Get Started with Salesforce Professional Services
Learning Objectives
After completing this unit, you’ll be able to:
- Describe what Salesforce Professional Services does.
- Explain why you should work with Salesforce Professional Services.
- List the four stages of the customer lifecycle, and align them to the Salesforce Professional Services offerings.
Why Work with Salesforce Professional Services?
Salesforce 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 faster with experts who are closest to Salesforce technology. We promote more impactful decision-making, boost adoption and productivity, and assist your team in becoming self-sufficient and adaptable.
Our Key Differentiators
When working with Salesforce Professional Services, every customer receives:
- Tailored roadmap: Establish a customer-centric vision and co-create a strategic plan to get there. Prioritize desired outcomes upfront to align your people, process, and technology with your business goals.
- Flexible platform: Design and implement a well-architected platform built with capabilities and governance that allow you to do more faster. Be ready to navigate the AI future with confidence.
- Easier innovation: Drive ongoing transformation to elevate user and customer experiences fueled by data and AI. Get the full power of Salesforce products and innovation behind your business.
Our Value Proposition
Every time a customer engages with Professional Services, we deliver faster time to value for them. But, what does faster time to value actually mean? We partnered with Forrester to conduct a Total Economic Impact™ (TEI) study to define and quantify the value and return on investment (ROI) that companies may realize by deploying Salesforce Professional Services.
Together, we help our customers achieve their goals and attain great results, including:
- Enable 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 achieving business outcomes.
- Boost adoption and productivity: Our well-architected platform and governance 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.
- Become self-sufficient and adaptable: 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.
Salesforce Professional Services has a measurable impact on customer outcomes. According to the commissioned Total Economic Impact™ of Salesforce Professional Services study conducted by Forrester Consulting on behalf of Salesforce, July 2023, 93% of customers who utilized Salesforce Professional Services reduced the time to project outcomes.
Together with our partners, Salesforce Professional Services helps you go-live with your implementation, reach your goals, and continuously innovate to maximize your value from Salesforce. Explore our flexible offerings designed to bring the right expertise for your business needs.
The 4 Stages of the Customer Lifecycle
Salesforce 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. Solutions are available at every step of your AI + Data + CRM Journey.
Visioning: Define a future-state vision to achieve business outcomes.
In the Visioning phase, Salesforce Professional Services works closely with your organization to define clear business outcomes and create a future state vision for your Salesforce implementation, leveraging AI and data-driven insights. Our team of experts helps you identify your strategic goals and establish your vision to transform.
By aligning your Salesforce implementation with your overall business objectives, you can ensure that you are driving value and maximizing the return on your investment, with the help of Salesforce AI capabilities. Through collaborative workshops and in-depth analysis, we help you articulate your vision.
| Customer Lifecycle Stage | Resource Offering |
|---|---|
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Visioning |
AI Coach is a package of offerings from Salesforce Professional Services, the experts closest to our technology, designed to help you get started with Einstein. AI Coach is made up of three unique offerings: AI Coach: Readiness; AI Coach: Proof of Technology; AI Coach: Strategic Discovery and Planning. |
Strategic Planning: Build an actionable roadmap to set the right foundation.
The Strategic Planning phase builds an actionable plan to execute your vision. Salesforce Professional Services ensures that you have the right capabilities within your organization to be successful. Our team collaborates with your organization to set the right foundation for your Salesforce implementation. We help you design a solution that meets your specific needs, using AI for enhanced data integration and analysis.
We also take into account factors such as process optimization, data integration, and user adoption to create a comprehensive plan that addresses your challenges and positions you for long-term success. With our expertise and best practices, you can ensure that your Salesforce implementation aligns with your strategic objectives and maximizes your business outcomes.
| Customer Lifecycle Stage | Resource Offering |
|---|---|
|
Strategic Planning |
Phase 0 for AI co-creates an AI vision and strategy, develops aspirational AI-enabled journeys, defines future-state enterprise architecture, and establishes an AI roadmap. |
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Strategic Planning |
Phase 0 for Data assesses organizational data readiness in five core areas: 1) architecture, 2) governance and quality, 3) security, 4) visualization and actionability, and 5) AI readiness. |
Implementation: Go live with Salesforce to enable transformative change.
The Implementation offerings from Salesforce Professional Services bring your vision to life. Our team of certified experts guides you through the process of configuring, customizing, and integrating Salesforce. AI-driven methodologies optimize your processes and drive transformative change within your business. We work closely with your organization to ensure a successful go-live to enable transformative change within your business.
Our deep product knowledge and industry expertise helps you unlock the full potential of Salesforce and drive meaningful business outcomes, using advanced AI capabilities for intelligent automation and predictive analytics. Our focus is on delivering a seamless implementation experience that accelerates your time to value and sets the stage for long-term success.
Run & Innovate: Drive ongoing transformation to elevate your capabilities.
The Run & Innovate offer from Salesforce Professional Services focuses on optimizing and scaling the Salesforce Platform for long-term success. It utilizes AI-powered insights to drive innovation and stay ahead in a rapidly evolving business landscape. Our team provides governance best practices, future-state experience innovation, hands-on development, and enhancements to ensure that your Salesforce instance remains aligned with your evolving business needs.
We help you deploy new Salesforce features and functionalities, adopt best practices, and drive innovation within your organization. When you partner with Salesforce Professional Services, you gain access to a dedicated team of experts who are committed to maximizing the value of your Salesforce investment.
| Customer Lifecycle Stage | Resource Offering |
|---|---|
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Run & Innovate |
The Office of Continuous Innovation combines our Salesforce expertise and product knowledge into an approach that drives ongoing transformation and elevates your capabilities with the Salesforce Platform. |
Each offer is tailored to specific stages of your Salesforce journey and provides unique benefits. Work with Salesforce Professional Services to ensure that your Salesforce implementation aligns with your business objectives, accelerates time to value, and sets the right foundation for long-term success.
