.
- Service, sales, and operations see different pictures.
- Every small change requires another point solution.
After
- Data sources are connected to a defined process.
- Salesforce becomes a central work hub.
- Automations create tasks, routing, and alerts.
- Reports are based on agreed-upon data.
- Departments work around a shared customer view.
- The architecture is documented and ready to scale.
Capabilities
From the business process to the technical layer.
- Sales Cloud
- Service Cloud
- Experience Cloud
- Agentforce
- Salesforce Flow
- Apex
- Lightning Web Components
- APIs and Integrations
- Data Migration
- Reports & Dashboards
- Security & Permissions
- Governance
- DevOps and Release Management
- User Adoption
- Architecture Review
- Performance Optimization
How We Work With You
A structured process. Clear decisions. Without jumping straight into development.
- 01
Understanding the Current State and Goals
Meetings with stakeholders, understanding the processes, systems, and challenges.
- 02
Specification and Architecture
Defining the desired state, data model, permissions, integrations, and solution.
- 03
Work Plan
Roadmap, Backlog, milestones, responsibilities, risks, and success metrics.
- 04
Implementation and Testing
Work in short cycles, demos, system testing, and UAT with real users.
- 05
Go-Live and Improvement
Training, controlled Go Live, Hypercare, measurement, and continued development as needed.
Types of Organizations
Different solutions for organizations at different stages.
An organization considering a move to Salesforce
Fit assessment, initial specification, alternatives, architecture, and implementation plan before making a decision.
An organization starting a new project
Guidance from specification through go-live, including processes, data, integrations, development, and training.
An organization already working with Salesforce
Improving usability, data quality, automations, performance, permissions, and scalability.
A Salesforce team that needs reinforcement
Architecture, professional leadership, Design Reviews, resolving challenges, and temporary or ongoing team reinforcement.
Business Solutions
The same platform.
Different needs in every department.
Sales
Lead-to-Cash management, Pipeline, tasks and follow-ups, Forecast, approval processes, and customer view.
Service
Case management, Routing, SLA, Knowledge, self-service, and a complete service view.
Operations
Workflows, tasks, approvals, controls, and integration with operational systems.
Management
Dashboards, KPIs, Forecast, exceptions, and a cross-departmental status view.
Nonprofits
Donors, donations, community relations, volunteers, campaigns, and reporting.
Educational institutions
Prospects, enrollment, students, alumni relations, service, and partner-facing processes.
What you get beyond development
Better project control.
And less future dependency.
Documentation as part of the work
Decisions, processes, architecture, and configurations do not remain only with whoever built the system.
Approval at each stage
Before moving to the next stage, ensure that requirements, deliverables, and expectations are agreed upon.
Working in short cycles
Present deliverables along the way, instead of waiting until the end of the project to discover gaps.
Testing with real users
UAT is performed against the scenarios and people who will actually use the system.
Knowledge transfer
The organization receives explanations, guides, and documentation that allow it to continue working independently.
Post-launch support
Go Live is a stage in the process, not the point of departure.
How we can work together
Full project, ongoing support, or focused reinforcement.
Defined project
For an organization with a defined goal, system, or process — characterization, planning, implementation, testing, training, and go-live according to the agreed scope.
Retainer and ongoing team
For an organization where Salesforce continues to evolve on an ongoing basis — support, developments, improvements, status meetings, and an updated Roadmap.
Consulting and architecture in a partial model
For an internal team needing senior leadership, solution review, or a Salesforce architect as needed.
Projects and Results
Real experience should be presented with real data.
This area is for projects that can be published with client permission, including the challenge, work approach, and verified results.
Questions managers ask before they start
The Next Step
Before deciding what to build,
It's important to understand what really needs to change.
In the introductory call, we will map the current state, the goal, and the key challenges, and assess the right next step: specification, Health Check, implementation project, or ongoing support.