Unlock Innovation with AI, Cloud, and Salesforce Industry Solutions
Scalable, secure, and intelligent services tailored for Financial Services, Healthcare, Retail, and more.
Advisory Services
Advisory Services That Drive Digital Value from Day One
Explore Lakebridge’s digital advisory services: Business case development, cloud strategy, DevSecOps, change management, customer experience, and blueprinting for transformation success.
Why Choose Lakebridge Advisory Services?
In today's fast-paced digital environment, advisory services are essential to build strategic clarity, reduce risk, and increase ROI.
At Lakebridge, we guide you from vision to execution, enabling your business to adopt the right technologies and practices while aligning with industry best standards.
Whether you're undergoing a digital transformation or optimizing cloud investments, our consultants help you define the "why" before executing the "how."
Business Case Development & Cost of Ownership
Developing a business case is not just a budgeting task—it's the foundation of any successful transformation. We help you quantify ROI, perform Total Cost of Ownership (TCO) analysis, and present a clear financial picture for stakeholders.
What We Offer:
Current-state cost modeling
Financial impact forecasting
TCO comparisons for on-prem vs cloud
Executive-level reporting templates
Change Management & Transformation Planning
Digital initiatives often fail due to lack of user adoption. Lakebridge embeds structured change management into every transformation journey. From stakeholder alignment to communication plans, we ensure your teams are engaged and empowered.
Key Services:
Change readiness assessments
Communication & training plans
Organizational alignment sessions
Executive sponsorship programs
☁️ Cloud Strategy & Advisory
A clear cloud strategy ensures you select the right platform, optimize usage, and reduce costs. Whether it’s AWS, Azure, or Salesforce, we define a cloud roadmap based on your business priorities and technical readiness.
Our Cloud Strategy Includes:
Cloud platform selection
Application migration blueprint
Cost governance model
Cloud security & compliance considerations
Content Strategy for B2B Enterprises
Without the right content, even the best digital platform fails. Our consultants work with your marketing, sales, and product teams to craft a content framework that aligns with customer journeys, SEO, and brand consistency.
We Help With:
Content audit and taxonomy design
Governance and content lifecycle management
Omnichannel publishing strategy
AI-driven content personalization plans
🤝 Customer Experience (CX) Strategy
Your digital platform must match modern customer expectations. We analyze your customer touchpoints and define a CX strategy that drives retention, loyalty, and value through platforms like Salesforce and Service Cloud.
CX Strategy Deliverables:
Persona development & segmentation
Journey mapping workshops
Experience KPIs and NPS design
Self-service & automation roadmap
🧱Solution Designing & Blueprinting
Avoid costly rework with detailed digital blueprints. Our architects and consultants collaborate with stakeholders to create scalable, future-ready system designs across CRM, ERP, and cloud ecosystems.
What We Create:
Functional and technical blueprints
Integration mapping (CRM, ERP, APIs)
User interface mockups & wireframes
Agile-ready documentation packages
See how Salesforce pays off for companies like yours—get the checklist!
Start measuring the value Salesforce can deliver for your business today.
Want to know if Salesforce is the right investment for your team? Get our free checklist to calculate potential ROI, reduce CRM costs, and increase efficiency.
🔐 DevSecOps Strategy & Advisory
Security should never be an afterthought. Our DevSecOps advisory ensures security is embedded into every stage of your DevOps lifecycle—from planning and development to release and monitoring.
We Support:
CI/CD pipeline security consulting
Compliance automation (HIPAA, SOC2, etc.)
Salesforce DevOps best practices
Vulnerability scans and security testing
🔍 Overview of Our Salesforce Services
At Lakebridge, we offer end-to-end Salesforce cloud services tailored to your business objectives. From initial consulting and strategic planning to implementation, customization, and ongoing support, our Salesforce-certified experts ensure your CRM investment delivers maximum ROI.
Want to Know the Cost of your ROI?
We help businesses transform customer engagement, streamline workflows, and scale operations using Sales Cloud, Service Cloud, Experience Cloud, and custom-built solutions on the Salesforce Platform.
⚡ We Solve your business problems
Many organizations struggle with disconnected data, inefficient processes, and poor CRM adoption. We solve common Salesforce challenges including:
Poor user adoption due to complex interfaces or lack of training
Incomplete or inaccurate customer data
Manual workflows slowing down sales and service teams
Difficulty integrating Salesforce with ERP, marketing, or finance tools
Lack of visibility into performance and customer journeys
Our services are designed to remove these barriers, helping you unlock the true potential of Salesforce.
🔄 Features & Benefits
What You Get With Our Salesforce Services:
Custom Implementation: We configure Salesforce to fit your exact business model and goals.
Automation & Optimization: Save time and reduce human error by automating lead assignment, follow-ups, support tickets, and more.
Third-Party Integrations: Connect Salesforce with your marketing, finance, HR, or analytics systems for seamless data flow.
User Training & Enablement: We onboard your team with hands-on training and documentation to drive adoption.
Ongoing Admin Support: Our managed services ensure your Salesforce system evolves with your business.
Benefits:
Increase sales efficiency by up to 30%
Improve customer satisfaction and response times
Gain 360-degree customer insights
Ensure data security and compliance across departments
⚖How Our Process Works
1. Discovery & Assessment
We begin by understanding your existing systems, business goals, and CRM challenges.
2. Roadmap & Planning
We develop a Salesforce strategy tailored to your workflows, team structure, and industry needs.
3. Implementation & Customization
Our experts configure, develop, and test your Salesforce environment to ensure seamless functionality.
4. Training & Deployment
We guide your team through go-live with admin/user training, documentation, and post-launch support.
5. Continuous Improvement
We offer ongoing optimization, reporting, and admin support as your business grows.
[Book a Free Discovery Call]
🏢 Industry-Focused Solutions
Every industry has unique requirements—we tailor Salesforce solutions to match yours:
Finance: Track leads, manage KYC and compliance, and automate client onboarding.
Healthcare: HIPAA-compliant patient relationship management and referral tracking.
Retail: Centralize inventory, loyalty programs, and customer feedback.
Technology: Monitor user behavior, automate renewals, and scale customer support.
Manufacturing: Sync dealer portals, service requests, and supply chain updates.
Our team brings industry expertise to build Salesforce environments that deliver measurable impact.
🧰 FAQs
Q1: How long does a typical Salesforce implementation take?
A: Timelines vary, but most projects are completed within 4–8 weeks depending on scope and complexity.
Q2: Can you migrate data from our existing CRM?
A: Yes, we handle secure data migration from platforms like HubSpot, Zoho, or spreadsheets.
Q3: Do you offer ongoing support after launch?
A: Absolutely. Our managed services include admin support, system updates, and user training.
Q4: Are your services tailored to small and mid-sized businesses?
A: Yes, we work with startups, SMBs, and mid-market enterprises.
Q4: How much does Salesforce implementation cost?
A: Pricing depends on your team size, system complexity and the Salesforce clouds you need.
📩 Book a Demo or Free Consultation
Want to see how we can transform your Salesforce experience? Get in touch with our consultants for a personalized demo or strategy session.
Various trademarks held by their respective owners.
📍Registered Office: Duvvada, Vizag
Andhra Pradesh - 530046
☎️ +91 (986) 613-7007
Quick Links
Copyright © 2025 Lakebridge. All rights reserved.