Salesforce
Implementation Consulting
Implementing Salesforce is one of the most important technology decisions a company can make. Done correctly, it sets the foundation for years of growth, efficiency, and innovation. Done poorly, it creates confusion, wasted resources, and low adoption. At NE3 Consultancy, our Implementation Consulting services ensure your organization is set up for success from day one.
We understand that no two companies approach implementation the same way, which is why we offer flexible models to meet your specific needs. Whether you require a partner to oversee a third-party implementation, a full-service implementation team, or an independent audit to validate launch readiness, NE3 provides the expertise and guidance to make your go-live a success.
One of the most common ways we serve clients is by acting as an intermediate champion between the business and the implementation vendor. Our role is to ensure that your business needs remain at the center of every decision and that best practices are being followed at every stage.
We oversee the process, review deliverables, and confirm that configurations match your business requirements and workflows. This ensures your investment in Salesforce produces not just a functioning system, but one that aligns with how high-performing companies actually use the platform. With NE3 as your champion, you gain a trusted partner who protects your interests, ensures accountability, and drives results.
In some cases, the best approach is to let us handle the implementation directly. In this model, NE3 becomes the implementation partner, managing the entire architecture and configuration build.
We are experts in both Salesforce and Litify, which means we can deliver tailored solutions that are ready to drive value from day one. Whether building Salesforce for a company directly or configuring Litify for a law firm, we design implementations that enhance capability, improve efficiency, and create a strong foundation for scale.
Our full-service implementations focus on:
- Designing architecture that supports long-term growth
- Configuring Salesforce, Litify, or another managed package to match your business needs
- Creating workflows and automations that streamline daily operations
- Delivering a smooth go-live experience where your team is ready to succeed on day one
Sometimes a company already has an implementation underway but wants an independent expert to validate that everything is on track. NE3 provides audit and check-up services that assess launch readiness and identify risks before they become problems.
We review the build, evaluate alignment with best practices, and flag potential gaps in data structure, workflow design, or adoption planning. Our audits give you confidence that your system is ready for go-live and allow you to address issues proactively rather than reactively.
For firms that prefer to handle their own implementation, NE3 offers an implementation coaching model. In this role, we serve as your structural advisor, guiding your internal team through the critical areas of architecture, development, and administration.
We provide the oversight and coaching needed to ensure your build stays aligned with industry best practices, that your data structure is designed for scale, and that your workflows support real business needs. By acting as a coach rather than the implementer, we allow your internal team to take ownership of the work while making sure the final system is well-prepared, properly configured, and launch-ready long before go-live day.
Implementation is not just about “getting Salesforce live.” It is about making sure the system is built to support your business, your people, and your future. Companies that rush or fail to align implementation ideologies with real business practices often find themselves rebuilding within months. With NE3, you gain an experienced partner who has seen what works, understands the pitfalls, and ensures your launch creates lasting value.
Our role is to make sure Salesforce is not just implemented, but implemented correctly with clean data, strong workflows, and a foundation that grows with you.
Implementation consulting varies based on engagement type, but common deliverables include:
- Business requirement documentation and workflow mapping
- Oversight of third-party implementation vendors to ensure accountability
- Architecture design and configuration builds for Salesforce or Litify
- Launch readiness audits with detailed risk assessments and action plans
- User acceptance testing guidance and feedback cycles
- Training and onboarding support to drive early adoption
At NE3 Consultancy, we do not believe in “quick and dirty” implementations. We believe in building systems that last. Whether acting as your champion, serving as your full-service implementation partner, or auditing an existing build, our focus is the same: ensuring Salesforce is delivered as a tool that supports your entire business, not just a fraction of it.
With NE3, implementation is more than a launch. It is the beginning of your company’s next evolution.
Set the foundation for lasting success
NE3 ensures your Salesforce or Litify implementation is designed, configured, and launched the right way—from architecture to go-live—so your system drives efficiency and growth from day one.
Guidance, oversight, and accountability
We act as your advocate, bridging the gap between your business and vendors to ensure every configuration, workflow, and decision aligns with your real-world needs.
Confidence before go-live.
Whether you need an expert audit, hands-on coaching, or readiness validation, NE3 helps your team implement with precision—avoiding costly rebuilds and ensuring long-term stability.
Erik K.
DK Law