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SERVICES

Empowering Your Salesforce Journey:

Dive into the world of Salesforce with a partner who understands its vast landscape and your unique business needs.

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From initial planning, implementation to optimising your system, I offer comprehensive services tailored to ensure your Salesforce experience is intuitive, efficient, and fully aligned with your business objectives.

 

With a focus on collaboration, technical acumen, and strategic oversight, I'm here to navigate the complexities, advocate for your interests, and ensure your project's success. Let's make your Salesforce implementation a seamless journey that drives your business forward.

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Please reach out for a free initial consultation.

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Quick-Start Salesforce Consultation

Duration: 1 - 2 weeks  |  full time

Perfect for businesses needing immediate insights and quick wins. This package includes an initial system assessment, quick optimization tips, and a roadmap for future improvements. Ideal for getting started with Salesforce enhancements without a long-term commitment.

Ideal for: 

  • System Assessment: High-level analysis of your IT setup to identify needs.

  • Immediate Insights: Quick, actionable insights to boost performance.

  • Due Diligence: Comprehensive health checks for M&A due diligence.

  • Training: Product owner training for effective system development.

Holistic Salesforce Guidance

Duration: 3 - 6 months  |  2 - 4 days per week

A full-scale implementation package designed to set up your Salesforce system for success. This includes product selection, license negotiation, project setup, solution design, implementation support, and roll-out planning. Perfect for businesses looking to establish a robust and customized Salesforce environment. I provide detailed Salesforce solution designs, guide you through all phases of implementation, and offer IT strategy and architecture guidance. Additionally, I ensure AI readiness and support AI solution implementation, conduct in-depth Salesforce optimizations, manage change programs, and deliver comprehensive end-user and train-the-trainer programs.

Ideal for: 

  • CRM Solution Design: Detailed Salesforce solution designs.

  • Salesforce Implementation Support: Guidance through all phases of implementation.

  • IT Strategy: IT strategy and architecture guidance.

  • AI Readiness and Implementation Support: AI readiness and solution design.

  • Salesforce Optimisations: In-depth Salesforce optimisations.

  • Change Management: Comprehensive change management programs.

  • Training Programs: End-user and train-the-trainer programs

Ongoing Salesforce Support

Duration: +6 months  |  1 - 2 days per week or per month

For businesses seeking continuous improvement and long-term success, this package offers a comprehensive range of services designed to keep your Salesforce system and team up-to-date and operating at peak efficiency. Ideal for maximizing your Salesforce investment, staying current with Salesforce and AI innovations, and supporting young or inexperienced teams to gain confidence and expertise.

Ideal for: 

  • Ongoing Expert Support: Receive continuous optimizations and expert advice to keep your system efficient and effective.

  • Risk Mitigation: Benefit from knowledge sharing that helps mitigate risks and ensures your team is well-prepared for any challenges.

  • Consistent Mentorship: Project teams and product owners will receive regular mentorship, helping them become skilled, confident, and secure in their roles.

  • Regular Check-Ins: Assess road map development and make necessary adjustments with regular check-ins, ensuring your Salesforce strategy remains on track.

  • Continuous Guidance on Innovations: Stay up-to-date with Salesforce innovations, AI solutions, IT strategy, and IT architecture, ensuring you always make the most of your investment.

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