BB Atlantic Consulting has four Salesforce solution areas of specialty. Salesforce Enablement includes performing assessments, platform enablement, increasing scale and engagement, cross-platform data management, and establishing best practices. Salesforce Platform-as-a-Service includes implementation, re-implementation, managed services, and custom development. Strategy, Vision and Governance includes vision and strategy creation, the development of a center of excellence, CRM and marketing automation maturity models, capability and capacity maps, and short- and long-term roadmaps. , Integration Expertise includes industry-specific and proprietary tool integrations, AI integration, cloud data storage, engineering solutions, process development, and data governance and hygiene.

Our Salesforce consulting experts advise on the most beneficial ways to connect Salesforce with your current systems so you not only gain the use and value of Salesforce, but also maximize it. Those connections include Salesforce integrations and APIs, MuleSoft, and other third-party integration solutions.

Yes, we can provide examples of successful Salesforce implementations. We recently worked with a multi-billion dollar, J.D. Power Award-winning automotive finance organization that needed to increase customer satisfaction and improve customer experience. We helped them adopt and implement Salesforce Marketing Cloud and integrate it with their current Salesforce Service Cloud instance to gain access to more customer data so the company could create a better onboarding experience for their clients.

For Salesforce implementation and re-implementation services, we have a flexible methodology meant to help with everything from simple initial implementations to complex, multi-cloud solutions. This approach includes assessing your current state, including your capabilities, technologies, business processes and requirements so we can build a roadmap. Then, we establish a foundation with future scalability in mind, shaping the implementation around your organization’s needs and priorities.

We’ve developed a Data Governance Accelerator, built directly in Salesforce’s AppExchange, to help our clients manage their Salesforce data. This accelerator enables users and admins to analyze and correct data more effectively, viewing record duplications and data errors in one fell swoop. We also provide expert Data Cloud consulting services, enabling you to build a secure data foundation for your AI initiatives with connections to Agentforce, GPT, Tableau, Informatica, and more.

Beyond implementation, we can also help improve your organization’s engagement with Salesforce, ensuring your company is receiving value from your investment. In addition, we provide managed services to help maintain Salesforce for your organization. We can also help your organization grow in its use of Salesforce and help with the establishment of long-term roadmaps. If you have any questions about our services, please contact us.

We ensure the scalability and adaptability of Salesforce solutions by designing with your organization’s future scalability in mind, even before setting up the development environment. We start with a discovery phase that allows us to do thorough assessments of your current state. With this as your foundation, Salesforce will continue to work for your company in the long term, rather than acting as a short-term band-aid.