What’s included in Salesforce Pilot?
Discovery Session
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Understand your business priorities and core processes
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Identify what matters most for Sales, Service, Marketing, or Financial Services
- 30-45 minutes session
Customized Salesforce Setup
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Configure a live Salesforce trial org based on your key requirements
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Include essential objects, automation, and data
Interactive Walthrough & Demo
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Explore the Salesforce platform with expert guidance
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Choose your Salesforce product: We have deep expertise in Sales Cloud, Service Cloud, Financial Services Cloud, Experience Cloud, and Marketing Cloud – more details here
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Showcase AI capabilities, workflows, and integrations
- 90 minutes session
Actionable Next Steps
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Keep your configured trial org after the session
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Decide how best to move forward: Self-implement, partner with Navirum, or combination of both – become informed!
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Honest guidance – even alternative CRM recommendations if Salesforce isn’t the best fit
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Why Salesforce Pilot with Navirum?
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Navirum has decades of consulting experience in Salesforce and financial services
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Consulting-first approach – focused on your goals, not just selling licenses
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A low-risk, high-value way to validate Salesforce for your business. Become truly informed in a safe zero pressure environment
