01
Grown Salesforce setup
Salesforce is in use, but structures have grown over years. Fields, processes, permissions and reports no longer match current requirements cleanly.
Digitalisation strategy
Turning Salesforce ideas into a clear roadmap
Many companies know that processes, data and systems have to work together better. What often stays unclear is where to start. Aviando helps you position Salesforce strategically, set priorities and develop a roadmap that creates impact in everyday work.
Overview
Digitalisation needs direction, not even more one-off measures
Salesforce projects often arise from concrete problems. Sales needs better forecasts. Service wants to respond faster. Marketing needs reliable customer data. Management wants more transparency.
Every requirement is understandable. It gets difficult when many parallel initiatives emerge from them that do not contribute to a shared goal.
This is exactly where a digitalisation strategy comes in. It orders requirements, connects business units and translates goals into actionable steps. Not everything has to be built at once. What matters is that the right things happen first.
Delivery
Why strategy comes before delivery
Salesforce can map a lot. That is exactly why, before delivery, a clear decision is needed about which processes should really improve.
Without strategy you quickly end up with additional fields, complex automations and inconsistent reports. The system grows, but the value stays hard to grasp.
A good digitalisation strategy answers different questions. Which goals are relevant for your company? Where do costs, delays or data problems arise today? Which teams need which information? Where does automation pay off? When does AI make sense, and which foundation is still missing for it?
These answers do not produce a theoretical paper. They produce a plan that makes decisions easier.
Overview
Typical starting points
02
Many ideas, little prioritisation
Business units want new features, IT sees technical dependencies and management expects fast results. Without a roadmap, topics compete for attention.
03
Distributed data
Customer information sits in Salesforce, ERP, the website, support tools or spreadsheets. As a result, consistent analyses and a shared view of customers are missing.
04
Unclear AI readiness
Agentforce or other AI applications are on the table, but data quality, permissions and use cases are not yet clarified enough.
05
Lack of adoption
Teams work with Salesforce but find processes cumbersome. The result is workarounds, parallel lists and falling trust in the platform.
06
Unclear responsibilities
Changes to the system happen on the side, often without a fixed process. It is not clarified who decides on new fields, automations and permissions, and who maintains them.
Our approach
Understand first, then prioritise
We start with your current situation. Which goals is your company pursuing? Which processes slow things down today? Where do manual tasks arise? Which data is missing for decisions? We then order requirements by value, effort, urgency and dependencies. That creates clarity about which measures should be delivered first.
Building blocks of the digitalisation strategy
Seven building blocks that make a Salesforce strategy work - as one coherent framework, not a loose list.
- 01Analysis
Process analysis
We look at sales processes, service workflows, marketing handovers, management reporting and interfaces to other systems. Throughout, the question is always where Salesforce can create real value.
- 02Data
Data strategy
Good decisions need reliable data. We review data quality, duplicates, required fields, responsibilities, sources and necessary integrations.
- 03Architecture
System architecture
Salesforce rarely stands alone. That is why we consider ERP, the website, document management, collaboration, finance and further applications as part of the overall landscape.
- 04Automation
Automation potential
Recurring tasks can noticeably relieve teams. We identify workflows that can be automated without making your setup unnecessarily complex.
- 05AI
AI readiness
Before Agentforce or other AI applications can be used sensibly, use cases, data basis and governance have to be right. We check where an entry point is realistic.
- 06Adoption
Change and adoption
New processes need acceptance. We define which teams to involve, what communication should look like and which training formats make sense.
Metrics and steering
A strategy has to be measurable. Together we define which metrics make progress visible and which reports support decisions.
Use cases
Typical use cases
CRM roadmap for the next twelve months
You know Salesforce has to be developed further, but not which topics should come first. Aviando creates structure and makes priorities decidable.
Preparing a larger implementation
Before a new Salesforce project, requirements, data, roles and integrations should be clarified cleanly. That makes the later delivery safer.
Modernising an existing setup
The system has grown and needs new order. We identify unnecessary complexity, technical debt and concrete improvement opportunities.
Planning the AI entry point
Agentforce or other AI topics should not be tested in isolation. We assess which use cases make sense and which foundation has to be built first.
Bring business units together
Sales, service, marketing, IT and management often look at Salesforce differently. A shared target picture creates orientation for everyone involved.
Rebuilding reporting and steering
Reports exist but give no clear answer to leadership questions. We define which metrics count, where they come from and who owns them.
Impact
What improves as a result
After a clear digitalisation strategy, your company knows which topics take priority and why they are relevant.
- Decisions become easier to follow. Budgets are easier to justify. Teams understand which changes are coming. IT spots dependencies earlier. Business units get a realistic expectation of effort, sequence and outcome.
- That way Salesforce is not developed as a collection of individual features, but as a platform for better processes, more reliable data and targeted automation.
Outcome of the collaboration
In the end you receive a roadmap that connects strategic goals with concrete delivery.
This includes a clear target picture, prioritised measures, recommended next steps, relevant dependencies and an assessment of which initiatives bring impact in the short term.
Optionally, Aviando can guide the delivery directly. From implementation and integration through Agentforce use cases to training, support and change management.
Related topics
More related content
Salesforce implementation
When the roadmap becomes a concrete project, we support building or rebuilding your Salesforce setup.
Learn moreAgentforce & AI
When AI is part of your roadmap, we assess suitable use cases, data basis and delivery steps.
Learn moreChange management
When new processes are introduced, acceptance decides success.
Learn more Intro call
Sounds like a roadmap that makes your Salesforce setup clearer?
Thorsten Winkels, co-founder and managing director of Aviando, looks with you at your current situation, open requirements and sensible next steps. Together you clarify where strategy is needed and which measures can show impact first.
Thorsten Winkels
Co-Founder & Managing Director