Advisory Services
Strategic Salesforce guidance from people who've built it
We provide independent Salesforce advisory — roadmap planning, architecture reviews, vendor evaluation, and M&A due diligence — from a team that has delivered 300+ implementations and knows where the pitfalls are.
What We Do
- Salesforce roadmap planning and prioritization workshops
- Architecture reviews and technical debt assessments
- Org strategy for mergers, acquisitions, and divestitures
- Implementation vendor selection and RFP support
- Executive briefings and board-level Salesforce strategy presentations
- Independent project health checks on in-flight implementations
Why It Matters
When you're making a multi-year Salesforce investment, you want advice from someone who has no stake in selling you additional licenses or hours. Our advisory engagements are fixed-scope, independent, and focused on giving you the clearest possible picture of your options and their tradeoffs.
Summit
Partner — independent advice you can trust
300+
Implementations informing our advisory
10+
Years of Salesforce market experience
Ex-Accenture
Leadership team with enterprise pedigree
Our Approach
Scoping session
Define the advisory question, decision criteria, and success metrics.
Discovery
Interview stakeholders, review existing documentation, and assess current state.
Analysis
Evaluate options against your constraints: budget, timeline, team capability, and business goals.
Recommendations
Deliver clear, written recommendations with rationale and risk assessment.
Decision support
Present findings to leadership and support the final decision-making process.
Summit
Salesforce Partner tier — the highest level
10+
Years of focused Salesforce expertise
200+
Active Salesforce certifications on our team
Frequently Asked Questions
What is a Salesforce advisory engagement?
An advisory engagement provides strategic guidance on your Salesforce roadmap, architecture, licensing, and vendor decisions — without necessarily implementing anything. Think of it as having a Salesforce CTO on call.
We're evaluating whether to buy Salesforce — can WNC help?
Yes. We provide objective assessments comparing Salesforce to HubSpot, Dynamics, and other platforms, run demos, and advise on contract negotiations.
Our Salesforce implementation went wrong — how can WNC help?
We offer rescue assessments for troubled implementations: documenting what went wrong, identifying what's salvageable, and producing a prioritized recovery roadmap.
What does a Salesforce roadmap engagement include?
We map your current state, business goals for 12–24 months, and the Salesforce capabilities that bridge the gap — producing a phased roadmap with business case estimates and sequencing.
Do you advise on Salesforce licensing and contract negotiations?
Yes. We help clients identify what licenses they actually need, eliminate unused licenses, and time renewals strategically. Clients typically save 15–30% on their Salesforce contract with our input.
Ready to get started?
Let's talk about your advisory services needs.