RootLogic Consulting

Independent Salesforce Consulting

Deep Roots.
Smarter Logic.
Stronger Results.

AI readiness assessment, data foundation remediation, and AI implementation support for manufacturing, logistics, and automotive companies.

Book a Free Assessment ↗ See RootLogic PMO Hub
RootLogic is an independent consulting and software company. Product references are used only to describe compatibility, integrations, and implementation services.
10+
Years in CRM ecosystem
13+
Active platform certifications
6
AI specialist agents built
What we do

Consulting services


Every engagement follows a structured Phase Zero first — we assess before we build, so AI agents have clean data to work with.

01 — ASSESSMENT
📊
AI Readiness Assessment
A structured 16-criterion scorecard across Tech Architecture, Data Quality, Process Maturity, and Integration Readiness. Deliverable: scored rubric, risk register, and remediation roadmap.
$7,000 – $11,000
02 — FOUNDATION
🏗️
Data Foundation Remediation
Deduplication, field population, permission set architecture, Flow migration, and DevOps setup. The prerequisite work that makes AI deployment reliable instead of risky.
$29,000 – $74,000
03 — IMPLEMENTATION
🤖
AI Implementation
AI agent design, topic and action build, Connected App configuration, Named Credentials, UAT governance, and go-live coordination. Powered by RootLogic PMO Hub.
$44,000 – $94,000
04 — IAM
🔐
Identity & Access Management
IAM audits across Okta, Microsoft Entra ID, Salesforce, and Active Directory. Access certification campaigns, SSO federation, and post-M&A identity consolidation.
$29,000 – $114,000
05 — RETAINER
🔄
Managed Services Retainer
Post-engagement monthly support: data hygiene monitoring, admin support, AI tuning, and quarterly re-scoring. Keep your Salesforce org AI-ready permanently.
$2,500 – $7,500 /month
06 — PRODUCT
💡
RootLogic PMO Hub
Every consulting client gets access to RootLogic PMO Hub — our AI-powered project management platform with Doris, the AI agent that tracks your project health inside connected CRM workflows.
rootlogic.app →
Our process

Four phases. Zero surprises.

We run every engagement through the same structured sequence so you know exactly what happens, when, and why.

01
Assess
16-criterion readiness scorecard across technology, data, process, and integration dimensions. Score 70+ means AI-ready. Below that, we know exactly what to fix.
4–6 weeks · $7k–$11k
02
Remediate
Close the gaps the assessment found. Deduplication, permission sets, Flow migration, DevOps setup. Only the workstreams your org needs — scoped from the scorecard.
6–18 weeks · $28k–$74k
03
Implement
AI agent design, topic/action build, Connected App configuration, UAT, and go-live. Powered by RootLogic PMO Hub throughout so you can see project health in real time.
8–16 weeks · $44k–$94k
04
Sustain
Monthly retainer keeps your org AI-ready. Quarterly re-scoring, data hygiene monitoring, agent tuning, and admin support. You grow, we keep up.
Monthly · $2.5k–$7.5k
Who we serve

Built for industrial enterprise delivery teams

Our founder has worked in the Salesforce ecosystem since 2015 across manufacturing, logistics, automotive, and financial services — the sectors where data complexity is highest and AI agents need clean data most.

🏭
Manufacturing
Complex data models, M&A history, OT/IT convergence. We understand plant floor realities that most Salesforce-focused consulting providers don't.
🚛
Logistics
High-volume transactional data, carrier integrations, seasonal workforce. AI can transform dispatch and customer service operations.
🚗
Automotive
Tier 1 supplier complexity, OEM data contracts, strict IP requirements. We've navigated post-acquisition identity and data consolidation at scale.
💼
Financial Services
SOX compliance, strict SoD requirements, regulated data handling. Our IAM practice covers the access control requirements financial clients need.
Powered by RootLogic PMO Hub

Meet Doris — your AI project intelligence agent

Every RootLogic consulting engagement runs through Doris — our AI agent built on Claude (Anthropic). Doris tracks your project health in real time, surfaces risks before they become client calls, and generates status reports from live Salesforce data.


Live RAG status tracking — Green, Amber, or Red with automatic risk escalation

6 registered MCP tools callable by any AI agent on your Account page

Admin, Architect, BA, Developer, IAM, and Research specialist agents coordinated by Doris

Full audit trail on every action — governance-ready for independent software provider review

Available in Salesforce, Microsoft Teams, and Slack from one backend

Explore RootLogic PMO Hub →



Doris — Project Intelligence
You
What's the health of the Acme Corp AI project?
Doris
The Acme Corp project is currently AMBER. Two open risks are unmitigated: the permission set migration is 3 days behind schedule and the sandbox refresh is pending approval. Milestone 4 is 68% complete. I've flagged both risks to the project lead and drafted a status report for your review.
⚠ AMBER status 2 risks logged Report drafted
Salesforce-focused consulting providership

Salesforce Consulting Partner

RootLogic Consulting is a registered independent Salesforce consulting provider specialising in AI, Sales Cloud, and Service Cloud for manufacturing, logistics, and automotive companies.

☁ Independent Salesforce Consulting
🤖 AI Ready
📍 Michigan — National Remote
Salesforce Administrator
Charles Broughton
Salesforce Program/Project Manager
Charles Broughton
CAPM
Charles Broughton
PMP (in progress)
Carnegie Mellon · 2026
Salesforce Experienced Platform Data Architect
Partner
Work with us on your AI project →
Get started

Book your free AI readiness call

30 minutes. No pitch deck. We look at your Salesforce org together and tell you honestly where you stand for AI deployment.

Free 30-minute call
Readiness assessment preview
No obligation
Schedule on Calendly →

Or email us directly: hello@rootlogicconsulting.com

Growth Roadmap

Current operations with a clear future-state roadmap

RootLogic Consulting is an independent consulting company. Our roadmap is presented as planned growth and strategic direction, not as a statement of current Salesforce partnership, endorsement, or AppExchange approval.

Current State

Independent CRM, AI, and operational consulting

We support clients with project management, business analysis, process improvement, CRM readiness, workflow automation planning, UAT/QA coordination, and Salesforce ecosystem advisory services.

2–4 Months

Certification goals

Planned certification focus includes Salesforce Data Cloud Consultant and Agentforce Specialist. As RootLogic grows, we plan to scale certifications team-wide to strengthen delivery capability and governance maturity.

2–6 Months

Scale with growth

Target growth plan: 10–30 full-time employees supporting consulting delivery, managed services, QA/UAT, project operations, and client success functions.

6–12 Months

Expanded delivery capacity

Future growth objective: 40–60 full-time employees, with team-wide enablement, expanded implementation support, stronger governance coverage, and a broader client service model.

Future platform vision: RootLogic may explore the development of an AppExchange application as a long-term business objective. Any such marketplace or ISV activity is aspirational and subject to future development, review, and approval processes.