Salesforce Advisory
- Home
- /
- Services
- /
- Enterprise Applications
- /
- Salesforce
- /
- Salesforce CRM consulting Advisory
This helps business leaders understand the current state of your enterprise’s Salesforce CRM footprint and what you can do to get more from it to enable your enterprise achieve its business goals. The findings are then used as inputs to develop a robust value realization strategy and roadmap.
Services Offerings
Salesforce Assessment, Strategy and Roadmap
Before making recommendations or laying out a strategy for maximizing your Salesforce CRM investment, the Altumind Salesforce CRM consulting and advisory team does a through Healthcheck/Assessment off your implementation. Our team looks at everything from system usage and adoption to customizations in your existing Salesforce implementation to identify technical, security and business usage gaps. This objective assessment helps in identifying a clear way forward to plug the gaps, thereby enabling your enterprise to achieve quick wins and move faster towards realizing your medium-term goals.
Our Salesforce CRM Consulting team work closely with your enterprise leaders to co-create a strategy and roadmap that is bespoke to the context of your business.
Through a combination of workshops, interviews, surveys etc. our team engages with key stakeholders across your enterprise to understand and document priorities (including “must-haves”), constraints (technical, financial, cultural, policies etc.) and the competitive landscape in which you operate. The findings are presented to key stakeholders for validation and changes as needed are made.
Based on the above, our Salesforce CRM Consulting team recommends high level solution design, besides assisting in technology procurement and thereafter, in rapid development of prototypes. At every stage, our team provides the necessary level of hand holding to your in-house business/technical teams to ensure that the right decisions are made in time. We then help in creating a Salesforce/Cloud roadmap that is aligned to your short- and medium-term business strategy.
Salesforce Instance Consolidation
If M&A is part of your strategic arsenal, you may end up acquiring a company that has already implemented Salesforce. It is possible that there is a difference in the Salesforce usage maturity of the two entities. Combining the multiple instances of Salesforce CRM will be key to converting the potential for synergies into actual benefits, as also saving money by streamlining license/subscription costs.
Our CRM Consulting team can advise you on the best approach for consolidation based on objective assessment of the current states of both enterprises and our experience of consolidation engagements. Our approach takes into account Business, Technical, Cost and Risk considerations as also impact on other corporate initiatives that are underway (e.g., Cloud migration). Altumind instance consolidation services include Data Model, Record Types, Integration approach and code integration, and regression testing
