01
Understand the need
Make the business goal and current friction clear.
✓ Priorities alignedSalesforce Consulting Services
Your priorities.
A clearer
Salesforce direction.
Salesforce consulting that turns business goals into a practical plan.
Understand your current org, align your stakeholders and define the roadmap for your next Salesforce investment.
✓ Dedicated certified experts✓ Business priorities first
Your peopleYour processesYour platform
A shared Salesforce roadmapAssess · Align · PrioritizeDecisionsOwnershipNext steps
Clear priorities.
Shared accountability.
Shared accountability.
What changes with the right partner
From competing priorities
to a shared direction.
Clarity before delivery.
A plan your stakeholders can act on.
02
Evaluate the options
Connect process, architecture and adoption decisions.
✓ Options assessed03
Set the roadmap
Sequence the work, dependencies and ownership.
✓ Next steps agreedBusiness-led decisions
Keep the objective in view.
A shared understanding
Bring stakeholders into the same conversation.
A practical next step
Know what to tackle and why.
Your next step
Bring your priorities.
Let’s find the right path.
New to Salesforce or working through an existing org? Start with the decisions you need to make.
Discuss your Salesforce roadmap A focused conversation about your requirements.Your conversation brief
Three things we’ll work through.
- 01
Your business goals
What needs to work better, and for whom.
GoalsPeopleMeasures - 02
Your current environment
The processes, platforms and constraints.
ProcessDataSystems - 03
Your next decision
Priorities, dependencies and a way forward.
OptionsSequenceOwners
Salesforce Consulting capabilities
Advice across
your Salesforce journey.
Start where you are.
Plan around where you need to go.
CRM strategy & discovery
Understand business objectives and agree a direction for Salesforce.
Org assessment & optimization
Review system speed, data quality, automation and user experience.
Solution architecture
Align your clouds, data model and integration approach.
Implementation planning
Define scope, dependencies and a practical delivery sequence.
Adoption & enablement
Shape training and processes around the people using Salesforce.
Governance & roadmap
Clarify ownership, decision-making and future priorities.
A roadmap with a reason
Every step
earns its place.
Connect each recommendation to a business priority. Make dependencies visible and give your team a clear sequence for delivery.
Business valueDependenciesOwnership
How we work
Understand first.
Move forward together.
Shared expectations.
A clear next step at every stage.
- 01 / DISCOVER
Discover.
Listen to stakeholders and review how work happens.
- 02 / ASSESS
Assess.
Review your org, processes, data and constraints.
- 03 / DESIGN
Design.
Evaluate options and align the proposed approach.
- 04 / PLAN
Plan.
Prioritize recommendations and agree the next steps.
Built around your needs
Where are you
in your Salesforce journey?
Scope and pricing follow
the work your business needs.
Evaluating Salesforce
Assess fit, requirements and platform choices.
Start with business goals.Planning a rollout
Bring scope, architecture and adoption into one plan.
Connect strategy to delivery.Improving an existing org
Understand friction and prioritize improvements.
Build on what already works.Industries we serve
Built around
your world.
Your priorities, your people,
your operating environment.
Financial Services
Account context. Connected service.
Manufacturing
Orders aligned with operations.
Healthcare & Life Sciences
Governed patient and provider context.
Higher Education
Connected student journeys.
Expertise you can see
Our Certifications & Awards
Clutch & UpCity recognition
Independent perspectives.
Long-standing partnerships.
Why Zivoke
Advice that listens.
Expertise that delivers.
- Business context before recommendations
- Certified Salesforce expertise
- A clear path from strategy to delivery
“The training they offered was excellent and customized to our needs.”
What do Salesforce consulting services cover?
Consulting can cover business discovery, org assessment, architecture, platform evaluation, implementation planning, optimization, adoption and governance. The engagement starts with the decisions and outcomes you need.
Can you assess our existing Salesforce org?
Yes. We can review processes, configuration, system speed, data quality, automation, integration dependencies, access and adoption. The scope and depth of the review are agreed before we begin.
Can you help us evaluate Salesforce before we buy?
Yes. We can work through your requirements, current systems and business objectives to assess platform fit and the implications of different options.
What will we receive from a consulting engagement?
Deliverables are agreed in the scope and may include assessment findings, architecture recommendations, a prioritized roadmap and an implementation plan. We align recommendations with your stakeholders and delivery constraints.
Do you also implement the recommendations?
Yes. Zivoke offers implementation, development, integration and managed support. Consulting can inform a separate delivery scope, with responsibilities and estimates agreed before implementation begins.
How long does Salesforce consulting take?
Timing depends on the size of your environment, stakeholder availability and depth of the review. Onboarding and kickoff can begin in under 3 days with scope and access aligned; the consulting schedule is agreed separately.
How is consulting priced?
Pricing follows the agreed objectives, review depth, deliverables and expertise required. We establish scope and an estimate before starting, rather than applying a universal package price.
Let’s talk about what’s next
Make your next Salesforce
decision count.
Bring your questions and priorities.
We’ll help you define the way forward.