Planning Salesforce Work In 2026? Have Confidence with a Customized Roadmap.

Changing your Salesforce environment is daunting but there’s no need to do it alone! Trifecta is a certified Salesforce partner — we have the knowledge and capability to design a customized roadmap that will lead your team to success.
“Trifecta was able to demonstrate their deep knowledge of Salesforce and translate it into solutions that met our unique business needs.
Saadia Bryant
VP of Marketing, Product & Design, Gemline
Services

What is Strategic Roadmapping?

Starting a new endeavor in your Salesforce ecosystem can feel daunting. Start with a full plan tailored to your goals and take actionable steps towards success. With Strategic Roadmapping, Trifecta will help you with a comprehensive strategy to maximize your use of the Salesforce platform.

With a Strategic Roadmapping engagement, you can expect advisory services from top-tier Salesforce-certified professionals. Our consultants’ expert guidance will lead you from strategic planning to implementation and adoption. Each step of your Salesforce transformation will prepare you for success.

Should I Get a Strategic Roadmap?

Is a Strategic Roadmap the right fit for you? If your organization relates to any of these statements, you could benefit from Trifecta’s Strategic Roadmap.

  • You have a current or planned multi-cloud environment
  • An existing implementation needs optimization to achieve true customer 360
  • Past implementations involved multiple partners/internal resources
  • You need expert guidance about staging projects and processing improvements across departments simultaneously, determining dependencies, and leveraging best practices.
  • You want a plan that focuses on value and results. This plan should lower long-term costs and improve success across multi-cloud solutions.
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Achieve Long-Term Organizational Growth & Success

Our Strategic Roadmapping program uses a two-part approach to build your plan. Part 1 is the Analyzing phase. This gives our consulting team the opportunity to assess your current environment, identify gaps, and understand your goals. Part 2 covers Planning and produces the Roadmap itself: a clear architectural plan for upcoming implementation phases.

Your organization will grow and succeed with Salesforce. We plan each step with a focus on achieving your goals.