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.

Strategy & Roadmap

Establish your foundation for long-term success with strategic planning. Together, we align on a vision, develop a transformation strategy, and build an actionable roadmap.

Offering	Resource
Strategy & Roadmap	Get the Strategy & Roadmap datasheet

Prototype

Build confidence in Salesforce product capabilities within your environment. We partner with you to prove functionality and features, mitigate and minimize risk, and validate business value and impact.

Offering	Resource
Prototype	Get the Prototype datasheet

Implement

Deploy the full power of the Salesforce platform across your entire business. We help you prioritize key business outcomes, design a scalable architecture, and launch your implementation.

Offering	Resource
Implement	Get the Implement datasheet

Run & Innovate

Drive ongoing transformation to elevate your capabilities and experiences as you become self-sufficient with Salesforce. We work with you to embed leading governance, improve experiences and adoption, and continuously realize value.

Offering	Resource
Run & Innovate	Get the Run & Innovate datasheet

Expert Services

Engage Salesforce experts to address critical business objectives at any time. We help you access the right skill sets for your needs, get unrivaled Salesforce expertise, and extend your teams with speed.

Offering	Resource
Expert Services	Get the Expert Services datasheet

Professional Services’ flexible set of offerings includes Strategy & Roadmap; Prototype; Implement; Run & 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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