Advisory Services



Unlocking Business Success with Our Comprehensive Service Offerings

Our expertise lies in tailoring Salesforce solutions to improve business efficiency and effectiveness, managing organizational change related to Salesforce adoption, and optimizing revenue management services. We provide ongoing strategic guidance and comprehensive management of Salesforce programs and projects, including assistance in the preparation and management of Requests for Proposal (RFPs) for potential Salesforce vendors.

We specialize in understanding your business goals and improving existing processes to create customized Salesforce solutions for better efficiency and effectiveness. We also help manage organizational change related to Salesforce adoption through training and communication strategies. Our services include evaluating the performance of current Salesforce setups, upgrading instances, and setting up analytics and reporting for data-driven decision-making.

Business Consulting

Our approach involves recommending and implementing best practices and strategies to enhance efficiency, client satisfaction, and profitability, ensuring long-term success and growth.

Our experts help organizations navigate through transitions smoothly by implementing effective change management strategies. We analyze current processes, identify areas for improvement, and develop customized plans to manage change efficiently.

  • Business Process Re-engineering
  • Change Management
  • Healthcheck, Upgrades, Analysis & Reporting

Center of Excellence

Our experienced consultants provide comprehensive project and program management services tailored to meet your organization’s needs. We offer expertise in planning, executing, and monitoring projects and programs to ensure successful outcomes. Our services cover various industries and project complexities, from small-scale initiatives to large-scale transformations.

We also offer assistance in preparing, publishing, and managing Requests for Proposal (RFPs) to seek bids from potential Salesforce vendors.

  • Program/Project Management
  • Request for Proposal Support

Solution Optimization

We focus on optimizing Field Service and Revenue Management Services to increase revenue, improve operational efficiency, and enhance customer satisfaction.

We work closely with professional services firms to streamline operations and maximize efficiency. Our consultants conduct comprehensive assessments, implement best practices, and provide ongoing support.

  • Professional Services Optimization
  • Revenue Management Optimization
  • Field Service Management Optimization

Salesforce Strategy & Roadmap

We are committed to providing ongoing strategic guidance, roadmap planning, and best practice recommendations to maximize the return on investment from Salesforce.

Overall Benefits

    We help you achieve a higher return on investment by ensuring sustained success and growth. This includes improving the percentage of on-time and on-budget service delivery, maximizing revenue and increasing sales, staying informed and compliant with relevant laws and regulations, mapping skills and capacity for effective resource management, and improving employee satisfaction, staff retention, and billable utilization.
    • Streamlined Processes
    • Improved Performance
    • Enhanced Customer Experience
    • Data-Driven Analytics
    • Empowered Teams
    • Strategic Alignment
    • Sustainable Change


People Management on Platform

Find out how we can help you take your organization to the next level!