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?

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TruSummit Customer Success Stories

“TruSummit quickly came up to speed and understood our business workflows and challenges with insight and nuance.

Their discovery workshops, technology architecture research and documentation, and requirements analysis enabled us to confidently choose Salesforce and hit the ground running with our implementation armed with a roadmap incorporating business process automation, clear data strategy, and a robust approach to change management and governance.”

– Chief Product Officer, Leading Patient Care Provider

“TruSummit was selected for their ability to quickly learn business processes and then define and implement efficiencies with SalesForce.

The TruSummit project team quickly integrated with all business units and effectively managed expectations for end users and technical staff. Our organization originally planned to implement SalesForce enhancements over a 9mos period, but TruSummit was able to reduce total project to 8 weeks.”

– CIO, Insurance Products and Services