CONSULTING AND ADVISING

Tailored for Salesforce ecosystem partners in the rapid growth stage. We provide Company Assessment, Strategic Planning, and overall Execution Planning and Support services.



Strategic Advising & Planning:
Company Assessment’s result in recommendations and actions that can immediately be leveraged into a strategic plan to actuate change based on identified goals. Our strategic advising engagements support our customers in defining their company goals and priorities and leverage our Salesforce, business effectiveness, and other related expertise to plan for implementing actions in support of company goals. 

Execution Planning & Support: As goals and priorities are identified, sometimes organizations need help creating change plans and require guidance in how to execute on them. Our expertise in the Salesforce space, working with growing businesses, and experience in change consulting allow us to support organizations and their leaders in creating comprehensive plans, considering necessary communications and tools, and managing workstreams / projects. Our approach also includes evolving sustainability planning as a critical part of implementation planning.