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salesforce advisory services

Salesforce Advisory Services

Expert Strategic Guidance with Future Focus

We understand that making the most of Salesforce requires a well-thought-out strategy. What you need to solve today is different than tomorrow, but HOW you solve today must consider your roadmap for the future. Let us help you make informed technology decisions today and mitigate risk for tomorrow.

With our Salesforce Advisory Services, we provide business process and technical consulting to support your Salesforce strategic plan. We’ll work to optimize your team’s time, increase ROI, and assist you in accomplishing your short and long-term business goals. This can include Salesforce roadmap design, technical diagramming, operating and governance modeling, and architecture maps. Our strategic guidance is provided with years of experience and defined deliverables.

Discover how our advisory services can help you achieve your Salesforce goals.

SALESFORCE ROADMAP

Collaborate on development of a Salesforce roadmap that will be your organization’s guiding resource

OPERATING AND GOVERNANCE MODEL

Guidance on best practices for governing your Salesforce platform and organizing your delivery team to efficiently deliver on key initiatives

TECHNICAL AND ARCHITECTURE DIAGRAM

Deep dive into your organization and document systems, data models, and processes in order to deliver diagrams

what sets team ascend apart?

industry expertise

Industry Expertise

Our team’s experience begins in the industries we serve, with established knowledge of operational structure and terminology, and years of previous employment in key industries.

technical depth

technical depth

Our senior team is highly certified and technically adept in sales automation, service call centers, community portals, marketing automation, and business analytics.

business-first mindset

Business-First Mindset

We seek to understand your  business first and deliver the business outcomes you expect to achieve.

fast and flexible

Fast and Flexible

Our team moves with the same agility as the Salesforce platform, delivering on the promise of time to value while keeping the long-term goal in mind.

UNLOCK THE Benefits of Advisory services

 

CLEAR PATH FORWARD

With an in-depth understanding of your business, deliver transparent advice and a clear blueprint for success

Thorough Documentation

Develop documentation of the systems, data, or processes that are most impactful to your business

actionable recommendations

Collaborate on a plan that moves your business from your current state, toward your future state, with defined steps for your team to take

Delivery PROCESS

At Ascend we understand how important a strategic plan is to reach your goals. Our advisory services will allow you to use our extensive expertise to build a recommendation for the future. Each advisory engagement is structured specifically for your business needs.

 

Delivery Process Timeline

successful Salesforce projects completed

customer satisfaction

Salesforce certifications completed

schedule a free consultation

If you are looking for an experienced Salesforce team that understands your industry, technology, and successful execution, fill out the form to set up a free initial consultation.

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Salesforce Consulting Service

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