Strategy and Planning

Collaborate to develop a strategic roadmap that aligns people, process and technology to realise your business objectives faster.


A complete strategic approach to technology and business

The world is changing fast, and Salesforce technology can help your business keep up. We work with you to design a strategic roadmap for the future. With a combination of workshops, discovery sessions and iterative design we identify opportunities to streamline sales, marketing, service or CRM processes to support you getting to the next level. We think for the long-term, but we’ll also find some quick wins.

What is our strategy and planning approach?

Our team has over 50 years experience in Salesforce products, leading Sales, Marketing and Service teams and working with data to drive growth. We take the time to understand your business and make bespoke recommendations for your business in the long term.

As Salesforce technology experts, we use workshops and our proven business discovery processes to deep dive into your data and technology investments.

Customers work with Trigg to:

  • Complete a thorough assessment on their business
  • Run workshops across business functions 
  • Make recommendations of short, medium and long term strategic projects to drive business outcomes
  • Align business requirements with technological requirements for a future proof business

Why choose Trigg?

Access to a full team of Salesforce consultants who specialise across the entire range of Salesforce products

We know Salesforce inside out, back to front and sideways, with 50+ years of experience


We work as an extension of your team- when and where you need us

We have a 5 star customer rating on the Salesforce App Exchange

UK based team and support – we can work within your timezone

Where do I start?

We have several different packages available to suit your unique business needs. We generally recommend our FREE! Salesforce Health Check, we also offer a more comprehensive check for those who want to dig deeper.

There are many benefits to having one of our consultants analyse your current solution, then advise on what level of support is best suited to your needs.

Contact us today to find out how to find out more

Fill out the form below to and we’ll get back to you right away.

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