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Salesforce Consulting Service

In September 2022, rates will change for several of the technology services provided by University IT. To view the majority of our planned rate changes for services that are broadly available to our community, please visit this page. For more information, please visit the rates section of our website.

Salesforce is a SaaS cloud CRM tool that allows us to connect more effectively with our clients — students, alumni, donors, corporations and research institutions, employees and faculty.

UIT's Salesforce consulting service is designed to lead you to a customized, strategic, and successful implementation of the Salesforce CRM platform. 


A personalized consultation covers:

  • Considerations whether Salesforce is a good fit vs other CRM tools, or alternative applications 
  • Providing an assessment of the solution approach for Salesforce if applicable
  • Revisiting goals, business requirements, and use cases
  • Revisiting technical requirements
  • Illustration of the process and journey
  • Considerations for opportunities to leverage existing implementations or solutions on the platform

Designed for

The Stanford community.


A Salesforce consulting session is available free of charge.


Get started

To request a Salesforce consulting session, complete a help request. Once you submit a request, we will contact you by email to schedule time together. 


See also

Last modified January 14, 2020