Salesforce Project Delivery. Reimagined
BoldBeam leads full-scale Salesforce implementations with unmatched precision, speed, and stakeholder trust.
We partner directly with executive teams to lead complex CRM transformations—from scope to go-live—with accountability at every milestone.
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About BoldBeam
Your Success Is Not Optional. Ours Isn’t Either.
I’m Joe Robinson, founder of BoldBeam and a Salesforce-certified project leader who’s run CRM programs for Fortune 500s, government agencies, and SaaS startups.
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I built BoldBeam for one reason:
Too many projects were failing for reasons that had nothing to do with technology.
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Unlike traditional consultancies, BoldBeam isn’t here to sell more hours—we’re here to deliver outcomes.
We partner directly with business and technology leaders to ensure:
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Projects launch on time, in budget, and in scope
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Vendors are aligned, managed, and performance-tracked
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Your team is informed, empowered, and never blindside
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BoldBeam isn’t a firm. It’s a force multiplier.
If you're leading a Salesforce project and can’t afford failure — we need to connect.
How it Works
“Delivery Without the Drama”
What We Do:
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BoldBeam provides executive-level project leadership for Salesforce implementations.
From greenfield deployments to program recoveries, we operate as your fractional delivery lead—owning alignment, execution, and vendor accountability.
We deliver when it matters most:
✅ New platform rollouts (Sales, Service, Marketing Cloud)
✅ Migrations from legacy CRMs
✅ Mid-flight project rescue and stabilization
You don’t need another consultant. You need a delivery leader you can trust.
Our Services
1
Full Salesforce Implementation Leadership
From business case to successful go-live.
We serve as your executive program lead—partnering with internal teams, vendors, and Salesforce to ensure clarity, velocity, and alignment from day one.
Includes:
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Scope definition & success metrics
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Vendor selection and management
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Sprint governance, QA & change control
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Executive reporting + stakeholder alignment
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Risk radar and mitigation playbook
Ideal for: Mid-market to enterprise Salesforce rollouts
Pricing: Custom engagement based on scope and timeline
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PM as a Service
High-impact, low-friction Salesforce project oversight
For organizations that need seasoned delivery leadership without the cost or overhead of a full-time PM.
Includes:
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1–2 days/week embedded leadership
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Project planning, sprint execution, escalation management
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Transparent, actionable dashboards
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Direct coordination with implementation partners
Ideal for: SMBs, marketing & IT leaders managing 3rd-party builds
3
Rescue Engagement
When things go sideways, we realign and relaunch.
We diagnose failing programs, reset delivery cadence, and rebuild stakeholder trust.
Includes:
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Comprehensive project audit
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Scope revalidation & resource alignment
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New milestone roadmap with accountable check-ins
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Internal comms reset and re-launch planning
Ideal for: Any project in “yellow or red” status
Glenn Feder
Senior Director
Expositions
“Joe led our enterprise Salesforce rollout with precision and authority. We stayed in scope, on schedule, and fully aligned across three departments.”
Wade James
VP - Operations
Treasury Dept., CI
Joe's vendor management is the best I’ve seen. He asked the questions we didn’t even know to ask. He led the team extremely efficently through a series of difficult integration solutions
Paul Douglas
Vice President
LifeRay
Joe didn’t just ‘manage’ the project — he owned it. From day one, he brought clarity to the chaos, asked the hard questions no one else was willing to, and aligned every vendor and stakeholder around real outcomes.