Cloud Consulting Services | Salesforce Platform, Data & AI Advisory

Make Salesforce work across your business.

Independent advisory for organizations that depend on Salesforce to connect business processes, ERP data, reporting, and governed AI-enabled automation.

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"Fabio was instrumental in translating the commercial opportunity lifecycle into a robust and scalable system design deployed in Salesforce." — Francisco Rodrigo, former Head of Global Sales Operations, Telxius

Turning business complexity into connected performance Sales and revenue operations, service and contract operations, ERP systems including SAP and QAD, and enterprise data connect through Salesforce for Order-to-Cash orchestration and visibility. Process design, governance, data integration, automation, analytics and Agentforce deliver connected operations, trusted information, better decisions and scalable growth. Turning business complexity into connected performance BUSINESS REALITY CONNECTED PLATFORM BUSINESS OUTCOMES Sales & revenue operations Service & contract operations ERP (SAP, QAD) & enterprise data Salesforce Order-to-Cash orchestration and visibility Process design & governance Data quality & integration Automation, analytics & Agentforce Connected operations Trusted information Better decisions & scalable growth CONSULTING APPROACH Business-led strategy Solution architecture Hands-on delivery Adoption & continuous improvement

Four ways we bring Salesforce into alignment with the business

Platform Strategy & Ownership

Clarify the role Salesforce should play and how decisions get governed.

Cross-System Data Architecture

Align Salesforce with ERP, middleware, and the broader data ecosystem.

Reporting & Decision Support

Turn fragmented data into governed, decision-ready visibility.

AI-Assisted Automation

Apply Agentforce and automation without weakening control.

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Selected Enterprise Experience

Organizations where our principal has led or supported Salesforce and business-technology initiatives — reflecting prior professional experience, not current Cloud Consulting Services clients.

Telxius
Telefónica
World Compliance – A LexisNexis Company
Energy Systems Group
American Medical Endoscopy
Liberty Power
AuthenWare
The Results Companies

A problem we're solving right now

Established a governed Salesforce structure for maintenance-contract data originating in an ERP system — with traceable Account-matching, exception-handling rules, and management reporting — now prepared for a controlled production pilot.

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Fabio is a trusted, rigorous professional who brings clarity and structure to complex transformation efforts.

Carlos Dasi — CTIO, Telxius (Telefónica Group)

Start with the problem, not a predefined solution.

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