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

Managed Services for Salesforce is the Future of Business Success

Managed Services for Salesforce is the Future of Business Success

Following last week’s Dreamforce 2023 announcements, one message stood out for us among the sea of buzzy AI news and…

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Beyond Dreamforce 2023: Navigating Your Path Forward

Beyond Dreamforce 2023: Navigating Your Path Forward

A Guide to Maximize Your Post-Dreamforce Experience Dreamforce 2023 was a whirlwind of innovation and inspiration. Some of the highlights…

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Navigating Dreamforce 2023: A Guide to Maximize Your Experience

Navigating Dreamforce 2023: A Guide to Maximize Your Experience

Your Dreamforce Adventure Starts Now! A Guide to Maximize Your Experience Dreamforce, Salesforce’s flagship event is right around the corner!…

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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.