Our services cover the full lifecycle: discovery & requirements gathering, platform configuration, data migration, custom development, integrations with third-party systems, user training, and post-launch managed services.
From initial strategy to post-launch managed services, our certified Salesforce consultants deliver fully tailored CRM implementations that align with your business processes, integrate with your technology stack, and drive measurable outcomes from day one.
Fast, seamless deployment with zero disruption
Built around your exact business workflows
Ongoing optimization without internal overhead
Connect ERP, eCommerce, and data platforms
Accelerate sales and enhance customer experience
Automate workflows and enable smarter decisions
Modern UX that drives user adoption
Turn data into actionable business insights
29% Higher Sales Productivity. 34% Better Customer Satisfaction.
That’s the impact a well-implemented Salesforce CRM can deliver when it’s built right.
— Salesforce Customer Success Metrics
Case Study 1
Leadec needed to replace a fragmented, manual vehicle processing workflow with a centralized, automated Salesforce CRM solution to improve throughput and customer visibility.
Custom Salesforce implementation to centralize vehicle intake, tracking & status workflows
Automated processing milestones & real-time notifications replacing manual handoffs
Integrated third-party data sources for end-to-end vehicle lifecycle visibility
Dramatically reduced processing times & manual errors
Full real-time visibility into vehicle status across all processing stages
“Thanking you for your recent work. The quality of the work is outstanding; our users and customers are delighted. You have far surpassed all of our expectations. We’re looking forward to a long and successful partnership with Chetu!”
- Gareth Crawford, Manager of System Development
Case Study 2
A fast-growing franchise retailer needed real-time store-level analytics integrated with their POS system to give corporate management and franchise owners actionable, on-demand business insights.
Integrated POS infrastructure with a custom analytics platform using .NET & SQL
Built SSRS-powered dashboards for corporate & per-store sales reporting
Designed intuitive UI for franchise owners to monitor KPIs & customer loyalty data
Eliminated manual data entry, significantly reducing reporting errors & delay
On-demand store metrics (sales, visits, transactions) available to all franchise owners
Enhanced customer loyalty program management & smarter promotional decision-making
“The new software tools have given our WBU franchise store owners a new sense of 'empowerment' over their business at the local level and help provide system-wide insights and analysis to the staff plus leadership team at the corporate level. Our ability to have quick access to data enables us to be agile in changing market conditions and helps us remain the leader in our industry.”
- Charles Braganza, Executive Information Systems Manager
“Your Salesforce implementation team transformed our sales pipeline. The custom Sales Cloud setup gave us real-time visibility across 12 regional offices and cut our reporting time by 60%.”
— Megan J., VP of Sales Operations
“We needed a certified Salesforce consulting partner to integrate our CRM with NetSuite and our e-commerce platform. And you guys handled the entire integration without a single day of workflow disruption.”
— Jack S., CTO
“Your team’s Salesforce managed services saved us from hiring 3 full-time admins. They proactively handle everything, monitoring, upgrades, and user management, while we focus on growing revenue. Best decision we made.”
— Kenny S., Director of IT
Most CRMs store data. We turn yours into a decision-making engine. With AI embedded across your Salesforce ecosystem, you don’t just manage workflows; you automate, predict, and optimize every customer interaction.
Deploy Agentforce AI agents to automate lead qualification and prioritize high-intent opportunities instantly
Use Einstein AI for predictive sales, customer insights, forecast outcomes, and close deals faster
Enable intelligent workflow automation to eliminate manual effort
Turn CRM data into real-time decision intelligence
Result: Faster decisions. Higher conversions. Lower operational cost.
Your Salesforce doesn’t just need to run, it needs to evolve, optimize, and deliver results every day. We take complete ownership of your CRM, so your team stays focused on closing deals, not fixing systems.
We manage day-to-day CRM administration, ensuring your CRM always runs at peak performance.
We conduct continuous performance optimization, identify bottlenecks, and resolve them before they affect your sales team.
We manage your Salesforce security posture and GDPR/HIPAA compliance requirements, keeping data safe and your business protected.
We handle every Salesforce release & enhancement, so your org always benefits from the latest features.
You get dedicated support & SLA-Backed response matched to your business criticality level.
We drive CRM adoption through training programs, ensuring your entire organization uses Salesforce to its full potential.
Our enterprise Salesforce development expertise spans more than 40 industry verticals. We understand the compliance requirements, workflows, and KPIs unique to your sector.
Financial Services | Healthcare & Life Sciences | Retail & E-Commerce | Manufacturing | Telecommunications | Education | Real Estate | Energy & Utilities | Automotive | Travel & Hospitality | Logistics & Supply Chain | Government & Public Sector
Our services cover the full lifecycle: discovery & requirements gathering, platform configuration, data migration, custom development, integrations with third-party systems, user training, and post-launch managed services.
Salesforce implementation refers to the initial setup, configuration, and deployment of your Salesforce CRM platform. Salesforce managed services is ongoing support, including administration, monitoring, upgrades, troubleshooting, and optimization, provided after the platform is live.
Yes. Our Salesforce integration development team specializes in connecting Salesforce with SAP, NetSuite, Oracle, HubSpot, Marketo, Shopify, AWS, Microsoft Azure, and hundreds of other platforms using REST/SOAP APIs, MuleSoft, and custom middleware.
Absolutely. We are a certified Salesforce implementation partner for Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Experience Cloud, Agentforce, and more.
We offer flexible engagement models including project-based implementation, dedicated Salesforce consulting teams, managed services retainers, and staff augmentation. All models include a dedicated project manager, full IP and source code ownership, NDA-protected confidentiality, and consultants who work in your time zone.