Salesforce is one of the most widely considered CRM platforms among small and medium-sized businesses in Vietnam looking to track and manage their sales pipeline more effectively. If your business is evaluating a Salesforce implementation in 2026, Sonix offers a free 1:1 consultation session to accurately assess your actual needs and recommend a suitable deployment roadmap.
Free 1:1 CRM consultation for small and medium-sized businessesTable of Contents
According to the Salesforce State of the Connected Customer report, the majority of customers expect businesses to accelerate digital transformation, while many SMBs have yet to identify the right starting point.
ASSESS BEFORE YOU INVEST
Why You Should Assess Your Salesforce Needs Before Investing
Some businesses implement a CRM without aligning it to their actual workflows, resulting in a system that sees little use after a short period. Sonix’s consultation helps businesses clearly identify gaps in their current sales process, which areas should be automated first, and an appropriate budget range before making an investment decision.
30 – 45 min
Consultation duration
Free
No cost
Flexible
Online or in-person
CONSULTATION AGENDA
What the Consultation Covers
The consultation is tailored to each business’s specific situation no generic slide decks. The Sonix team listens first, then provides recommendations grounded in your actual operational reality.
Review of Your Current Sales Process
A Sonix specialist works with your team to identify bottlenecks in your pipeline, gaps in customer follow-up, and manual steps that risk data loss pinpointing exactly where automation can make the greatest impact.
Feature Walkthrough Relevant to Your Specific Needs
Rather than presenting every Salesforce feature, the session focuses exclusively on the capabilities that directly address the challenges your business is facing.
Proposed Implementation Roadmap and Reference Budget
At the end of the session, your business receives a preliminary proposal outlining implementation steps, an estimated timeline, and a reference investment range to consider before making a decision.
WHO SHOULD ATTEND
Who Is This Consultation For
This consultation is best suited for businesses that are seriously evaluating a CRM decision. According to Gartner, businesses that delay CRM implementation risk losing revenue opportunities due to insufficient pipeline visibility.
| Audience | Why You Should Attend |
|---|---|
| Founder or CEO of an SMB | Evaluate ROI before approving a Salesforce budget |
| Sales Director or Sales Manager | Explore pipeline automation capabilities and sales forecasting reports |
| IT Manager or Project Lead | Assess system integration capabilities and the technical implementation roadmap |
BOOK YOUR SESSION
How to Schedule Your Consultation
Booking takes about one minute. Once you register, the Sonix team will reach out to arrange a time that fits your schedule.
Step 1: Visit the booking page at go.sonix.vn/book/tu-van-salesforce Step 2: Enter your name, company email, and a brief description of your needs Step 3: Receive a confirmation email from the Sonix team with your appointment details
The consultation is completely free and non-binding. Your business decides the next steps after the session.
SUMMARY
Key Takeaways
| What It Offers | What It Means for Your Business |
|---|---|
| Pre-investment assessment | Reduces the risk of choosing the wrong tool or implementation approach |
| Personalized consultation for each business | Receive recommendations tailored to your real-world challenges |
| Quick booking, no commitment | Schedule at your convenience with no sales pressure |
| Completely free | No cost incurred for the initial assessment and consultation session |
Book a Free Salesforce Consultation with Sonix
Process review. Feature walkthrough tailored to your needs. Implementation roadmap proposal.
Free and non-binding. Your business decides the next step.
Sonix. Your success is our happiness.

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