Salesforce Consulting Services

Unlock the full potential of Salesforce

Elevate your sales, service, marketing and customer experience with our expert consulting services.

Tell Us Your Salesforce Needs

Getting Started with Salesforce

Salesforce Advisory & Consulting services
Salesforce QuickStart Services
End-to-end Salesforce Implementation
Data Migration into Salesforce
Custom App Development & Configuration
AppExchange App Development
AI-Based Reports & Analytics
Product Training for End Users & Admins

Enhance your Salesforce Setup

Salesforce Performance Health Check
Customization and configuration
Platform Optimization & Code Refactoring
Custom Workflows & Automations (Salesforce Flow)
Custom Reports & Dashboards
Lightning Experience Migration
Apex Development for APIs & Logic Execution
Integration with Third-Party Business Apps

Salesforce Administration, Support, and Maintenance

Salesforce Org Assessment & Cleanup
User & Role Management
Security & Data Management
Maintaining Reports & Dashboards
End User Support & Helpdesk
Change Request Implementation
Proactive Monitoring & Troubleshooting

Scale with Expert Salesforce Professionals

On-Demand Salesforce Professionals
Flexible Resource Allocation (Short/Long-Term)
Rapid Onboarding for Projects
Maintaining Reports & Dashboards
Staff Augmentation & Dedicated Teams

Congruent provides global Salesforce consulting services for IT leaders across industries. Our certified Salesforce consultants deliver end-to-end implementation, migration, integration, customization, and governance across Sales Cloud, Service Cloud, Marketing Cloud, and Experience Cloud—aligning CRM to business goals, accelerating time-to-value, and improving ROI.

Tailored Salesforce consulting services that delivers results

Each engagement begins with a context-rich assessment of your current stack, use cases, and data model. We then define a governance plan, change-management approach, and adoption targets so your teams realize measurable outcomes—not just features.

Salesforce is more than just a CRM. It helps your business manage customer relationships, streamline operations, and grow faster. With the right setup, it can boost productivity, automate tasks, and improve decision-making.

But to get the most out of Salesforce, you need the right guidance. That’s where our certified Salesforce consultant come in. At Congruent Software, we understand how to tailor Salesforce to your business needs. Whether it’s setting up custom workflows, automating sales processes, or building reports, you get solutions that solve problems. We help you use Salesforce the smart way to drive business success.

Salesforce Consulting

Strategic Salesforce consulting to align the platform with your business goals. We help with product fit, process optimization, and system architecture.

Salesforce Implementation

Experienced and certified Salesforce implementation consultants delivering solutions, driving customer and business values.

Salesforce Administration

Dedicated Salesforce administrators for point & click development, process automation, user support, and more.

Sales Cloud Implementation

Our Sales Cloud implementation includes setting up Accounts & Contacts, Leads, Opportunities, Sales Analytics, Campaigns, Salesforce CPQ (Configure, Price, Quote), and building custom solutions.

Service Cloud Implementation

We help set up Case Management, Knowledge Base, Omni-Channel Routing, and Customer Self-Service portals for a seamless support experience.

Marketing Cloud Implementation

Engage customers at the right time with email, SMS, social media, and advanced analytics. Solutions for both B2B (Account Engagement, formerly Pardot) and B2C marketing.

Field Service Cloud Implementation

We can help you with setting up intelligent scheduling, work order management, mobile workforce solutions, and real-time tracking to enhance field service.

Salesforce Development Services

We create scalable and secure custom Salesforce applications, tailored to your specific business needs.

Customizing Salesforce

Salesforce customization to create custom fields, objects, and layouts, automate processes with Salesforce Flow, and integrate with other systems.

Compatibility Testing

Reach more users without compatibility issues. We test your application across devices, browsers, and platforms to ensure it looks and works the way it should, everywhere.

Salesforce Platform App Development

Build apps for all your business divisions with the mobile-first Salesforce platform.

ISV & AppExchange App Development

End-to-end Salesforce AppExchange development services for ISVs, from design and Salesforce app development to post deployment support..

Salesforce Integration

Salesforce integration services for internal systems or external third-party SaaS and on-premise applications.

Salesforce Einstein

We can help you leverages AI and machine learning to provide predictive insights and recommendations to Salesforce users.

Marketing Cloud Account Engagement (MCAE)

Automate B2B marketing campaigns for lead nurturing and scoring.

Salesforce Migration Services

Seamless Salesforce migration services for data, business processes, workflows, and automations from your current system to Salesforce.

Salesforce Automation

Enhance business processes & improve productivity by complete automation using Salesforce platform tools.

Salesforce Managed Services

Leverage our Salesforce managed service for any support requirements like ongoing advice, quick enhancements, and maintenance / administration of your cloud solutions.

Lightning Experience

Enabling and migrating users to the new Salesforce lightning experience.

Salesforce for Nonprofits

Our Salesforce nonprofit consultants will help you implement comprehensive set of tools and features to effectively manage operations, engage with donors and volunteers with ease.

Experience Cloud (Community Cloud)

We help you create branded portals, customer communities, and partner hubs for better engagement.

DevOps & Release Management for Salesforce

Streamline deployment and manage multiple orgs using Salesforce DX, version control, and CI/CD.

Health Check & Salesforce Optimization Services

Assess your current Salesforce setup, identify gaps, and improve system performance and usability.

Salesforce Sales Cloud consulting

Salesforce Sales Cloud consulting isn’t just about setup. It’s about creating a sales system that actually works for your team.

Why it matters: Turn pipeline visibility into forecast accuracy, shorten sales cycle time, and boost win rates with configurations that align directly with your sales process.

Common Challenges we Solve with Sales Cloud

Disconnected lead-to-opportunity handoffs: We unify your sales process so no lead slips through the cracks and every opportunity has a clear path forward.
Inconsistent sales stages: We standardize sales stages and criteria, ensuring reliable reporting and easier performance tracking.
Spreadsheet-driven forecasting: Replace error-prone manual forecasting with real-time, data-backed dashboards for confident decision-making.
CPQ complexity and approval bottlenecks: Streamline quote generation and approvals using automated workflows and smart validation rules.
Low user adoption: We design role-based layouts, guided flows, and contextual prompts that make Sales Cloud intuitive for every user.

Know more about our Salesforce Sales Cloud Implementation services here.

Salesforce Sales Cloud implementation for pipeline visibility, forecasting, and sales process optimization

Salesforce Service Cloud consulting

Service Cloud transforms how your business delivers customer support — enabling faster resolutions, smarter routing, and consistent experiences across every channel.

Why it matters: Reduce average handling time (AHT) and escalations, improve first contact resolution (FCR) and CSAT, and standardize service with knowledge-driven, omnichannel operations.

Common Challenges we Solve with Service Cloud

Disconnected service channels: Consolidate email, chat, phone, and social into a unified, intelligent omnichannel workspace.
Knowledge gaps and repeated resolutions: Empower agents with a centralized knowledge base and AI-recommended articles for faster issue resolution.
SLA breaches from manual triage: Automate case assignment, escalation, and SLA tracking to maintain service excellence.
Limited agent tools and low adoption: Deliver user-friendly, role-based consoles and guided flows that improve efficiency and adoption.

Know more about our Salesforce Service Cloud Implementation services here.

Salesforce Service Cloud implementation for omnichannel support, faster resolutions, and improved customer satisfaction.

Salesforce Marketing Cloud consulting

Marketing Cloud helps you connect every touchpoint. It turns fragmented campaigns into cohesive, data-driven customer journeys that convert and retain.

Why it matters: Build personalized journeys that drive engagement, improve pipeline contribution, and maximize marketing ROI through unified, connected data.

Common Challenges we Solve with Marketing Cloud

Fragmented data and weak identity resolution: Unify customer profiles across CRM, web, and social to enable true 1:1 personalization.
Generic, disconnected campaigns: Replace one-size-fits-all messaging with automated, AI-powered journey orchestration.
Unclear attribution across channels: Implement data-driven dashboards and multi-touch attribution for measurable campaign impact.
CRM integration and sales alignment issues: Connect Marketing Cloud with Sales Cloud to enable seamless lead nurturing and closed-loop reporting.

Salesforce Marketing Cloud implementation for personalized customer journeys, unified data, and improved marketing ROI.

Salesforce Experience Cloud consulting

Experience Cloud empowers your customers, partners, and employees with secure, branded portals that extend Salesforce beyond the core CRM.

Why it matters: Empower self-service, reduce support volume, and accelerate partner revenue through connected, role-based digital experiences.

Common Challenges we Solve with Experience Cloud

Access friction for external users: Simplify onboarding with seamless SSO or password less login experiences.
Complex role-based access and data sharing: Implement secure, granular permissions that protect data while enabling collaboration.
Unstructured content and weak searchability: Optimize knowledge bases and site navigation for faster self-service resolutions.
Lack of insights into portal engagement: Deploy analytics to track adoption, engagement, and content effectiveness for continuous improvement.

Salesforce Experience Cloud implementation for branded portals, self-service, and partner engagement.

Salesforce governance, security & adoption

Sustainable Salesforce success requires structured governance, robust security, and a strong adoption strategy. We help organizations establish standards, protect critical data, and drive measurable engagement across users.

What we deliver:

Governance Plan: Define naming conventions, release policies, DevOps practices, sandbox management, and deployment frameworks for controlled and predictable development.
Security & Compliance: Implement role-based access control (RBAC), field-level security, audit trails, data retention policies, and regulatory compliance measures.
Adoption & Change Management: Enable users through targeted training, clear communications, role-based UX enhancements, and KPIs to track adoption and productivity.
Performance & Scale : Design org strategies, monitor platform limits, and establish integration patterns to ensure Salesforce scales seamlessly with business growth.

Salesforce governance, security, and user adoption management

Expertise across Salesforce cloud products

Salesforce Sales Cloud Services
Salesforce Service Cloud Services
Salesforce Marketing Cloud Services
Salesforce Field Service Cloud Services
Salesforce Experience Cloud Services
Salesforce Nonprofit Cloud Services
Salesforce Technologies

Salesforce Sales Cloud Services

We help you accelerate your sales process, improve lead conversion, and close deals faster.

Sales Cloud planning and goal alignment
End-to-end implementation and configuration
Legacy CRM and spreadsheet data migration
Custom sales process mapping
Sales automation: lead assignment, approval flows, email alerts
Forecasting and pipeline management setup
Advanced reporting and sales performance dashboards
Einstein AI for predictive lead scoring and opportunity insights
Integration with marketing, ERP, CPQ, and finance tools
User onboarding, admin training, and continuous enhancements

Salesforce Service Cloud Services

We enable efficient case resolution and deliver consistent customer service experiences.

Case management and service process setup
Knowledge base creation for self-service
Omnichannel setup: chat, email, phone, social, and web
Queue and escalation rules for ticket prioritization
Automated workflows for repetitive service tasks
Service-level agreements (SLAs) and milestone tracking
Custom agent console with a 360° view of the customer
Einstein AI for recommended responses and case classification
Service analytics and customer satisfaction metrics
Training for agents and support teams

Salesforce Marketing Cloud Services

We help you run smart, data-driven campaigns and create connected customer experiences.

Marketing Cloud setup (Email, SMS, Social, Ads)
Customer data platform (CDP) integration and segmentation
Journey Builder setup for automated, personalized experiences
Pardot (Account Engagement) implementation for B2B nurturing
Real-time personalization based on customer behavior
Campaign design, A/B testing, and content management
Lead scoring and attribution modeling
Integration with CRM for sales and marketing alignment
Analytics Studio and dashboards for campaign ROI

Salesforce Field Service Cloud Services

We help you streamline field operations, improve technician productivity, and enhance customer trust.

Work order and appointment setup with dispatcher console
Intelligent scheduling and route optimization
Mobile app enablement for technicians (job details, updates, data capture)
Real-time updates and alerts for dispatchers and customers
Integration with inventory, case, and asset management
Service history and warranty tracking per asset or customer
Preventive maintenance workflows and automated reminders
Customer notifications and live service tracking features
Performance dashboards for technician efficiency and service SLAs

Salesforce Experience Cloud Services

We help you create self-service portals and branded communities for customers, partners, or employees.

Branded community portal design and development
Role-based access for customers, partners, or internal users
Secure login, SSO, and user registration workflows
Integration with case management, orders, and account data
Knowledge base, FAQs, and document sharing
Collaboration tools: forums, groups, and announcements
Lead distribution and deal registration (for partner portals)
Custom dashboards and analytics for portal usage
Mobile-friendly and Lightning-based portal experience

Salesforce Nonprofit Cloud Services

We help nonprofit organizations manage donations, programs, volunteers, and impact reporting with ease.

Donor and contact management setup
Fundraising campaigns, pledges, and recurring donation tracking
Grant management and fund allocation workflows
Volunteer recruitment, scheduling, and engagement
Program management: track services, participants, and outcomes
Case management for constituent support
Pre-built NPSP (Nonprofit Success Pack) configuration
Reports and dashboards to track funding and mission impact
Integration with accounting, marketing, and donation platforms

Salesforce Technologies

Lightning Web Components
Apex, Visualforce
HTML5, AngularJS, JQuery, SLDS
Salesforce Mobile SDK
Salesforce Connect
REST and SOAP APIs
Lightning Components and Advanced JavaScript Framework
Data Loader, Jitterbit Data Loader, Apex Data Loader, Informatica Cloud

Featured Salesforce projects

Salesforce Consulting and Product Development for a Renewable Energy Provider

The customer needed a complete Salesforce solution to improve productivity, automate processes, and integrate with their existing systems. Congruent Software helped by building a custom private Chatter, a mobile timesheet app, and tools for data reporting and loading. We integrated Salesforce with AWS for file sharing, connected it with their custom .NET systems for WorkOrder creation, and automated document generation using Conga Composer. Additionally, we migrated Classic Visualforce pages to Lightning, established federated Single Sign-On, and enabled real-time data synchronization, helping the customer streamline operations and improve efficiency.

Result: 30% reduction in manual effort, with single sign-on adopted across 100% of the workforce.

Salesforce CPQ Development for an Independent Software Vendor

The customer was building a new CPQ solution focused on professional services, which came with unique challenges like rate cards, attributes, and activity groups. They needed expert support to manage the complexity and speed up delivery. Congruent Software partnered with their architects and QA teams to provide Salesforce CPQ development, create automation tools, build reusable components, and customize grid handling. This collaboration helped the customer improve product quality, deliver features faster, and scale their solution effectively.

Result: 25% faster release cycles and improved quoting accuracy.

Salesforce Data Migration for a Non-Profit Asset Management Firm

The customer needed to move from Pivotal CRM to Salesforce and ensure their master database stayed in sync with Salesforce in real time. They also required daily and weekly schedulers to manage data flow between both systems. Congruent Software built a middleware solution using C# that handled authentication, data mapping, and record updates. This helped the customer achieve seamless migration, maintain bi-directional sync, eliminate manual data entry, and gain a unified view of customer information across platforms.

Result: 99% data integrity with bi-directional sync across systems.

Salesforce App Development for an ISV

A Salesforce ISV faced challenges with the limitations of Salesforce List View and the approval process when handling large volumes of data. They needed a customizable add-on product, faster time to market, and access to skilled Salesforce developers at lower costs. Congruent Software partnered with them to build and enhance Salesforce apps, optimize performance, and add new features like customizable actions and seamless email approvals. We also supported AppExchange security reviews and helped the customer publish multiple add-on products, improving usability, reducing costs, and accelerating product releases.

Result: 50% reduced development costs, faster time-to-market, and successful AppExchange product launches.

Our approach to Salesforce consulting

We follow Scrum-led delivery with transparent communication, demos at each milestone, and people-first documentation so stakeholders can validate outcomes early.

Understand Requirements

We work closely to understand your unique business processes, challenges, and aspirations.

Comprehensive Assessments

Detailed analysis of your current Salesforce environment to pinpoint opportunities for improvement.

Define Clear Scope

Collaboratively establish precise project scopes and requirements, ensuring alignment with your business goals.

Advise on Product Fit

Recommend the ideal Salesforce products and features to maximize your investment and achieve desired outcomes.

Craft the Roadmap

Develop a detailed project roadmap outlining key phases, timelines, and deliverables for smooth execution.

Oversee Execution

Manage your Salesforce projects from start to finish, ensuring efficient and high-quality implementation.

Your Go-To Experts

Provide continuous technical guidance, address queries, and offer proactive solutions to enhance your platform's value.

How our Salesforce consultants help you maximize business value

Faster ROI & Reduced Time-to-Value

Pain Point - Long, costly implementations with delayed benefits.

Benefit - Expedited project timelines and efficient deployment, getting value from Salesforce sooner.

Reduced Implementation Risks

Pain Point - Project delays, misaligned processes, or failed rollouts.

Benefit - Proven methodologies and best practices that ensure successful, low-risk implementations.

Seamless Data Migration

Pain Point - Data loss, duplication, or compliance issues during migration.

Benefit - Accurate, secure data migration that preserves integrity and supports business continuity.

Minimal IT Burden

Pain Point - Overloaded internal IT teams managing complex Salesforce environments.

Benefit - Offload support, configuration, and admin tasks to certified Salesforce experts.

Stronger User Adoption

Pain Point - Low engagement due to complex interfaces or irrelevant workflows.

Benefit - Custom solutions aligned with user roles and daily tasks, increasing adoption and satisfaction.

Scalable Architecture

Pain Point - Rigid systems that don’t adapt to business growth or change.

Benefit - Flexible Salesforce solutions designed to scale with your evolving business needs.

Secure & Compliant Setup

Pain Point - Security gaps and non-compliance with data regulations.

Benefit - Implementation aligned with industry best practices for security, privacy, and compliance.

Connected Systems

Pain Point - Disconnected tools and siloed business processes.

Benefit - Seamless Salesforce integration with ERP, finance, marketing, and legacy systems.

Ongoing Support & Enhancements

Pain Point - Lack of internal expertise for system improvements and maintenance.

Benefit - Continuous optimization, upgrades, and expert support as your needs evolve.

Clear Reporting & Visibility

Pain Point - Incomplete data and limited insights into business performance.

Benefit - Real-time dashboards and tailored reports that drive smarter decision-making.

In our recent Salesforce engagements, we delivered the following results for our clients:

25–40% faster time-to-value on Sales Cloud rollouts.
15–25% reduction in Average Handle Time (AHT) in Service Cloud through knowledge-first workflows.
2–3× increase in email engagement following Marketing Cloud journey redesigns.

Key factors to consider when choosing a Salesforce consulting partner

Selecting a partner should balance certifications, proven outcomes, governance maturity, adoption strategy, and cultural fit—not just rates.

Industry Experience & Domain Knowledge

Understands your business processes and industry-specific needs.

Salesforce Certifications & Expertise

A certified team with up-to-date skills across Salesforce roles and products.

Proven Track Record

Demonstrated success through case studies, results, and client references.

Strategic Thinking

Goes beyond task execution with proactive ideas and business-driven solutions.

AppExchange Expertise

Experienced in developing and optimizing Salesforce AppExchange apps.

User Adoption & Support Focus

Provides training, change management, and long-term support.

Scalability & Technical Quality

Builds clean, future-proof solutions that grow with your business.

Cultural Fit & Collaboration

Works well with your team, values alignment, and partnership mindset.

Transparent Pricing

Clear cost breakdown with flexible engagement options.

Security & Compliance Awareness

Ensures data protection and follows relevant compliance standards.

Why choose Congruent Software for Salesforce consulting services

Certified Salesforce Experts

Experienced consultants, admins, and developers, all certified across the Salesforce ecosystem (Admin, PD1, PD2, Consultant)

15+ Years of Experience

Proven success in delivering Salesforce CRM solutions across industries and regions

Flexible Team Scaling

Easily scale resources up or down based on your project needs

Stable & Committed Teams

Low attrition ensures consistent delivery and project continuity

End-to-End Delivery

Complete Salesforce lifecycle support—from consulting to support

Strong Project Governance

Scrum-led execution with timely delivery and accountability

Domain Knowledge

Tailored solutions with deep understanding of industry-specific needs

Clear Communication

Quick responses, transparent updates, and no ambiguity

Trusted by Global Clients

Long-term partnerships across the US, Canada, and Australia

Security & Compliance First

Adherence to Salesforce, AppExchange, and regulatory standards

Frequently asked questions about Salesforce consulting services

How do you drive Salesforce user adoption and change management?-

We set adoption targets, design role-based UX, enable power users, and run a simple comms/training plan. We measure adoption in usage analytics and iterate quickly.
What does a good Salesforce governance plan include?+

Standards, environments/sandbox strategy, release & DevOps, security & sharing, data quality & retention, and roles & responsibilities with clear owners.
Can you help us migrate from legacy CRMs and spreadsheets?+

Yes. Assess, map, cleanse, pilot and cutover. We preserve metadata, automate validation, and ensure data integrity with testable checkpoints.
What are Salesforce consulting services+

Salesforce consulting services help businesses set up, customize, and get the most value from Salesforce. Consultants guide you through planning, implementation, automation, and support.
Why do you need Salesforce consultants?+

Salesforce consultants help you use the platform the right way. They ensure faster setup, better customization, and avoid costly mistakes. You get expert advice to improve efficiency and ROI.
How much do Salesforce consultants charge per hour?+

Salesforce consultants typically charge between $75 to $200 per hour, depending on their experience, certifications, and project scope. But offshoring Salesforce to countries like India can significantly lower the cost, often ranging from $25 to $60 per hour, without compromising on quality.
Do you offer Salesforce Administration services?+

Yes. We provide Salesforce administration services such as user management, data security, reports, dashboard maintenance, and daily support tasks.
What kind of Salesforce services do you offer beyond consulting?+

Beyond consulting, we offer implementation, app development, integrations, data migration, admin support, and staff augmentation for Salesforce projects. As a full-service Salesforce consulting company, we provide end-to-end support across the entire Salesforce lifecycle.

Let our Salesforce consultants help you

Tell us your Salesforce requirement by submitting the form. We will respond promptly.