Why you should listen

Ferny reveals how Sherpaneer uses AI across operations, from capacity planning models to proposal development, giving you a practical blueprint for integrating AI into your own consulting workflows.
Learn how Ferny and her partner built a fully self-sourced pipeline through reciprocal partnerships with adjacent vendors like Gong, Clari, and FinancialForce, without relying on Salesforce for leads.
Get Ferny's approach to managing AI tools across a team, including shared projects in Claude, an internal AI use policy, and a quarterly review cycle to keep everything current.

You know you should be using AI in your consulting practice, but where do you actually start without compromising client data or wasting time on tools that don't stick? In this episode, I talk with Ferny Bengali from Sherpaneer, a boutique Salesforce consultancy that works with enterprise clients across high-tech, financial services, manufacturing, and healthcare. Ferny walks me through exactly how her team of 12 uses AI day to day, from feeding anonymized staffing data into models for capacity planning, to using voice notes and LLMs to prep for pitches. We also get into how she structures client knowledge across projects, her approach to AI-optimized content for SEO, and why she hired a part-time BD person instead of going full-time. If you've been experimenting with AI but haven't operationalized it across your practice yet, this conversation will show you what that looks like in action.

About Ferny Bengali

Farnaz (Ferny) Bengali is Co-President of Sherpaneer, a women-owned, diverse Salesforce consulting partner that helps mid-to-large organizations implement the right way, the first time. With 20+ years of industry experience—including leadership roles at MicroStrategy, Accenture, and The Carlyle Group—Ferny chose the boutique path over big consulting, building a practice that delivers senior-level expertise without the agency bloat. She's also a board member of WISE (Women in Salesforce Entrepreneurship), co-invests in hospitality through Dogwood Hospitality, and is passionate about using AI as an operating layer to scale consulting without scaling headcount.

Resources and Links