Foundation5 Technology Solutions
Salesforce Consulting and Technology Operations for Growing Companies
Define the outcome. Deliver it. Hands-on CRM, AI, and operations consulting for stuck projects — Process → Systems → People.
Trusted by recognized brands
Outcome-accountable
Consultations that capture business outcomes
Go-live is a milestone. The outcome is the finish line.
For 20+ years we have delivered hands-on Salesforce, process engineering, due diligence, Voice AI, and executive technology leadership — loyal to the result, not the vendor roadmap.
Our approach →- Name the business result before choosing tools
- Rescue stuck CRM, billing, and ops programs
- Process → Systems → People — in that order
STRATEGY · CAPACITY · ROADMAP · EXECUTION
Process → Systems → People
Process → Systems → People is how Foundation5 rescues stuck technology and delivers the outcome — in that order, on purpose.
Process
Define the work before you buy more software.
We diagnose before tool selection — map what actually happens, kill roadblocks, and protect prior tech investment that still serves the outcome.
Systems
Put the business on a platform that can grow.
Salesforce, CRM, billing, and ops stacks as a sound foundation — reporting, automation, and lead-to-cash scale in service of the named result — not a feature dump.
People
Make the org able to own the system.
Change management, training, and the right hire at the right step — capacity matches the current stage of the rescue so the outcome sticks.
When we get called
Stuck technology. Clear outcome.
Rescuing foundationally challenging technology and operational situations.
- Trigger 01
Failed or stalled Salesforce / CRM implementations
- Trigger 02
Post-acquisition stack collisions
- Trigger 03
Lead-to-cash / billing systems that cannot scale
- Trigger 04
Vendor or offshore builds that need a roadmap reset
- Trigger 05
Ops outgrowing spreadsheets and bolted-on tools
What We Offer
Eight practice areas
CRM, operations, AI, and executive leadership — pick the lever that matches your problem.
Salesforce & CRM Consulting
Make CRM serve the business result — revenue operations, adoption, and scale — not a feature checklist.
View service →Process Engineering & Operational Efficiency
Fix how work actually happens — so systems and automation amplify results instead of chaos.
View service →Digital Strategy & Transformation
12–24 month roadmaps tied to P&L priorities — sequenced for legacy, cloud, and growth.
View service →Technical Due Diligence
Technical clarity for investment decisions — risk, scalability, and a path to the outcome after close.
View service →Voice AI Consulting
Missed calls, after-hours gaps, inconsistent service — solved with Voice AI where it earns the outcome.
View service →AI Workflow Consulting
Turn meetings and ops noise into CRM hygiene, follow-up, and accountability — AI as the means, not the goal.
View service →Outsourced CIO & CTO Services
Senior technology judgment on demand — roadmap, rescue, and spend in service of the business result.
View service →ERP Integration Consulting
Unified order-to-cash and reporting — ERP connected to CRM and billing so the business can run as one.
View service →Our Work
Three client results
Rescue and scale stories — metrics first, technology second.
$6M/year tech savings
Martindale-Hubbell
Reduced technology spend by $6M per year through cloud migration, Salesforce billing, and consolidation of expensive legacy systems.
5x scale with same headcount
Subsplash
Scaled billing and processing fivefold during pandemic demand with Salesforce billing and Stripe — without proportional headcount.
$220M+ billings unified
Internet Brands
Unified seven website-building business units onto one Salesforce platform with organization-wide reporting on $220M+ in annual billings.
Testimonials
Clients share their stories
“It was a great decision to select Foundation5 for the various projects they did for us. They immediately understand the business need and developed very unique and creative solutions that got the jobs done quickly, efficiently and within budget.”
Insights
Latest from the blog
Practical perspectives on CRM, AI, and operational excellence.
Digital Transformation · 5 min read
When to Hire a Fractional CIO vs Full-Time
Cost, scope, and board expectations — when outsourced CIO/CTO coverage beats a premature full-time hire (and when it does not).
Digital Transformation · 5 min read
Outcome-Based Digital Roadmaps for 12–24 Months
Sequence legacy, cloud, and AI against P&L priorities — not vendor checklists — with explicit tradeoffs on speed, risk, and cost.
AI Workflows · 5 min read
RevOps Metrics for AI Follow-Up
Field completion, time-to-log, and forecast impact — how to prove meeting and workflow AI earned the outcome.
Technology consulting built for operators, not PowerPoints
Foundation5 Technology Solutions helps businesses turn messy operations into scalable systems. For more than twenty years, our consultants have sat alongside client teams in Los Angeles and across the United States — configuring Salesforce, integrating ERP and billing platforms, engineering processes that scale without proportional headcount, and deploying Voice AI and workflow automation connected to live CRM data.
We are not a staffing agency sending anonymous contractors. You work with senior practitioners who have delivered outcomes like six million dollars in annual technology savings for Martindale-Hubbell, fivefold processing scale for Subsplash during pandemic demand, and unified reporting across two hundred twenty million dollars in billings for Internet Brands.
When companies call Foundation5
Common triggers include post-acquisition system integration, CRM reimplementation after outgrowing an original config, private equity diligence on a target's application stack, billing and ERP drift that breaks forecast accuracy, missed calls and after-hours coverage gaps, and leadership teams that need fractional CIO judgment without a full-time hire.
- Salesforce org merges, migrations, and Revenue Cloud alignment
- NetSuite, Oracle ERP, and SAP integration with CRM
- Voice AI with Salesforce Agentforce and telephony platforms
- Meeting-to-CRM workflows and AI-generated follow-up tasks
- PE/VC technical due diligence and hundred-day integration
Talk about the outcome you need
Stuck project, failed go-live, or ops that cannot scale — schedule a session and we will define the result and the path to it.