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
The Stanford community.
A Salesforce consulting session is available free of charge.
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.