Strategic Consulting Services
With TruSummit Solutions as your partner, our Salesforce CRM consulting services start on Day 1. First, we sit down with you and your team to learn the ins and outs of your business. By initiating open and honest conversations, we drill into identifying your company’s challenges; then together, rather than managing the symptoms, we devise a plan to overcome them.
Ideation & Roadmap Development
So you've identified the need to upgrade your technology investments. Now what? We begin by co-creating a strategic vision for Salesforce within your organization. Next, we’ll conduct a review of your existing processes, practices and systems, and define clear benchmarks for derived value. From there, we'll develop a roadmap and phased implementation plan that outlines your future, connected-technology ecosystem.
Business Process Optimization
Companies that remain static don't succeed!
“We’ve always done it this way" is not a reason to avoid change. Our approach is to challenge the status quo and provide your team with a healthy blend of new concepts and proven solutions for improved processes that connect people to each other and to the information they need.
Rescue & Rejuvenation
With so many tech options, it's not uncommon for organizations to unwittingly waste time, energy and money implementing a product or failing to solidify its role in the future. As a certified Salesforce Partner, we can help you simplify, strategize, and determine next steps in leveraging your Salesforce investment now and for years to come.
Ready to Learn More about our Strategic Consulting Services?
TruSummit Customer Success Stories


Pittsburgh Founder Podcast: Jordan Joltes, CEO & Founder of TruSummit Solutions
Welcome to the new way we do business. Jordan Joltes is the Founder and Chief Executive Officer at TruSummit Solutions.…

A Consultant’s Best Kept Secrets: Salesforce Actions & Recommendations
Did you know there is a really cool out-of-the-box Salesforce component that helps guide your users through a series of…

TruSummit Solutions Brings an Innovative Approach To Salesforce Success
TruSummit Solutions brings an innovative, results-driven approach to Salesforce implementation and success to customers.
Ready to Get the Conversation Started?
We're happy to learn more about you, your business, and how we can help. No pressure, no pitches, just perspective.