Salesforce Consulting
We provide full range of Salesforce CRM services that helps companies thrive in the changing digital landscape.
We provide full range of Salesforce CRM services that helps companies thrive in the changing digital landscape.
Our Salesforce development activities include building solutions from the ground up leveraging our unique consulting led engagement model, and our team of certified Salesforce developers and consultants go way beyond deployment by working with you as the go-to partners in your digital transformation activities. We simplify your digital transition to the cloud by offering development, implementation, customization and integration of your Salesforce CRM application.
Our expert Salesforce consultants guide you through each phase of implementation-from defining project goals and timelines to setting budgets and allocating resources. We ensure a structured and successful deployment aligned with your business objectives.
We carefully evaluate your business needs, operational workflows, limitations, and user expectations. Based on these insights, we recommend the most suitable Salesforce product and edition, ensuring cost-effectiveness without sacrificing functionality.
If your existing Salesforce environment no longer meets your evolving business needs, our certified consultants can help. We offer strategies for optimization through reconfiguration, customization, or system integration to enhance performance and usability.
Our team ensures a seamless and secure migration of data from legacy systems to Salesforce. From strategic planning and data cleansing to transfer execution and post-migration validation, we minimize disruption and safeguard your business continuity.
We support smooth Salesforce adoption by helping your team incorporate the platform into daily operations. This includes user training, change management, and establishing best practices for CRM data governance to ensure long-term success.
At Techlattice, we help businesses unlock their full potential with tailored digital solutions designed to scale and evolve. Whether you're starting your Salesforce journey, optimizing an existing setup, or integrating with third-party platforms, our experts are here to guide you every step of the way.
We may not have seen it all-but we’ve come pretty close. Our team conducts a thorough evaluation of your current Salesforce strategy to pinpoint what’s working, what needs refinement, and what’s no longer serving your goals.
When it’s time for a serious Salesforce overhaul, honesty is essential. We deliver clear, actionable insights to help you build on what’s already successful and chart a strategic path forward with confidence.
A great strategy is just the beginning. At Techlattice, we work hand-in-hand with your team to bring that vision to life, ensuring seamless execution and organization-wide alignment across every level of your operations.
Take your business to new heights with our cutting-edge AI, ML, and Gen AI solutions. Unlock unprecedented innovation, expertise, and effectiveness with our transformative technologies. Redefine your operations, enhance customer experiences, and stay ahead of the competition in the ever-evolving digital landscape.
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Say goodbye to disconnected systems. With Techlattice’s Salesforce consulting, we help you unify your data and create seamless integrations across platforms-ensuring everything you need is accessible in one centralized hub.
Free your team from repetitive manual tasks. Our consultants identify key opportunities to automate and optimize workflows, so your team can focus on strategic, high-value initiatives.
Engage your customers wherever they are-social media, email, web, or phone. We implement robust omnichannel strategies within Salesforce to ensure consistent and effective communication across all touchpoints.
As your business grows, so should your CRM. We create tailored Salesforce scalability plans that evolve with your organization, enabling smooth expansion without disruption.
Keep your customer and business data safe. We implement advanced security protocols, including encryption, access control, and regulatory compliance measures to help you protect your most valuable assets.
Choosing the right Salesforce product or license can be complex. Our experts evaluate your needs and guide you to the most cost-effective and impactful options-no unnecessary extras.
Empower your team with personalized training programs and intuitive configurations. We help drive adoption by making Salesforce easy, enjoyable, and indispensable to your users.
Define a clear vision for your CRM journey with Techlattice. We develop tailored Salesforce adoption roadmaps aligned with your business goals-ensuring a structured and successful implementation.
Navigate organizational changes with confidence. Our team supports you through every stage of transformation, including stakeholder engagement, internal communication planning, and addressing technical hurdles-minimizing disruption and maximizing acceptance.
Migrate from outdated systems to Salesforce smoothly and securely. Techlattice ensures a seamless transition, maintaining data integrity, accuracy, and confidentiality every step of the way.
Adapt Salesforce to your unique business requirements. From custom workflows and apps to third-party integrations, our consultants ensure the CRM works the way your business does.
Maximize the value of your Salesforce investment with expert-led training. We help your team become confident users-whether they’re just getting started or exploring advanced features-driving productivity and user engagement.
At Techlattice, we help you unlock the full potential of Salesforce by offering tailored consulting services across its core cloud products. Whether you’re looking to streamline sales, improve customer service, or personalize marketing efforts, we align Salesforce solutions with your business goals for maximum impact.
We help businesses optimize lead and opportunity management, automate sales workflows, and gain better forecasting capabilities using Sales Cloud. From implementation to customization and training, we ensure your sales team is equipped with the tools they need to close deals faster.
Our consultants guide you in building personalized marketing journeys using Salesforce Marketing Cloud. We assist with campaign setup, automation, audience segmentation, and real-time analytics to drive engagement and improve ROI.
Deliver exceptional support experiences with Service Cloud. We assist in configuring case management, self-service portals, omnichannel routing, and knowledge bases-enabling faster resolutions and improved customer satisfaction.
We implement and optimize Revenue Cloud and CPQ (Configure, Price, Quote) to streamline your sales quoting process. From dynamic pricing rules to guided selling, we help you boost sales efficiency and reduce quote errors.
Our experts help financial institutions deliver personalized and compliant client experiences using Financial Services Cloud. We support account planning, relationship tracking, and seamless integration with existing financial systems.
We design and build branded digital experiences for customers, partners, and employees using Experience Cloud. Whether it's a customer portal or a partner community, we help you create connected and self-service solutions.
Turn your Salesforce data into actionable insights. We implement dashboards and advanced reporting using Salesforce CRM Analytics (formerly Tableau CRM), helping your teams make smarter, data-driven decisions.
Casestudy
At Techlattice, we help you unlock the full potential of Salesforce by offering tailored consulting services across its core cloud products. Whether you’re looking to streamline sales, improve customer service, or personalize marketing efforts, we align Salesforce solutions with your business goals for maximum impact.
In today's digital era, our IT team ensures that businesses across industries worldwide receive tailored digital solutions designed to meet their unique requirements.
We are a purpose-driven software development company committed to helping businesses overcome limitations and achieve what was once out of reach.
We leverage the latest technologies to ensure smooth integration with your systems, enabling faster deployment and improved performance.
Our solutions are driven by your business goals, delivering real value and measurable impact from start to finish.
High-quality tech solutions at budget-friendly rates, with flexible models that maximize your ROI.
Providing positive change for businesses with our next-gen technology solutions
Salesforce consulting and development involve leveraging the Salesforce platform to optimize business processes, improve customer relationship management (CRM), and drive digital transformation. Our services encompass strategic planning, customization, integration, and ongoing support to maximize the value of Salesforce for your organization, enhancing productivity, efficiency, and growth.
If your business relies on managing customer relationships, sales processes, marketing campaigns, or service operations, Salesforce consulting and development can offer significant benefits. Whether you're a small startup or a large enterprise, if you're looking to streamline operations, increase sales effectiveness, or improve customer satisfaction, our tailored Salesforce solutions can address your unique needs and objectives.
Our Salesforce consulting and development services cover a wide range of areas, including Salesforce implementation, customization, integration with third-party systems, data migration, workflow automation, app development on the Salesforce AppExchange, and ongoing support and maintenance. We tailor our services to align with your business goals and industry requirements, ensuring a seamless and effective Salesforce solution.
We follow a comprehensive and collaborative approach to Salesforce consulting and development projects. This includes conducting a thorough analysis of your business processes and requirements, designing a customized Salesforce solution architecture, implementing and configuring Salesforce to meet your needs, conducting user training and adoption, and providing ongoing support and optimization to ensure long-term success.
Yes, we specialize in integrating Salesforce with a wide range of business systems and applications, including ERP systems, marketing automation platforms, e-commerce solutions, finance systems, and more. By seamlessly integrating Salesforce with your existing technology stack, we enable data synchronization, workflow automation, and streamlined operations across your organization.
We prioritize collaboration, communication, and transparency throughout the Salesforce consulting and development process. Our team of certified Salesforce consultants and developers works closely with your stakeholders to understand your business goals, provide expert guidance and recommendations, deliver high-quality solutions on time and within budget, and provide ongoing support and optimization to drive continuous improvement and success.
Check out other services that we offer. We provide high-quality design and technology services to deliver the best possible products and solutions, within time and budget.
