For Lee County companies whose Salesforce project slipped, launched incomplete or lost its partner, leaving teams with a system they do not trust or will not use.
In Fort Myers and Cape Coral, stalled Salesforce projects often trace back to growth outpacing design. A builder's lot and job model could not handle a new community type, a physician group's referral process changed as it added locations, or a contractor's field rollout never got the mobile experience right. We start with an assessment of the org, the original scope and users' experience, stabilize the pieces blocking daily work, and then keep, repair or rebuild each component under a phased plan tied to the business calendar.
Builder and contractor rescues often involve a data model that treats every job the same. When a company adds custom homes, remodels or commercial work, the original design breaks and staff create workarounds. We identify which parts of the model still fit, redesign the job and lot structure where needed, migrate existing records into the corrected structure, and relaunch with the sales and warranty teams before extending changes to crews in the field.
Care organizations sometimes launch referral or outreach tools that staff avoid because the process in Salesforce does not match how referrals really arrive, by fax, phone, portal or EHR message. In a rescue we map the real intake paths, simplify the referral record, and fix access so coordinators can see what they need without exposing more than necessary. Each clinic then gets its own restart date and an in-person training day.
Manufacturing is on Lee County's key industry list, and manufacturers here that attempted CPQ or ERP integration sometimes stall when product data or pricing will not reconcile. Quotes come out wrong, orders need re-keying and sales teams stop using the system. We fix the data foundation first, simplify pricing rules, stabilize the ERP connection and reintroduce advanced quoting features one release at a time, tested with the reps who rely on them.
If a failing system supports customer-facing teams, prioritize stability before peak months. Fix login, data and automation problems that block daily work first, and schedule bigger redesign work for quieter periods, so the rescue does not add disruption when your teams are busiest.
Gather the statement of work, design documents, change requests and test results, even if incomplete. Comparing them with what was delivered shows where the project drifted, clarifies what is still owed and helps separate genuine defects from features nobody ever agreed to build.
After the assessment, write down what the recovered system will do, what is deferred and how success will be measured. Circulate that note to the executives funding the recovery and the managers whose teams depend on it. A clear, modest commitment that is met rebuilds more confidence than an ambitious plan that slips again.
How our salesforce implementation rescue works →
Client names are anonymized, and these projects are not specific to Fort Myers.
Ride along or interview a few technicians to see where the app gets in their way. Common causes are too many required steps, poor offline behavior, slow screens or work orders missing the information they need. We simplify mobile flows, fix offline settings, reconfigure scheduling rules if dispatch is the problem, and retrain with technicians present. Once the phone app shortens a technician's day, crews tend to stop resisting it.
First we secure access: confirm who has system administrator rights, reset credentials held by the former partner and back up metadata and data. Then we review the org and whatever documentation exists, interview users and compare what was delivered with what was promised. Within the assessment period you get a recovery plan showing what to keep, fix and rebuild, and in what order.
In most cases, yes. Data entered by users is usually worth keeping even when the configuration around it needs work. If the data model changes, we migrate existing records into the new structure and validate them with the people who entered them. Only data that is clearly wrong or duplicated gets cleaned out, and we agree those rules with you before anything is removed.
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