Salesforce Consulting & Development Services

We provide seven core services: AI implementation (Agentforce and Data Cloud), consulting and strategy, custom development, migration from legacy CRMs, ongoing support and training, managed services, and integration with third-party systems via MuleSoft and APIs. We've built 500+ Salesforce solutions for manufacturing, CPG, insurance, and banking clients.

We hold certifications across Sales Cloud, Service Cloud, Marketing Cloud (Pardot), Salesforce CPQ & Billing, MuleSoft Anypoint Platform, Einstein Analytics, Data Cloud, Agentforce, and Experience Cloud. Our consultants are certified at the architect, developer, and administrator levels.

Yes, and this is one of our key differentiators. We have deep expertise in both platforms and regularly connect Salesforce to Power BI for cross-platform analytics, Power Automate for hybrid workflows, SharePoint for document management, and Azure for cloud infrastructure. Most pure-Salesforce firms can't deliver this kind of cross-platform work.

Agentforce is Salesforce's latest generation of AI-powered agents that automate customer interactions, sales coaching, and service resolution. Our Agentforce Certified Consultants help enterprises design, configure, and deploy these AI agents within proper governance frameworks, ensuring they work with your existing data and business processes.

It depends on scope. A single-cloud implementation (Sales Cloud or Service Cloud) for a mid-size organization typically takes 8-16 weeks. Multi-cloud deployments with custom development and integrations take 4-8 months. Enterprise-wide transformations spanning multiple clouds and complex integrations can run 6-12 months. We use blended Agile/Waterfall methods to deliver working functionality in iterative sprints.

Three things. First, our dual Salesforce and Microsoft expertise means we handle cross-platform integrations that other firms outsource or avoid entirely. Second, we have 36 years of continuous operation and proprietary products (bSure, bSync, bSavvy, EIM) that accelerate delivery for our target industries. Third, our 92% client retention rate and 4.9/5 CSAT score reflect sustained value, not one-time project work.

Yes. We take full ownership of your Salesforce org: monitoring, maintenance, upgrade management, license optimization, user support, and proactive enhancements aligned with Salesforce's three annual release cycles. This works well for organizations that want enterprise-grade Salesforce operations without building a full internal admin team.

Yes. We handle migrations from Microsoft Dynamics, Oracle CRM, SAP CRM, HubSpot, Zoho, and custom databases. Our approach includes data mapping, deduplication, field-level validation, relationship preservation, and parallel testing before cutover. We also migrate organizations from Salesforce Classic to Lightning.

We specialize in manufacturing (distributor management, CPQ, warranty tracking), consumer packaged goods (retail execution, trade promotion, field sales), insurance (claims management, underwriting, agent portals), and banking (Financial Services Cloud, KYC, loan origination). Our 15+ years of industry experience mean we understand both the technology and the business requirements in each sector.

Many organizations pay for Salesforce capabilities they're not using. We conduct license utilization assessments to identify features you're already entitled to but haven't activated. Then we build a Salesforce Solution Roadmap that sequences new implementations using your existing subscription, so you get new functionality without incremental licensing costs.