CRM & Data Angels.AI Consulting – AI CRM Strategy & Change Management Services - CRM & Data Angels.AI Consulting, LLC - AppExchange
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CRM & Data Angels.AI Consulting – AI CRM Strategy & Change Management Services
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 0
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 1
  • Year this company was founded Founded 2025
CRM & Data Angels.AI Consulting – AI CRM Strategy & Change Management Services
Bad data for AI? CRM & Data Angels.AI fixes it before you scale, merge, or automate.
Most Consultants Jump to Solutions. You Start with Functional Leadership.
CRM & Data Angels.AI leads post-merger org cleanup, merging systems with precision and scalability.
We map gaps, overlaps, and systems—so your CRM connects what matters and scales with purpose.
Agentforce only delivers value if your org is built to handle the speed. We make sure it is.
Tech debt? Not on our watch. We prep your org to run clean and scale smart with AI.
Moving fast is easy. Moving smart takes leadership. We guide the build that outlasts change.
Others rush to innovate. We lead with purpose—so when AI arrives, you’re already excellent.
No governance? No go. We align strategy, people, and systems—so your future can actually scale.
Ready to roll with a CRM built for speed, scale & sanity? Hit the road with us: www.CRMDataAngels.AI
1 of 10 : Bad data for AI? CRM & Data Angels.AI fixes it before you scale, merge, or automate.
Salesforce CRM, Data & AI Strategy with Change Management Consulting

When Salesforce isn't delivering or scaling, we step in. Our CRM, AI, and Data strategy—combined with structured change management—resolves adoption and execution gaps, driving business alignment, AI readiness, scalable growth, and measurable outcomes.

Highlights

  • We serve business customers with functional leadership that drives real CRM transformation. From shaping internal RFPs to evaluating partners, we ensure your requirements are met with CoE governance, agile execution, and outcome-driven accountability.
  • We enable Salesforce partners with white-labeled functional delivery, story frameworks, solution trade-off evaluation, and presales support—extending your team with CoE-aligned practices, strategic foresight, backlog grooming, and trusted leadership.
  • We lead CRM cleanup and post-merger consolidation with scalable solutions tailored to your transformation goals—including Data Cloud, AI strategy, and beyond. From deep fit-gap analysis to CoE-backed governance, we deliver business-aligned outcomes.


Description

CRM & Data Angels.AI equips businesses and Salesforce partners with trusted CRM+Data+AI strategy, functional leadership, and CoE-aligned delivery. Our consulting approach follows a proven five-phase model designed to meet requirements with precision and deliver measurable business impact—all guided by Salesforce best practices.

Phase I: Initial Discovery & Alignment — Workshops, system assessments, Agentforce & Data Cloud readiness, business impact analysis, KPI instrumentation, MVP roadmaps, and RFP/SOW preparation

Phase II: Project Kickoff & Planning — Roadmap finalization, sprint planning, and project coordination

Phase III: Agile Facilitation & Execution — User story frameworks, solution trade-off evaluation, agile planning and iteration delivery

Phase IV: Governance, Risk Management & CoE — RAID management, business-aligned data model design, data quality improvement, and CoE implementation

Phase V: Managed Services — Business Systems Analysis, Solution Architecture, Administration, and Program/Project Management

Services can be provided à la carte—tailored to project gaps, making CRM & Data Angels.AI a flexible, high-trust partner across the project lifecycle.

Geographic Focus

United States
California

Languages

English

About CRM & Data Angels.AI Consulting, LLC We help forward-thinking businesses unlock the full potential of Salesforce, AI, and data—delivering intelligent, scalable solutions from strategy to long-term optimization.

Whether you’re just beginning your digital transformation or looking to optimize what you’ve already built, we bring expert functional consulting across every stage of the journey—from RFP development and business process design to testing, implementation, and user training. We serve clients who value governance, scalability, and long-term success—guiding them with care, clarity, and architectural excellence.

Our consulting services are structured into focused engagement phases—each designed to drive long-term value through clarity, stakeholder alignment, and scalable, best-practice-based Salesforce implementations.

Services include:
• Agentforce + Data Cloud readiness assessments
• MVP + ROI-aligned discovery & roadmap development
• Salesforce org audits + technical debt
• AI and KPI instrumentation strategy
• Functional leadership, architecture, pre-sales, and RFP support
• CoE design and stakeholder alignment
• Implementation guidance and post-launch optimization
• Requirements & Backlog Grooming

Headquarters
Dana Point
Phone
4086237524