Salesforce Consulting & Advisory Services

Make informed decisions about your Salesforce investment. Tirnav reviews business processes, existing configuration, data quality, and integration needs to define a practical CRM strategy, solution architecture, and prioritized roadmap.

Expertise:

  • CRM Strategy
  • Org Assessments
  • Solution Architecture
  • Process Mapping
  • Delivery Roadmaps
  • Governance & Adoption

OR

Plan your next Salesforce investment

Read Our Reviews On
Google
Authorized Partner
stripe

Trusted by ambitious teams at startups and global enterprises across 5 continents

client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo
client_logo

Turn Business Requirements into a Salesforce Roadmap

Our advisory engagements help teams deciding where to start, assessing an existing org, or preparing for a major change. Deliverables can include an org assessment, process maps, architecture recommendations, a prioritized backlog, and phased estimates with clear dependencies.

Talk to an Expert

CRM Strategy & Roadmap

Define business priorities, success measures, dependencies, and a phased Salesforce roadmap before committing to delivery.

Business Process Assessment

Map current sales and service workflows, identify bottlenecks, and document requirements with process owners.

Solution Architecture

Evaluate configuration, development, integration, and data options with a documented recommendation and tradeoffs.

Salesforce Org Assessment

Review data quality, access controls, automation, and reporting to identify risks and prioritize improvements.

Adoption & Change Planning

Plan stakeholder communication, role-based training, ownership, and adoption measures for the proposed changes.

Governance & Advisory

Review the delivery backlog, architecture decisions, and release priorities with your business and technology teams.

Trusted Across Industries

We design and deliver GenAI-driven solutions across industries, combining deep domain insight with autonomous agent scalability and secure model integration.

Fintech

Healthcare

Banking

Manufacturing

Oil & Gas

Real Estate

E-Commerce

Transportation

Salesforce Developer Certifications

Our Salesforce-certified team combines technical depth and platform mastery to architect high-performance, enterprise-grade solutions.

Salesforce Certified Administrator
Salesforce Certified Advanced Administrator
Salesforce Sharing & Visibility Designer
Salesforce Platform Developer I
Salesforce Platform Developer II
Salesforce Certified Platform App Builder
Salesforce Certified Sales Cloud Consultant
Salesforce Certified Service Cloud Consultant
Salesforce CPQ Specialist
Salesforce Certified Application Architect
Salesforce Field Service Lightning Consultant
Salesforce Pardot Specialist
Salesforce Data Architecture & Management Designer
Salesforce Certified Force.com Developer

Plan your next Salesforce investment

Share your business goals and current challenges. We will scope an assessment and identify the decisions your roadmap needs to address.

Salesforce Clouds We Help Configure

Explore Salesforce cloud options in the context of your business requirements, existing systems, and user needs. Visit our Salesforce services overview to compare implementation, integration, customization, and support.

Sales Cloud

Automate your sales pipeline, manage leads, and close deals faster with built-in AI and analytics.

Service Cloud

Streamline support with case automation, knowledge base tools, and omnichannel service management.

Marketing Cloud

Engage customers with personalized campaigns across email, mobile, social, and web.

Experience Cloud

Create self-service portals and communities for partners, employees, or customers.

Nonprofit Cloud

Track donors, manage campaigns, and drive impact with purpose-built nonprofit tools.

Health Cloud

Centralize patient data and personalize care coordination for better health outcomes.

Commerce Cloud

Deliver personalized eCommerce experiences across digital and physical storefronts.

AppExchange Solutions

Extend Salesforce with pre-built apps tailored to your industry and use case.

Salesforce Lightning

Build fast, responsive interfaces with reusable Lightning components and modern UI design.

Our Salesforce Delivery Process

Each Salesforce engagement follows an agreed scope, delivery plan, and validation process. Activities and milestones depend on the service and complexity of your requirements.

01/

Discovery & Scope

  • Review business processes and the current org
  • Assess data, integrations, and user requirements
  • Agree priorities, scope, and acceptance criteria
  • Estimate phases and confirm dependencies

Scoped after discovery Sprint

02/

Design & Delivery

  • Document configuration and architecture decisions
  • Build the agreed changes in a sandbox
  • Validate data mappings and automation
  • Review progress with business and technical owners

Planned milestones Sprint

03/

Validation & Release

  • Complete testing and user acceptance checks
  • Reconcile data and resolve agreed exceptions
  • Prepare deployment and recovery procedures
  • Train users and document the support handover

Agreed release window Sprint

04/

Support & Improvement

  • Monitor agreed workflows and resolve issues
  • Track enhancement requests and priorities
  • Maintain documentation and knowledge transfer
  • Review adoption and operational results

Agreed support plan Sprint

Talk to an Enterprise Solutions Architect

Skip the backlog. Connect directly with our architects to discuss your business goals, technical challenges, and digital transformation roadmap.

Protected by reCAPTCHA & Automated by n8n AI