Salesforce Consulting Services

Michelle Thomas

Contact for pricing

About this service

Summary

As a certified Salesforce consultant with a passion for the platform, I'm here to help you get the most out of your Salesforce investment. With years of hands-on experience, I offer tailored consulting services that can take your Salesforce game to the next level. Whether you're just starting out or looking to optimize your existing setup, I've got you covered.

From initial configurations and customizations to advanced analytics and user training, I know Salesforce inside and out. My approach is all about understanding your unique business needs and challenges, so we can work together to create a Salesforce environment that truly works for you. By streamlining your processes and boosting productivity, we can unlock the full potential of your Salesforce platform.

So, if you're ready to transform your Salesforce operations and achieve new levels of efficiency and effectiveness, let's talk! I'm excited to collaborate with you and help take your Salesforce capabilities to new heights.

Process

Understanding Your Business:

Roadmap For Success:

Project Kick-Off

What's included

System Health Check
A comprehensive assessment of your current Salesforce environment to identify inefficiencies, underutilized features, and potential areas for enhancement. This review aims to establish a baseline understanding of your CRM usage and discover opportunities for growth and optimization.
Customized Action Plan
Following the diagnostic review, you will receive a personalized action plan. This document will outline specific steps to address identified issues, enhance system functionality, and achieve strategic alignment with your business goals. The plan includes timelines, expected outcomes, and resource allocations for clarity and structured implementation.
Salesforce Training Modules
Tailored training sessions designed to boost your team's proficiency in Salesforce. Depending on your needs, these could range from beginner to advanced levels, focusing on areas such as sales process automation, customer relationship management, or analytics. Training materials will be provided in both video and text formats to cater to different learning preferences.
Integration and Automation Roadmap
A detailed guide to integrating Salesforce with other critical business applications and automating key processes. This roadmap will include technical specifications, best practices for integration, and step-by-step instructions for setting up automated workflows that save time and reduce errors.

Example projects