Get Started with Salesforce Professional Services

Learning Objectives

After completing this unit, you’ll be able to:

Describe what Professional Services does.
Explain why you should work with Professional Services.
List the ways that Professional Services can help you at any time of your Salesforce journey.

Why Work with Professional Services?

Professional Services transforms enterprises by collaborating with our most strategic, forward-thinking customers and partners to push the boundaries of speed and innovation with Salesforce, delivering long-term success for customers and their organizations.

Our trusted advisors help you define your priority outcomes, enabling you to realize value quickly and become self-sufficient with Salesforce. We promote more impactful decision-making, boost adoption and productivity, and assist your team in staying adaptable as you grow.

What Sets Us Apart

When you work with Professional Services, you get:

Tailored roadmap: We help you establish a customer-centric vision and co-create a strategic plan to get there. We prioritize desired outcomes upfront to align your people, process, technology, and data with your business goals.
Flexible platform: We work with you to design and implement a well-architected platform built with capabilities and governance that allows you to do more, faster. So you’re ready to navigate the AI future with confidence.
Faster innovation: We drive ongoing transformation to elevate user and customer experiences. We help you establish the governance and build the expertise you need to continuously innovate and become self-sufficient with Salesforce.

Why It Matters to You

Every time you engage with Professional Services, we help you realize value quickly. But, what does realizing value quickly actually mean? We partnered with Forrester Consulting to conduct a Total Economic Impact™ (TEI) study to define and quantify the value and return on investment (ROI) that your company may realize by engaging Professional Services.

Together, we help you achieve your goals and attain great results, including:

Enabling more impactful decision-making: We begin with a customer-centric vision and a strategic plan to align your resources with your business goals, facilitating more informed decision-making. 86% of our customers reported improved effectiveness in accomplishing outcomes.
Boosting adoption and productivity: Our well-architected platform and governance frameworks empower your team to accomplish more in less time, enhancing both adoption and productivity. 70% of our customers have established a stronger, more flexible platform foundation.
Staying adaptable as you grow: We provide a clear path to self-sufficiency, enabling you to adapt to changing market conditions and customer needs with confidence. 95% of our customers have empowered their organizations to innovate faster.

Professional Services helps customers improve effectiveness to accomplish outcomes, build a stronger, more flexible platform foundation, and experience better and faster innovation.

Professional Services has a measurable impact on customer outcomes. According to a commissioned Total Economic Impact™ Of Salesforce Professional Services study conducted by Forrester Consulting on behalf of Salesforce, February 2024, 93% of customers who worked with Professional Services reduced time to reach project outcomes.

When you partner with Professional Services, we help you go live with your implementation, reach your goals, and continuously innovate to maximize your value from Salesforce. Explore our portfolio of flexible offerings designed to bring the right expertise for your business needs.

Five Offerings to Drive Your Success

Professional Services is committed to quickly driving your success on the world’s #1 AI CRM platform, so you can realize the most value from your investment. Access tailored solutions at every step of your CRM + AI + Data + Trust journey.

Strategize

Lay the foundation for your long-term success. Align on a transformation strategy that prioritizes business outcomes, and develop an actionable, step-by-step roadmap to achieve it.

Offering	Resource
Strategize	Get the Strate gize datasheet

Prototype

See how products work in your environment, with your data, using a functioning prototype built in your sandbox. We’ll help you get your setup just right and minimize risk before full-scale implementation.

Offering	Resource
Prototype	Get the Prototype datasheet

Implement

Deploy the full power of the Salesforce Platform with confidence that it’ll be done right the first time. You’ll get to value quickly, and you’ll have a stable foundation for long-term success.

Offering	Resource
Implement	Get the Implement datasheet

Innovate

Keep innovating with the latest products and best practices. We help you implement governance that works, improve the experience for your end users, and increase adoption.

Offering	Resource
Innovate	Get the Innovate datasheet

Expert Services

When you need extra help to reach an important goal, add a Salesforce expert to your team. With a broad range of specialties from advisory to development, we have the expertise you need to get the job done right.

Offering	Resource
Expert Services	Get the Expert Services datasheet

Professional Services’ flexible set of offerings includes Strategize; Prototype; Implement; Innovate; and Expert Services.

Each offering is tailored to specific stages of your Salesforce journey and provides unique benefits. Work with Professional Services to establish a tailored roadmap, build a flexible platform, and innovate with confidence.

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