Processes Review

Let’s determine your current problem…

Do you have Salesforce CRM but not sure if you’re using it efficiently? Maybe your business has grown, but your internal operations remain the same, and you want to know how Salesforce CRM can help? Or you want to automate your operations processes?

The truth is, you need to review your Salesforce CRM needs regularly. Why? Every year, your business grows. You gain new customers, employees and new brands join your portfolio. Or maybe your company has reduced in size or the market pace has slowed down. Nothing is static; everything changes in business.

How to make the problem go away…

We recommend you review your existing Salesforce CRM processes at least once every 6 – 12 months to see what works, what doesn’t, and what could be improved. It’s also an excellent time to remove what’s no longer relevant.

Our one-day workshop on CRM process optimization to lift your operations to an efficient, up to date and always fit for purpose process.

Our CRM process optimization planning 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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