Salesforce CRM Optimization

+ Agentforce Partner

Accelerate revenue growth with Clarity by leveraging highly effective CRM and AI to integrate data, automate workflows, and save valuable employee time

SERVICES

  • Intelligent Growth Roadmap

    We help you cut through the AI hype to define a clear, actionable growth strategy. Our rapid assessment identifies high-value opportunities with a prioritized roadmap, quantified benefits, and a sequenced plan for measurable acceleration.

  • Autonomous Agent Integration

    We design and deploy intelligent Agentforce solutions that extend your team’s capabilities. From sales to service, our autonomous agents boost productivity, agility, and measurable business impact.

  • Operational Excellence Redesign

    We start with a deep understanding of your business and optimize your lead-to-cash processes to remove friction and improve efficiency. Then we align Salesforce to these refined processes for sustainable performance gains.

Let’s Build Your Revenue Engine

At Clarity Consulting, we help growing businesses turn their systems into a single, high-performing engine. By connecting Salesforce, AI tools, and RevOps strategy, we deliver solutions that increase efficiency, boost revenue, and enable scalable growth.

Founded by experts in enterprise automation and consulting, we take a practical, no-fluff approach, solving complex business challenges with solutions grounded in data, guided by optimized processes, and tailored to your team. We go beyond technology to ensure adoption, alignment, and long-term value, empowering your business to work smarter, make faster decisions, and grow with confidence in a rapidly evolving digital landscape.

Schedule a Free Discovery Call

Meet the Team

At Clarity Consulting, we’re a team of builders, strategists, and problem-solvers with a shared mission: to help businesses unlock growth through better systems, smarter data, and practical AI adoption. With deep roots in Salesforce, RevOps, and enterprise automation, we bring real-world experience—and real results—to every engagement.


  • Founder

    With over a decade of experience building data automations for businesses ranging from startups to global enterprises, Ian brings a rare blend of technical depth and strategic insight. As a seasoned software developer, product manager, and business owner, he bridges the gap between business goals and scalable technology—helping teams unlock efficiency through smart systems and AI-driven solutions.


  • Founder

    Oliver founded and led Everpeak Partners, a Salesforce consulting firm he scaled into a multi-million dollar business before successfully exiting to a private equity firm in 2023. With deep, hands-on experience in the Salesforce ecosystem, he now helps businesses grow smarter and more sustainably—bringing proven expertise in sales, delivery, systems, and scaling operations.

Case Studies

  • Software & Technology

    We helped Nike Global Tech scale GitHub Copilot adoption—linking AI usage to real engineering outcomes. The same data-driven approach can transform your tech organization.

    Read Case Study

  • Professional Services

    Transforming pipeline visibility and forecasting accuracy for a fintech company with advanced dashboards and process automation

    Read Case Study

  • Manufacturing

    Optimizing revenue operations for a B2B manufacturer with multi-system CRM integrations and executive-level KPI tracking

    Read Case Study

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