Salesforce Professional Services Strategy, Delivery, Support, and AI

Four ways to work with TruSummit, each led by senior consultants: plan the right Salesforce roadmap, build it, keep it improving after go-live, and bring Claude AI into the work.

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Our Services

Start with one service or combine them. The same team and methodology carry you from the first roadmap to everyday support.

  • Strategic Consulting

    Vision, roadmap, and process design

    We co-create a vision for Salesforce, review your current processes and systems, and build a phased roadmap with clear benchmarks for value. If an earlier rollout stalled, we help you simplify and decide what comes next.

    Includes

    • Ideation & roadmap development
    • Business process optimization
    • Rescue & rejuvenation of existing orgs

    Explore Strategic Consulting

  • Salesforce Implementation

    Design, build, data, and adoption

    Discovery sessions tied to your goals, a dedicated TruSummit project manager, integration with the systems you already run, and hands-on training so your teams use what we build.

    Includes

    • Discovery & solution design
    • Data strategy & integration
    • Project management
    • Training & change management
    • Salesforce platform governance

    Explore Implementation

  • Managed Services

    Ongoing support that keeps Salesforce improving

    With TruSummit Elevate, senior consultants maintain, enhance, and protect your org. We ask questions and look for improvements instead of just closing tickets.

    Includes

    • Packages from ad hoc requests to a fully managed org
    • Adoption of new Salesforce releases and features
    • Knowledge transfer to your in-house team
    • A smooth handoff from implementation to support

    Explore Managed Services

  • Claude & AI Consulting

    AI strategy, governance, and Claude + Salesforce

    As a Claude partner, we help you decide where AI pays off, set the guardrails, and roll Claude out to your teams, including how it works with your Salesforce data.

    Includes

    • AI strategy & roadmaps
    • AI governance, security & compliance
    • Claude rollout and enablement for your teams
    • Claude + Salesforce

    Explore Claude & AI Consulting

One Proven Methodology Behind Every Service

Rather than telling you what to do, we work alongside your team, using a hybrid-agile approach that surfaces critical issues early.

  1. TruSummit Trail Mapping

    Mobilization & Discovery

    We gather requirements, learn your pain points, and ask the “why” questions that challenge the status quo.

  2. TruSummit Climb

    Build, Measure, Iterate

    We build, demonstrate, and refine each solution in live sessions, so your feedback shapes it as we go.

  3. The Summit

    Enable, Train & Scale

    Hands-on training and enablement leave you with the people, processes, and systems to keep succeeding.

See How We Work

See Our Services in Action

All client success stories

Meet the Experts

Senior consultants lead every project. Meet some of the people you’ll work with.

  • Micah Perry

    Micah Perry

    Senior Salesforce Consultant

    LinkedIn
  • Todd Smyth

    Todd Smyth

    Salesforce Consultant & Managed Services Team Leader

    LinkedIn
  • Danielle Nelson

    Danielle Nelson

    Principal Consultant

    LinkedIn

Meet our leadership team

Let’s make Salesforce an asset, not a burden.

“We were looking for somebody who would come to us with ideas and not be an order taker. TruSummit has been a great partner to us, from delivering messages to training to engaging with us regularly and proactively. We have a real sense of relationship with TruSummit."

– Sr. Director of Sales Operations

Schedule a 30-minute consult. No pressure. No junior reps. Just expert advice tailored to your operation.

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