Salesforce Sales Cloud

Our Salesforce assessment methodology provides an in-depth analysis of your Salesforce org, the business processes it is supporting, and CRM data.

The components include configuration, feature usage, license roadmap, architecture, security, and governance.

The resulting Assessment Report details opportunities for Salesforce improvements, including quick wins for the near term and longer-term solutions to further optimize Sales Cloud for the future based on your goals.

As every company is different, so is every implementation. We have developed a methodology flexible enough to deliver various types of Salesforce implementations; from simple initial implementations to complex, multi-cloud solutions.

Our expertise includes integrations of Salesforce Sales Cloud with your technology stack to maximize the potential and drive optimal results from your implementation. As your partner, we deliver scalable, strategic solutions that utilize Sales Cloud while also leveraging your existing technologies and investments.

Sales Cloud enablement and advancement can take many forms and is designed to increase the value of your Sales Cloud implementation.

This often consists of projects to provide solutions to existing pain points, implement new features, align Sales Cloud with your business processes, or integrate with other enterprise systems to deliver better customer experiences and expand the use and value of Salesforce.

Enablement and advancement will mature your use of Sales Cloud and we can help you evaluate which projects and features make the most sense for your business, given your existing Salesforce implementation, goals, budget and timing.

Just as your business is evolving to meet your customer’s needs, Salesforce is also constantly advancing to meet its customers’ needs and innovating.

This can result in the need to revise your Salesforce instance to meet your business needs and utilize new Salesforce functionality.

That’s why regularly assessing the health of your Salesforce instance is critical.

Avoid the pain and frustration of a failed Sales Cloud implementation.

Implementations can span long periods of time, and employees can leave, but if the team’s structure and roles are defined, these changes will be a lot less impactful.

Read our guide for Salesforce success and ensure you get the most out of it and have the right resources in place.