Salesforce Optimization and Support
Outdated tools lead to missed opportunities, frustrated clients and users, and lost revenue. Citrin Cooperman’s Salesforce experts will help you protect your business and meet your objectives.
Are you fully leveraging your Salesforce platform to its utmost potential or is it just skimming the surface of its capabilities?
“My current system isn’t built for my (insert employee title) it is more of a (type of system like accounting) system.”
“Salesforce is a glorified rolodex for us. I would really like to get more out of my investment.”
“My competition is adding features, like AI, that are creating experiences I can’t match for my customers and my employees.”
“My industry is starting to adopt AI tools. Is my organization ready? Infrastructure? Tech stack?”
“[Major company event like an acquisition] is opening up an opportunity to review our systems.”
If any of the above statements sound familiar, it is a good time to review your Salesforce environment.
At Citrin Cooperman, we transform Salesforce from a simple management tool into a powerhouse driving your business’s efficiency and innovation. With our holistic approach, we offer new perspectives and tailored strategies that resonate with your unique business needs.
Imagine a Salesforce environment so optimized that it not only meets but anticipates your business requirements, enhances user experience, and integrates cutting-edge technologies like Einstein AI—empowering your organization to stay ahead in a competitive landscape.
Don’t settle for the basics. Schedule a 30-minute consultation with our Salesforce experts today and start transforming your digital landscape for a future-proof business.
Salesforce Optimization Workshop Benefits
Improve the value of the current investment in the tool set
Develop the strategic roadmap for the business
Prepare to add targeted functionality to Salesforce per the roadmap
Increase probability that your salesforce environment is ready for new tools and functionality that has not yet been identified as a target for your firm
Identify opportunities to elevate usage through training
Drive efficiency throughout the organization
Create better experiences for your frontline workers, back office, vendors, and customers
Analyze Data Readiness for Einstein AI
Get More From Your Salesforce Investment
“Sage [Citrin Cooperman Salesforce Delivery Consultant] continues to be a great resource to work with for Chandler. He is knowledgeable, is comfortable asking clarifying questions, thinks of solutions, and follows through on commitments. Sage continues to impress me and I enjoy interactions and continued opportunities to work together. Thanks!”
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5/30 Webinar Placeholder: 10 Tips for Optimizing Salesforce
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Register for the Salesforce Optimization Workshop
Your success is our mission, and we look forward to embarking on this journey together. Let us help you leverage Salesforce to stay ahead of the curve.
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