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Your Salesforce Transformation Partner

At Expidio, we're passionate about empowering businesses to succeed through strategic advisory services for Salesforce Transformation projects. Whether you're just beginning your journey or looking to take your Salesforce implementation to the next level, we're here to guide you every step of the way. Discover how Expidio can help you achieve your business goals and unlock the full potential of Salesforce today.

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Deep Transformation Thinking, Without the Big Price Tag

Tailored Engagements
Flexible Duration

Need Something More Specific?

We are happy to customize our services to tailor to your needs. 
  • Develop customized Salesforce advisory solutions tailored to your specific needs and objectives.
  • Personalized consultations to understand your unique challenges and goals.
  • Bespoke services catered to your needs at any stage of your Salesforce transformation journey.
Business Case Development1
Generally 2 to 4 Weeks

Business Case Development

  • Develop a business case for your Salesforce Transformation program tailored to your business needs.
  • Workshops or consultations to facilitate ideation sessions with your team to define clear project goals, outcomes, and benefits.
  • Provide templates and tools to assist you in presenting the business case to internal stakeholders for budget approval.
Partner Selection
Generally 2 to 4 Weeks

Implementation Partner Procurement

  • Establish criteria and a scoring system for assessing and selecting your Salesforce implementation partner based on factors such as expertise, experience, industry knowledge, and cultural fit.
  • Develop a network of trusted Salesforce implementation partners based on your specific needs and requirements.
  • Guidance and support in negotiating contracts and defining the scope of work with selected partners to ensure your long-term success.
Implementation Coaching
Generally During Implementation

Implementation Coaching

  • Create standardized frameworks and templates for project governance, monitoring, and control to streamline the implementation process.
  • Personalized coaching sessions with your project managers to help them develop essential project management skills and overcome challenges.
  • Ongoing support and guidance throughout the implementation process, including regular check-ins and program enhancement sessions as needed.
Solution Optimization
Generally 2 to 4 Weeks

Solution Evolution & Optimization

  • Conduct comprehensive assessments of your existing Salesforce solutions to identify areas for improvement and optimization.
  • Develop a roadmap for evolving your Salesforce solution based on your evolving business needs and goals.
  • Ongoing support and guidance to ensure successful implementation of recommended enhancements and updates.