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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KUDOSFROM TRUSUMMIT CUSTOMERS

“No matter how big or small your project, TruSummit is the team for you.

They listen to your needs and come up with creative and cost-effective solutions that you can manage on your own, no matter your skill level. I value and trust my partners at TruSummit Solutions.”

– Paige Quay, Database & Contracts Manager, Women’s Center & Shelter of Greater Pittsburgh

“We wouldn’t have been able to align Salesforce to our strategic priorities without TruSummit and their hard work.

Over the past 18 months, TruSummit has worked with various stakeholders in our organization to transition our Salesforce instance from a bare bones, single product oriented implementation into a multi-product, multi-segment supporting system. Our organization now gets significantly more value from our Salesforce contract without any incremental software spend. This has resulted in improved data hygiene, alignment with Finance and other mission critical components of the org, and improved employee satisfaction with the tools they have at their disposal to effectively grow the business.”

– Kevin Burke, EVP of Operations, Next Glass

Salesforce Maps: Use Salesforce Maps and a Distance Matrix to Calculate Drive Times Between Locations

Ready to Get the Conversation Started?

We’re happy to learn more about you, your business, and how we can help. No pressure, no pitches, just perspective.