CRM Assist
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    • Home
    • Services
    • Packaged Offerings
    • Advisory Services
    • Products
    • Partners
    • Blog
    • Reviews
    • Contact
  • Home
  • Services
  • Packaged Offerings
  • Advisory Services
  • Products
  • Partners
  • Blog
  • Reviews
  • Contact

Advisory Services

Need remediation?

Whether you have had Salesforce for 2 years or 22 years chances are that you are not getting the return on investment you should be. We will help clarify what can be done and what you should do next.    A group of executive level business, process, and technical consulting leaders available to assist you in defining how cloud technologies can help you achieve your goals.

Org Assessment

  • Technical - Run Hubl diagnostics tool to analyze org customization and complexity
  • Data Hygiene - Run DataGroomr tool to identify duplicates, verify data accuracy, format standardization needs
  • User Adoption Summary

Business Process Reviews

Strategic Planning - Executive Vision

Current State Technology and Processes

Future State Process

Technology Roadmap


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