Salesforce Consulting

Achieve success, move faster, and avoid costly mistakes by bringing our Salesforce Experts into your project.

Trifecta's Salesforce Consulting Services

Where innovation meets efficiency to elevate your business goals and operations. As seasoned experts in Salesforce product implementations and optimizations, we are dedicated to empowering organizations like yours to unleash the full potential of this powerful platform.

With a proven track record of delivering tailored solutions that drive growth and streamline processes, we stand ready to partner with you long term on your journey towards digital transformation. Explore our comprehensive suite of Salesforce Professional Services designed to maximize your Salesforce investment and propel your business forward in today’s dynamic market landscape. 

We currently offer multiple types of Salesforce Solution Consulting but are always open to hearing more about your unique challenges and tailoring a program specifically for your business. Some of our available consulting types include: 

  • Strategic Roadmapping
  • Salesforce Health Check
  • Salesforce User Training, Enablement, and Adoption
  • User Experience Design (UX/UI)
  • Salesforce Advisory Services
  • Salesforce Data Migration

Strategic Roadmapping  

When starting a digital transformation journey, our customers frequently encounter three obstacles: determining the initial steps, efficiently managing the changes in a systematic way, and ensuring that the focus remains on implementing solutions that not only function but also align with our transformational objectives. 

Trifecta’s Strategic Roadmapping Program assists companies in developing a comprehensive strategy for maximizing their utilization of the Salesforce platform. Our squad of Salesforce-certified professional consultants offer top-tier advisory services, steering you from strategic planning to implementation and continuous adoption. During the entire process, our consultants offer guidance, industry standards, and proficiency at each phase of your Salesforce expedition. We also aid in tracking and observing time to value to guarantee you are achieving the highest ROI. 

Strategic Roadmapping

Salesforce Health Check  

The Salesforce Optimizer Report is a Salesforce Administrator’s secret weapon to a fully functional org. It can flag potential issues that may be hindering your instance. 

The report covers areas such as configuration, data limits, permission sets, and user adoption. 

While it certainly provides valuable information, the report doesn’t necessarily show the full picture, as there are many other areas it does not cover (external clouds, data quality, code quality, data structure, etc.). If you are experiencing difficulty translating what this report means to your business, you may want to consider engaging us to assist you with our Salesforce Health Check Consulting services. 

Trifecta’s Salesforce experts can provide a deep dive into all areas of your existing Salesforce org, going far beyond the Optimizer Report, to uncover the root cause of operational inefficiencies, improve data quality, reduce maintenance costs, and position your org for future growth…all in a matter of weeks!  

As a leading Salesforce Commerce partner, Trifecta has also developed a specialized Commerce Jumpstart Health Check. It builds on our standard Health Check by adding Commerce-focused deep dives into specific areas and functions of your org to set you up for success prior to implementing Salesforce Commerce Cloud.  

Click here to learn more about Trifecta’s Commerce Rapid Start. 

Health Check

Salesforce User Training, Enablement, and Adoption  

At the heart of successful Salesforce implementation lies effective user training, enablement, and adoption strategies. Our Salesforce User Training, Enablement, and Adoption Services are meticulously crafted to equip your team with the knowledge, skills, and confidence needed to fully leverage the platform’s capabilities. 

From customized training modules tailored to your specific business needs to ongoing support and coaching, we ensure that every user is empowered to navigate Salesforce with proficiency and drive meaningful results. By fostering a culture of adoption and continuous learning, we facilitate seamless integration into your Salesforce projects, workflows and business process, maximizing productivity and unlocking the full potential of your investment. 

User Training, Enablement, Adoption

User Experience Design (UX/UI)  

Trifecta’s UX/UI Design Consulting Services are committed to creating user-friendly and captivating digital experiences that align with your users’ needs and propel your business forward. We prioritize user-focused design principles and work hand-in-hand with your team to comprehend your target audience, goals, and brand persona. 

From conceptualization to implementation, we leverage industry best practices and innovative techniques to create compelling user interfaces that prioritize usability, accessibility, and aesthetics. Our holistic approach encompasses user research, prototyping, usability testing, and iterative refinement, ensuring that every interaction is seamlessly intuitive and visually captivating. Partner with us to elevate your digital presence and deliver memorable experiences that inspire customer loyalty and drive measurable results. 


Salesforce Advisory Services  

Trifecta’s Salesforce Advisory Consulting Services offer strategic guidance and expertise to navigate the complexities of Salesforce implementation and optimization. Backed by years of industry experience and a deep understanding of Salesforce best practices, our seasoned consultants partner with you to align your Salesforce strategy with your business objectives. 

Whether you’re embarking on a new Salesforce implementation, seeking to enhance your existing system, or facing challenges in adoption and scalability, we provide tailored recommendations and roadmaps to drive success. From assessing your current environment to identifying opportunities for innovation and growth, we are committed to empowering your organization to harness the full potential of Salesforce. With our advisory services, you gain a trusted partner dedicated to maximizing the value of your Salesforce investment and achieving sustainable business outcomes. 


Salesforce Data Migration 

Trifecta’s Salesforce Data Migration Consulting services are meticulously designed to ensure a seamless transition of your valuable customer data into the Salesforce ecosystem. Backed by extensive expertise and a proven methodology, our team meticulously assesses your data landscape, strategizes a comprehensive data migration plan, and executes the process with precision and care. 

Whether you’re working toward a single source of truth by consolidating data from multiple internal data sources, upgrading to a new Salesforce instance, or integrating real time external systems, we leverage industry-leading tools and best practices to minimize downtime and mitigate risks. With a focus on data integrity, data security, and compliance, we meticulously validate and reconcile data to ensure accuracy and completeness. Partner with us to unlock the full potential of your Salesforce platform with a smooth and successful data migration journey. 

Data Migration

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