CRM Consulting Services
 

• Salesforce Strategy & Implementation
  Lead Salesforce application projects, including system design, data migration, and process automation to align technology with business strategy.
   

• Sales Process Optimization
  Redesigning and streamlining sales workflows, including opportunity management, forecasting, territory alignment, and approval automation.
   

• Marketing Cloud & Pardot Integration
  Implementing and managing Marketing Cloud and Pardot connectors, synchronizing data sets, developing customer journeys therein, and developing campaign reporting for full-funnel visibility.
   

• Data Integration & Migration
  Overseeing integrations with AWS, Oracle, Informatica, Jitterbit etc. merging Salesforce instances; and maintaining data integrity across systems.
   

• Analytics & Reporting Architecture
  Design CRM Analytics dashboards and executive reports for real-time insights across sales, marketing, and operations.
   

• Einstein AI Enablement
  Develop and deploy Einstein Lead and Opportunity Scoring to enhance sales targeting and conversion accuracy.
   

• Automation & Workflow Design
  Architect and implement system automations using flows, approval processes, and alerts to increase efficiency and reduce manual work.
   

• User Enablement & Training
  Develop Salesforce training programs, create resource libraries, and provide real-time user support for all users
   

• Data Governance & Security
  Establish data hygiene routines, backup strategies, MFA procedures, and best practices for security and compliance.
   

• Cross-Functional Collaboration
  Partner with sales, marketing, HR, and operations teams to align Salesforce automations with departmental goals and ensure unified business processes.
   

• Custom Development & UI Design
  Develop Lightning pages, macros, and role-based permissions; configure and integrate third-party apps (e.g., Smartsheet, Taskfeed, Zoom).
   

• Client Health & Engagement Management
  Build and integrate NPS, CSAT, and client health scoring systems into account management workflows with escalation alerts.
   

• Project Management Consulting
  Provide end-to-end project leadership, from planning to delivery, including vendor coordination, resource allocation, and stakeholder communication.
   

• Product Development Support
  Advise on platform expansion, e-learning integrations, and data-driven product improvements across multiple business units.