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What to Ask a Salesforce Partner Before You Sign the Contract

Selecting a Salesforce implementation partner feels like it should be straightforward. You issue a brief, partners respond with proposals, you pick the one that looks best. In practice, it's one of the decisions organisations most frequently get wrong, and the consequences take months or years to fully surface. I work with organisations at both ends of this process: before they've chosen a partner, helping them evaluate options clearly, and after an implementation has underde

When Your CRM Problem Is Actually a Process Problem

Early in my career I worked in manufacturing. Not in an office managing manufacturing, on the floor, in the detail, figuring out why a production line wasn't hitting its targets. What I learned very quickly is that when something isn't working, the instinct to fix the machine is almost always wrong. Most of the time the machine is fine. The problem is in the process around it, the sequence of steps, the handoffs between people, the decisions being made without good informatio

Five Signs Your Salesforce Org Needs an Audit Before You Build Anything Else

Most Salesforce problems get solved by building more. Another flow. Another dashboard. Another custom object. And most of the time, that's the wrong answer. In my experience, organisations that keep adding to a Salesforce org that isn't working don't end up with a better system, they end up with a more complicated broken one. The underlying issues don't go away. They just get harder to find and more expensive to fix. Before you invest in the next phase of your Salesforce jour

How to Get the Most From a Contracted Salesforce Resource

Contracting an experienced Salesforce resource is one of the smartest ways to add capacity without the overhead of a permanent hire. But like most things in consulting, the outcome depends heavily on the setup. A contracted resource who is well-integrated, well-briefed, and well-managed will outperform their day rate significantly. One who isn't will cost you more in coordination overhead than they save. After working as a contracted resource for Salesforce partners across mu

Why Your Salesforce Implementation Didn't Deliver, And What To Do About It

Most organisations that invest in Salesforce don't get what they expected. The system goes live, the implementation partner signs off, and six months later the team is back to spreadsheets, the data isn't trusted, and leadership is quietly wondering whether it was worth it. This is more common than the industry likes to admit. And in the majority of cases I've seen, the technology isn't the problem. The real reasons Salesforce implementations underdeliver The most common caus

How I Help Salesforce Partners Win Deals with Custom Pre-Sales Demos

Since going independent in 2024, I’ve worked on a wide range of Salesforce-related projects. But one of the most surprising, and enjoyable, has been serving as an outsourced builder of pre-sales demos. This niche role blends creativity, speed, and strategic thinking. And for Salesforce partners or consulting teams short on time or internal resources, it’s become a game-changer. My Background in Pre-Sales Before going solo, I worked with several Salesforce partners including V

How I Helped Esse Skincare Unlock the Power of Salesforce

In October 2025, Esse Skincare , a premium skincare brand based in KwaZulu-Natal, South Africa, reached out to me for help. They had invested in Salesforce, but like many fast-growing companies, they weren’t getting the full value from their system. This project was a great example of how an independent Salesforce consultant can step in, assess the situation clearly, and help a team take control of their platform with confidence. About the Client: Esse Skincare Esse Skincare

Key Takeaways from My Salesforce Journey in 2025

2025 was a turning point for me. I finally made the leap from corporate life to independent consulting, and this website is the result. In my first year of working solo, I had the chance to partner with some incredible organisations: from building marketing demos for Inspire AI, to auditing systems at Esse Skincare, to delivering projects with Soar for South African nonprofits. I also secured two fantastic contracts with Vloeiend and Blue Force, Dutch consultancies doing impr

© 2025 Dan Edwards Consultant

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