Salesforce Effectiveness

Connect sales and marketing results with data and technology.
We connect sales and marketing performance through data and technology.

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Salesforce is a powerful platform, but expertise is required across the full lifecycle—from implementation and build to operations and optimization.

It offers a wide range of scalable solutions by industry and purpose,
and enables organizations to unify sales, marketing, and customer data into one connected flow.

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“We turn Salesforce into not just a tool, but a growth engine that maximizes organizational execution and performance.”

“Through automation and real-time visibility, we reduce repetitive work and enable all teams to share the same data instantly.
Operational burden decreases, and reporting efficiency increases.”

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What We Do (Core Services)

Solution Assessment

We analyze business goals, sales processes, data structures, and existing systems to determine the optimal Salesforce products and architecture.
We define scope, expected impact, cost structure, and scalability by industry, size, and business purpose, minimizing unnecessary product adoption.

Build & Operations

Based on modules such as Sales Cloud, Marketing Cloud, and Data Cloud, we handle end-to-end implementation: process design → feature build → data migration → automation → dashboards → operational governance.
Post-launch, we support release updates, workflow restructuring, bug management, and ongoing enhancement to ensure stable, high-quality Salesforce adoption.

Minor Enhancements

Even without a full-scale project, we quickly deliver improvements such as new features, process adjustments, automation enhancements, and reporting upgrades.
We enhance or add features in ways that maintain structural stability while increasing Salesforce usability.

Training & Stabilization

We provide role-based training, manuals, QA sessions, and early-stage support so sales, marketing, and operations teams can use Salesforce immediately in real workflows.
Our training emphasizes practical, task-oriented usage rather than tool-based instruction, ensuring fast and stable adoption across the organization.

How We Work (Approach)

	Diagnose	We analyze your current Salesforce architecture, data maturity, sales processes, and KPI structure. We identify where performance alignment breaks down within the organization, and define critical improvement areas with clear execution priorities.
	Design	We redesign Sales & CRM processes based on business goals, market environment, and customer journey. From goal-setting → lead/opportunity management → sales strategy → incentive structure, we integrate the entire workflow into Salesforce to ensure strategy turns into execution.
	Forecast	We integrate customer, lead, and sales activity data, applying AI forecasting and What-if simulations to anticipate performance and optimize ahead of time. By connecting Sales Cloud, Marketing Cloud, and Data Cloud, we strengthen both accuracy and speed of CRM operations.
	Execute	We build real-time dashboards, KPI tracking flows, and automated reporting structures, enabling sales and marketing teams to make immediate, data-driven decisions. We establish operational routines and governance so the entire organization shifts toward a performance-driven, data-centric culture.

Results FlatGrid Creates

Performance-driven Salesforce operating roadmap

KPI definition & real-time performance analytics

Incentive modeling, territory optimization, and What-if simulations

Integrated operational architecture across Salesforce solutions

User training, governance, process reinforcement & change management

Salesforce Effectiveness

Connect sales and marketing results with data and technology. We connect sales and marketing performance through data and technology.

What We Do (Core Services)

How We Work (Approach)

Results FlatGrid Creates

Connect sales and marketing results with data and technology.
We connect sales and marketing performance through data and technology.