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Salesforce Implementation Recovery

Salesforce implementation recovery for projects that stalled

When a Salesforce implementation fails or stalls, our senior Salesforce experts step in, simplify the approach, and get you live. We did exactly that for a Sales Cloud client in 8 weeks, after another consulting company’s implementation had failed.

Start Your Game PlanGet a Health Check
Failed with another firmLive on Sales Cloud8weeks

From a failed start to go-liveSales Cloud recovery, one of our five case studies

Read the case study
  • 8weeksto go-live on a Sales Cloud recovery
  • 2weeksper sprint, each ending in a working demo
  • 20+yearsin executive consulting behind every engagement
  • 1trackershared with leadership, so progress is never a guess

When to call us

Signs your Salesforce implementation needs a rescue

Projects rarely fail in one day. They slide. If two or three of these sound familiar, it’s worth a second opinion from a senior team.

  • The go-live date keeps moving

    Every status meeting ends with a new date, and there’s still no working system to show for it.

  • The budget is spent

    Most of the money is gone and the org still can’t run your sales process from start to finish.

  • Nobody is using it

    The system launched, but the team went back to spreadsheets and email within weeks.

  • The scope kept growing

    Every request got added, nothing got finished, and the design is now too complicated to maintain.

  • Your partner went quiet

    The firm that built it has moved on, or the people who knew your project have.

  • The data came over wrong

    Migration left duplicates and gaps, so nobody trusts the reports.

Need help fixing a Salesforce implementation?

Start with a System Health Check. It shows what can be kept, what needs fixing, and what to rebuild, before you commit to anything.

Request a Health Check

Our approach

A failed implementation is rarely a total loss

Most stalled projects have good work buried in them. We sort what’s there into four piles, so you pay to finish the job, not to do it twice.

  • 20+ Years in Executive Consulting
  • Precision AI Strategies
  • Female-Founded

  1. Keep what works

    Sound configuration and clean data stay. Nothing is rebuilt just because someone else built it.

  2. Fix what’s close

    Half-finished objects, automation, and page layouts that need a senior pass, not a restart.

  3. Build what’s missing

    The pieces your sales process and leadership reporting actually need for go-live.

  4. Retire what’s in the way

    Unused fields, conflicting automation, and extras that complicate the org without helping anyone.

How a recovery runs

A new Game Plan, then a fast go-live

The fix is almost never more scope. It’s a simpler plan, the right people in the room, and working software every two weeks.

See the full Game Plan

  1. Step 01

    Health Check

    A senior advisor reviews what’s been built: configuration, data, security, automation, and integrations.

  2. Step 02

    Reset the scope

    We align with leadership on what go-live really requires, and set aside what can wait.

  3. Step 03

    Sprint to go-live

    Two-week sprints, each ending in a working demo your team tests while the next one starts.

  4. Step 04

    Stabilize and grow

    Training, data migration, and system testing, then Managed Services to keep it improving.

Case study · Sales Cloud · Recovery

Live in 8 weeks, after another firm’s failed start

8 weeksLive after a failed start

The Matchup

Another consulting company’s implementation had failed. We stepped in to simplify the approach and get the client live on Sales Cloud, with a target of only 8 weeks.

The Game Plan

Focus on what matters most. We aligned directly with sales leadership on go-live requirements, the sales process, and executive reporting, then used Agile sprints and milestone-driven delivery to configure Leads, Accounts, Contacts, Opportunities, Quotes, Orders, and Reporting.

The Winning Score

Live in 8 weeks. A streamlined Sales Cloud built around the client’s actual sales process, with the reporting and visibility leaders needed to manage the business.

The Difference Maker

Simplicity driving adoption. The right guardrails kept the sales process consistent while putting the user experience first. The go-live led to an ongoing managed services partnership and a later Service Cloud implementation.

Start with a Health Checkfrom MOSHAY SC

FAQ

Salesforce implementation recovery questions

What leaders ask when a Salesforce project hasn’t gone the way it was sold.

What is Salesforce implementation recovery?

It’s taking over a Salesforce project that failed, stalled, or went live without being usable, and getting it to a working go-live. A senior team reviews what was built, resets the scope around what the business actually needs, and delivers it in short sprints.

We need help with a Salesforce project that went wrong. Where do we start?

Tell us what happened. A senior advisor will look at where the project stands and recommend the shortest path forward, which is usually a Salesforce Health Check before anything gets rebuilt. For other kinds of Salesforce problems, see Salesforce Help & Support.

How do we know if our Salesforce implementation needs rescuing?

Common signs: the go-live date keeps slipping, the budget is spent without a usable system, users have gone back to spreadsheets, or the original partner has moved on. A Salesforce Health Check gives you a clear read before you commit to anything.

Do we have to start over?

Usually not entirely. The Health Check sorts what was built into what to keep, what to fix, what to build, and what to retire. The aim is the shortest route to a system your team will actually use.

How long does a Salesforce recovery take?

It depends on scope and on the state of the org. In our Sales Cloud recovery case study, the client went live in 8 weeks after another consulting company’s implementation had failed.

Can you work with what the previous partner built?

Yes. We review the existing configuration, data, automation, and integrations first, and keep whatever serves the business.

What happens after go-live?

Training, documentation, and ongoing support. In our recovery case study, a successful go-live led to an ongoing managed services partnership and a later Service Cloud implementation.

How do we get started?

Request a Salesforce Health Check, or tell us what happened and a senior advisor will set up a conversation.