Your Salesforce should be a growth engine—not a reporting headache.
We help growing companies turn scattered processes and quarterly fire drills into streamlined revenue operations systems that actually work—shocking, right?
Sound familiar?
The Quarterly Scramble
Your CRM says one number. Finance says another. The board wants a third. You spend more time reconciling reports than actually forecasting.
The Shadow Systems
Critical business reporting lives in spreadsheets because no one trusts your Salesforce data. Renewal dates are wrong, stages are stale, and your team has given up trying to fix it.
The Integration Tangle
Everything's technically connected—but nothing's connected well. Data flows in mysterious ways, errors happen silently, and you're never quite sure what's source-of-truth.
The Growth Ceiling
Your team has built workarounds on top of workarounds. What started as "just for now" became permanent, and now simple changes feel impossibly complex. You're ready to scale—but your systems aren't.
These aren't Salesforce problems. They're revenue operations problems that Salesforce can solve—with the right architecture.
We fix the systems that are slowing you down.
Whether you need strategic guidance, hands-on building, or both—we bring deep technical expertise with a business-first approach.
Recurring Revenue Clarity
Stop guessing. Start knowing.
Real-time visibility into MRR, ARR, churn, and renewal pipelines. We build revenue tracking that finance trusts, sales actually uses, and leadership can act on—without the quarterly fire drill.
What this includes: Subscription data models, renewal automation, revenue reporting, churn analysis
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Quote-to-Cash That Works
Get quotes out the door in hours, not days.
Streamlined configure-price-quote processes your team will actually use. From complex pricing rules to approval workflows, we get deals closed faster—with fewer errors and no more bottlenecks.
What this includes: CPQ implementation, Revenue Cloud evaluation, custom pricing solutions, approval automation
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Systems That Talk to Each Other
One source of truth. Finally.
Sales knows what Support promised. Finance knows what Sales sold. We design and build integrations that actually work—connecting Salesforce to your ERP, marketing automation, billing systems, and everything in between.
What this includes: Integration architecture, API development, data sync, middleware evaluation
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Scale Without the Chaos
Enterprise-grade operations. Startup speed.
Processes that handle 10x growth without an 18-month implementation. We build solutions designed for where you're going, not just where you are—so your next phase of growth doesn't require starting over.
What this includes: Data architecture, process automation, territory management, scalability planning
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What working together looks like
We're not strategists who hand you a roadmap and wish you luck. We design solutions, build them, and make sure they actually work.
Every engagement starts with understanding your business—not jumping to Salesforce features. We figure out what success looks like, then architect and build a solution that gets you there. No bloated timelines, no army of junior consultants, no change orders for things that should have been caught upfront.
Monthly Retainer
Ongoing Partnership
For companies that want a dedicated Salesforce expert on call. Includes strategy, hands-on building, proactive optimization, and someone who actually knows your business when questions come up.
Typical investment: $3,000–$8,000/month depending on scope
Focused Engagements
Project-Based
For specific initiatives: implementing revenue reporting, untangling a broken integration, designing a scalable data model, preparing for due diligence. Defined scope, clear timeline, predictable investment.
Most projects range from $15,000–$50,000 over 2-4 months
What Happens After
We don't disappear after go-live. Most clients transition to an ongoing partnership where we're available for questions, optimizations, and new challenges as they arise.
Everything we build is documented and designed for your team to maintain. You won't be dependent on us for basic changes—but when you need expert help, whether it's three weeks or three years later, we're a Slack message away.
Just need a few hours?
Not every problem needs a full engagement. Sometimes you need an expert's eyes on a specific challenge—a tricky automation, an integration decision, a sanity check on your approach.
Architect Hours gives you on-demand access to senior Salesforce expertise. Book an hour, solve your problem, move on.
Learn About Architect Hours →No minimums. No long-term commitment. Most challenges resolved in 1-3 hours.
Why work with us instead of...
Big Consulting Firms
The enterprise SIs give you a team of junior consultants, endless SOWs, and an 18-month timeline. You pay for process and overhead—and you're rarely talking to the person who actually understands your business.
Freelancers
Freelance admins are affordable but unpredictable. You might get great work, or you might get ghosted mid-project. There's often no architecture expertise, no long-term investment in your success.
RootMode
With RootMode, you get senior-level expertise without the enterprise overhead. A partner who knows your business AND your technology. A team that can write Apex when needed but starts with your business problem. And people who are there for the initial build and the questions that come up 18 months later.
See how it works in practice
A few examples of companies who stopped fighting their systems.
From quarterly scrambles to real-time revenue visibility
Clear tracking across partner and direct channels, flexible quoting for complex bundles, and a system that scaled as the team rebuilt post-COVID.
"You have the ability to see the big picture and then figure out a way to do it, even if it's not something that's simple, right out of the box."
Read the full story → B2B NutraceuticalsUnifying order flow across multiple sales channels
Complete revenue visibility, reliable fulfillment with accurate status tracking, and a flexible architecture that adapted as their tech stack evolved.
"Pamela will make your life easier and make things make sense."
Read the full story → Food TechnologyTwo people, two weeks: Replacing an enterprise tool with AI-assisted development
Production trade program management delivered in ~2 weeks, replacing a disliked external tool at a fraction of enterprise licensing costs.
"AI-assisted development isn't about replacing developers—it's about what becomes possible when business expertise meets the right tools."
Read the full story → Telecommunications (Exit)The data quality that closes your exit
Successful acquisition with due diligence data requests answered by defensible, reconciled reports built on years of solid revenue architecture.
"Every shortcut becomes a liability when someone's writing a check for your company."
Read the full story →
Hi, I'm Pamela—founder and principal architect of RootMode Consulting.
I've spent 15 years in the Salesforce ecosystem—first in-house building revenue operations for growing companies, then as a consultant helping others do the same.
I started RootMode because I saw too many companies stuck between two bad options: enterprise consultants who charge a fortune and staff projects with junior resources, or freelancers who can configure fields but can't architect solutions that scale.
RootMode is the middle path. Senior expertise, hands-on delivery, business-first thinking. We go deep on the technical side when needed—but always start with your business problem, not the technology.
When you work with us, you work with people who know your business. Not a rotating cast of consultants learning on your dime.
Ready to stop fighting your Salesforce?
Let's figure out what's working, what's not, and whether we're the right fit.
Schedule a ConversationHere's how it works:
- 30-minute call — You'll talk directly with our team (not a sales department)
- We dig into your situation — What's working, what's painful, what you've tried
- Honest assessment — We'll tell you if we can help, and if not, point you somewhere better
No pitch deck. No pressure. Just a real conversation about your Salesforce challenges.