Phoenix - Your AI AssistantSalesforce Premium Consultancy–Strategy-Architecture-Governance
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5 days
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What you get with this Offer
I will deliver a strategic consultancy engagement for your Salesforce environment: assess your current setup, define governance models (data quality, security, roles/permissions), design architecture for growth, and roadmap your CRM expansion (clouds, integrations, automation).
You’ll receive a detailed architecture document, governance framework, implementation plan for next phases, and recommendations to optimise adoption, security and maintainability of Salesforce in your organisation.
This offer stands apart because it’s not just about building features — it’s about aligning Salesforce with your long-term business goals, ensuring you have the right structure, processes and architecture to succeed.
You’ll receive a detailed architecture document, governance framework, implementation plan for next phases, and recommendations to optimise adoption, security and maintainability of Salesforce in your organisation.
This offer stands apart because it’s not just about building features — it’s about aligning Salesforce with your long-term business goals, ensuring you have the right structure, processes and architecture to succeed.
What the Freelancer needs to start the work
Please provide access to your current Salesforce org (read‐only if preferred), documentation of current processes and systems, any compliance/security requirements and your business objectives for CRM transformation.