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ROI driven Program
Management
Alignment across Customer,
Salesforce and Partners
Map business goals to
Salesforce ecosystem
Functional Roadmap
and Design
End User Buy In and
Adoption Acceleration
End User and Process
Governance
Customer Success | Advisory Services
Ongoing strategic guidance
that helps our customers execute on their vision
Business Transformation Architect
Focused on addressing your business transformation needs
Program Architect
Focused on delivering technical outcomes
Technology Simplification
and Rationalization
Clicks, Code,
Integration and SSO
Technical Design &
Roadmap
R&D Engagement
Automation Testing,
Performance and Scalability
Technical and Delivery
Governance
Unmatched Expertise Direct Access to R&D Resident in your team
Deep industry & vertical experience
Best-in-market Salesforce training
Proprietary methodology
Future-proof your architecture with experts who
anticipate the roadmap
Deep connectivity between Advisors
Embedded within your team
Full time for at least 6 months
50%
Decrease in
deployment time
5x
Performance gains in
reports & dashboards
52%
Increase in adoption
9.3
Average CSAT score
310
Program Architect
63 Certified Technical
Architect
70 Business &
Transformation Architect
500+
Engagements
Worldwide since 2013
the customer success platform
Business
Transformation
Design Thinking
Customer
Experience Design
Co-creation,
sprints and
experimentation
Accelerate
Program
implementation
Maximize benefit
realization and
innovation
Reduce upfront
costs
Reduce ongoing
support costs

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Advisory services at Salesforce

  • 1. ROI driven Program Management Alignment across Customer, Salesforce and Partners Map business goals to Salesforce ecosystem Functional Roadmap and Design End User Buy In and Adoption Acceleration End User and Process Governance Customer Success | Advisory Services Ongoing strategic guidance that helps our customers execute on their vision Business Transformation Architect Focused on addressing your business transformation needs Program Architect Focused on delivering technical outcomes Technology Simplification and Rationalization Clicks, Code, Integration and SSO Technical Design & Roadmap R&D Engagement Automation Testing, Performance and Scalability Technical and Delivery Governance Unmatched Expertise Direct Access to R&D Resident in your team Deep industry & vertical experience Best-in-market Salesforce training Proprietary methodology Future-proof your architecture with experts who anticipate the roadmap Deep connectivity between Advisors Embedded within your team Full time for at least 6 months 50% Decrease in deployment time 5x Performance gains in reports & dashboards 52% Increase in adoption 9.3 Average CSAT score 310 Program Architect 63 Certified Technical Architect 70 Business & Transformation Architect 500+ Engagements Worldwide since 2013 the customer success platform Business Transformation Design Thinking Customer Experience Design Co-creation, sprints and experimentation Accelerate Program implementation Maximize benefit realization and innovation Reduce upfront costs Reduce ongoing support costs