When To Consider a Salesforce Transformation Advisory Program

by | Sep 26, 2023 | Digital Transformation, Salesforce, Transformation Advisory

How to start your Salesforce digital transformation

Going Beyond Technology Services

The Importance of Consulting

in The Salesforce Ecosystem

In today’s rapidly evolving technology landscape, businesses are constantly challenged to keep pace with the ever-changing demands of the digital age. As senior leaders at technology companies, you understand the importance of staying ahead of the curve. It’s crucial to not only initiate digital transformation but to ensure it’s executed effectively. This is where Transformation Advisory Services come into play. 

Why might companies need Salesforce Transformation Advisory Services?

In an era where technology is the heartbeat of every successful enterprise, the need for transformation advisory services has never been greater. Companies, regardless of their size or industry, encounter the need for change. Whether it’s adapting to emerging market trends, consolidating the tech stack, integrating new business units or technologies, or enhancing operational efficiency, transformation is an inevitable reality. Without expert guidance, this transformation journey can be riddled with uncertainties and pitfalls.

Salesforce Transformation Advisory Programs

Why are Transformation Advisory Services worth considering?

Transformation Advisory Services are worth considering because they can help bridge the gap between vision and execution. Salesforce partners that offer advisory services can help drive strategic conversations around the current state and desired future state, assess data, people, processes and systems, and provide a strategic roadmap tailored to your organization’s unique needs and goals. Think of it as a guiding light that ensures you reach your destination with minimal detours. The value lies in the expertise, experience, and proven methodologies that advisors bring to the table.

Why are Transformation Advisory Services becoming more and more popular?

In a hyper-competitive business environment, staying relevant and agile is a constant challenge. Transformation Advisory Services are gaining popularity because they offer companies a means to gain a competitive edge. Companies that have a well-defined roadmap of where they are going are better equipped to adapt swiftly and effectively to changing circumstances and as such are more likely to thrive. 

What is the cost-benefit analysis around Transformation Advisory Programs?

It’s a common misconception that Transformation Advisory Services are an unnecessary, additive expense. In reality, they are a strategic investment. Investing in Transformation Advisory Services can help companies save costs in the long-run, by helping companies identify and address inefficiencies in their prospect-to-cash flow, and ensure technology purchasing decisions, timing of implementations, and the ultimate solution designs are properly aligned. Ultimately, advisory services can help organizations build toward alignment across various departments on the strategy, ensuring everyone is moving in the same direction. By preventing costly missteps, optimizing processes, and maximizing the value of technology investments, these programs often result in significant cost savings in the long run.

How are Salesforce Transformation Advisory projects different from other types of Salesforce projects?

While both are valuable, they serve different purposes. Salesforce Transformation Advisory Services are focused on understanding the current state and desired future state as it pertains to the Salesforce platform, defining strategic objectives, performing pros/cons around key business process and system decisions, and designing a roadmap for digital transformation. Such Services can help guide the “why” and “how” of your transformation journey. On the other hand, other types of Salesforce Services, such as Implementation Services and Managed Services, are more about hands-on work to turn your roadmap into reality.

What challenges do Salesforce Transformation Advisory Services help Salesforce customers solve?

Transformation Advisory Services help solve a myriad of challenges. These include helping Salesforce customers define the vision and desired outcomes, aligning technology decisions and investments with business objectives, creating strategies to overcome potential resistance to change within the organization, streamlining processes for increased efficiency, and ensuring a seamless transition to new technologies.

What does V2’s Transformation Advisory Services model look like?

At V2 Strategic Advisors, our transformation advisory model is centered around a framework we refer to as D(3P), which focuses on the interconnectedness between Data, People, Processes, and Platforms. We have developed this framework over many years, and out experience working with customers who are not simply looking for advisory around technology, but a more holistic approach as technology decisions and investments are not purely about features, functionality and costs–other factors such as data flow, people and culture, and business processes need to be taken into consideration. These four pillars, Data, People, Processes, and Platforms, form the basis of our strategic approach, ensuring a holistic and customized solution that addresses every aspect of your digital transformation journey.

 Why partner with V2 for Your Salesforce Transformation Advisory Program?

Our team at V2 Strategic Advisors are consultants first, technologists second. We are your partners in digital transformation. With a proven track record of success, deep industry expertise, and a commitment to your organization’s success, we provide the guidance and support needed to turn your vision into reality. Our collaborative approach ensures that every step of your transformation journey is well-executed.

In closing, we invite you to reflect on the challenges and opportunities that lie ahead for your organization. If you believe that your company could benefit from Transformation Advisory Services, we encourage you to take the next step. 

Building Trust Starts With A Conversation.

If your organization is thinking about a digital transformation project, but not sure where to start, or not sure if this is even the path forward, reach out to V2 Strategic Advisors, and let us help you make sure you are on the right path forward. Let’s engage in a conversation about your unique goals and challenges, and together we can help unlock the full potential of your digital transformation journey and recommend the optimal future state Salesforce-centric Cloud architecture for your team. 

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Jill Dignan

Jill Dignan


Jill Dignan has over 13+ years of strategic technology consulting experience, working with enterprise and global companies in media and other industries. During her tenure at V2, she has developed a passion for working with business and technology leaders to outline pragmatic transformation roadmaps as well as helping bring consulting and technology solutions to market. . Jill has helped clients in and outside of media devise winning strategies around process improvement, architecture, design, data, analytics, and integration. She currently serves as CGO of V2.