What are Salesforce consulting services?

Salesforce consulting services provide expert guidance and support to organizations seeking to maximize the benefits of Salesforce. It includes services such as implementation, customization, data management, integration, user training, reporting, and ongoing support. Salesforce consulting services from a seasoned partner can help organizations effectively leverage Salesforce to achieve their sales, marketing, and customer service goals.

What do Salesforce consultants do?

Salesforce consultants help you to leverage the power of Salesforce to improve your business. They work closely with clients, comprehending their specific business needs and objectives. They also provide support for Salesforce implementation, development, and ongoing management.

How much does Salesforce consulting costs?

Salesforce consulting costs vary widely based on factors like project scope, the Salesforce consultant’s expertise, and the number of developers involved. Salesforce rates typically depend on the level of customization, integrations required, and ongoing support needed.

How can Salesforce outsourcing services benefit you?

Salesforce outsourcing services can help you save costs and gain access to expert resources around the world. Visit Salesforce outsourcing for a detailed guide on the benefits of outsourcing you needs.

Why hire a Salesforce consulting partner?

Hiring a Salesforce consulting partner offers several key benefits. You can leverage their expertise, save time and resources, and ensure a successful Salesforce implementation that aligns with your business objectives. Salesforce consulting partner can help scale and expand your Salesforce CRM implementation as your business grows.

How do I choose a Salesforce consulting company?

When choosing a Salesforce partner, consider their expertise, certifications, client references, offered services, communication skills, scalability, cost-effectiveness, support, partnership status, and cultural fit to ensure a successful implementation. For more information you can visit Choosing the right Salesforce partner.

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

New to Salesforce?

Advisory services
Salesforce QuickStart
Comprehensive Implementations
Tailoring Salesforce platform
Data migration into Salesforce
AI based reports and analytics
Continuous improvements
Product training

Enhance existing setup?

Performance health check
Salesforce optimizations
Customization and configuration
Integrate with business apps
Custom application development
Apex development to build APIs & execute flows
Building custom reports & dashboards
Migrating to Lightning Experience
Establish best practices

Need Salesforce administration?

Salesforce Org assessment & configuration
User management
Security and data management
Automate processes with Salesforce Flow
Maintaining reports & dashboards
End user support and training

Seeking staff augmentation?

Experienced Salesforce professionals
Flexible resource allocations
Fast onboarding for your projects
Project-based & long-term engagements

Need ongoing support?

Proactive monitoring & support
Timely troubleshooting
Implementing change requests
Direct access to expertise
Flexible support plans

Improve Sales, Marketing & CX

Sales process automation
Leads, opportunities & sales pipeline
Contacts and accounts management
Automate marketing campaigns
Personalized lead nurturing
Customized reports & dashboards
Sales forecasting and analytics
Customer journey mapping

Our comprehensive Salesforce services

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 Solutions

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.

Salesforce Platform

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

AppExchange App Development

End-to-end AppExchange development services for ISVs, from design andSalesforce 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.

B2B Automation

Automate end-to-end touch points of your marketing activities using Pardot.

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.

Our Salesforce product expertise

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

Sales Cloud

Sales Process Automation
Contact & Account Management
Lead Management
Opportunity & Pipeline Management
Customer Engagement
Centralized Customer Information
Quote and Proposal Generation
Simplifying End-to-End Billing Process
Sales Forecasting
Task & Activity Management
Territory Management
Sales Performance Tracking
User Adoption Training
Ongoing Support

Marketing Cloud

Marketing Automation
Campaign Management
Marketing Cloud Account Engagement (formerly Pardot)
Customer Journey Mapping
Data-Driven Marketing
Email Marketing Automation
Social Media Engagement
AI-Powered Personalization
SMS Marketing
Content Management
Advertising Management
Marketing Analytics
Customer Segmentation

Field Service Cloud

Work Order Management
Scheduling and Dispatching
Mobile Workforce Solutions
Inventory Management
Asset Management
Preventive Maintenance
Remote Assistance
Customer Communication
Field Service Analytics
Knowledge Base Access
Contracts and Entitlements

Service Cloud

Customer Support and Case Management
Personalized Customer Experiences
Knowledge Base Management
Omni-Channel Routing
Field Service Management
Automating Approval Process
Service Analytics and Reports
Telephony Integration
Contracts and Entitlements Management
Business Process Automation
User Adoption Training
Ongoing Support
Call Scripting
Setting-up Live Agent
Asset Management

Experience Cloud

Portal Development
Business Integration
Content Management
Chatter Collaboration
Custom Branding and Theming
Personalization
Business Process Automation
Ongoing Support

Nonprofit Cloud

Nonprofit Success Pack
Fundraising and Donor Management
Volunteer Management
Grant and Program Management
Marketing and Engagement
Dashboards and Reporting
Campaign Management
Case and Service Management
Ongoing Support

Salesforce CPQ

Product and Pricing Rules
Guided Selling
Contract Management
Renewal Management
Advanced Approvals
Multi-Dimensional Quoting
Product Bundling
Quote Generation
Business Process Automation
Ongoing Support

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

Our Salesforce consulting expertise

Study Your Requirement

Our Salesforce consultant work closely with you to understand your business processes and challenges to tailor a reliable solution to meet your specific needs.

Perform Assessments

We perform comprehensive assessments of your current Salesforce environment and identify areas for improvement to achieve the project goals.

Define Clear Scope

Our Salesforce consultant work closely with you to define clear project scopes and requirements, ensuring that the solution meets your business requirement.

Advise on Product Fit

Based on your business needs, we provide recommendation on suitable Salesforce products that can help you achieve your business goals.

Project Roadmap and Execution

Our Consultants create detailed roadmaps and oversee the smooth execution of your Salesforce projects.

Go-To Expert

We act as your go-to technical experts, addressing all your Salesforce-related queries and providing solutions to enhance your platform.

Why Congruent for Salesforce CRM consulting services?

Consultants with diverse industry expertise

15+ years of Salesforce consulting experience

Extensive pool of certified Salesforce consultants, administrators, and developers

High competency across the entire Salesforce ecosystem

Prompt response and clear communication

Trusted by leading enterprises, SMBs, and Salesforce ISVs

Proven track record of successful Salesforce projects

Happy customers around the world

Our Salesforce consulting success stories

Salesforce consulting and product development case study for renewable energy provider

Product Development on Salesforce

Customer : Renewable Energy Provider

Congruent helped a renewable energy provider streamline their sales processes and improve customer engagement through a customized Salesforce solution. Our team of Salesforce experts worked closely with the client to understand their unique needs and challenges and implemented a tailored Salesforce solution that integrated seamlessly with their existing systems.

Salesforce development for ISV case study

Salesforce Development & Administration

Customer : Independent Software Vendor

Our team successfully provided Salesforce development and administration services for an Independent Software Vendor (ISV). We utilized tools such as Apex, Visualforce, Bitbucket, and JIRA to enhance Configure Price Quote (CPQ) and Contract Lifecycle Management (CLM) products. We worked on developing new features, resolving real-time customer issues, and rolling out customer-specific patches. Implemented automated testing for over 1,500 test cases within three months, ensuring high-quality product releases and seamless support for our client's ongoing needs.

Salesforce support for Nonprofits case study

Administration, Development, and Support

Customer : Fundraising Agency For Non-profit

We provided end-to-end Salesforce support administration, and development services for a non-profit organization, focusing on enhancing donor management and payment processing. We developed custom solutions such as a community portal for fundraisers, custom donation tracking objects, and automated donation processes using tools like Apex, Visualforce, and Process Builder. Our team also integrated Salesforce with various payment gateways like Flo2Cash and Paydock, ensuring secure, seamless transaction processing while adhering to PCI standards.

Salesforce services for financial company case study

Full-Cycle Salesforce Services

Customer : Financial Services Company

Delivered full-cycle Salesforce services for a financial services company, covering implementation, migration, development, and ongoing support. Our team developed a service console app for call center agents, handled the migration of Salesforce org data from North America to Australia, and transitioned Sales Cloud users to the Lightning platform. We also automated key processes like owner assignments for leads, accounts, and contacts, and integrated third-party CTI solutions.

Salesforce implementation for real estate investment trust case study

Implementations, Administration, Development, and Support

Customer : Real Estate Investment Trust

We provided Salesforce services for a Real Estate Investment Trust, covering implementation, integration, development, and ongoing support. Our team developed a custom forecasting model tailored to the client’s unique business goals, integrating Salesforce with the SAGG financial system using REST APIs for seamless transaction tracking. We also customized reports and dashboards to meet business requirements and provided support in converting raw data from Excel into JSON format.

Salesforce development for healthcare organization case study

Development, Integration, and End User Support

Customer : Healthcare Organization

We delivered Salesforce development, integration, and support services for a healthcare organization, addressing both core CRM needs and custom business use cases. Developed a website for online appointments and a Tour Planner module to streamline doctor engagements. We customized the Salesforce interface for mobile access, integrated it with the Hospital Management System (HMS), and provided ongoing support with minor enhancements.

Salesforce support for service industry case study

Designing, Development, and End User Support

Customer : Services Company

Offered Salesforce design, development, and support services for a service industry company, addressing their unique business needs. Our team developed ad-hoc reports and dashboards and implemented automated email-to-case creation for tracking customer requests. We built a work allocation process that sends SMS alerts to technicians. We also integrated SMS notifications and provided ongoing Salesforce support, fixing live errors and generating custom reports as needed.

Challenges our Salesforce consultants help you solve

New implementations
Rescue failed implementations
Quick start implementations
Administration issues
Data migration
Data cleansing
Integrating disparate systems
360-degree view of sales / customers
Complex APIs
Marketing automation
Smart Data – Insight from your data

Custom dashboards and reports
Transitioning to Lightning UI
Interdepartmental collaboration
Event management
Quote-to-Cash process
Sales workflows
Payment integration
Order / Invoice automation
Salesforce adoption
User training

FAQs

What are Salesforce consulting services?-

Salesforce consulting services provide expert guidance and support to organizations seeking to maximize the benefits of Salesforce. It includes services such as implementation, customization, data management, integration, user training, reporting, and ongoing support. Salesforce consulting services from a seasoned partner can help organizations effectively leverage Salesforce to achieve their sales, marketing, and customer service goals.
What do Salesforce consultants do?+

Salesforce consultants help you to leverage the power of Salesforce to improve your business. They work closely with clients, comprehending their specific business needs and objectives. They also provide support for Salesforce implementation, development, and ongoing management.
How much does Salesforce consulting costs?+

Salesforce consulting costs vary widely based on factors like project scope, the Salesforce consultant’s expertise, and the number of developers involved. Salesforce rates typically depend on the level of customization, integrations required, and ongoing support needed.
How can Salesforce outsourcing services benefit you?+

Salesforce outsourcing services can help you save costs and gain access to expert resources around the world. Visit Salesforce outsourcing for a detailed guide on the benefits of outsourcing you needs.
Why hire a Salesforce consulting partner?+

Hiring a Salesforce consulting partner offers several key benefits. You can leverage their expertise, save time and resources, and ensure a successful Salesforce implementation that aligns with your business objectives. Salesforce consulting partner can help scale and expand your Salesforce CRM implementation as your business grows.
How do I choose a Salesforce consulting company?+

When choosing a Salesforce partner, consider their expertise, certifications, client references, offered services, communication skills, scalability, cost-effectiveness, support, partnership status, and cultural fit to ensure a successful implementation. For more information you can visit Choosing the right Salesforce partner.

Let our Salesforce consultants help you

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