Salesforce administration, reporting and automation
Certified Salesforce experts with a background in sales operations. We keep your data clean, your reports reliable and your automations running, so your team spends its time with customers.
Demo dataChanges compared with the previous period.
Most companies we talk to bought Salesforce for good reasons, then lost the person who looked after it.
Everything a small Salesforce team needs, from daily admin to bigger builds. Work that needs a developer or architect is delivered by our certified specialists, with one team accountable for the result.
Your outsourced admin team: users, permissions, page layouts, fields, release updates and the small requests that pile up.
Dashboards your leadership opens every Monday: pipeline, win rate, forecast, activity and rep performance.
Lead routing, approvals, follow-up tasks, renewals and notifications that run without anyone remembering to do them.
Duplicate clean-up, validation rules, imports and moving from spreadsheets or another CRM into Salesforce.
New Salesforce set-ups, new clouds and features configured around how your team actually sells.
Training sessions, guides and adoption dashboards so reps keep Salesforce up to date without being chased.
CPQ, Marketing Cloud, Experience Cloud, Field Service, Agentforce, Data Cloud and more, delivered by certified specialists.
Developers, architects and data analysts for bigger projects, managed by OrgStewards with a single point of contact.
Every engagement follows the same path, whether it is a one-off project or a monthly plan.
A look at your org, data and reports. You get a short written health check.
We agree priorities, scope and price. Quick wins first.
Changes in a sandbox, tested, then deployed with notes.
Your team learns what changed and why it helps them.
Ongoing admin and a monthly review of what to improve next.
Many consultants know the Setup menu. Fewer have owned the forecast, defended the numbers in front of an executive team and trained the reps who enter the data. Our team has done all three.
Our core team works from Europe and our certified specialists work across APAC and the Americas, so clients from Sydney to San Francisco get help during their own working day. We work in English, Polish and other languages on request.
Europe, Africa and the Middle East
Core team in Europe, with India-based specialists covering Gulf hours
India, Southeast and East Asia, Australia and New Zealand
Certified specialists working APAC hours
United States, Canada and Latin America
Specialists working North and South American hours
Company names are confidential. These are projects our founder delivered inside sales operations teams before OrgStewards was established.
A fixed block of hours every month for admin, reports and automation, with 30 days' notice to cancel. Pricing depends on your org, so we send a written quote after a free 30-minute call.
For teams up to ~15 users with steady, smaller requests.
10 h per month
For growing teams that want dashboards and automation, not only fixes.
20 h per month
For teams of 30+ users or several departments in Salesforce.
40 h per month
One-off projects and audits are quoted separately. All plans and how we prepare a quote
For larger implementations, integrations or custom development we put together a team of certified Salesforce and data specialists. You get one contract, one point of contact and our quality control on every deliverable.
Real 2026 numbers for in-house, freelance and managed Salesforce administration, and a simple way to decide which model fits a company with 5 to 50 users.
A practical 25-point audit of security, data, automation, reporting and adoption that any Salesforce admin or business owner can run in a day.
Which Salesforce dashboards to build for executives, managers and reps, the KPIs on each, and exact definitions so everyone reads the numbers the same way.
Ten practical Salesforce Flow automations for small sales teams, from lead routing to renewals, plus the rules that keep automation safe and maintainable.
All major regions, in the client's local business hours: Europe, Africa and the Middle East, APAC including Australia and New Zealand, and North and Latin America. Our core team works from Europe and our certified specialists cover APAC and American hours. We work in English, Polish and other languages on request.
We scope it, assign the right certified specialist, manage the work and review it before it reaches your org. You keep one contract and one point of contact.
No. We configure Salesforce around your process, whatever your industry. Our team's background includes B2B software, advertising technology and language and technology services, and the same principles apply to manufacturing, professional services, finance or non-profits.
Yes. Many clients start with the Org Health Check, a fixed-scope audit, and decide afterwards whether a monthly plan makes sense.
Most paid Salesforce editions include at least a Developer sandbox. We build and test there whenever possible. If you don't have one, we agree a safe way to make changes.
In a free 30-minute call we look at your org, your reports and your biggest headache. You leave with three concrete next steps, whether or not we work together.