Tricxel Consulting LLPSalesforce • ServiceNow • Power BI • Tableau
Tricxel service

Salesforce Consulting

CRM strategy, implementation and optimization. Salesforce helps teams build a connected customer operation across sales, service, automation and data. Tricxel supports the full lifecycle from roadmap to adoption.

Salesforce Consulting
Capabilities

Focused expertise, built around outcomes.

Engagements can be scoped around one capability or combined into a broader transformation program.

Advisory

Current-state assessment, target architecture, roadmap and prioritization.

Sales CloudService CloudFlow automationData & migrationIntegrationsReporting & optimization

Implementation

Configuration, development, integrations, testing and controlled releases.

Solution designBuildQA

Optimization

Adoption reviews, performance improvements, backlog planning and continuous enhancement.

AdoptionAnalyticsGovernance
Typical scope

What we can help you change.

✓Sales Cloud
✓Service Cloud
✓Flow automation
✓Data & migration
✓Integrations
✓Reporting & optimization
Delivery model

From business problem to working capability.

01

Discover

Understand goals, users, systems, data and constraints.

02

Design

Define the target experience, architecture and backlog.

03

Build

Configure, develop, integrate and test iteratively.

04

Launch

Enable users, release safely and transfer ownership.

05

Optimize

Measure usage and improve the solution continuously.