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Stop managing your CRM and start leading your firm.

Strategic Salesforce Guidance and Managed CRM Services. We help firms escape CRM complexity by building high-performance systems backed by agile project management. Stop fighting your data and start leading your growth.

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BY THE NUMBERS
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Enterprise systems shape how organizations grow, quietly but decisively. When structure is right, scale becomes natural. When it isn’t, strategy stalls.

10+

CRM environments assessed across regulated industries

40%

Average reduction in manual operational workload

100%

Compliance-aligned CRM implementations delivered

ABOUT US
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Building CRM systems, financial firms can rely on

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Designed for trust, compliance, and scale

Most businesses struggle with disorganized data and inefficient processes that stall growth. At SS ADVISORY LLC, we specialize in transforming your operations through expert Salesforce consultancy.

Based in New York City, we help you bridge the gap between complex technology and your business goals, ensuring your CRM works for you - not the other way around. We empower your organization by leveraging cutting-edge AI to automate routine tasks, unlock deeper customer insights, and drive smarter decision-making across your entire platform.

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From complexity to operational clarity

In today’s regulatory environment, we prioritize compliance and trust to ensure your data remains a secure and reliable asset. Our approach integrates specialized expertise in enterprise risk insurance management, protecting your organization from operational vulnerabilities.

We streamline your technology stack by building seamless integrations between Salesforce and your critical third-party tools. Whether you are looking to implement Salesforce for the first time or optimize your existing setup, our mission is to provide the clarity and actionable insights you need to unlock your full potential and achieve sustainable growth.

(CERTIFIED EXPERTISE)
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  • Blue badge with a cloud icon and the text 'CERTIFIED AI ASSOCIATE'
  • Scrum Alliance Certified CSM badge in gold with a circular design and ribbon banner.
  • Badge reading 'CERTIFIED Business Analyst' in blue and purple colors.
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  • Circle badge for Project Management Professional (PMP) certification with purple background, white text, and a small colorful logo at the bottom.
  • A badge with the Salesforce logo and the words "Certified Platform App Builder" in white text on a dark blue hexagonal background.
WHERE WE OPERATE
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Focused where systems cannot afford to fail

We work with organizations operating in environments where data integrity, compliance, and operational precision are non-negotiable. Our experience spans industries where CRM must function as infrastructure — not just software.

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PAIN POINTS
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Where CRM breaks down

Five recurring patterns we see when CRM stops supporting growth and begins to constrain operations, decision-making, and scale.

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  • When high-value talent is bogged down by system maintenance, they cannot drive strategy or performance. For firms without a dedicated resource to manage and evolve their Salesforce platform, SS Advisory provides top-tier Administrators and Project Managers from leading consulting firms to bridge the gap.

  • Despite significant investment in enterprise platforms, the operational and financial impact often fails to reflect the scale of that commitment. SS Advisory provides the strategic change management and dedicated oversight necessary to ensure every business pillar fully leverages and understands your CRM.

  • Ensure your CRM evolves cleanly, without the technical debt that hampers growth or increases operational exposure. SS Advisory specializes in architecting robust data foundations, transforming your system into a reliable engine for long-term scalability.

  • Your CRM becomes a platform that supports growth, rather than one that restricts it.

  • Regulatory requirements force constant adjustments, yet your systems struggle to evolve quickly without disrupting compliance-critical workflows.

OUTCOMES
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What changes when your CRM is built with us

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    A Single Source of Truth

    Critical data becomes consistent, compliant, and accessible across teams, allowing decisions to be made faster and with greater confidence.

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    Faster Execution, With Control

    Core workflows move faster while preserving the visibility and oversight required in regulated operating environments.

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  • A teal square with a faint outlined shield emblem in the center.

    Reduced System Risk

    Your CRM evolves without fragile customizations that increase exposure, limit adaptability, or introduce unnecessary operational risk.

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    Teams Focus on Strategy

    High-value talent shifts from maintaining systems to applying expertise where it creates measurable business impact.

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    Infrastructure That Scales

    Your CRM supports growth as a stable foundation, rather than becoming a constraint as the organization evolves.

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    Time for Clarity

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TESTIMONIALS
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Trusted by organizations where structure matters

  • "SS Advisory is diligent, solution-oriented, and brings a deep level of Salesforce expertise to every task. Their team takes the time to understand our needs, communicates clearly, and delivers reliable solutions - all with a personable and professional approach that makes collaboration seamless and effective."

    Chief Operating Officer
    Ann Marie Chambliss 


    Madison Insurance Group

  • "Working with SS Advisory has been a pleasure. Their team is always ready and willing to assist with our day-to-day Salesforce operations, providing a level of support that feels like a true partnership. They pair exceptional interpersonal skills with deep technical Salesforce knowledge, making them clear leaders in the ecosystem."

    Retired United States Navy Chief
    Nurudeen Frimpong

    Navy Recruiting Command

  • "We have found SS Advisory to be an invaluable partner for our specialized Salesforce operations that not only simplifies overall performance but expands our reaches to levels we’ve never experienced. Their team possesses an exceptional understanding of the nuances within the financial self-insured risk space, ensuring our platform is optimized for our needs."

    Founder & Chairman
    Mark Jacobs

    Captive Alternatives

NEXT STEPS
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Let’s talk about your CRM

If your CRM is no longer supporting the way your organization operates or scales, the right place to start is a focused conversation.

We respond within 24 hours.

suhail@ssadvisory.org
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