Salesforce, Salesforce Advisory Services

Salesforce Advisory Services – A Complete Guide

Emorphis Technologies' guide enhances your Salesforce investment with expert insights in Advisory Services.

mm Written by Emorphis Technologies · 6 min read >

Salesforce Advisory Services is a broad term that encompasses a wide range of services that can help businesses get the most out of their Salesforce investment. Moreover, these services can include everything from Salesforce implementation and optimization to Salesforce strategy and best practices. 

What is Salesforce Advisory Services? 

Salesforce Advisory Services encompass expert guidance and strategic support for businesses aiming to maximize the value of their Salesforce implementation. 


These services are provided by professionals like Emorphis Technologies who offer insights, also best practices, and tailored solutions to optimize Salesforce configurations, integrations, and workflows. 

By leveraging the expertise, organizations can enhance Salesforce’s effectiveness, streamline operations, and also achieve their specific business objectives. Ultimately leading to improved customer relationships and increased ROI. 

Who Should Use Salesforce Advisory Services? 

Salesforce Advisory Services can be beneficial for businesses of all sizes and industries. Whether you’re just getting started with Salesforce or looking to optimize your existing Salesforce implementation, Salesforce Advisory Services can help you achieve your goals. 

Here are some specific examples of how businesses can benefit from Salesforce Advisory Services: 

  1. New Salesforce users: Salesforce Advisory Services can help new Salesforce users get up and running quickly and efficiently. We can also provide training on how to use Salesforce and help users customize Salesforce to meet their specific needs. 
  2. Businesses that are growing: Salesforce Advisory Services can help businesses that are growing scale their Salesforce implementation to meet their growing needs. We can also help businesses integrate Salesforce with other systems, such as their ERP system or their marketing automation system. 
  3. Businesses that are struggling to use Salesforce effectively: We can help businesses that are struggling to use Salesforce effectively and also identify and address the root causes of their problems. We can also develop a plan to help businesses improve their Salesforce usage and achieve their business goals. 

Benefits of Salesforce Advisory Services 

There are many benefits to using Salesforce Advisory Services, including: 

  • Expertise: As a Salesforce Advisory Services provider, we have the expertise and experience to help you implement and also use Salesforce effectively. We can help you choose the right Salesforce products and features for your needs. Also, configure and customize Salesforce to meet your specific requirements. 
  • Resources: As a Salesforce Advisory Services provider we have the resources you need to get the most out of Salesforce. This includes access to Salesforce experts, training, also support. You can rely on us to help you troubleshoot any problems you encounter and moreover to answer any questions you have. 
  • Objectivity: We can provide you with an objective assessment of your Salesforce needs and in fact help you develop a plan to achieve your business goals. Also, help you identify any potential risks and challenges, and can develop strategies to mitigate them. 

Types of Salesforce Advisory Services 

There are many different types of Salesforce Advisory Services available, including: 

  1. Implementation: Salesforce implementation services can help you implement Salesforce for the first time or help you migrate from another CRM system. 
  2. Integration: Salesforce integration services facilitate seamless connectivity between Salesforce and other software systems, enhancing data flow and also process automation. 
  3. Customization: Salesforce customization services tailor the Salesforce platform to match your unique business requirements, optimizing workflows and as a matter of fact user experiences. 
  4. Development: Salesforce development services encompass the creation of custom applications and functionalities to extend Salesforce’s capabilities, in fact, tailored to your specific needs. 
  5. Optimization: Salesforce optimization can help you improve the performance and efficiency of your Salesforce implementation. In fact, this can include things like streamlining your workflows, automating your business processes, and improving your data management. 
  6. Strategy: Salesforce strategy services can help you develop a Salesforce strategy that aligns with your overall business goals. As a matter of fact, it includes things like identifying your key business objectives, choosing the right Salesforce products and features, and developing a plan to implement and use Salesforce effectively. 
  7. Best practices: Help you implement Salesforce best practices to improve your sales, marketing, also customer service processes. This can include things like lead nurturing, opportunity management, and customer support. 
  8. Data Migration: Salesforce data migration services ensure smooth and secure data transfer from existing systems to Salesforce, also preserving data integrity. 
  9. Adoption Strategy: Adoption strategy services provide a structured approach to maximize user acceptance and engagement, also ensuring the successful adoption of Salesforce within your organization. 
  10. Technical and Ongoing Support: Technical and ongoing support services offer continuous assistance, maintenance, and in fact troubleshooting to ensure your Salesforce implementation remains efficient and effective over time. 

How Salesforce Advisory Services Can Help You Achieve Your Business Goals?

Salesforce Advisory Services can help you achieve your business goals in several ways, including: 

A. Increased sales

Salesforce Advisor can help you increase your sales by helping you implement Salesforce features such as lead scoring, opportunity management, and sales forecasting. Also, help you develop a sales strategy and process that is tailored to your specific business needs. 

B. Improved customer service

It helps you improve your customer service by helping you implement Salesforce features such as case management, customer surveys, and knowledge management. It also, helps you develop a customer service strategy that is focused on providing your customers with a positive experience. 

C. Increased productivity

Increase your productivity by helping you automate your business processes and streamline your workflows. This can free up your time so you can focus on more important tasks.  


D. Improved data management

Salesforce Advisor can help you improve your data management by helping you create and implement data governance policies and procedures. Also, help you clean and organize your data, and they can develop strategies to ensure that your data is accurate and up to date. 

E. Reduced costs

Salesforce Advisory Services can help you reduce your costs by helping you identify and eliminate inefficiencies in your Salesforce implementation. Also, help you optimize your Salesforce usage and reduce your Salesforce licensing costs. 

F. Increased competitive advantage

Salesforce Advisory Services can help you increase your competitive advantage by helping you implement Salesforce features and functionality that can help you differentiate your business from your competitors. They can also help you develop a Salesforce strategy that is focused on helping you achieve your unique business goals. 

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Cost Considerations for Advisory Services 

When considering Salesforce Advisory Services, understanding the cost factors is crucial. While prices may vary depending on the provider and the scope of services, here’s what to keep in mind: 

First, the cost depends on the complexity of your Salesforce implementation or optimization needs. Larger and more intricate projects may naturally incur higher costs. 

Second, consider the potential returns on this investment. Salesforce Advisory Services aims to enhance efficiency, increase sales, and improve overall business performance. The gains in productivity, customer satisfaction, and revenue often outweigh the upfront costs. 

Lastly, it’s vital to recognize the long-term value. Expert guidance ensures a successful Salesforce implementation and provides ongoing support and strategic advice. This can lead to sustained growth and competitiveness in your industry. 

In terms of specific costs, they can vary widely. It’s recommended to request quotes from different providers, considering your unique requirements and goals. Remember that the investment in Salesforce Advisory Services is an investment in your business’s future success. 

Explore Salesforce Consulting Services to learn more about how we can help you. 

How to Choose a Salesforce Advisory Services Provider?

Choosing the right Salesforce Advisory Services provider is critical for the success of your Salesforce implementation. 

  1. Experience and Expertise: Look for providers with a proven track record of Salesforce advisory work. Check their experience in your industry, certifications, and client testimonials. 
  2. Customization: Ensure the provider can tailor their services to meet your specific needs. Cookie-cutter solutions won’t address your unique business challenges. 
  3. Client-Centric Approach: Seek a provider who prioritizes your goals and objectives. They should listen to your requirements and align their strategies with your business vision. 
  4. Industry Knowledge: A deep understanding of your industry is crucial. Knowledge of healthcare, finance, or any other sector will enable them to provide industry-specific solutions. 
  5. Team Expertise: Assess the qualifications and expertise of the advisory team. Look for certified Salesforce professionals who stay updated with platform changes. 
  6. Collaboration: Effective communication and collaboration are essential. Your provider should work seamlessly with your in-house teams and stakeholders. 
  7. Scalability: Ensure the provider can scale their services as your business grows. They should adapt to your evolving needs and goals. 
  8. References: Ask for references and case studies to understand their past successes and the impact of their services on businesses like yours. 
  9. Clear Pricing: Transparency in pricing and cost structures is vital. Ensure there are no hidden fees or surprises down the road. 
  10. Support and Training: Inquire about post-implementation support and training services. A reliable provider will offer ongoing assistance to ensure your team’s proficiency. 
  11. Proven Methodology: Ask about their advisory process and methodology. It should be well-defined and structured to deliver consistent results. 
  12. Client-Focused Approach: Choose a provider who prioritizes your long-term success over quick fixes. They should work with you to achieve sustainable growth and ROI. 

Contact us today to maximize your Salesforce investment.

Case Studies 

Here are a few case studies of how Salesforce Advisory Services has helped businesses achieve their goals: 

Case Study 1: A global technology company was struggling to use Salesforce effectively. Their Salesforce implementation was complex and inefficient, and their sales team was not using Salesforce to its full potential. We helped the company streamline its Salesforce implementation, automate its business processes, and train its sales team to use Salesforce effectively. As a result, the company was able to increase its sales by 15%. 

Case Study 2: A manufacturing company was looking to improve its customer service. The company’s customer service team was struggling to keep up with the high volume of customer inquiries, and the company was receiving a lot of negative customer feedback. Salesforce Advisory Services (Emorphis Technologies) helped the company implement a new customer service solution that uses Salesforce features such as case management, customer surveys, and knowledge management. As a result, the company was able to reduce its customer response time by 20% and increase its customer satisfaction score by 10%. 



Salesforce Advisory Services can be an asset for businesses of all sizes and industries. If you’re looking to get the most out of your Salesforce investment, consider working with a Salesforce Advisory Services provider. 

Contact us today and elevate your business!