Your customer relationships depend on connected information, clear processes and tools your team can use. Lean 360 Consulting helps you assess, implement and improve Salesforce around the way your business works.
Whether you are reviewing an existing environment, planning a new implementation or seeking ongoing support, we help define a practical path forward—with clear scope, accountable delivery and a focus on user adoption.
Know what needs attention and where to start. We review agreed areas of your Salesforce environment to identify friction, risks and opportunities for improvement. The assessment can cover workflows, automation, data quality, access controls, reporting and integration dependencies.
What you receive: A summary of findings, prioritized recommendations and an improvement roadmap with indicative effort, dependencies and recommended ownership.
Build Salesforce around your business processes and connect the systems your teams rely on. We help translate requirements into a defined solution, from configuration and automation to data migration, integration, testing and training.
What we deliver: Agreed sales and customer service workflows, reports and dashboards, scoped system integrations, and a structured transition to go-live. Connections to Microsoft applications, ERP systems and customer portals are assessed against technical, security and licensing requirements.
Keep Salesforce aligned with your changing business needs. Our scoped support services help you manage administration, investigate issues, maintain configurations and plan enhancements through a clear request and approval process.
How we support you: Agreed service coverage, a prioritized improvement backlog, release reviews and documentation—with clear responsibilities and visibility into the work being delivered.
We bring business process improvement and technology delivery together. Our approach connects Salesforce decisions with your operational goals, wider systems and user needs. From discovery through ongoing improvement, we focus on practical solutions your organization can manage and sustain.
Tell us what is slowing your team down or what you want Salesforce to help you achieve. We will help define the right starting point.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.