01
Reporting & KPIs
One agreed definition for every number, then dashboards built on it. Revenue, margin and backlog that match what accounting reports, so leadership uses the dashboard instead of arguing with it.
Salesforce & data consulting
Salesforce you can trust, and someone to look after it.
We fix the data and the numbers, build what's missing, keep it secure, and run it every month. For midsize companies in Nebraska, Iowa, Kansas, Colorado and the wider Midwest.
- Architecture
- Salesforce certified architect
- Delivery
- PMP certified
- Based in
- Omaha, Nebraska
Sound familiar?
Most of this starts the same way.
Nobody goes shopping for Salesforce help. Something specific broke, and it keeps breaking on a schedule.
- 01
Two systems, two answers.
Your CRM and your financial system report different numbers, and nobody can say which one is right.
- 02
Leadership stopped trusting the dashboard.
The reports exist. People check them, find something that looks wrong, and go back to making decisions on instinct.
- 03
Nobody owns Salesforce anymore.
The person who knew how it worked left. Requests pile up, small fixes wait for weeks, and nobody wants to touch the settings.
- 04
You don't know which apps can read your data.
Over the years people connected tools to Salesforce. Nobody has checked which ones can still read your customer data, or who approved them.
- 05
The month-end scramble.
Someone spends the first week of every month reconciling spreadsheets by hand, and it's the same week every month.
- 06
Quotes disappear.
Deals stall and nobody notices until the quarter closes. There's no view of what's actually in the pipeline or how long it's been sitting there.
- 07
The implementation that never landed.
You bought the platform. Adoption stalled, the data model doesn't match how you work, and half the team went back to spreadsheets.
- 08
Field data that doesn't hold up.
Work gets done in the field and recorded somewhere else: on paper, in a text, in someone’s head. What reaches the system is late and incomplete.
Also common Two of everything after an acquisition. Two CRMs, two chart-of-accounts structures, two definitions of a customer.
Ways to start
Start small. Decide after.
Each step stands on its own, and you keep what it produces whether or not you go further.
-
Security & health audit
A scored review of how your Salesforce is set up and secured, a fix list with a price for every item, and a one-page summary for leadership.
What the audit covers -
Diagnostic & roadmap
We interview your team, map how data moves today, and hand you a roadmap: what to fix, in what order, and an estimate for each phase.
How the diagnostic works -
Managed services
Someone who knows your org handles requests, releases and security checks every month, for a set number of hours. Quoted after one call, from the size of your org.
See the plans
Not sure which? Book a call and tell us what broke, or email us and we'll reply within one business day. We'll tell you which step fits, or whether you need us at all.
Builds can't be priced before we know what's needed, so the roadmap prices them one phase at a time. Every phase gets a written estimate and a ceiling before it starts. If we're heading past it, we stop and tell you first, and nothing over the approved amount is billed unless you sign for it. You can stop after any phase and keep what's built, and the diagnostic fee is credited to the first phase.
How it works
Assess, build, then run it.
Most projects end at go-live. We stay, so what was built keeps working.
-
01 Assess
Find out what's actually wrong.
- Security self-check, on your own
- Security & health audit
- Diagnostic & roadmap
You get a roadmap with an estimate for each phase.
-
02 Build
Fix the data, build what's missing.
- Data clean-up and migration
- KPIs and dashboards
- Custom builds and integrations
- Agentforce, where it fits
Priced per phase, with a ceiling. Nothing over it is billed without your signature.
-
03 Run
Keep it working, and secure.
- Admin and user requests
- The three Salesforce releases a year
- Monthly security checks
- Small changes and agent tuning
From $1,500 a month. Managed services
Security runs through all three: checked in the assessment, designed into the build, and monitored every month. How we handle security
The diagnostic
Before anyone builds anything, find out what's actually wrong.
Most failed projects are correctly built solutions to the wrong problem. A diagnostic is two to three weeks: we interview your team, map how data actually moves through your systems today, and hand you a roadmap of what to fix, in what order, with an estimate for each phase.
- We talk to the people doing the work, not just the people who own the budget.
- You get a written roadmap with an estimate for each phase and a risk register.
- You own the output. There's no obligation to have us build any of it.
Book a call
Fixed scope. Fixed price, agreed in writing before we start. No obligation after.
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Week 1
Interviews
We sit with the people doing the work, not just the people who own the budget.
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Week 2
Systems map
How data actually moves between your systems today, including the spreadsheets nobody mentions.
-
Weeks 2 to 3
Roadmap with estimates
What to fix, in what order, an estimate for each phase with a total range, and what could go wrong.
-
You keep
A roadmap you own
Phase estimates, sequencing, and a risk register. Yours whether or not we build it.
What we build
What we fix and build.
The diagnostic tells you what to fix. This is what then gets fixed, priced one phase at a time with a ceiling, and you approve each phase before work starts.
02
Data & migration
Data moved out of old CRMs, ERPs and spreadsheets into Salesforce, cleaned and checked along the way, so the numbers reconcile with finance from the first day.
03
Revenue & sales systems
Quotes, orders and pipeline in one place, calls and emails logged without anyone typing them up, and an alert when a deal stops moving.
04
Integration
Salesforce connected to your ERP, accounting, field and credit systems, so nobody re-types the same data in two places.
05
Field & delivery systems
Field work recorded where it happens, and projects run inside Salesforce: schedules, Gantt charts and project charters generated for you.
06
Agentforce & AI agents
We start with one job worth handing to an agent, for example a project manager asking which jobs are trending over budget and getting the same number accounting has. Then we build it, test it with real users and keep tuning it after launch. An agent is only as good as the data under it, so if yours is not ready, we fix that first.
Already been pitched Agentforce? Send us the proposal. For a fixed price, we'll tell you which jobs an agent would really do for your team, what it costs once usage starts, and whether your data is ready. If the answer is not yet, you get that in writing.
Platforms worked in daily
- Salesforce
- Agentforce
- Tableau
- Power BI
- Claude
Who you'd be working with
Founder-led. You work with the person doing the work.
Cottonwood is a new, founder-led firm. You deal directly with the architect who designs and builds your system. You meet them on the first call, names and certifications are shared before anyone gets access to your org, and specialists join larger projects only after you have met them.
We're a US company based in Omaha. We meet your team in person for kickoff, and again whenever it helps.
Working with
Midsize companies across Nebraska, Iowa, Kansas, Colorado and the wider Midwest.
- Salesforce certified architect
- PMP certified
- Fixed scope and a fixed price for the diagnostic
- Plain-English updates, on a schedule you agree
Before you book
The questions people ask first.
What happens on the call?
You tell us what broke and when it started. We ask enough questions to understand whether the problem is the data, the system, or the process. If a diagnostic isn't the right answer, we say so on the call.
What is a diagnostic, exactly?
Two to three weeks. We interview your team, map how data actually moves through your systems today, and hand you a roadmap of what to fix, in what order, with an estimate for each phase. Fixed scope, fixed price.
What do I have at the end of it?
A written roadmap with an estimate for each phase and a risk register. You own the output. There is no obligation to have us build any of it.
How much does a build cost?
It depends on what the diagnostic finds, so we don't quote a build before we understand it. The roadmap prices it one phase at a time: every phase gets a written estimate and a ceiling, and nothing over the ceiling is billed unless you sign for it. You can stop after any phase, and the diagnostic fee is credited to the first one. The security audit and the monthly plans have published starting prices, and the diagnostic's fixed price is agreed before you commit.
What happens after go-live?
We stay if you want us to. A monthly managed service covers admin, the three Salesforce releases a year, security checks and small changes, with a set number of hours each month. The documentation of your org is yours whether or not you keep us.
Who has access to our Salesforce?
Only named people from our team, each with their own login, through your single sign-on and multi-factor login, with only the permissions the work needs. Every login is recorded in your own Salesforce, and access is removed the same day you ask. We're a US company based in Omaha, and we meet your team in person for kickoff.
Can you help with our cyber insurance or customer security questionnaire?
Yes. We answer the Salesforce sections with you (multi-factor login, outside apps with access to your data, who can export it) and give you the evidence: screenshots and settings exports.
What if we want to stop?
Managed services start with three months, then run month to month with 30 days' notice. When you leave, you keep the documentation, credentials stay in your accounts, and our access is removed the same day.
Do you only work in Salesforce?
Salesforce is the centre of most engagements, but the work spans migration from legacy CRM and ERP systems, REST and SOAP integration, Tableau and Power BI reporting, and native project management systems.
Can you help with Agentforce or Claude?
Yes. We start with one task worth handing to an agent, build and test it with your team, and keep tuning it after launch. If your data isn't ready for an agent, we tell you and fix that first. Already been pitched Agentforce? Send us the proposal for a fixed-price second opinion. We also connect Claude to your Salesforce and finance systems, so leadership can ask questions directly.
Who actually does the work?
You work directly with our founder, a Salesforce certified architect, who designs and builds your system. You meet them on the first call, and names and certifications are shared before anyone gets access to your org. Specialists join larger projects only after you have met them.
Next step
Book a call.
Tell us what broke and when it started. If a diagnostic isn't the right answer, we'll say so on the call. There's no cost and no obligation.
The call is with the person who would do the work. No slides.
Rather start by email? Write to us with what broke and when it started, and we'll reply within one business day.
- Phone
- (402) 243-0393
- Office
- 1299 Farnam Street, Suite 300
Omaha, NE 68102 - Serving
- Nebraska, Iowa, Kansas, Colorado and the wider Midwest
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