Services We Provide

Leveraging Our Diverse, Nimble, and Agile Team To Help Improve Your Business, Leading The Way Forward.

Leveraging Our Diverse, Nimble, and Agile Team To Help Improve Your Business, Leading The Way Forward.

Quick Start

Sherpaneer has designed Quick Start as a dedicated, efficient and cost effective way for clients to get their projects underway. A Quickstart is a limited engagement implementation that focuses on key planning and decision making, standard and custom configurations and essential training for companies who want to start working with Salesforce as quickly as possible. Quick start packages are great for individual departments or small sales & customer services teams who want to get the most out of their Salesforce experience from day one.

Our experience shows that the work we do with clients early on has the greatest impact on its success - if you are undecided on whether you want us to help you over the full length of a project, you can ask us just to help you get your team up to speed and prepared. Although we would never advocate a “quick-fix” approach to business, a streamlined service that utilizes Sherpaneer’s experience can more efficiently improve your businesses where time and money are of the essence.

Our Quick Start projects consist of focused workshops and meetings, which allows us to be flexible and efficiently work around your team’s availability.

Revenue Cloud (CPQ)

Salesforce CPQ/Revenue Cloud with Billing and Analytics are powerful tools that can help companies increase sales efficiency and predictability. Sherpaneer has the experience working with Salesforce Revenue Cloud and we have developed expertise on every single one of its modules including CPQ (Configure Price Quote), Billing & Forecasting, Order Management & Analytics etc. We offer three distinct ways to help with your organization and ensure a seamless quote to cash experience:

  • Quick Start – allowing you to get Revenue Cloud solutions working and implemented in a timely manner in a Business Unit or Product Group to understand the value of what can be
  • Implementation Services – full end to end implementation of Revenue Cloud and integrations all the way to your ERP
  • Maintenance – our staff of CPQ experts can help administer your implementation of Revenue Cloud/CPQ

Our team of experts hold Salesforce certifications as CPQ Specialists, Billing Specialists, and Advanced Billing Specialists

Implementation and Advisory Services


Sherpaneer’s Salesforce implementation services cover Salesforce consulting, configuration, customization, migration, integration, support, and more. Sherpaneer helps companies implement reliable Salesforce solutions to power their sales, revenue forecasting customer service and marketing processes. With a solid track record, our customers trust us to get the most out of all Salesforce Products

Revenue Cloud

Experience Cloud

Service Cloud

Marketing Cloud

Sales Cloud

Analytics Cloud


Service Cloud Voice

Salesforce Data Cloud

Health Cloud


There are many aspects to consider when you’re trying to create sustainable growth for your business. Fortunately, business consultants can help build long-term strategies. Sherpaneer consultants are an excellent resource for companies, small and large, who can evaluate current processes and create a winning strategy.

Sherpaneer is a trusted Salesforce partner that provides business consulting services. Our qualified team of consultants leverages their financial expertise to drive success for our clients. Because at Sherpaneer, we believe that your success is our success. We consult with our clients to identify areas of opportunity and provide and wide range of services, including, but not limited to:

Business Valuations

Operational Excellence

Corporate Strategy

Compliance and Strategy

Mergers and Acquisitions

Corporate Outsourcing

Break-Even Analysis

Digital Transformation and IT Services

Business Improvement Services

IT Risk Services

Change Management

Sherpaneer helps organizations mobilize their people to achieve unimaginable results at unprecedented speed.

The evidence is overwhelming that the world is facing more change and uncertainty, affecting nearly everyone and everything. The threat this poses to organizations can also hold opportunity, sometimes a very big opportunity. Our methodology, far from the norm in management consulting, generates extraordinarily fast quantitative and qualitative results in efficiencies, innovation, growth, culture, digital transformation, and other areas that demand change despite what often seem like impenetrable barriers. And it’s done by harnessing the power of your people, mobilized to achieve unimaginable results at unprecedented speed.

We believe that real, sustained change is not only necessary, but possible, and that true leadership extends beyond the walls of the workplace – improving individuals, families, communities and, ultimately, society. We’ve seen it with our clients. We live it ourselves.

Mergers & Acquisition

Accelerate deal value with Sherpaneer’s global consulting, advisory and transaction services. We help our clients drive profitable growth, optimize performance and manage risk through an M&A approach backed by deep experience in acquisitions, divestitures and joint ventures, world-class project management, and leading industry insights.

The success of any merger or acquisition requires a strong focus on people. Addressing people-related risks across all phases of the deal life cycle helps you maximize deal value and keep critical talent. Sherpaneer provides tried-and-tested strategies and solutions gleaned from hands-on experience in working on multiple cross-border transactions.

Success and Support

As your business grows and evolves, your IT organization needs to do the same. Historically, Salesforce upkeep has been handled by a single admin with basic development support. However, the number of capabilities necessary to support, sustain, and extend a Salesforce Org have grown exponentially over time.

Sherapaneer’s On Going Support and Services is a flexible, scalable, and economic solution to maintain and realize your investment — without the need to hire additional full-time, dedicated employees.

You will be able to achieve all your goals and reach all your targets only when your entire team is working at its full potential. On availing of the Support and Success Plans, you can prepare your team the way you want to.

As the experts help you in making the best use of the platform and use all its tools and features in an optimum manner. With such support, you can maximize your ROI and reach out to your customers/clients in the best way possible.

Health Check

Sherpaneer’s health check consulting service, developed to help brands achieve effective business outcomes from their transformation.

Our aim is to determine your firms strengths and weaknesses, and where necessary set in place the procedures to enable your management team to make the necessary adjustments which will improve your business over the long term.

At Sherpaneer we believe that the measuring of the performance of your organization’s key processes and benchmarking them against the processes of your strongest competitors is an exercise that every business should adopt.

In order to implement this for our clients we complete a full, comprehensive business health check and review your current operating strategies across key areas.

Finally, we then take a holistic approach which incorporates the individual company’s processes, performance, and both behavioral and cultural dimensions. Using this, we work with you to create an environment which enables you to focus on more effective management, helping to streamline costs and improve the long term development and health of your business.

Salesforce Security Assessment

Security is the foremost concern for all organizations in light of the current threat landscape. Salesforce is no exception when it comes to securing and monitoring systems to prevent data leaks and misconfigurations. In a Security Assessment, we focus on three key areas: data classification within the organization, access privileges to that data, and monitoring controls to track activity. Many of the necessary tools are already included with your subscription. Therefore, in this assessment, we will evaluate how effectively you are utilizing these tools and identify any gaps. We will also engage in discussions about the principle of least privilege to ensure that your users only have access to the resources necessary for their roles, preventing unauthorized access to sensitive data.

As a result of this assessment, you will receive a security score report, recommendations for enhancing your security posture, and an analysis of potential threat vectors specific to your instance.

Salesforce SOX Health Check

The Salesforce platform has several tools in place but understanding your organization’s SOX requirements and making the audit as painless as possible is the Sherpaneer goal. We have created a Health check which is ideal for IT, Finance or Audit leadership concerned about Salesforce and SOX compliance. In it, we look at the three areas of focus your auditors are most likely to be concerned about — access controls, metadata and configuration data. We will recommend how as an organization you can automate key processes that will significantly reduce the work of getting ready for audit. Areas we will audit and provide insight into:

  • Access - Who can see and do what on the platform? - Who has critical levels of access? - Controlling for changes to access and permissions
  • Metadata - What’s in scope: revenue-related objects and business critical processes - Understanding, managing and controlling changes - Proving visibility to auditors
  • Configuration Data - What’s in scope: CPQ and Billing applications; data related to pricing, discount, approval; - Managing and tracking changes to custom objects - Creating audit-ready reports
This Health Check will allow for you to get in front of any SOX audits where Salesforce will be in scope.

Sherpaneer: Your Trusted Partner for Unlocking the Power of Salesforce AI!

Are you ready to revolutionize your business operations with the cutting-edge AI capabilities of Salesforce? Look no further than Sherpaneer, your premier Salesforce consulting services provider. We understand that staying ahead of the curve in today's competitive landscape demands harnessing the full potential of AI. With Salesforce's latest innovation, Sales GPT, you can supercharge your sales, support, and marketing efforts like never before. And the best part? It's included in your Salesforce subscription.

Sherpaneer specializes in helping businesses like yours leverage Salesforce AI to its fullest extent. Our expert consultants are well-versed in the latest AI technologies and have the knowledge and experience to tailor them to your unique needs. Here's what we can do for you:

  1. Customer Experiences: With Sales GPT, you can provide hyper-personalized experiences to your customers, leading to higher engagement and conversion rates.
  2. Predictive Insights: Harness the power of Einstein GPT to gain valuable insights and predictions, enabling smarter decision-making and proactive customer service.
  3. Efficiency and Automation: We'll optimize your workflows and automate routine tasks, freeing up your team's time to focus on high-impact activities.
  4. Data-Driven Strategies: Let us help you make data-driven decisions by implementing AI-driven analytics that provide actionable insights.
  5. Seamless Integration: We ensure seamless integration of Salesforce AI capabilities into your existing systems, minimizing disruptions and maximizing ROI.

Don't miss out on the incredible opportunities presented by Salesforce AI. Connect with us to learn more about how we can transform your business and stay ahead of the competition. Contact Sherpaneer today, and let's embark on a journey to unlock the true potential of Salesforce AI together!