Salesforce Consulting
Salesforce Strategy & Roadmap
Strategic planning for your Salesforce transformation and a multi-year implementation roadmap.
- Investment
- $20k fixed
- Timeline
- 4–6 weeks
- Delivered by
- Xenai Digital
What this engagement is
A 4-6 week strategic engagement that produces a comprehensive multi-year Salesforce transformation roadmap with executive alignment and detailed implementation guidance. Designed for C-suite and senior leadership making major Salesforce investment decisions. Delivered through the Xenai Digital partnership for enterprise consulting depth.
Who this is for
- C-suite executives planning major Salesforce investments or transformations
- Strategic planners and transformation leaders building long-term technology roadmaps
- Growth-focused organisations preparing for significant expansion or digital change
- Boards and leadership teams that need a clear 2-3 year view before approving spend
What’s included
- Strategic vision and executive stakeholder alignment between business goals and Salesforce capability
- Current state assessment of existing implementation, data quality and process maturity
- Future state architecture covering technical and functional design
- Multi-year phased implementation roadmap with timelines, dependencies and success metrics
- Change management strategy with adoption plan and training recommendations
- Risk assessment, governance framework and mitigation strategies
- ROI projections and vendor or implementation partner guidance
How we’ll work together
- 1
Week 1-2 — Discovery and current state analysis
Stakeholder interviews, system audit, process mapping and data assessment to establish a clear baseline.
- 2
Week 3-4 — Strategic planning and future state design
Business requirement analysis, technical architecture design, integration planning and roadmap development.
- 3
Week 5-6 — Implementation planning and documentation
Detailed project plans, resource planning, risk assessment and executive presentation prep.
Frequently asked questions
- How do we get started?
- Book a free 30-minute consultation. We’ll confirm whether this is the right engagement for you. If it isn’t, we’ll tell you — and often suggest where to look next.
- What if we need something slightly different?
- The scope is a starting point, not a contract. We adapt once we’ve met the team and seen the real situation. Any scope changes are agreed in writing before we start.
- Who actually delivers the work?
- Engagements are delivered through Xenai Digital, with Robin leading the work. For larger pieces, specialist partners are brought in for specific disciplines — always named in the scope before we start.
- What happens after we’re done?
- You own everything we produce. We stay available for follow-up questions at no extra charge for 30 days. After that, we can roll into a lighter ongoing advisory arrangement if useful.
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Ready to talk?
Book a free consultation — we’ll decide together whether this engagement is the right next step.
Book a free consultation