Salesforce CRM Optimisation

Let’s determine your current problem…

Some organizations are not the best at documenting internal setups within their CRM platform. Employees who led the change leave the business. So you’re left with workflows, fields, and plug-ins that no one can explain or use.

This is a common theme across organizations regardless of how stable their CRM structure is. It’s difficult to make suggestions for change when you don’t understand the full view of your CRM platform.

How to make the problem go away…

Your CRM platform first needs to be critically reviewed to justify optimisation needs to commission resources and win over internal sponsors.

We conduct platform reviews to identify areas in internal/external compliance breach, outdated assets, overcomplicated or infancy level processes. We provide a platform review and areas for best practice optimisation needs. This will help estimate costs, timelines and you’ll also get a feel for the scale of optimisation required.

Our Salesforce CRM platform review workshop is delivered in six milestones:

(Please note: Platform review service does not include the implementation or any upskilling training services.)


Before the workshop, we conduct a remote platform review, questionnaire and interviews with your sales operations lead, commercial lead and CRM Admin.


The full-day intensive 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 Salesforce Consultant will design a solution for platform optimisation, based on your business needs.


We’ll then present the consultancy platform optimisation design 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: Clear Optimisation Strategy

Get a clear view on optimisation changes required on a strategic level, supporting you to resource accordingly based on identified quick wins and high-value impact changes. Necessarily going through a refurbishment process with a sustainable solution designed.

BENEFIT: Streamlined Processes

Optimisation of current practices that may be in breach of legislative requirements. Safeguarding your marketing operations efforts, including improving operational efficiency through advanced automated best practices bringing alignment between marketing, sales and end-users touch points.

BENEFIT: Programme Management Consultancy

Complete the Salesforce CRM platform review consultancy project with an incremental roll-out plan for delivery requirements empowering you with the conviction you need to pitch and win over internal sponsors.

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

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