Salesforce Strategy and Advisory

An investment in Salesforce is an investment in a new way of doing sales, servicing customers, and tying marketing efforts to an actual ROI. Salesforce is an expansive platform with plenty of opportunity and thousands of apps and integrations available to better streamline, automate, and simplify existing business processes.

As technologies like cloud, mobile, and social advance, NeelBlue provide the following Salesforce Strategy services to guide our customers to the top:

  • Salesforce platform visioning
  • Salesforce product roadmap development
  • Executive steering team governance and change management
  • Organization realignment
  • Reinforce 3 key principles of CRM success: People, Process and then Technology
  • Identify key characteristics of your business processes
  • Define and develop a visual overview of your own process
  • Clarify what happens at each step—what inputs are needed, who does what, and how to measure the results
  • Map your business processes to Salesforce CRM