Strategic advisory to align your CRM and ERP landscape with business goals — connecting Salesforce with ERP systems, payment gateways, and custom APIs.
Our advisory practice helps leadership teams align Salesforce, ERP, and surrounding systems with measurable business outcomes. Beyond strategy, we also take delivery accountability: our senior consultants step in as programme and project managers, running governance, vendor coordination, budgets and multi-country rollout plans end to end — including technology rollout & adoption strategy that ensures new platforms are embraced, not just deployed — so the roadmap we design is the roadmap that gets executed.
Audit current CRM/ERP landscape, processes, and pain points across business units.
Target-state architecture, integration blueprint, and prioritised roadmap.
Programme structure, governance, resourcing, and technology rollout & adoption strategy for execution.
Steering committee participation, KPIs, and value realisation tracking.
Align Salesforce with SAP, NetSuite, Oracle, and Microsoft Dynamics.
Coordinated programmes across 15+ countries and regulatory regimes.
Lean process design before automation — no automated chaos.
Event-driven and API-led integration patterns with MuleSoft and custom APIs.
Audit trails, data residency, and regulatory alignment built in.
Sequenced initiatives with measurable business value at every phase.
Programme and project managers running delivery, governance, budgets and vendor coordination.
Technology rollout & adoption strategy — stakeholder alignment, training and adoption plans that make new processes stick.
Stakeholder interviews, system audit, opportunity mapping.
Future-state blueprint, integration patterns, vendor decisions.
Sequenced initiatives, budget, expected ROI.
Governance, steering, value tracking through delivery.
Let’s discuss how our senior Salesforce consultants can accelerate your digital journey and deliver measurable results.
