top of page


Plan and prepare your vision

Strategize for your transformation future with the best.


Our advisory experts are leaders in guiding large-scale projects from day one with focused analysis, design, and discovery sessions. We take the time to understand your pain points and goals and lay out a blueprint to achieve them.


Center of Excellence (CoE) Offering

A Center of Excellence (COE) acts as a central governing framework for your Salesforce program. With Agile methodology and continuous delivery, we are disrupting the traditional operational model of large organizations.

Read More

Innovate With Touchpoint Strategy

Step One: Executive Visioning

Define the vision and value proposition. Address pain points and challenges and define measurements for success with functional experts.

Deliverables: Project charter, mission statement

Step Two: End User Journey

Identify current state and future state business capabilities through the lens of multiple end user personas.

Deliverables: Target process improvements

Step Three: Technology Assessment

Conduct an assessment of the current state and compare with future state needs to identify gaps and critical requirements for improvement.

Deliverables: Future state architecture

Step Four: Program Roadmap

Modernize the CRM and enable change with a roadmap, defined business case, and clear KPIs.

Deliverables: Roadmap and delivery plan

Modernize With Touchpoint Strategy

Step One: Program Validation

Confirm your program’s expectations with stakeholders to secure alignment on growth objectives.

Deliverables: Stakeholder interviews

Step Two: End User Adoption

Evaluate how end users are leveraging the existing program and analyze experience trends.

Deliverables: Capability workshops

Step Three: Technology Assessment

Perform a health check of the current Salesforce program and identify potential areas for added improvement in data, security, configuration, and architecture.

Deliverables: Health check, technical system walkthrough

Step Four: Delivery

Step Four: Delivery PlanRecommendations for optimizing your existing Salesforce program and achieving next-level results.

Deliverables: Delivery plan

Start strategizing with Touchpoint.

Speak with one of our certified Salesforce experts today

bottom of page