CRM Consulting & Implementation — Salesforce Specialization
CRM Consulting & Implementation — Salesforce Specialization
We design, implement and optimize Salesforce (Sales Cloud, Service Cloud, Experience Cloud, CPQ, MuleSoft/platform integrations) so sales, service and operations teams work from one source of truth and close deals faster.
Who this is for
Small and mid-market B2B companies scaling their sales operations often benefit from business operations consulting. These companies are transitioning from spreadsheets or outdated CRMs to Salesforce, seeking the enhanced functionality that comes with strategic consulting services. Teams looking for Salesforce integrations with ERP, accounting, marketing, or middleware can also leverage Six Sigma optimization to ensure efficiency. Organizations aiming for measurable pipeline and forecast improvements will find value in maintaining a governed Salesforce org.
Outcomes you’ll receive
Small and mid-market B2B companies scaling their sales operations often benefit from business operations consulting. These companies are transitioning from spreadsheets or outdated CRMs to Salesforce, seeking the enhanced functionality that comes with strategic consulting services. Teams looking for Salesforce integrations with ERP, accounting, marketing, or middleware can also leverage Six Sigma optimization to ensure efficiency. Organizations aiming for measurable pipeline and forecast improvements will find value in maintaining a governed Salesforce org.
Core services
SERVICE
Salesforce Discovery & Strategy for enhanced business operations consulting
Salesforce Implementation & Configuration to streamline processes with Six Sigma optimization
Data Migration & Hygiene for accurate and efficient data management
Integrations & Middleware to enhance connectivity within strategic consulting services
Training & Adoption to ensure user proficiency and maximize Salesforce benefits
Ongoing Salesforce Support & Admin to maintain optimal system performance
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 benefit from business operations consulting. These companies are transitioning from spreadsheets or outdated CRMs to Salesforce, seeking the enhanced functionality that comes with strategic consulting services. Teams looking for Salesforce integrations with ERP, accounting, marketing, or middleware can also leverage Six Sigma optimization to ensure efficiency. Organizations aiming for measurable pipeline and forecast improvements will find value in maintaining a governed Salesforce org.
Business Process Improvement — Integrated with Salesforce
PACKAGE
PACKAGE
PACKAGE
Salesforce QuickStart for enhancing business operations consulting, ensuring a smooth transition into your systems. Our Salesforce Full Implementation utilizes Six Sigma optimization techniques to streamline processes and enhance efficiency. Additionally, we offer Managed Salesforce Admin services as part of our strategic consulting services, allowing you to focus on what matters most.
TIMELINE
PACKAGE
PACKAGE
30–60 days for initial assessments, followed by 8–16 weeks of implementation for our business operations consulting services, ensuring a focus on Six Sigma optimization. After that, we offer ongoing monthly support to maintain and enhance your strategic consulting services.
Salesforce-specific success metrics
Small and mid-market B2B companies scaling their sales operations often benefit from business operations consulting. These companies are transitioning from spreadsheets or outdated CRMs to Salesforce, seeking the enhanced functionality that comes with strategic consulting services. Teams looking for Salesforce integrations with ERP, accounting, marketing, or middleware can also leverage Six Sigma optimization to ensure efficiency. Organizations aiming for measurable pipeline and forecast improvements will find value in maintaining a governed Salesforce org.
Contact Us
Book a free 30-minute Salesforce diagnostic
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