What We Do
Cloud Genii works in two situations: fixing Salesforce environments that have become difficult to trust, and building Salesforce properly from the start.
Both require the same discipline: diagnose the structure, understand the operating model and make Salesforce easier to rely on before more complexity is added.
Salesforce is live, but confidence has weakened. Reporting is unreliable, automation is fragile, data is inconsistent, and teams are using workarounds because the platform no longer reflects how the business operates.
The first step is not more configuration. It is a system review that identifies root causes before remediation, optimisation or automation work is added.
Salesforce is being implemented, expanded or restructured. The decisions made now will shape reporting, automation, handoffs, adoption and future platform change.
Cloud Genii helps design the architecture, governance and process foundations before early shortcuts become expensive dependencies.
Cloud Genii services can support existing Salesforce environments, new implementations, or both depending on the situation.
Focused diagnostics for organisations that know Salesforce is creating friction but need clarity before committing to a larger project.
View Health Checks & AuditsRemediate environments that have become fragmented, unreliable or difficult to trust. Root causes are identified before more configuration is added.
View Salesforce Org RemediationDesign and deliver Salesforce with the structural, operational and governance foundations needed from the outset.
View Greenfield Salesforce ImplementationUntangle weak structures and establish the right data model and information flow so reporting, automation, segmentation and AI can be trusted.
View Data ArchitectureImprove or design lead flow, handoffs, accountability and reporting logic so marketing, sales and operations work from a clearer operating model.
View Revenue OperationsImprove or establish campaigns, journeys, segmentation and engagement logic in a way that is clean, measurable and easier to manage over time.
View Salesforce Marketing AutomationAssess current-state marketing architecture and plan for future Salesforce platform direction where Marketing Cloud Next is becoming part of the roadmap.
View Marketing Cloud Next ReadinessIdentify practical automation opportunities where the data, process and governance foundations are clear enough to support them.
View AI & AutomationNext Step
Cloud Genii helps clarify whether the next step is diagnosis, remediation, implementation or a more focused service review.
Salesforce Health Checks & Audits
Salesforce Org Remediation & Optimisation
Greenfield Salesforce Implementation
Data Architecture
Revenue Operations
Salesforce Marketing Automation
Marketing Cloud Next Readiness & Migration Planning
AI & Automation