# CRM & Data Angels.AI 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.

## Overview

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 

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.

## Details

- **Location:** Dana Point
- **Founded:** 2025
- **Partnership Level:** Provisional
- **Rating:** 0.0/5
- **Certified Experts:** 1
- **Total Certifications:** 2
- **Website:** https://www.crmdataangels.ai/

## Languages

- en

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*Profile from [CRM Consulting](https://crm.consulting/company/crm-data-angels-ai-consulting/)*