Your Salesforce Game Plan

Optimizing Salesforce systems for growing companies

Female-founded. Senior-staffed. Built on an agile methodology that turns roadmaps into working software, sprint after sprint.

  • 20+yearsin executive consulting behind every engagement
  • 2weeksper sprint, each ending in a working demo
  • 8weeksto go-live on a Sales Cloud recovery
  • 5cloudsSales, Service, Experience, Revenue & Marketing

Who we are

Salesforce: Optimized

We design, implement, and optimize Salesforce systems for growing companies—bringing structure to sales, stability to operations, and clarity to leadership. Every engagement is staffed by senior advisors, not junior bench players, and delivered in two-week sprints with a working demo at the end of each one, so your team always knows where things stand. And where AI can make a real difference, we put Agentforce and practical AI integrations to work as part of the plan, not as an add-on.

  • Senior advisorson every engagement
  • Two-week sprintswith a working demo every time
  • AI where it countsAgentforce, Claude, and practical integrations

What We Do

Technology-Led Transformation

Strategy, implementation, and analytics that help growing companies modernize systems and operate with more clarity.

  1. Technology Architecture & Strategy

    Build the right foundation with practical, scalable technology strategy and architecture.

    Where it shows up

  2. Process Implementation & Optimization

    Turn strategy into action with streamlined processes that drive efficiency and growth.

    Where it shows up

  3. Data Renovation & Analytics

    Unlock the value of your data with modern architecture, clean data, and actionable insights.

    Where it shows up

Start with a Health Checkfrom MOSHAY SC

How we help

Two ways to work with us

Launching something new, or keeping what you have running and improving. Same senior team either way.

Managed Services

Run and improve

Already live on Salesforce? Our Managed Services keep your org running and improving long after go-live.

  • CRM Strategy
  • Configuration
  • App Support
  • Analytics
  • Integration
  • Support
Explore Managed Services

Not sure which you need?

Start with a System Health Check: a senior advisor reviews your org and maps out what to fix first.

Request a Health Check

How we work

The Game Plan, sprint by sprint

Agile, milestone-driven, and visible from day one. You always know where your Salesforce project stands.

See the full Game Plan
  1. Step 01

    Kick-off & Discovery

    We learn your current state, goals, and constraints, then map milestones for every sprint.

  2. Step 02

    Two-Week Sprints

    Configuration moves in focused sprints, each with specific milestones to hit.

  3. Step 03

    A Working Demo, Every Time

    Every sprint ends with a demo of what was built, and your team tests it while the next sprint starts.

  4. Step 04

    Go-Live & Beyond

    Training, data migration, and testing come together for go-live, and Managed Services keeps it improving.

Precision AI Strategies

AI that’s part of the plan, not an add-on

Where AI can make a real difference, we put Agentforce and practical AI integrations to work, and now Claude, through Salesforce’s new Claudeforce partnership with Anthropic. We start with clean data and the right permissions, so AI works from information your team can trust.

How we approach AI Integrations

Core Capabilities

Salesforce clouds and the platforms around them

Efficiency, delivered through our network of senior advisors, across every core Salesforce cloud and the tools that connect them.

  • Sales Cloud

    Leads, opportunities, quotes, and forecasting.

  • Service Cloud

    Cases, omnichannel routing, knowledge, and SLAs.

  • Experience Cloud

    Branded partner and customer portals.

  • Revenue Cloud

    Quote-to-cash, contracts, and renewals.

  • Marketing Cloud

    Campaigns and journeys tied to your data.

Salesforce, crowned, at the center of the platforms we work with: Slack, Celigo, Boomi, Workato, DocuSign, Tableau, MuleSoft, Conga and the Salesforce clouds
  • + Slack
  • + Agentforce
  • + Tableau
  • + MuleSoft
  • + Celigo
  • + Boomi
  • + Workato
  • + DocuSign
  • + Conga

FAQ

Getting to know MOSHAY SC

Quick answers for teams deciding who to trust with their Salesforce org.

What does MOSHAY SC do?

MOSHAY SC is a Salesforce consulting firm for growing companies. We design, implement, and optimize Salesforce, from health checks and new implementations to integrations, managed services, and AI.

What kinds of companies do you work with?

Growing companies that run sales, service, and revenue operations on Salesforce. Our case studies include a financial services SaaS company, a field-based industrial services organization, and companies consolidating Salesforce after an acquisition.

What makes MOSHAY SC different?

Every engagement is staffed by senior advisors, not junior bench players, backed by 20+ years in executive consulting. Work is delivered in two-week sprints with a working demo at the end of each one, and we’re female-founded.

Do you work with Agentforce and Claude?

Yes. AI Integrations is part of how we plan every engagement, including Agentforce inside Salesforce and Claude, which Salesforce and Anthropic now connect through Claudeforce. We start with clean data and the right permissions.

How do we get started?

Most companies start with a Salesforce Health Check, or you can tell us where your org stands and we’ll set up a conversation with a senior advisor.