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CRM & Data Angels.AI Consulting – AI CRM Strategy & Change Management Services
Salesforce CRM, Data & AI Strategy with Change Management Consulting
- Certified PeoplePeople employed by the consultant who hold Salesforce certifications that align to competencies
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- CertificationsThe number of certifications held by people at this organization that align to competencies
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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.
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.
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.
CRM & Data Angels.AI Consulting, LLC's Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community.
Provider Details
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
Geographic Focus
United States
Languages
English