Get the most out of your Salesforce investment with

Salesforce Consulting Services

As a Salesforce Summit Consulting Partner, Cyntexa redefines how businesses engage with customers through strategic Salesforce consulting. Our certified experts don't just provide advice; we craft tailored, custom roadmaps illuminating the path to success.

By leveraging our deep industry knowledge and multi-cloud expertise, we empower organizations to transform customer relationships and gain a sustainable competitive edge with the right set of experts on their side, driving growth and innovation.

Schedule A Consultation

Upgrade Your Business With Expert Salesforce CRM Consulting Services

Through our Salesforce Consulting Services, we don't just focus on delivering solutions; we architect a transformative journey tailored to your unique business needs. Our certified consultants bring in cross-cloud expertise across industries and provide strategic insights that optimize your internal processes in alignment with the right Salesforce tools. Our commitment goes beyond traditional CRM consulting services; we offer integration, app development, and post-implementation hypercare to ensure that CRM performs as expected.

Our Salesforce consultants prioritize improving your existing workflows and keeping scope for scalability in the future, ensuring your CRM solution evolves with the growing market needs. By analyzing your unique requirements, we deliver actionable insights that reduce technological burdens while optimizing ROI. With Cyntexa, you're not just adopting Salesforce CRM but setting the stage for sustained success.

Talk To Our Salesforce Consultant

Salesforce Consulting Process We Follow

Explore our approach to reshaping your business processes, making Salesforce an integral part of your success story.

Step 1

Understanding Your Business

Salesforce consulting services involve understanding the business and industry being helped, utilizing industry experts with hands-on experience to identify core challenges, and creating a roadmap for Salesforce implementation through brainstorming sessions with relevant stakeholders.

1. Analysis Of Current Processes

Our Salesforce consultancy thoroughly analyzes your current processes using discovery and GAP analysis techniques. By identifying strengths in your existing implementation, we ensure they are seamlessly integrated into the new iteration for enhanced performance.

2. Deep Dive Into The Challenges

The next step is getting into the roots of the challenges your team is encountering. Our team pinpoints bottlenecks in your IT systems and business processes. By identifying larger issues and breaking them into smaller, manageable segments, we propose the right solutions, tools, and processes that drive smooth collaboration among systems.

3. Alignment of Salesforce Product

After thoroughly analyzing your legacy systems or current Salesforce Product (for existing users), we focus on crafting a strategic roadmap tailored to your evolving requirements. Here, we develop an actionable plan that aligns with your business goals and drives success.

Step 2

Roadmap For Success

Our Salesforce consulting team crafts a strategic blueprint that addresses your unique needs, whether transitioning to Salesforce CRM or enhancing your current setup. This actionable plan aims to improve business processes and enable you to fully capitalize on your Salesforce investment.

1. Salesforce Org Check (for existing Salesforce customers)

If you are currently utilizing Salesforce, our team conducts an in-depth health check of your Salesforce Org. We assess system configurations, data quality, and process efficiencies to determine alignment with your business objectives. This critical evaluation informs the roadmap for your new implementation.

2. Creating A High-Level Architecture

In this phase, we develop a high-level architecture document outlining the Salesforce products to be implemented, the required number of licenses, and how each system will interact internally and externally. This foundational blueprint guides the improvement of key processes during the development phase.

Step 3

Project Kick-Off

We will assist you in acquiring the necessary Salesforce licenses and introduce you to account executives who will handle your project. Additionally, we'll coordinate with stakeholders and the implementation team to ensure everyone is aligned on expectations and timelines for successful outcomes.

1. Connecting You With Salesforce (For New Customers)

We will identify the types and number of Salesforce licenses for new implementation and optimization of existing CRM setup and help you acquire them, ensuring a smooth onboarding experience.

2. Start the Implementation or Customization

This isn't just the last step. Here, we start with the implementation/customization journey of your Salesforce platform as per the agreed roadmap and architected solution for CRM success.

Looking For Salesforce Implementation Services?

Transform your business operations with Salesforce and bring your business to the next level with our expert Implementation services. Let us take care of the implementation process.

Best Practices We Follow For Salesforce Consulting

As a trusted Salesforce consulting company, our team follows the best industry practices:

Leverage Advanced Technology

By utilizing AI-powered innovations and advanced Customer 360 platform capabilities, we level up the capabilities of your Salesforce CRM and drive business success.

Accelerate Adoption Timelines

Our expert Salesforce consultants craft tailored strategies that increase the likelihood of cloud adoption speed and ensure a seamless transition to modern solutions.

Fast-Track Transformation Journeys

We design customized roadmaps parallel to your technical needs, accelerating your digital transformation while ensuring it meets your unique business objectives.

360-degree View

We comprehensively assess your existing systems, integrating all data sources for a cohesive view of customer interactions and insights.

Clean Data Governance

Adhering to rigorous data governance practices, we safeguard your data's integrity, neutralizing the potential threats and ensuring compliance across all platforms.

Focus on Out-of-the-box features

Our Salesforce experts leverage out-of-the-box functionalities to minimize customization complexity, simplifying upgrades and maintenance while maximizing system efficiency.

Enhance Cloud Investments

With our expert guidance, navigate initial hurdles effectively to unlock the full potential of your cloud investments in the long run.

Reasons To Hire Cyntexa For Salesforce Consulting Services

Projects

Happy Customers

Salesforce Experts

400+ Certified Experts

Our team of over 400 certified professionals bring deep technical knowledge and industry experience to deliver solutions that drive measurable business outcomes & optimize your Salesforce environment.

Zero-Cost Org Health Checks

We offer a complimentary Salesforce Org Health check that assesses system performance, identifies inefficiencies, and provides actionable insights to optimize functionality and user experience.

Multi-Cloud Proficiency

Our Salesforce consultants are proficient across various Salesforce clouds, ensures your business can leverage the full potential of Salesforce and get maximum return on investment.

Comprehensive Consulting Services

From strategy development to implementation and optimization, we offer a full spectrum of consulting services, guaranteeing that every phase of your journey is strategically aligned with your goals.

One-Stop Solution

With a wide range of Salesforce-certified professionals, we are your one-stop solution providers who curate cohesive strategy and execution for your personalized business needs.

End-to-End Support

Providing comprehensive support throughout the project lifecycle ensures that technical challenges are proactively addressed and performance is sustained in your Salesforce ecosystem.

Industries We Serve

Discover the industries we transform with our solutions for value and growth.

Financial Services

Secure your confidential customer data through technological advancements in financial services. Streamline operations, enhance security, and personalize experiences with our digital transformation expertise.

Insurance

Insurance companies are expanding grounds of success by leveraging data and technology to create seamless customer experiences in the evolving insurance sector. Experience it all with us.

Retail & Consumer Goods

The retail & consumer goods market has shifted. We help you navigate the "new normal" with data-driven strategies and personalized experiences with our customized digital transformation solutions.

Media & Communication

Today's Customers are way past the old conservative solutions, especially in the Media & Communication industry and crave immersive experiences. Embrace the flexibility, customization and high customer engagement with us.

Technology

The technology world is racing forward, leaving stagnant companies behind. We bridge the gap for you with digital transformation readiness and crafting strategies so you dominate in the evolving market.

Professional Services

We help you thrive in today's evolving landscape. From conquering remote work challenges to personalizing client experiences, we craft tech solutions to empower your teams and exceed client expectations. Let's unlock your growth potential!

Energy & Utilities

Transformation is the new normal in the energy & utility sector. That's why we offer the power of digitalization to guide you towards a more efficient, secure, and sustainable future.

eCommerce

The eCommerce world demands selling faster and smarter. Our cutting-edge strategies combine user-centric design, data-driven personalization, and cloud scalability. Don't just survive – dominate.

Manufacturing

Efficiency and cost control are the high-demand variables in the Manufacturing sector. Cloud technology lets you connect production, sales, and planning like never before, unlocking new growth opportunities.

Healthcare & Life Sciences

Improved Care Strategies, Refined Patient Experiences, secure storage & access to patient information are what the Healthcare industry asks for. And we will definitely deliver this and more.

Logistics & Transportation

Struggling with complex supply chains and fragmented communication? Our cloud-based solutions streamline your entire logistics operation, boosting efficiency and visibility. Simplify your logistics and elevate your customer experience.

Non Profit

Disparate systems and data overload can hinder your non-profit motive. We help non-profits leverage data analytics to track progress and maximize impact. See where resources deliver the most good.

Real State

Even the Real Estate market requires a tech upgrade. Seamless cloud-based solutions connecting stakeholders & modernized operations leading to more productivity and a profitable future is what you need (& we have expertise in that).

Education

Learners crave personalized, engaging experiences tailored to their needs. We create flexible, interesting learning ecosystems, bridging the gap with digital transformation solutions for education.

Know More

Work Portfolio

Check out our impressive body of work to understand our diverse expertise in the Salesforce ecosystem.

Revolutionizing Customer Engagement: How a Fintech Firm Increased User Adoption by 86%

86%

Extension in user adoption reached

78%

Increased Customer satisfaction

51%

Dedcution in business cost

64%

Increase in ROI

Know more

Revolutionized Customer Experience: Salesforce Vlocity Communications Cloud Skyrocketed Customer Retention by 50%

60%

Reduction in Request Handling time

50%

Increase in Customer retention

45%

Elevation in User Interface

40%

Increase in revenue

Know more

Elevate Your Healthcare Experience: Salesforce Health Cloud Unleashes the Power of Integration with Diverse Third-Party Apps

45%

Reduction in manual efforts

65%

Improved Staff Productivity

75%

Minimized Data Loss

67%

Boost in Customer Experience

Know more

Footwear Finesse: Orchestrating a 50% Sales Uplift Through Store Management

75%

Increase in sales

70%

Improvement in capturing customer insights

80%

Enhancement in customer experience

65%

Seamless expansion of inventory

Know more

Hear it from our Clients

Read what our satisfied clients have to say about their experience.

Anshul Pandey

CTO, Content Security

Cyntexa delivered the project successfully. The efficiency soared to 70% in the presales area and enhanced productivity by 90%. Their knowledge and experience of the Salesforce platform were incredible..

John

Idea Center

Cyntexa is hyper-communicative, fast, and does a thorough job. Cyntexa was helpful in creating the strategy for our client and worked seamlessly as a part of our team to ensure successful project delivery and launch.

Bryant Lau

Founder , Funnel Guage

Cyntexa has continuously demonstrated a high-level of Salesforce expertise and a willingness to go beyond what is necessary to ensure the project is a success.

Manoj Pooleery

Cofounder & CTO, SiteRx Inc

Overall, a very positive experience. The team was very responsive, organized and up to task. We had engaged them when we had a very tight deadline and they were able to help us meet it.

Brandon

Director , Cypress Learning Solutions

I love working with these guys. They are knowledgable and have really been clutch in building custom solutions & Lightning web components. Thank you for all your hard work!.

Cameron Billings

CTO , placesforless

We enjoyed working with Cyntexa Labs. They were easy to communicate with and easy to work with.

Mike Jansma

VP, CIS Global

The entire team is knowledgeable & serves as a trusted expert to our organization. They were able to turn our ideas into real world working processes in Salesforce. We’ve now completed several projects with them.

Ken Hoppe

CEO, Modigie

Being located in a different time zone, they were willing to meet our schedule and stepped up outside of the scope of work, and proved to be a good partner. They’ve taught me a lot about best practices through incredible communication.

Daniel Deckert

President & Founder, Scrubbi

Our project was complex, and Cyntexa team handled it well by tackling all our requests & we are happy with the end product. I consider us lucky to have found them and looking forward for a long relationship with them.

Vilen Bezhanyan

PCEO, Brainstorm Technologies

We had a great experience working with the team who performed their best to finish the project successfully. We highly recommend others to work with them, knowing that their projects will be in good hands.

Simon Clews

FPFS IMC-Director, DGS Employee Benefits

Definitely the range of skills – it is not like all employees just know Salesforce – some were able to solve other problems that were not related to the project that I hired them for. In addition, the team was extremely dedicated to the project.

John Crighton

CTO, Lightning Step Technologies, LLC

Cyntexa was able to successfully develop and integrate an improved and efficient dashboard, much to the benefit of external stakeholders. The team was able to maintain positive communications throughout.

Karim Aziz

Director, Globel Car Rental

The team at Cyntexa was understanding, communicative, and proactive. They were easy to work with and were always available during the client’s workday, despite a significant time difference. They quickly implemented changes.

Rebeka Avendano

Cyntexa helped us in successfully implementing custom flows from Field Service into SFDC to achieve actions that the Field Service app does not currently support. The team was with us at every step of the way.

Sahil Gambhir

Head of Special Projects, Wirelane GmbH

The company has developed a strong team and robust infrastructure to serve its clients. They use best industry practices to track the progress of the project & doesn’t shy away from going the extra mile to make clients happy.

Kristin Harris

Project and Process Development Manager

They helped us take all of our data and integrate it successfully. They reviewed our requirements and provided quality work quickly. Will definitely work with them again.

Anil Jogani

Sr. Director Field Operations, MetricStream

I have nothing but praise for this team. I needed a qualified person to do custom Salesforce development. Not only did they accomplish the goal but the team has a certified Salesforce experts that exceeded my expectations.

Devin Bostick

CEO, LuckyTruck

Cyntexa is a high touch and results-oriented partner that hit our timeline, budget, and delivery objectives. Additionally, they were high touched and genuinely cared about the quality of our work. I would use them again.

Carlos Sanmartin

Digital Manager,Ara Estetic

I wanted to express my utmost satisfaction with the exceptional services provided by Cyntexa. Their collaborative approach, strong work ethic, and consistently going the extra mile to ensure that the projects are completed within the agreed-upon timeframe.

Hazem Amino

IT Manager, Studykoy

They were very helpful and they really knew everything there is to know about salesforce. They were on call with us whenever we need them even outside working hours and weekends. i recommend them to anyone who has a project in salesforce.

Our Valued Customers

We are trusted by some exceptional brands as well as SMEs in different industries only because we believe in providing real value to them and ease their complex business processes with our simple Salesforce Solutions.

Dive Deep Into Salesforce

Stay informed with the latest Salesforce updates and gain insights through our blogs. Discover expert analyses and practical tips to enhance your understanding of the Salesforce ecosystem.

Frequently Asked Questions

As a Salesforce Summit Consulting partner, we have built our expertise and track record across multiple Salesforce products and services. With a team of more than 400 certified consultants, our focus is delivering value to only some of our customers across every touchpoint, irrespective of the size and industry of business.

By following the customer-centric approach, we understand a business's unique requirements and provide an expert-designed solution addressing the needs of today while keeping the system viable for the future. We offer comprehensive services, from initial consultation and designing solution architecture to implementation and ongoing support, ensuring a seamless experience throughout the project lifecycle. Additionally, our agile approach and focus on data security ensure you receive reliable, effective solutions that drive results.

The cost of Salesforce consulting is dependent on various factors. These include the scope of a project, customization requirements, the number of resources required, the time spent during the implementation process, and training or support services. Furthermore, data migration and app development are other factors that affect the cost. Businesses must consider these aspects to get accurate price quotes that meet their requirements, or you can directly reach out to our experts to customize quotes for your requirements.

Yes, hiring a Salesforce consultant can help you maximize the potential of your Salesforce system as they bring in industry-specific expertise. They assist in finding the challenges and designing a custom solution that aligns with your business goals. A Salesforce consultant can save your organization valuable time and resources by managing complex configurations, data migrations, and integrations that might overwhelm your internal team.

Here are some simple yet effective ways you can consider while choosing the right Salesforce consulting partner in the USA.

Look for authentic and legitimate reviews.
Check for their specialization and expertise area.
Don't compromise on the technical expertise of the consultants.
Ensure whether or not their expertise can address your industry-specific needs.
Check authentic reviews and references from previous clients for insights.

Salesforce Consultancy helps to improve platform performance in multiple ways. A Salesforce consultant listens to your unique requirements and customizes the platform, made just for your business. They try to incorporate every feature you desire for your platform's smooth functioning.

Further, not just implementation, consultants also take care of all the updates and advancements that Salesforce rolls out. They filter which best suits your business and ensure your platform remains up-to-date. They can integrate other solutions and applications that bring additional capabilities to enhance the current capabilities of your platform.