CRM consulting & discovery
Customer and stakeholder discovery, As‑Is / To‑Be analysis, process mapping, business rules, priorities, and a decision-ready scope.
Independent consulting for teams using Salesforce
CRM and business systems services that connect customer needs to workable delivery.
I help organizations understand the customer and operational problem, turn it into a coherent CRM workflow, align the right technical delivery, and validate that the release solves the intended problem.
Available independently of Follow-Up Companion. No product subscription required.
20+ years in enterprise systems · 9+ years with Salesforce · English and Spanish
Looking for the Follow-Up Companion integration? Explore Follow-Up Companion for Salesforce teams.
Start with the problem. Choose the right kind of help.
Functional solution design
Business workflows, data and integration requirements, acceptance criteria, and a coherent handoff to the right technical delivery.
Salesforce administration & configuration
Practical improvements to the CRM experience, data quality, workflows, adoption, and operating controls — scoped to the organization’s needs.
Testing, UAT & release readiness
Test scenarios, acceptance validation, release coordination, defect triage, and confidence that the change works in the real operating process.
Integration & systems architecture
Cross-system process and data design, integration requirements, governance, and trade-offs that technical specialists can implement safely.
Development delivery & product leadership
From backlog to release: clear stories, technical collaboration, design review, acceptance, and outcome-focused delivery. Technical builds are delivered with appropriately scoped specialist capability; Pablo owns functional design, acceptance, and quality.
Each engagement defines the outcome, deliverables, responsibilities, timeline and support boundaries before work begins.
Selected Salesforce credentials
The official Trailblazer profile currently lists 31 certifications. These are the credentials most relevant to CRM, multi-cloud solution design, and the Follow-Up Companion integration direction.
Salesforce Certified Application Architect
Salesforce Certified System Architect
Salesforce Certified B2B Solution Architect
Salesforce Certified B2C Solution Architect
More credentials
- Salesforce Certified Platform Integration Architect
- Salesforce Certified Business Analyst
- Salesforce Certified Agentforce Specialist
- Salesforce Certified Agentforce Sales Consultant
- Salesforce Certified Agentforce Service Consultant
A clear starting point. A defined outcome.
Discovery and solution blueprint
For a problem that needs to be understood before committing to a build. Typical outputs include a current-state view, target workflow, requirements, data and integration needs, risks, open decisions and an actionable next-step plan.
Scoped implementation or improvement
For an agreed administration, development, integration or testing need. Define the work, acceptance criteria, dependencies, release approach and handoff before delivery starts.
Fractional advisory and product guidance
For teams that need recurring senior judgment on a defined initiative. Agree the priorities, cadence and capacity in advance rather than relying on unlimited availability.
How an engagement works.
- 01Understand the problem
- 02Agree the scope
- 03Deliver and validate
- 04Handover and improve
We start with the real business situation, not a predetermined tool. You get explicit assumptions, visible decisions and acceptance criteria that connect delivery back to the original need.
Beyond a single Salesforce screen.
Customer operations rarely stop at one platform. Work can include the processes, data flows and integration requirements that connect Salesforce to customer service, hospitality, loyalty, marketing and other business systems. Discovery determines where the real problem sits and what should change.
Meet the person leading the work.
Pablo Caborno brings enterprise CRM experience, customer-facing solution design and practical AI-product development. His focus is turning ambiguous business needs into clear decisions and workable solutions.
About PabloFrequently asked questions
Can we hire you without using Follow-Up Companion?
Yes. These are independent professional services. Follow-Up Companion is a separate product and is only considered when it fits the problem.
Can we start with a small piece of work?
Yes. A bounded assessment, testing engagement, targeted improvement or solution-design package can be a useful starting point.
Can you work with our existing Salesforce environment and delivery process?
Yes. We begin by understanding your current environment, ownership and constraints. Responsibilities, access and change controls are agreed before work starts.
Do you offer ongoing support?
Recurring advisory, administration or improvement work can be scoped with an agreed cadence and capacity. Response expectations and support boundaries are defined in the engagement.
What would you like to improve?
Tell me what is not working, what you want to change and what a good outcome would look like. You do not need a finished specification to start the conversation.
Consulting · Administration · Testing · Development · Systems architecture
Or write topablo@followupcompanion.com
