For Northern Utah companies that spent real money on Salesforce and have a half-finished or unused org to show for it.
Rescue work in the Ogden area usually involves a small company that invested heavily relative to its size and cannot afford to write the project off. Typical symptoms are quotes that do not match the ERP, a dealer portal that was never finished or an intake process staff avoid. We begin by cataloging what exists and what blocks daily work, stabilize the most painful failures, and then decide piece by piece what to keep, repair or rebuild before completing the remaining scope with documentation and training.
Manufacturers often stall at quoting and the ERP connection. Typical symptoms: configured bundles that no longer exist, price books months behind the ERP and a sales team quoting from a spreadsheet again. We reload products from the ERP, reset pricing and discount approvals, and prove the fix by reproducing last quarter's actual orders as quotes. The integration gets proper error alerts so the same drift is caught quickly if it starts again.
Outdoor brands sometimes launch a dealer portal before their account data is ready, and dealers stop using it after seeing wrong prices or missing orders. Rescue pauses new portal features, cleans dealer accounts and pricing, fixes the order sync and relaunches to a small group of friendly dealers first. Only when that group confirms the portal is reliable do we reopen it to the full network, with a short guide for dealers who gave up the first time.
Provider organizations commonly stall when a privacy review raises concerns late in the project, or when the intake process adds work for staff instead of removing it. We address privacy findings first by tightening sharing and removing misplaced clinical details, then redesign intake with the coordinators who use it daily, testing each change with them before it returns to production. Staff see fewer screens and fewer duplicate entries than before, which is what wins them back.
Ask the departed partner for every statement of work, design file, change request and login before the review starts. They show what was promised and paid for, and they speed up the technical review considerably. Missing items are noted rather than guessed at.
Resist adding features until the failures users hit every day are fixed. Broken integrations, incorrect quotes and access errors erode trust faster than missing functionality does, and resolving them early gives the recovery credibility with staff. Share each fix as it lands.
Going live for everyone at once a second time invites a repeat of the first. Relaunch to a small group of respected users or friendly dealers, fix what they find and expand once they vouch for the system. Their endorsement travels further than any memo.
How our salesforce implementation rescue works →
Client names are anonymized, and these projects are not specific to Ogden.
With an honest assessment of what exists. We review the org, the contract and any documentation, interview the people who use or managed it and identify what works, what is broken and what was never built. The outcome is a plan listing every component with our recommendation and the effort involved, so you know the price of finishing before spending more.
Rarely. Most troubled orgs contain valuable work: loaded data, a reasonable account model, a partially working integration. Scrapping the org throws that away and pays for it twice. A fresh org makes sense only when the data model fundamentally cannot support the business, and we reach that conclusion component by component with evidence, never as a blanket recommendation.
Less than during the original project, but some involvement is essential. We need one decision owner who can settle process questions quickly, a few users to test fixes and access to anyone who remembers why things were built a certain way. The same U.S.-based consultants work with you throughout, remotely day to day and on site in Ogden for the relaunch.
One onshore team with 150 Salesforce certifications, a Salesforce Consulting Partner since 2017.
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