Salesforce CRM Analysis, Design & Optimization Consulting

CRM Post-Implementation Optimization & Performance Tuning

Customer Relationship Management Sustainable Strategy

For sustained success, an organizations’ Customer Relationship Management strategy must be aligned with the organization’s mission, purpose and business strategies. CRM strategies are iterative processes; as the organization advances the CRM strategy will evolve and adapt. bLogix’ Salesforce CRM cloud services provides consulting services focused on creating demand generation and sales acceleration by analyzing, designing, implementing, optimizing and developing a sustainable successful Salesforce CRM strategy.

CRM implementation failure rates exceed 50% citing initial CRM strategy and user adoption as the major factors.

Gartner Research Firm

A sustainable CRM strategy must evolve to keep pace with changes to business strategies, business processes and customer behaviors. We provide Salesforce CRM consulting services to develop or enhance an existing strategy through in-depth needs analysis and assessment and the comprehensive development of business CRM requirements, design and build requirements, testing and deployment requirements.  bLogix works with clients to make recommendations to optimize your existing Salesforce CRM implementations and work identify and address and increase your Salesforce CRM return on investment.

Salesforce CRM Analysis, Assessment, Strategy Development, Design & Build

bLogix Salesforce CRM consultants provide our clients with both functional and technical consulting on Salesforce CRM implementations, both new and existing.  Our collaborative consulting approach works closely with our clients’ organization in a cross functional capacity to develop and propose a custom tailored solution specific to the company dynamics, businesses processes, goals and objectives.

We work in collaboration to develop a project scope inclusive of the following deliverables:

  • Requirements Gathering
  • Detailed Design
  • Development
  • Validation
  • Deployment

We will work through a disciplined process to define the various project components that include:

  • Business/Functional Requirements
  • Integration Requirements
  • Data Migration Requirements
  • Training Requirements

Salesforce CRM Post-Implementation Optimization & Performance Tuning

bLogix provides Salesforce CRM consulting services for ongoing post-implementation and performance tuning.  Post implementation optimization is necessary to get the most out of your existing Salesforce CRM investment.  We are not a traditional technical CRM services company that focuses solely on the technology implementation.  We are a Salesforce Cloud Alliance Partner and consulting firm specializing in revenue acceleration and operational optimization.  On every client engagement we partner on we bring industry expertise and a collaborative approach that focuses exclusively on optimizing your Salesforce CRM solution to address creating demand and accelerating sales.  We provide a comprehensive scope addressing the process and components to maximize your Salesforce performance for your organization.

As business processes and customer facing strategies change the CRM strategy and integrated components must adapt, adopt and manage change to remain effective.   Through our gap analysis process we determine where you are vs. where you need to be.

Our Salesforce CRM optimization strategies provide:

  • Comprehensive appraisal of current use of standard features and adherence to best practices for optimum performance
  • Realignment with business strategies for sales, marketing, services, partner management, chatter and social enterprise
  • Ensures your solution is easily maintainable, scalable and upgradeable
  • Focuses on governance, configuration, architecture, data performance and security
  • User adoption

We measure our own success by only one yardstick: our clients’ success.

Brian K. Naylor, Managing Director

Choose a Salesforce Consulting & On-Demand, Remote or Onsite Salesforce Administrator & Developer Partner

If you are considering a Salesforce CRM solution or require initial Salesforce implementation or post-implementation support, our Salesforce CRM consultants can help.  We encourage you to contact bLogix today at 864.266.2818 and schedule an initial consultation and speak with experienced Salesforce adviser to discuss your business requirements.  Results matter!