01 / GXD ADVANCE
GXD Advance.
Ongoing senior Salesforce guidance that connects business priorities, technical decisions and the work your team delivers.
02 / OUTCOME
PRIORITIES YOUR TEAM
CAN WORK FROM.
A Salesforce roadmap tied to commercial priorities, with significant changes reviewed before commitment and clear ownership of decisions and risks.
Help your sponsor decide what deserves investment, understand trade-offs and give your existing delivery team clearer direction.
Clear recommendations. Recorded decisions.
03 / FIT
SENIOR GUIDANCE.
ALONGSIDE YOUR TEAM.
For businesses with an existing Salesforce team or delivery partner that need experienced leadership without appointing a full-time Salesforce lead.
Connect decisions about Salesforce to customer journeys, sales handovers, service, renewals and management reporting.
04 / RECEIVE
DIRECTION YOU CAN USE.
CONTEXT THAT STAYS.
A MAINTAINED PRIORITISED ROADMAP
Keep the next improvements connected to commercial priorities and dependencies.
WRITTEN RECOMMENDATIONS
Understand significant designs and supplier proposals before committing to a direction.
A CURRENT RISK AND DECISION LOG
Retain what has been decided, the rationale and the risks requiring attention.
A MONTHLY SPONSOR SUMMARY
See progress, blockers and the decisions needed.
GUIDANCE FOR THE INTERNAL SALESFORCE OWNER
Give the person responsible for the platform experienced support in applying the plan.
THE FIRST THREE MONTHS
01 / ESTABLISH
A working roadmap tied to commercial priorities, with decision responsibilities, available evidence and significant unknowns recorded.
02 / CHALLENGE
Written recommendations on significant designs and supplier proposals, making trade-offs, dependencies and investment decisions explicit.
03 / REVISIT
An updated roadmap, unresolved-risk record and next decisions for the sponsor and delivery team.
This progression uses the agreed monthly service limits. Your organisation owns decisions; implementation remains separately scoped.
05 / SCOPE
A DEFINED SERVICE.
CLEAR RESPONSIBILITIES.
ONGOING GUIDANCE
Four leadership sessions per month.
Two bounded design or supplier-proposal reviews per month.
Up to four focused written advisory questions per month.
Initial response within two working days.
Substantive reviews scheduled according to agreed scope.
WHAT YOU PROVIDE
A named decision-making sponsor, a platform owner, relevant information and a team or supplier able to implement agreed actions. Your organisation retains decision ownership.
Estate boundaries, review size and responsibilities are agreed before commitment.
Excluded: configuration, development, daily administration, incident response and full project management. Additional work is agreed separately.
06 / INVESTMENT
INVESTMENT IN
CONTINUING DIRECTION.
£3,500 per month.
Initial three-month commitment.
07 / STARTING POINT
START WITH THE
EVIDENCE AVAILABLE.
GXD Assess can establish the current position and priorities. It is optional where suitable existing evidence and a roadmap are available. Implementation is separately scoped.
GXD Progress explains our delivery system and approach. GXD Guardian explains our governance system, with Librarian as its knowledge core.
08 / CONVERSATION
WHAT SHOULD SALESFORCE
MAKE POSSIBLE FOR YOU?
Tell us what you need to achieve and what is getting in the way. We will discuss whether GXD Advance fits and agree the scope before commitment.