Advisory Services
Advisory Services provide a strategic roadmap for businesses looking to maximize their Salesforce investment. It goes beyond basic implementation and delves into the core of an organization's business strategy, helping it leverage the Salesforce platform to achieve its goals.
CRM Strategy & Roadmap
Salesforce CRM Strategy and Roadmap Advisory Services provide expert guidance and support to help organizations develop and implement a successful CRM strategy aligned with its business goals. These services go beyond simply choosing the right Salesforce products and configurations, focusing on the overall effectiveness and long-term impact of an organization's CRM initiatives.
Strategy Development
- Technology Selection & Configuration
- Change Management & User Adoption
- Roadmap Development & Implementation
- Ongoing Optimization & Support
Architecture & Performance Review/Evaluations
Salesforce Architecture & Performance Review/Evaluation Advisory Services provide a comprehensive assessment of the organization's Salesforce environment to identify areas for improvement and optimize performance.
- Identify Potential Issues
- Evaluate Current Performance
- Develop Recommendations & Solutions
- Implementation & Monitoring
- Reporting & Recommendations
Project Advisory
Salesforce Project Advisory Services offer a comprehensive approach to ensure the organization's Salesforce implementation is successful and delivers measurable results. Beyond the basic setup of the software, We provide expert guidance throughout the entire project lifecycle, from planning and design to deployment and ongoing optimization.
- Planning & Design
- Implementation & Integration
- Change Management & Training
- Deployment & Go-Live
- Optimization & Continuous Improvement
Salesforce Cloud Advisory
Salesforce Platform Advisory Services provide expert guidance and support to help you maximize the value of an Organization's Salesforce investment. These services go beyond technical implementation and delve into the strategic aspects of the Salesforce platform, ensuring it aligns with the organization's business goals and drives desired outcomes.
- Strategy & Roadmap Development
- Architecture & Design Optimization
- Custom Development & Extensions
- Process Automation & Optimization
- Data Governance & Management
- User Adoption & Change Management
System Health Check
Salesforce Org Health Check is a crucial aspect of ensuring Salesforce instance is operating optimally and delivering value. It goes beyond technical assessments to analyze the organization's overall Salesforce environment, identify potential issues and vulnerabilities, and recommend improvements for enhanced performance, security, and user experience.
- Security
- Performance
- Data Quality
- Configuration & Customization
- Profile level Permissions
- Users and Licenses usage
- Role Hierarchy & Sharing Rules