Dana PointFounded 2025Provisional partner
Salesforce CRM, Data & AI Strategy with Change Management Consulting
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.
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