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?

KUDOSFROM TRUSUMMIT CUSTOMERS

Why picklists beat checkboxes for long-term scale

Why picklists beat checkboxes for long-term scale

At our annual Summit (In-person company conference), I shared a simple but powerful lesson in Salesforce architecture: Checkboxes may feel…

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TruSummit Solutions Announces Key Leadership Appointment, Director of Delivery Services

TruSummit Solutions Announces Key Leadership Appointment, Director of Delivery Services

PITTSBURGH, PA – 22 May 2025 – TruSummit Solutions, a leading Salesforce consultancy, today announces the appointment of Renee DiNardo…

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Trailblazer DX 2025: Inside Scoop

Trailblazer DX 2025: Inside Scoop

Have you heard? Agentforce is the talk of the town – or in this case, conference! I had the privilege…

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Musings on Agentforce for Manufacturing

Musings on Agentforce for Manufacturing

I attended the Agentforce World Tour in Atlanta in late December and spent the day going beyond the marketing materials…

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TruSummit’s Insights from Salesforce’s 2025 Manufacturing Summit: Agentforce, AI, and the Future of Partner Relationships

TruSummit’s Insights from Salesforce’s 2025 Manufacturing Summit: Agentforce, AI, and the Future of Partner Relationships

This year’s Salesforce Manufacturing Summit in Atlanta was bigger and better than ever, bringing together over 800 attendees from across…

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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.