CRM Consulting & Implementation — Salesforce Specialization
CRM Consulting & Implementation — Salesforce Specialization
We provide business operations consulting by designing, implementing, and optimizing Salesforce (Sales Cloud, Service Cloud, Experience Cloud, CPQ, MuleSoft/platform integrations). This ensures that sales, service, and operations teams work from one source of truth, enabling faster deal closures, while also incorporating Six Sigma optimization principles within our strategic consulting services.
CRM Consulting & Implementation — Salesforce Specialization
Small and mid-market B2B companies scaling their sales operations often gain significant advantages from business operations consulting. These organizations are transitioning from spreadsheets or outdated CRMs to Salesforce, seeking the enhanced functionality provided by strategic consulting services. Teams looking to integrate Salesforce with ERP, accounting, marketing, or middleware can also apply Six Sigma optimization to ensure operational efficiency. Moreover, organizations aiming for measurable pipeline and forecast improvements will greatly benefit from maintaining a well-governed Salesforce org.
Outcomes you’ll receive
Small and mid-market B2B companies scaling their sales operations often gain significant advantages from business operations consulting. These organizations are transitioning from spreadsheets or outdated CRMs to Salesforce, seeking the enhanced functionality provided by strategic consulting services. Teams looking to integrate Salesforce with ERP, accounting, marketing, or middleware can also apply Six Sigma optimization to ensure operational efficiency. Moreover, organizations aiming for measurable pipeline and forecast improvements will greatly benefit from maintaining a well-governed Salesforce org.
Core services
SERVICE
Salesforce Discovery & Strategy for enhanced business operations consulting focuses on effective solutions to optimize your processes. Our Salesforce Implementation & Configuration aims to streamline operations using Six Sigma optimization techniques, ensuring maximum efficiency. Data Migration & Hygiene are crucial for accurate and efficient data management, supporting your business operations consulting needs. Integrations & Middleware enhance connectivity within our strategic consulting services, allowing for seamless communication across platforms. Training & Adoption are essential to ensure user proficiency and maximize the benefits of Salesforce. Ongoing Salesforce Support & Admin are provided to maintain optimal system performance, reinforcing our commitment to your business operations consulting success.
DELIVERABLES
Stakeholder interviews, org audit, data model review, roadmap, instance consolidation plan
Sales Cloud/Service Cloud setup, custom objects, page layouts, record types, Flows, CPQ configuration
Mapping, deduplication, ETL scripts (Data Loader/ETL), validation in sandbox
ERP/Accounting, Marketing Automation, Support platforms via MuleSoft/Workato/Custom APIs
Role-based Salesforce training, adoption playbooks, admin handoff, Trailhead learning paths
Managed admin, release management, sandbox releases, quarterly optimization sprints
Our Salesforce process
Small and mid-market B2B companies scaling their sales operations often gain significant advantages from business operations consulting. These organizations are transitioning from spreadsheets or outdated CRMs to Salesforce, seeking the enhanced functionality provided by strategic consulting services. Teams looking to integrate Salesforce with ERP, accounting, marketing, or middleware can also apply Six Sigma optimization to ensure operational efficiency. Moreover, organizations aiming for measurable pipeline and forecast improvements will greatly benefit from maintaining a well-governed Salesforce org.
CRM Consulting & Implementation — Salesforce Specialization
PACKAGE
PACKAGE
PACKAGE
Our Salesforce QuickStart program is tailored to enhance your business operations consulting, ensuring a smooth transition into your systems. We utilize Six Sigma optimization techniques to implement Salesforce solutions that streamline processes and improve efficiency. Furthermore, our Managed Salesforce Admin services are integral to our strategic consulting services, allowing you to focus on what truly matters.
TIMELINE
PACKAGE
PACKAGE
Our business operations consulting services start with an initial assessment phase lasting 30–60 days, followed by 8–16 weeks of implementation focused on Six Sigma optimization. After completing this stage, we offer ongoing monthly support to enhance your strategic consulting services.
Salesforce-specific success metrics
Small and mid-market B2B companies scaling their sales operations often gain significant advantages from business operations consulting. These organizations are transitioning from spreadsheets or outdated CRMs to Salesforce, seeking the enhanced functionality provided by strategic consulting services. Teams looking to integrate Salesforce with ERP, accounting, marketing, or middleware can also apply Six Sigma optimization to ensure operational efficiency. Moreover, organizations aiming for measurable pipeline and forecast improvements will greatly benefit from maintaining a well-governed Salesforce org.
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