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Salesforce Advisory Services

Strategic guidance to align the platform with your goals, streamline processes, and improve overall user adoption.

At LS Technologies, our Salesforce Advisory Services are designed to help your business get the most value from Salesforce. Our focus is on delivering clear, actionable advice that supports long-term growth and ensures your Salesforce environment remains scalable, efficient, and ready for what’s next.

Whether you’re planning a new implementation or refining an existing setup, we’re here to guide you with expertise and a results-driven approach.

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What We Offer

Strategy & Roadmap Development

  • Assess current CRM maturity and business processes
  • Define short-term priorities and long-term goals
  • Create a Salesforce roadmap aligned with business objectives

Org Health Check & Optimization

  • Comprehensive review of your Salesforce instance (org audit)
  • Identify inefficiencies, technical debt, and security gaps
  • Recommend performance improvements and best practices

Architecture & Solution Design

  • Design a scalable, maintainable, and secure Salesforce architecture
  • Advise on data modelling, integration strategy, and system scalability
  • Align architecture with multi-cloud and enterprise systems

Business Process Reengineering

  • Analyze existing sales, service, and marketing processes
  • Recommend process improvements and automation opportunities
  • Bridge business needs with Salesforce capabilities

Change Management & User Adoption

  • Develop strategies to increase user engagement and adoption
  • Assist with training, communication plans, and feedback loops
  • Monitor adoption metrics and iterate for continuous improvement

Salesforce Product Guidance

  • Advise on licensing and feature selection across Salesforce clouds
  • Help evaluate and prioritize Salesforce products (e.g., CPQ, Field Service, Experience Cloud)
  • Recommend third-party AppExchange solutions where applicable

Governance & Best Practices

  • Establish a Centre of Excellence (CoE) framework
  • Define release management, development standards, and security protocols
  • Create governance models for ongoing success

Our Process

1

Discovery

  • Understand your business goals and current Salesforce setup
  • Identify challenges and improvement areas

Output: Current state assessment & key objectives

2

Strategy & Roadmap

  • Align Salesforce capabilities with business needs
  • Prioritize quick wins and long-term initiatives

Output: Strategic roadmap & action plan.

3

Solution Design

  • Recommend a scalable architecture and process improvements
  • Suggest tools, automations, and integrations

Output: Solution blueprint & best practices.

4

Change Enablement

  • Support user adoption through training and communication
  • Establish KPIs to track success

Output: Enablement plan & adoption strategy.

5

Ongoing Advisory

  • Provide continuous guidance and improvement support
    Regular check-ins to adjust the roadmap as needed

Output: Monthly insights & continuous optimization.

When to use Advisory Services?

  • Planning a Salesforce implementation or expansion
  • Undergoing digital transformation or organizational scaling
  • Experiencing poor user adoption or system performance
  • Evaluating how to integrate Salesforce into your enterprise ecosystem
  • Preparing for mergers, acquisitions, or new business models

Who Are We?

LS Technologies

Founded in 2017, LS Technologies is a dedicated Salesforce Implementation Partner. We specialize in customizing Salesforce solutions to meet the unique needs, challenges, and goals of each client, driving growth and success. Our experienced team excels in new implementations, system integrations, and optimisations across various industries, delivering expertise and exceptional value in every project.