Salesforce
Architecture Consulting

At NE3 Consultancy, our Salesforce architecture consulting is built on one guiding principle: technology should simplify growth, not complicate it. Salesforce has the power to act as the central nervous system of your organization, but only if it is designed with intention. Too often, companies find themselves juggling disconnected systems, patching gaps with third-party tools, and paying extra for business intelligence software just to make sense of their data.

We believe in the “One Platform” mentality. Salesforce, when properly architected, already provides the structure, the business intelligence, and the scalability needed to operate as a single, unified platform. Our role is to unlock that potential and turn Salesforce into the engine that powers your business from end to end.

Salesforce Architecture Solutions

We believe in the “One Platform” mentality. Salesforce, when properly architected, already provides the structure, the business intelligence, and the scalability needed to operate as a single, unified platform. Our role is to unlock that potential and turn Salesforce into the engine that powers your business from end to end.

At NE3 Consultancy, our Salesforce architecture consulting is built on one guiding principle: technology should simplify growth, not complicate it. Salesforce has the power to act as the central nervous system of your organization, but only if it is designed with intention. Too often, companies find themselves juggling disconnected systems, patching gaps with third-party tools, and paying extra for business intelligence software just to make sense of their data.

Salesforce is not just a CRM; it is a full-scale business platform capable of unifying marketing, sales, service management, and operations under one roof. Instead of cobbling together disconnected solutions or bolting on costly BI software, we architect Salesforce to serve as your central system of record and reporting. With the right structure, the platform becomes a true source of truth that grows alongside your business.

Data is the foundation of decision-making. When systems are stitched together with weak integrations, data becomes fragmented, duplicated, or unreliable. That is why NE3 prioritizes native Salesforce integrations wherever possible. By keeping the flow of information within Salesforce, we reduce complexity, strengthen reliability, and give leadership teams confidence that every report is accurate.

Clean, consistent, and trustworthy data is no longer a wish — it becomes the standard.

We do not just build objects and fields; we engineer data models and workflows with a singular theme across the entirety of your company. From the first client interaction to resolution, every touchpoint flows within one unified structure. This alignment ensures:

  • Cross-departmental consistency in data collection and reporting
  • Processes that scale as your business expands
  • A system that evolves without collapsing under technical debt

The outcome is a Salesforce environment that is not just functional, but scalable and sustainable for the long term.

A powerful system only succeeds if people actually use it. That is why ease of adoption is at the heart of our architectural philosophy. We create unified workflows and intuitive structures that feel natural to end users.

Instead of overwhelming employees with complex processes or hours of training, our design ensures the system works for them. Users focus on their core tasks, and Salesforce takes on the heavy lifting of capturing, surfacing, and connecting information behind the scenes. This means faster onboarding, smoother adoption, and greater long-term ROI.

The difference between a Salesforce org that feels clunky and one that drives transformation is architecture. Without a strong foundation, systems become inconsistent, adoption falters, and scaling feels impossible. With NE3’s architectural consulting, Salesforce becomes:

  • A backbone that supports business growth
  • A single source of truth for data integrity
  • A scalable platform that adapts to your future needs

A strategic asset rather than a technical burden

Our architecture consulting is not abstract; it is grounded in real deliverables that make Salesforce your strongest business tool. Services include:

  • Full-Scale Architecture Design: A blueprint that aligns Salesforce with your organizational goals and creates a sustainable, long-term structure.
  • Data Modeling and Structure: Engineering custom objects, relationships, and hierarchies that match how your business actually works.
  • Workflow and Process Design: Creating intuitive, scalable processes that unify every department under one platform.
  • Integration Strategy: Leveraging native Salesforce integrations to reduce complexity and maintain data integrity across systems.
  • Security and Access Management: Designing permission sets, roles, and access models that balance usability with data protection.
  • Reporting and Analytics Blueprint: Architecting dashboards, KPIs, and reporting structures that surface the right insights without needing third-party BI tools.
  • Scalability Planning: Building with the future in mind so your Salesforce environment adapts seamlessly as your firm grows.

User Experience Optimization: Designing the platform to be intuitive, easy to adopt, and focused on helping employees perform their jobs, not fight the system.

At NE3 Consultancy, we know that architecture is more than design — it is strategy, engineering, and execution all working together. Our team builds Salesforce environments that last, ensuring your technology not only supports your operations today but empowers you to scale confidently tomorrow.

With the right architecture, Salesforce stops being a tool you use and becomes the engine that drives your evolution.

Full-Scale Architecture Design

A blueprint that aligns Salesforce with your organizational goals and creates a sustainable, long-term structure.

Data Modeling and Structure

Engineering custom objects, relationships, and hierarchies that match how your business actually works.

Workflow and Process Design

Creating intuitive, scalable processes that unify every department under one platform.

Client Testimonials

    Erik K.

    DK Law

    Nicholas and the NE3 team have a real talent for looking at a problem and building solutions that actually work across the whole workflow. They understand personal injury law at the highest level, while also bringing a deep knowledge of Salesforce and operational efficiency that translates to any business. What stands out most is their forward-thinking approach. We can hand them a project knowing they’ll take full ownership and deliver, often spotting issues and opportunities we hadn’t even thought about yet.

      Dan B.

      Riddle & Riddle Injury Lawyers

      NE3 Consultancy has been a game changer for our law firm’s ability to stay ahead of the competition. Nick’s background and expertise in personal injury law, automation, and technology are the perfect blend. Thanks to NE3, we’ve been able to integrate improved workflows and AI functionality into marketing, intake, case management and more, saving us valuable time and resources. I would strongly recommend NE3 to any consumer-facing law firm concerned about staying relevant in a rapidly evolving competitive landscape.

        Mychal A

        Pathway Law Firm

        The NE3 team is a pleasure to work with. They substantially reduce build time through experience and outside of the box approaches to a personal injury law firm’s complex problems.