Salesforce Advisory & Consulting transform your business with the guidance of our certified industry experts to align with your business objectives
Advisory & Consulting Partner
Support
Advisory and consulting division help you develop highly efficacious, out-of-the-box solutions to overcome your business challenges, rapidly at lowest cost
Assist
We transform your business by assisting you in your pre sales, sales and post sales business challenges.
Optimize
Our SA&C (Salesforce Advisory and Consulting) Division ensures comprehensive requirement assessment is done to narrow down to most optimal solutions
Engage
We ensure that you get a delightful Customer experience after engaging with us. What we make sure ? "Everyone Wins"
Transform Your Salesforce Experience
with TechParrot's Advisory Offering
- Discovery & Assessment
- Agile Engagement
- Assessment Review
- Decision Making
Add and assess the current state of your business–and help you gain a comprehensive understanding of your strengths & weaknesses, threats that exist and opportunities to help you overcome them
Evaluate your current CRM landscape & determine whether it’s the right fit for your needs
Learn how to use technology to automate & elevate all aspects of your business–including business processes related to marketing, sales, customer service, any Salesforce solutions which your business uses
Develop a long-term strategy to boost productivity & sales, streamline business operations & reduce costs Stay ahead of the curve with top insights & best practices
Build a custom training & user adoption plan that prepares your team with the know-how, tools & strategies they need most to use Salesforce every day
Maximize your Salesforce ROI
Discovery and Assessment Phase adopts Agile scrum methodology
Define Minimum Viable Outcome as part of Discovery and assessment phase
Use of “Top 5” challenges method to define Minimum viable outcome
Presenting the facts and figures from the assessment session
Document discovery and assessment findings
Assist you with cost benefit analysis
Advisory recommendation based on the assessment review
ROI Summary
Next step action plan
Program charter
Project Planing
User Adoption Assist
- Focused approach – focus on the specific reason behind lack of user adoption and solve it.
- Reduce SF CRM Data entry time.
- Manage challenges related to Aversion to change
- User training Support
Agile Enablement
- Help you scale up on Agile Scrum methodology to ensure right required value is delivered to consistently enable your business
- Assistance in defining Minimum Viable Product (MVP), using “Top 5” technique
- you setup agile delivery team & tools
Simplified CRM Implementation
- Help identify high value low risk CRM features and implement them
- Let the SF CRM be flexible not your sales associates.
- Most optimised out of the box CRM implementation
Data Governance & Recommendation
- Assist you build stable integrations
- Help you build data governance models to ensure that you business runs on quality data.
- “Right fields and needed field”
User Adoption Assist
- Focused approach – focus on the specific reason behind lack of user adoption and solve it.
- Reduce SF CRM Data entry time.
- Manage challenges related to Aversion to change
- User training Support
Agile Enablement
- Help you scale up on Agile Scrum methodology to ensure right required value is delivered to consistently enable your business
- Assistance in defining Minimum Viable Product (MVP), using “Top 5” technique
- you setup agile delivery team & tools
Simplified CRM Implementation
- Help identify high value low risk CRM features and implement them
- Let the SF CRM be flexible not your sales associates.
- Most optimised out of the box CRM implementation
Data Governance & Recommendation
- Assist you build stable integrations
- Help you build data governance models to ensure that you business runs on quality data.
- “Right fields and needed field”
Establish Management Release Process
- Define simplified CI/CD process.
- Cost effective CI/CD enablement in CRM Space
- Train your IT team on release management
- Technical advisory support on release management
Effective Reports & Dashboards
- Need based report and dashboards – Our consultants help you define reports that are most relevant to business landscape
- Consistent review of report usage – based on the report usage, help you realign on reports and ensure you get high value information out of it
Simplified CRM Implementation
- Help identify high value low risk CRM features and implement them
- Let the SF CRM be flexible not your sales associates.
- Most optimised out of the box CRM implementation
Data Governance & Recommendation
- Assist you build stable integrations
- Help you build data governance models to ensure that you business runs on quality data.
- “Right fields and needed field”
Establish Management Release Process
- Define simplified CI/CD process.
- Cost effective CI/CD enablement in CRM Space
- Train your IT team on release management
- Technical advisory support on release management
Effective Reports & Dashboards
- Need based report and dashboards – Our consultants help you define reports that are most relevant to business landscape
- Consistent review of report usage – based on the report usage, help you realign on reports and ensure you get high value information out of it
User Adoption Assist
- Focused approach – focus on the specific reason behind lack of user adoption and solve it.
- Reduce SF CRM Data entry time.
- Manage challenges related to Aversion to change
- User training Support
Agile Enablement
- Help you scale up on Agile Scrum methodology to ensure right required value is delivered to consistently enable your business
- Assistance in defining Minimum Viable Product (MVP), using “Top 5” technique
- you setup agile delivery team & tools
Establish Management Release Process
- Define simplified CI/CD process.
- Cost effective CI/CD enablement in CRM Space
- Train your IT team on release management
- Technical advisory support on release management
Effective Reports & Dashboards
- Need based report and dashboards – Our consultants help you define reports that are most relevant to business landscape
- Consistent review of report usage – based on the report usage, help you realign on reports and ensure you get high value information out of it
Revitalize Your Salesforce Strategy with Our Comprehensive Range of Services
Our experienced consultants analyze your business requirements and devise a comprehensive strategy to leverage the full potential of Salesforce products. We ensure a hassle-free implementation by preparing your Salesforce instance and Our comprehensive implementation services also include user training to ensure swift user adoption and full utilization of the platform.
Transform Your Salesforce Products to Meet Your Unique Business Requirements with TechParrot’s Customization and Development Services Leveraging Force.com Platform. Our Range of Services Utilizes the LWC/Aura Framework for Enhanced User Experience and Native App Customization
Our unique service model is designed to adapt to your ever-changing business needs, providing flexible and cost-effective support without the need for a full-time Salesforce administrator. With our pay-as-you-use model, you can receive real-time support from our certified Salesforce admins and solution architects whenever you need it. We understand the intricacies and nuances of Salesforce and work closely with you to align our services with your unique business needs.