Unlock your business potential with Vantage experts in Salesforce advisory services.

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Overview

Welcome to our Salesforce Advisory Services, where our expertise meets your unique business needs with a holistic approach. The advisory services include strategic planning starting with Salesforce greenfield roll-outs and upgrades, effective data and integration strategy, and maximizing the value of your Salesforce investment through user adoption and optimization.

Salesforce Strategy & Roadmap

Salesforce Strategy and Roadmap Advisory is tailored to deliver your business objectives by drawing upon our years of Salesforce experience and mastery in both the Salesforce platform and ecosystem and the underlying business processes. We provide a blueprint for success, aligning Salesforce capabilities with your long-term goals, regardless of the size of your business or industry.
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Data & Integration Excellence

Data is the lifeblood of every organization, and our Salesforce Data & Integration Strategy ensures seamless data flow and integration across enterprise systems through Salesforce Data Cloud and Salesforce Einstein, necessary to unlock the power of AI, ML, and actionable insights and enhance decision-making.
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Adoption & Optimization Success

Lastly, we prioritize Salesforce Adoption & Optimization Strategy by driving user engagement and maximizing platform ROI. Our deep understanding of the strengths of the Salesforce platform and insights from architecting successful outcomes help us facilitate user adoption and optimize Salesforce org instances. With Salesforce Advisory Services, you can navigate the digital landscape with confidence.
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Services Details

Vantage’s CRM Advisory Service helps organizations align their Salesforce strategy with business goals to achieve measurable outcomes. We start with understanding your vision, challenges, and existing technology landscape to design a Salesforce roadmap that supports your growth. Our experts guide you through greenfield rollouts, system upgrades, and process reengineering, ensuring every Salesforce investment delivers value. From data strategy to user adoption, we help you unlock the full potential of your CRM with actionable insights, scalable architecture, and best-in-class governance.

Key Highlights:

  • Develop a Salesforce strategy and roadmap aligned to business objectives.
  • Define the CRM operating model and transformation blueprint.
  • Establish data, integration, and adoption strategies to ensure sustained success.
  • Provide expert advisory at every stage from design to continuous improvement.

Our Ecosystem Assessment evaluates how your Salesforce environment integrates with the broader business ecosystem — from data systems and applications to processes and people. We assess your current architecture, workflows, and integrations to identify gaps, redundancies, and opportunities for improvement. Leveraging Salesforce Data Cloud, MuleSoft, and Einstein capabilities, we ensure data flows seamlessly across systems to enable smarter, AI-driven decisions.

Key Highlights:

  • Analyze current Salesforce setup, integrations, and data flows across enterprise systems.
  • Identify ecosystem inefficiencies, technical debt, and alignment gaps with business processes.
  • Recommend improvements leveraging Salesforce’s full ecosystem Data Cloud, MuleSoft, and Einstein.
  • Create a roadmap for unified, intelligent, and scalable CRM operations.

Vantage’s CRM Strategy Execution service turns vision into action. Once the strategy and roadmap are defined, we partner with you to execute initiatives that modernize CRM processes, drive user adoption, and realize business value. Through agile implementation, strong change management, and KPI-driven progress tracking, we ensure your Salesforce transformation stays on course. Our experts focus on enabling teams, optimizing workflows, and sustaining long-term success through ongoing measurement and enhancement.

Key Highlights:

  • Execute the defined CRM strategy through agile delivery and best practices.
  • Drive user adoption with training, communication, and change management.
  • Monitor KPIs to ensure business objectives are achieved and sustained.
  • Continuously optimize processes and technology to maintain transformation momentum.

How Vantage Helps

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  • Strategic Alignment - We translate your business goals into a Salesforce roadmap designed to accelerate growth and streamline operations.
  • Holistic Ecosystem Assessment - Our experts evaluate your Salesforce environment, data, and integrations to create a unified, intelligent ecosystem.
  • Seamless Execution—We turn strategy into reality through agile implementation, change management, and KPI-driven delivery.
  • Data-Driven Decisions - Leveraging Salesforce Data Cloud, MuleSoft, and Einstein, we ensure data flows securely and intelligently across your organization.
  • Sustainable Transformation - Beyond go-live, we focus on user adoption, continuous optimization, and long-term success.
Case Study

"A global manufacturing and distribution company operating across multiple regions with fragmented customer data, inconsistent sales processes, and poor CRM adoption."

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