Advisory & Consulting

Getting the most out of your business by making the most of your CRM platform

As a Silver Consulting Partner, Cervello delivers innovative, tailored solutions that take your Salesforce instance from a one-size-fits-all application to a custom CRM ecosystem.

Our results-orientated approach brings to bear our technical expertise, industry experience and company-wide penchant for problem solving in order to fine-tune and elevate your Salesforce instance. We’ll sit with your executive team to get an in-depth understanding of who you are and what you need to do. Then we’ll design a personalized roadmap to get you there.

Whether your ultimate version of Salesforce is a masterwork of third-party integrations and dynamic custom development or a stream-lined mobile solution that showcases the best version of your data, we’ll help you decide and make it happen.

Our consulting and advisory services include:

  • Business diagnostics in areas such as user adoption and org consolidation
  • Cloud migration
  • CRM Roadmapping
  • Data management best practices
  • Third-party vendor evaluation
  • End user training and guidance

Key Takeaways