Rebuilding a stalled Salesforce org into a forecastable revenue engine
A high-growth SaaS company had outgrown its original Salesforce build. We re-architected the data model, rebuilt forecasting, and gave leadership a number they could trust — then layered a Forecast Agent on top.
The challenge
Five years of unmanaged growth left duplicate fields, conflicting automation, and a forecast nobody believed. Pipeline reporting took a full day and still didn't reconcile.
Our approach
A full inventory of the data model, automation graph, permissions, and reporting — then a locked data dictionary, consolidated fields, single-owner automation, and forecasting rebuilt against stages that finally meant the same thing to everyone.
The situation
The company had scaled from 40 to 400 people on a Salesforce org built for the smaller company. The data model had drifted, three teams defined “qualified” three ways, and the forecast was assembled in spreadsheets because nobody trusted the one in the CRM.
What we did
We re-architected the data model against a single locked data dictionary, consolidated duplicate fields, rebuilt every automation under clear ownership, and re-grounded forecasting on stages that finally meant the same thing across teams. Once the foundation was solid, we deployed a Forecast Agent that reconciles pipeline continuously and explains what changed week over week.
The result
Leadership opens one dashboard and trusts the number. Reps spend less time fighting the system, and the operations team ships changes against a documented model instead of guessing. The forecast is now a living output of the system — not a manual ritual.