Process Mapping

Let’s determine your current problem…

Salesforce is a powerful tool, but without a process to connect your business activities with sales, marketing, billing and customer service, you cannot operate at an optimum level.

Using Salesforce CRM without a seamless setup will lead to fragmented reporting, limited data flow and restricted automation due to a lack of connectivity between activity types across operations.

How to make the problem go away…

Our one-day workshop on CRM process mapping helps our clients to understand how they can successfully use their Salesforce CRM system for internal operations and implementation success.

Our CRM process mapping workshop is delivered in six milestones:


Before the workshop, we conduct a remote platform review, questionnaire and interviews with your business operations lead.


The full-day workshop led by the Salesforce Consultant will cover agreed agenda line items based on the situational analysis stage.


From approved items pulled from the workshop, your Digital Strategy Consultant will design a solution for platform optimisation, based on your business needs.


We’ll then present the consultancy insight management to key marketing stakeholders with an opportunity for Q&A and revision requests.


Once agreed, you can sign-off the solution design with the option to commission Seamlessideas to deliver the platform optimisations or to consult your team.


Depending on which service you commission, we’re adaptable to meet your needs.

BENEFIT: Strategy Upgrade x ‘How’ Factor

A process for optimising areas that eliminate errors. Updating standardisation across the board and meeting external compliance requirements ensures your new setup adheres to your organisation’s growth roadmap.

BENEFIT: Automation with Impact

Increase your capacity, responsiveness, and margins, and relieve pressure on overstretched employees, with an automated CRM process.

BENEFIT: Documentation and Internal Alignment

By the end of the workshop, you’ll receive documentation on the agreed outcomes with process mapping visual flows that highlight solutions, timelines and risk areas.

Get in touch with us to see how we can help you with your project.

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