Sales
Design lead, opportunity and pipeline workflows that match how your team actually sells.
Salesforce CRM
CRM Process Design
Optimize and automate your Salesforce CRM business processes across sales, marketing, service, operations and finance.
Process Work That Runs the Business
A well-modeled CRM is only as good as the processes it supports. We design and automate those processes so teams work the same way, with the same data, in the same system.
Marketing
Connect campaign and lead handling so the handoff to sales is clean and traceable.
Service
Automate case handling, routing and follow-up so requests move without manual chasing.
Operations
Structure internal processes and approvals so recurring work runs the same way every time.
Finance
Align finance-facing steps with CRM data to reduce double entry and rework.
From Manual Steps to Automated Workflow
Our CRM process design work sits alongside our Salesforce project architecture and integration design, so the process you define is reflected in the data model, business rules and workflows that support it.
- Sales, marketing, service, operations and finance processes optimized together
- Automation of recurring manual steps and handoffs
- Business rules, workflow and user interface designed to fit the process
- Analytics and reporting aligned to the operating model
Where CRM Process Design Fits
One engagement can sit alongside the rest of the architecture and integration work.
| Service | Focus |
|---|---|
| CRM Process Design | Optimize and automate Salesforce CRM sales, marketing, service, operations and finance business processes. |
| Salesforce Project Architecture | Data model, business rules, workflow, user interface and analytics. |
| Salesforce Integration | Cloud and web services, on-premise systems integration, and org migrations. |
| Force.com System Architecture | Force.com system architecture and application design. |
| Cloud System Design | Cloud system design and architecture. |
Ready to Improve Your CRM Processes?
Tell us which sales, marketing, service, operations or finance processes slow your team down. We will map them to a Salesforce design.