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Salesforce Advisory Services: The key to maximizing Salesforce ROI and driving digital transformation

by | Feb 23, 2023 | Blog, SF Consult

Salesforce is a powerful tool that has helped companies of all sizes improve their sales and customer service operations. However, simply implementing Salesforce is not enough to ensure business excellence. To get the most out of Salesforce, you must ensure it is tailored to your business needs and that your team consistently uses it to its full potential. That’s where Salesforce advisory services come in. This blog post will explore how these services can help you maximize your ROI and get the most out of your investment in Salesforce.

What Are Salesforce Advisory Services?

Salesforce advisory services are consulting and support services that help businesses maximize their investment in Salesforce. Salesforce consultants have a deep understanding of the platform and employ certified Salesforce professionals to meet the unique needs of businesses. This can include everything from customizing the platform to Salesforce training.

How Can Salesforce Advisory Services Help You Maximize Your ROI?

There are several ways these services can help you maximize your ROI:

Customization: One of the most significant benefits of these services is that they can help you customize the platform to meet your business needs. Every business is different, and a one-size-fits-all approach to Salesforce might not work. Salesforce Advisory services from an expert Salesforce partner will help you redefine and optimize your Salesforce engine to precisely meet your business objectives and unlock the true potential of your Salesforce investment.

Strategy: Salesforce advisory services can help you develop a strategy for using the platform for different business functions. This can include everything from setting up a sales pipeline, managing customer support tickets, and analyzing customer data to identify trends and opportunities. By working with a Salesforce partner, you have a trusted partner in developing a Salesforce roadmap that drives your business forward over the long term.

Integration: Salesforce is a powerful platform, but it’s not the only tool used by businesses. Working with a Salesforce partner, you can integrate Salesforce with other third-party tools and platforms, such as ERP, marketing automation software, customer support platforms or other external systems. In addition, salesforce advisory services can help you streamline your operations and receive a complete view of your customer data across all touchpoints.

Training: Even the most powerful platform is only as effective as those who use it. Implementing new technologies can be challenging for employees unfamiliar with the tools and processes. Salesforce advisory services can help you train your team to ensure that they maximize the platform’s capabilities.

How can Salesforce Advisory Services improve your digital transformation?

These services can be instrumental in helping businesses successfully navigate the complex digital transformation process. Here are some of how these services can assist:

Identify and map digital transformation opportunities: Salesforce advisory partners can help businesses identify potential areas for digital transformation and create a roadmap for achieving their goals. This includes assessing current technology and identifying gaps in processes, infrastructure, and skills.

Provide strategic guidance: Salesforce advisory partners can advise on the best ways to leverage technology for business growth. They can help businesses prioritize investments, select technology solutions, and create a sustainable and futureproof digital transformation plan.

Develop custom solutions: Salesforce advisory partners can help businesses develop customized technology solutions that fit their unique needs. This may include developing custom applications or integrating third-party solutions with Salesforce to create a seamless user experience.

Constant improvement: The digital landscape constantly evolves, and businesses must stay agile to remain competitive. Salesforce advisory partners can provide ongoing support and guidance to help businesses fully optimize their current Salesforce solutions and leverage new features and capabilities as they become available.

Measuring success: How a business measures the success of its digital transformation is important. By setting metrics, tracking progress, and evaluating the impact of the technology on the business, Salesforce advisors can help businesses ensure that they are achieving their transformation goals.


Salesforce advisory services can be crucial in helping businesses with their digital transformation efforts. By providing guidance and support, businesses can streamline processes, improve productivity, and enhance customer experience. As businesses navigate the digital landscape, working with a Salesforce advisory service can help ensure success.

DemandBlue is a Salesforce consulting partner that offers a wide range of Salesforce advisory services that helps in strategizing a Salesforce roadmap with the best-fit Salesforce products for a hassle-free Salesforce experience. DemandBlue offers these services through its On-Demand Services model that provides actionable strategies and optimization solutions to execute your Salesforce operations and deliver tangible results.

We are a preferred Salesforce partner for businesses from different industry backgrounds providing an adaptive Salesforce model delivered through a Pay-As-You-Use model.

Talk to us to learn more about our Salesforce advisory services!


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About DemandBlue

DemandBlue has been helping customers achieve success with Salesforce for over ten years. To learn more about DemandBlue’s unique on-demand services offering please reach out to one of our Salesforce experts. We look forward to helping you grow your business with DemandBlue!