Consulting

Salesforce Consulting

End-to-end guidance to get the best out of Salesforce.

Our Salesforce Consulting services help you design, implement, and optimize Salesforce using trusted delivery models and industry best practices. We work closely with your business teams to understand processes, identify gaps, and deliver a CRM strategy that is scalable, efficient, and aligned with your long-term vision.

We manage complete project execution using Agile or Waterfall methodology, depending on your business needs. All development, enhancements, and support activities are tracked through structured JIRA ticket management, including sprint planning, backlog refinement, and release cycles for smooth and transparent delivery.

Our consulting includes

  • Salesforce setup & implementation
  • Process mapping & workflow automation
  • Solution architecture & CRM strategy
  • Data migration, cleanup & governance
  • Integration planning & execution
  • Agile & Waterfall project delivery
  • Sprint planning, JIRA ticketing & release tracking
  • Ongoing admin & optimization support

Key consulting areas

Setup & Implementation

Salesforce org setup, configuration and implementation aligned to your sales, service and business processes to build a strong, scalable foundation.

Process & Automation

Mapping processes, identifying gaps and automating workflows so that your CRM removes manual work and supports consistent, efficient operations.

Data & Integrations

Data migration, cleanup and governance, along with integration planning and execution to connect Salesforce smoothly with your core systems.

Delivery & Support

Agile/Waterfall project delivery, JIRA-based sprint tracking, release cycles and ongoing admin & optimisation support for continuous improvement.

Application Development

Salesforce App Development & Integrations

Custom Salesforce solutions built for real business needs. We build secure, scalable, and high-performance applications on the Salesforce Platform using modern development standards.

Our team specializes in Lightning Web Components, Apex development, custom UI/UX enhancements, and advanced process automation. Every development project is executed with structured Agile delivery, sprint-based progress, and JIRA ticket workflows — ensuring your requirements are managed clearly and delivered efficiently.

From concept to deployment, we follow clean coding, reusable design patterns, and best practices that ensure long-term stability and future-ready architecture.

Our development expertise includes

  • Lightning Web Components (LWC)
  • Apex triggers, classes, batch jobs & API development
  • Custom objects, components & UI enhancements
  • Salesforce mobile-ready applications
  • Third-party API integrations
  • Advanced automation with Flows & Orchestrator
  • Versioning, JIRA ticketing & sprint-based development
  • Secure, scalable & future-ready architecture

Key development areas

Core Platform Engineering

Robust Apex, LWC and data model design focused on performance, maintainability and alignment with Salesforce platform best practices.

Integrations & APIs

API-led integrations, middleware patterns and secure connectivity with your third-party and legacy systems.

Automation & UX

Advanced Flows, Orchestrator, and tailored UI/UX enhancements that simplify work for your users and boost productivity.

Delivery & Quality

Agile execution, JIRA-based tracking, versioning and CI-friendly patterns to support stable, repeatable releases.

Enablement

Salesforce Training & Enablement

Role-based training and hands-on workshops designed to accelerate adoption, improve user confidence, and reduce long-term dependency on external support.

We create customised learning paths for admins, developers, power users and business teams. Our sessions include real org examples, practical exercises, structured playbooks, and long-term mentoring to help your team become fully self-sufficient.

We also include exposure to Agile practices, JIRA usage and project workflows, enabling your team to collaborate effectively with development and admin teams.

Our training & enablement offerings include

  • Admin & developer hands-on workshops
  • Custom training materials, SOPs & playbooks
  • Train-the-trainer programs for internal capability building
  • Long-term mentoring & structured learning paths
  • Certification preparation & skills assessment
  • Role-based enablement for Sales, Service & Operations
  • Introduction to Agile workflows & JIRA ticket handling
  • Practical exercises using your real Salesforce org

Training focus areas

Role-Based Learning

Dedicated tracks for admins, developers, power users and business teams, aligned to how they actually use Salesforce.

Hands-on Practice

Live org demos, guided exercises and scenario-based labs based on your Salesforce setup and business workflows.

Growth & Certification

Structured learning paths, certification guidance and skills assessments to build and measure internal capability.

Agile & Collaboration

Practical exposure to Agile ways of working, JIRA usage and project workflows to improve collaboration with IT and delivery teams.