What We Do

Services Built for Real Results.

We partner with businesses to solve complex technology challenges — from CRM to cloud, security to strategy. All engagements available on a C2C and 1099 Salesforce consulting basis.

Salesforce Development

CRM that works as hard as you do.

We design, build, and optimize Salesforce solutions tailored to your business processes. From custom objects and flows to full platform integrations, we make Salesforce work for you — not the other way around.

What's Included

  • Custom CRM configuration & development
  • Sales Cloud, Service Cloud & Marketing Cloud
  • API integrations & third-party connectors
  • Workflow automation & process builder
  • Data migration & cleanup
  • Ongoing support & administration

SaaS Strategy

From idea to scalable product.

Whether you're launching a new SaaS product or scaling an existing one, we bring the strategic clarity and technical depth to get you there. We help you define your roadmap, architect for scale, and go to market with confidence.

What's Included

  • Product roadmap & feature prioritization
  • Go-to-market strategy & positioning
  • Cloud architecture & infrastructure planning
  • Pricing model & monetization strategy
  • Competitive analysis & market research
  • Investor-ready technical documentation

IT Security

Protect what matters most.

Cyber threats don't wait — and neither should your security posture. We assess your vulnerabilities, build compliance frameworks, and design security architectures that protect your data, your customers, and your reputation.

What's Included

  • Risk assessments & vulnerability analysis
  • SOC 2, HIPAA & compliance frameworks
  • Security architecture & design
  • Incident response planning
  • Employee security awareness training

Digital Transformation

Modernize. Automate. Accelerate.

Legacy systems slow you down. We help you move from outdated infrastructure to cloud-native, data-driven operations — without disrupting your business. End-to-end modernization, delivered with a clear plan and measurable outcomes.

What's Included

  • Legacy system assessment & migration
  • Cloud-native architecture & DevOps
  • Process automation & AI integration
  • Data strategy & analytics platforms
  • Change management & team enablement
  • KPI definition & transformation roadmaps

Ready to get started?

Let's talk about your goals and build something great together.

Curious about rates? See how we price engagements.

FAQ

Common Questions

How much does a Salesforce consultant cost?

Salesforce consulting rates vary based on scope and complexity. At Coqui Consulting, all engagements are billed hourly on a C2C or 1099 basis — no inflated retainers or fixed packages. You get a clear rate and estimated hours upfront after a free 30-minute discovery call.

What does a digital transformation consultant do?

A digital transformation consultant helps businesses modernize their technology, processes, and operations. At Coqui Consulting, that means migrating legacy systems to the cloud, automating manual workflows, integrating AI tools, and building data-driven infrastructure — all with a clear roadmap and measurable outcomes.

Do you offer SOC 2 compliance consulting?

Yes. We provide end-to-end SOC 2 readiness and compliance consulting — from gap analysis and control implementation to auditor coordination. We've helped FinTech and SaaS companies achieve SOC 2 Type II certification, unlocking enterprise sales conversations that were previously blocked.

What is a go-to-market strategy for SaaS?

A SaaS go-to-market strategy defines how you bring your product to market — including your ideal customer profile (ICP), pricing model, positioning, and growth channels. Coqui Consulting has helped seed-stage and growth-stage SaaS companies build GTM playbooks that close funding rounds and accelerate revenue.

Coqui Consulting

Freelance Salesforce consulting, SaaS strategy, SOC 2 compliance, and digital transformation. C2C & 1099 engagements.

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