How We Work
At BigOne Consulting, we take a holistic, strategic, and hands-on approach to Salesforce consulting and digital transformation
We focus on three core areas of engagement, helping businesses maximize efficiency, streamline operations, and scale with confidence.
1. Consulting & Audits: Laying the Foundation for Success
Before implementing any technology solution, it’s essential to understand the business, its challenges, and growth opportunities. That’s why we begin with an in-depth consulting and audit phase, where our team of Salesforce-certified experts works closely with you to evaluate your existing systems, business objectives, and operational pain points.
Our Approach:
- Comprehensive Business Analysis – We assess your current processes, workflows, and customer interactions to identify inefficiencies and areas for automation.
- Salesforce Readiness Assessment – If you’re new to Salesforce, we determine the best path for implementation based on your industry and company size.
- CRM & Digital Strategy Alignment – We ensure that Salesforce aligns seamlessly with your broader business objectives, marketing efforts, and customer experience goals.
- Customized Roadmap & Solution Design– Our experts design a detailed roadmap tailored to your company’s needs, ensuring a step-by-step, scalable transformation plan.
The Goal: Provide a clear action plan to optimize your business processes, improve efficiency, and maximize the return on your Salesforce investment.
2. Build & Deployment: Seamless Implementation for Scalable Growth
Once a clear strategy is in place, our team moves into active implementation, ensuring that Salesforce solutions are seamlessly integrated with your existing infrastructure. We use an agile development approach, allowing for incremental progress, continuous feedback, and flexible adaptation to your evolving business needs.
Our Approach:
- Custom Salesforce Configuration & Setup – We tailor the platform to match your specific business workflows, user roles, and data models.
- API & System Integrations – We connect Salesforce with your ERP, marketing automation, customer support tools, and any other critical business applications.
- User Training & Adoption Programs – We don’t just implement Salesforce; we ensure your team is fully trained, confident, and ready to maximize the system’s capabilities.
- Testing & Quality Assurance – Every implementation goes through rigorous testing to ensure that all processes run smoothly and align with business objectives.
- Go-Live Support & Change Management – We provide hands-on support during the launch phase, ensuring minimal disruption and smooth adoption.
The Goal: Enable a frictionless Salesforce deployment, empowering teams with a powerful, intuitive system that enhances collaboration, automates tasks, and accelerates growth.
3. Maintenance & Optimization: Continuous Improvement for Long-Term Success
Salesforce is not a one-time project—it’s a living system that should evolve alongside your business. That’s why we offer ongoing support, system enhancements, and optimization strategies to help you maximize performance, security, and efficiency over time.
Our Approach:
- Performance Monitoring & System Health Checks – We regularly review and optimize system performance to ensure maximum efficiency.
- New Feature Implementations – We stay ahead of Salesforce updates, integrating new functionalities that enhance your competitive edge.
- Process Automation & Enhancements – We refine automation workflows, eliminating bottlenecks and increasing productivity.
- Advanced Reporting & Analytics – We help businesses leverage Salesforce’s powerful analytics tools to make data-driven decisions.
- Security & Compliance Support – We ensure your Salesforce instance remains compliant with industry regulations and data protection laws.
- Scalable Support Plans – Whether you need occasional assistance or dedicated admin support, we offer flexible maintenance packages tailored to your business needs.
The Goal: Provide long-term value and continuous optimization, making Salesforce a core driver of business success rather than just another tool.
Our Skills
Why Choose bigOne Consulting?
Salesforce-Certified Experts
Our team has years of experience implementing, optimizing, and scaling Salesforce solutions.
Tailored, Industry-Specific Solutions
We customize every project based on your business size, sector, and unique challenges.
Agile, Flexible Methodology
Our iterative approach ensures rapid deployment, continuous improvement, and maximum ROI.
End-to-End Partnership
From initial strategy to longterm support, we guide you every step of the way.
Contact Us
Ready to Transform Your Business?
Partner with bigOne Consulting to unlock the full potential of Salesforce, drive innovation, and accelerate your growth.
Let’s craft tailored solutions that fit your unique needs and take your business to the next level.