Grizzly Consulting
The Grizzly Process: Powerful, Unified, and Cost-Effective Support
At SF Grizzly, we reject fragmented support that increases costs and slows results. Instead, we integrate Administration, Business Analysis, Consulting, and Architecture into a seamless, strategic system—because Salesforce support shouldn’t exist in silos.
Traditional models rely on separate teams for each role, creating complexity, delays, and higher expenses. Our Grizzly Process eliminates inefficiencies by keeping administration, analysis, and architecture tightly connected. The result? Smarter, faster, and more cost-effective solutions. That’s what it means to lead the pack.
Solutions For All Your Needs
Administration
At SF Grizzly, we provide expert Salesforce Administration services that keep your business moving at full speed. Experienced administrators don’t just click buttons—they anticipate challenges, solve problems instantly, and implement solutions efficiently, saving you time and money. With deep platform knowledge, we handle everything from user management and security to automation and reporting—fast. No delays, no roadblocks—just seamless execution that keeps your org running smoothly. Move forward at a grizzly pace with an admin who’s seen it all and knows how to keep the train rolling.
Business Analysis
At SF Grizzly, our expert Salesforce Business Analysts keep your projects moving at a grizzly pace with smart, strategic execution. We bridge the gap between business needs and technical solutions, leveraging declarative configuration to implement powerful, no-code automation, streamlined workflows, and data-driven insights—fast. With deep expertise in Agile methodology, we drive continuous improvement, ensuring quick iterations, seamless stakeholder alignment, and solutions that deliver immediate impact. No bottlenecks, no wasted effort—just expert business analysis that turns strategy into action and keeps your Salesforce org evolving with precision and speed.
Lead or Senior Consultant
At SF Grizzly, I drive Salesforce implementations with precision, expertise, and relentless momentum. A senior consultant does more than configure—they ensure your entire project stays on track, guiding teams through best practices, conducting thorough code reviews, and enforcing high-quality standards across every feature. With deep Agile expertise, they keep stakeholders aligned, prioritize requirements effectively, and ensure seamless collaboration between technical teams and business users. From discovery to go-live, our senior consultants don’t just deliver a solution—they lead the charge, ensuring your implementation is scalable, efficient, and built for long-term success. Move forward with confidence at a grizzly pace!
Solution or Functional Architect
At SF Grizzly, our Architects—whether Solution or Functional—bring the vision, strategy, and foresight needed to drive enterprise-wide success. More than just designing solutions, they align Salesforce with your entire technology ecosystem, ensuring scalability, security, and long-term efficiency. With deep expertise in best practices and governance, they guide development teams, enforce architectural integrity, and streamline complex integrations. Their leadership extends beyond the platform, driving stakeholder alignment, optimizing business processes, and ensuring every decision delivers measurable value. When you need a clear path forward, trust an architect who sees the big picture and moves your organization ahead at a grizzly pace!
CLOUDS & FEATURES
SALES CLOUD
- LEAD MANAGEMENT
- ACCOUNT MANAGEMENT
- OPPORTUNITY MANAGEMENT
- PRICEBOOKS, PRODUCTS AND ORDERS
- CAMPAIGN MANAGEMENT
- ENTEPRISE TERRITORY MANAGEMENT
- COLLABORATIVE FORECASTING
- APPROVAL PROCESSES
- CPQ – QUOTE TO ORDER
- QUOTES
SERVICE CLOUD
- CASE MANAGEMENT
- OMNI-CHANNEL
- CHAT BOTS
- CTI & SERVICE CENTERS
- KNOWLEDGE
- SELF SERVICE PORTALS
- EINSTEIN BOTS
- SERVICE CONSOLE
- MACROS
- EMAIL AND WEB-TO-CASE
- ENTITLEMENTS
EXPERIENCE CLOUD
- EXPERIENCE BUILDER
- THEME BUILDER
- AUDIENCE TARGETING
- CMS INTEGRATION
- KNOWLEDGE ARTICLES
- CASE DEFLECTION & TOPICS
- CHAT & MESSAGING (BOTS)
- PARTNER RELATIONSHIP MANAGEMENT
- LEAD DISTRIBUTION
- MODERATION & REPUTATION
CRMA
- DATA INTEGRATION & PREPARATION
- SECURITY & GOVERANCE
- DASHBOARD UI/UX
- SAQL W/ BINDINGS
- CRM INTEGRATION
- EINSTEIN DISCOVERY
- MULTI-ORG & EXTERNAL DATA
- ANALYTIC TEMPLATES
- APP BUILDING
- LWC IN DASHBOARDS
Administrator
Hours Currently Available- User Management – Create, deactivate, and manage user permissions and roles.
- Data Management – Import, export, clean, and maintain data integrity.
- Security & Access Control – Manage profiles, permission sets, and security settings.
- Automation & Process Builder – Configure workflows, validation rules, and automation tools.
- Reports & Dashboards – Build custom reports and dashboards for actionable insights.
- System Maintenance & Support – Monitor system performance, troubleshoot errors, and manage system updates.
- Rate Negotiable
Business Analyst
Hours Currently Available- Requirements Gathering – Work with stakeholders to define business needs and Salesforce objectives.
- Process Optimization – Analyze and improve workflows for efficiency and automation.
- Gap Analysis – Identify system inefficiencies and recommend improvements.
- Documentation & Training – Create user guides, training materials, and conduct end-user training.
- Stakeholder Communication – Bridge the gap between business teams and technical teams.
- Data & Reporting Strategy – Develop insights and reporting structures aligned with business goals.
- Rate Negotiable
Sr. Consultant
Hours Currently Available- Salesforce Strategy & Roadmap – Develop a long-term plan to optimize Salesforce for business growth.
- Solution Design & Best Practices – Recommend configurations and enhancements for better functionality.
- Change Management – Support teams in adopting new Salesforce features and processes.
- Custom Implementation – Configure Salesforce to align with business needs.
- Third-Party Integrations – Connect Salesforce with other business tools like ERP or marketing automation platforms.
- ROI Analysis & Cost Optimization – Ensure that Salesforce investments drive value and efficiency.
Architect
Currently Unavailable- System Architecture Design – Create scalable and efficient Salesforce solutions.
- Data Modeling & Integration – Design data flows and integrate with external systems.
- Security & Compliance Strategy – Ensure Salesforce meets industry security and regulatory requirements.
- Performance Optimization – Improve system efficiency, scalability, and automation.
- Enterprise-Level Governance – Establish standards for development, change control, and deployment.
- Custom Development Strategy – Plan for Apex, Lightning Web Components, and API usage where needed.