Technology Roadmapping

10 +

YEARS OF SALESFORCE
EXPERIENCE

4 +

AVERAGE SALESFORCE
CERTIFICATIONS BY CONSULTANT

10 /10

PERFECT SALESFORCE
CUSTOMER SATISFACTION SCORE

Executive Goal Alignment

Executive Alignment Around Organizational Outcomes
Engagement Success Measurement/ROI Definitions
Long Term Objectives & Process/System Evolution Considerations

Existing Needs and Capabilities Assessment

Assess & Capture Current State End User Processes & Use Cases
Future State Requirements & User Stories
Current State Technical Architecture
Uncover Technical Security & Design Implications
Uncover Downstream Implications & Regulatory Issues
Assess Impact of Other Ongoing or Incipient Technology Initiatives

Prioritization of Functional Needs

Findings Review
Backlog Prioritization
Categorical and Need Prioritization for an Organized and Phased Approach

Roadmap Development / Phasing

Development of Future Phase Enhancements Roadmap
Phased Approach for Flexible and Iterative Innovation

Corporate Blog

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Marketing Cloud Account Engagement

Account Engagement (Pardot) vs. Marketing Cloud Engagement: What’s Right for You?

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Top 35 Salesforce Consulting Firms – August 2025

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2025 Top Clutch Salesforce Consulting Firm Press Release

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Key Considerations After Deploying Agentforce

Key Considerations After Deploying Agentforce