Fractional Salesforce advisory
Get more from the Salesforceyou already have
Independent retained advice for organisations that need a senior Salesforce view without hiring another delivery team.
Carl Vescovi — 22+ years in the Salesforce ecosystem, across clients, partners, and Salesforce.
The problem
Salesforce spend is easy to grow and hard to justify
Most organisations do not have a Salesforce problem. They have a value problem: years of tactical work, partner-led roadmaps, and delivery pressure with nobody independent enough to say what should stop.
You may be seeing:
- Licence and partner costs keep rising, but business value is hard to prove
- Delivery teams are busy, but outcomes still feel unclear
- Partner recommendations sound plausible, but nobody independent has challenged them
- AI and data plans sit on top of an org nobody fully trusts
- Leaders are unsure whether the next investment will pay off
The offer
A retained Salesforce advisor, not another delivery team
Cloud UX is a fractional engagement with Carl on retainer. You get the same senior person each month — not a rotating bench, and not a partner looking for more build hours.
The work is judgement on spend, roadmap, partners, architecture, and data or AI risk. Typically a few days a month. A first month often starts with one focused decision, then continues as retainer.
You get:
- A senior independent view of Salesforce spend, roadmap, and operating model
- Challenge on partner advice before more budget is committed
- Architecture direction without taking the build
- Clearer judgement on data trust, AI, and what to stop
Implementation partners are often incentivised to deliver more work. Carl helps separate what the business needs from what is merely buildable or sellable.
Fit
What I do, and what I don’t
This is advice and judgement for executives. It is the wrong fit if you need hands-on configuration or development capacity.
What I do
- Investment judgement on Salesforce spend and roadmap
- Architecture direction without taking the build
- Independent challenge of partner and vendor recommendations
- Governance: what to fund, stop, simplify, or pause
- Data trust and AI readiness as executive questions
What I don’t do
- Hands-on configuration
- Development
- Implementation delivery
- Licence resale
- Rubber-stamping a partner recommendation
How it works
Retained advisory, not consulting theatre
The process is built for ongoing judgement, not a slide deck that expires after the workshop.
Step 1
Understand the commercial question
Clarify what is at stake, who owns the decision, and what a useful outcome looks like.
Step 2
Review the evidence
Look at the org, spend, partners, architecture, and operating model — not just the slide deck.
Step 3
Advise what to do next
Clear guidance on what to fund, stop, simplify, challenge, or leave alone.
Step 4
Stay with the decision
The same independent view each month as the work lands, not a one-off report.
About
22+ years on every side of Salesforce
Cloud UX is Carl Vescovi. He has spent more than 22 years in the Salesforce ecosystem — working with clients, implementation partners, and Salesforce itself — and now offers that view independently.
That path matters because it is hard to challenge a partner recommendation, a licence renewal, or a rebuild if you have only ever sat on one side of the table.
Author ofThink like an Architect: A Compass for Salesforce AdminsA practical guide for people who have to make architecture-level decisions without a formal architecture team.View on Amazon →- 22+ years in the Salesforce ecosystem
- Worked with clients, implementation partners, and Salesforce
- Independent of licence resale and delivery targets
- AppExchange publisher
- Speaker at Salesforce events and user groups
- Author of Think like an Architect
Next step
If Salesforce is a material spend, talk to Carl
If you want a senior independent view of value, roadmap, or the next partner recommendation, start a conversation about a retainer.
Talk to Carl
Tell me the commercial question — spend, a roadmap, a partner recommendation, or whether the platform is earning its keep.
Contact Cloud UX