Salesforce Architecture & Strategy
Consulting & Advisory
Strategy and roadmap to align Salesforce with your business goals.
40%
Faster Pipeline Velocity
100%
Architect-Led Audits
Zero
Shelfware Deliverables
Engineering measurable business outcomes
We start with how your teams sell, serve, and operate—then design a Salesforce roadmap that fits budget, risk, and adoption reality. Engagements include discovery workshops, org health reviews, and multi-year platform strategy.
Common Challenges We Solve
- Low user adoption and messy sales pipeline hygiene
- Accumulated technical debt and slow page load times
- Disjointed systems requiring duplicate data entry
- Uncertainty around cloud licensing and ROI
Key Deliverables & Artifacts
What you receive as tangible assets throughout our engagement.
- 1Current-state assessment and target architecture
- 2Prioritized roadmap with ROI hypotheses
- 3Governance, security, and license recommendations
- 4Executive-ready business case and RACI
Need a custom scope or specific cloud requirements?
Request a tailored scope review →Delivery Methodology
Our 4-Stage Approach to Consulting & Advisory
A structured, agile methodology ensuring predictability, governance, and rapid user adoption.
Stakeholder Discovery
Interviews with executive sponsors, sales leads, and operations teams to map pain points.
Org Health Audit
Deep-dive scan of Apex, custom objects, trigger frameworks, and governor limit thresholds.
Architecture Blueprint
Production of scalable ER diagrams, integration schemas, and security model recommendations.
Strategic Roadmap
Prioritized milestone backlog balancing quick wins with foundational platform upgrades.
Complementary Services
Explore other Salesforce capabilities
Maxovate covers the entire Salesforce lifecycle from advisory to long-term managed services.
Implementation
End-to-end setup and configuration for seamless adoption.
Customization
Tailored solutions to fit your unique business processes.
Integrations & AI
Connect Salesforce with your existing tools and systems.
Support & Training
Ongoing support and enablement for long-term success.
READY TO GET STARTED?
Ready to start with Consulting & Advisory?
Connect with our certified Salesforce architecture team in Bengaluru to align on goals, scope, and timeline.