Get the most out of your Salesforce investment
with
Salesforce Consulting Services
As an award-winning Salesforce Crest (Gold)
Consulting Partner, Cyntexa empowers businesses of every size and industry to put customers
first with the world's leading CRM platform. From conceptualization to implementation and
integration to ongoing support, our Certified Salesforce consulting partners can do it all. We
follow the best practices and industry standards for consulting services that put you ahead of
your competitors.
Get Your Chaos Settled With Our Salesforce CRM Consulting Services.
Salesforce consulting services are your compass in the journey towards harnessing the full
potential of Salesforce. Our Certified Salesforce consulting partners deliver these services
to help businesses tailor solutions to their unique needs. But it doesn’t stop at
implementation, customization, and integration. These services extend to post-implementation
support, training, and strategies for growth.
We apply our Salesforce consulting expertise to analyze your business needs, and recommend
tailor-made solutions that reduce the tech burden while improving your ROI. We don’t just
advise solutions; we architect your digital future, enabling you to stay ahead in the
ever-evolving world of tech.
Our Salesforce Consulting Covers the following
Let’s partner with our certified Salesforce consultants to align your business with
customers and achieve better results.
Salesforce Implementation
Consulting
Salesforce Integration
Consulting
Salesforce Development
Consulting
Salesforce Customization
Consulting
Salesforce Appexchange
Consulting
Salesforce Implementation
Consulting
Salesforce implementation consulting services help businesses successfully navigate
their journey of adopting Salesforce CRM from the setup process to continued support
growth and new ideas.
Salesforce Integration
Consulting
Our Salesforce consulting services start by figuring out the extent of integration
needed. We then define an integration strategy that fits your business needs. Finally,
we ensure a smooth deployment of the integration
Salesforce Development
Consulting
Whether you want to develop a custom application on Salesforce or want to customize the
existing Salesforce application, our Salesforce development consulting services lead you
to the fulfillment of your requirements.
Salesforce Customization
Consulting
Our Salesforce customization consulting service is powered by a dedicated team of
professionals. We strategically understand your needs and customize the CRM to ensure it
fits seamlessly into your business.
Salesforce Appexchange
Consulting
Want to list your application on the AppExchange marketplace? Our comprehensive
AppExchange consulting extends from AppExchange App
development to listing your
application on the platform.
Salesforce Consulting Process We Follow
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 consulting focuses on evaluating and analyzing the current processes and
implementations through various techniques like SWOT Analysis, etc. The strengths of the
current implementation are then carried forward into the new iteration.
2. Deep Dive Into The Challenges
The next step in the Salesforce consulting process is identifying the bottlenecks in your
existing IT systems and business functions. The idea is to zero in on the root of the
problem and break down silos.
3. Introduction/Realignment Of Salesforce
After undertaking a comprehensive analysis of your current Salesforce or Non-Salesforce
systems, we will work towards creating a strategic roadmap that revolves around your new
requirements.
Step 2
Roadmap For Success
Our Salesforce consulting partners will create a blueprint for new
implementation based on the issues identified, with the main focus on designing a
customer-centric strategy to achieve the full potential of the Salesforce investment for
clients.
If you are already using Salesforce for your business, our consultants will undertake a
thorough analysis of your current Salesforce Org. This will create the focal point of
the new implementation.
2. Creating A High-Level Architecture
This document serves as the starting point for the new implementation. It specifies the
Salesforce products and the number of licenses needed, as well as provides a general
overview of the new implementation that will be used in the development phase.
Step 3
Project Kick-Off
We will assist you in acquiring the necessary Salesforce licenses by
introducing you to Salesforce's account executives and will help you implement the same.
1. Connecting You With Salesforce (For New Customers)
We will identify the number and types of licenses required for your business and help you
in acquiring the necessary Salesforce licenses by looping in Salesforce's account
executives.
2. Start The Implementation Or Customization
Along with Salesforce consulting, we can also assist you in implementing and customizing
the Salesforce platform according to the solutions devised.
Looking For Salesforce Consulting Services?
Schedule a consultation call with our Salesforce consultants
today and know the right solution for your business to optimize your business process in
order to drive growth.
Best Practices We Follow For Salesforce Consulting
We ensure that we follow the best industry practices
while undertaking Salesforce Consulting services.
1
360º View
360º View
Our consultants take a 360º view of your current IT
systems/Salesforce implementation to ensure that they have a full understanding.
2
Strategic Blueprint
Strategic Blueprint
After eliciting requirements, our consultants develop a
strategic blueprint that is truly unique to every client and their business.
3
Clean Data Governance
Clean Data Governance
Our team will ensure that they follow clean data governance
for your businesses. There are clear bifurcations between different databases, and
every data source helps Salesforce become the ‘Single Source of Truth’.
4
Focus On Standard Objects
Focus On Standard Objects
Salesforce is a customization behemoth. However, we also
believe in “If it ain't broke, don't fix it.” To keep things simple, we focus on
using standard objects whenever possible and only using custom objects for your
unique business functionalities.
1
360º View
360º View
Our consultants take a 360º view of your current IT
systems/Salesforce implementation to ensure that they have a full understanding.
2
Strategic Blueprint
Strategic Blueprint
After eliciting requirements, our consultants develop a
strategic blueprint that is truly unique to every client and their business.
3
Clean Data Governance
Clean Data Governance
Our team will ensure that they follow clean data governance
for your businesses. There are clear bifurcations between different databases, and
every data source helps Salesforce become the ‘Single Source of Truth’.
4
Focus On Standard Objects
Focus On Standard Objects
Salesforce is a customization behemoth. However, we also
believe in “If it ain't broke, don't fix it.” To keep things simple, we focus on
using standard objects whenever possible and only using custom objects for your
unique business functionalities.
Why Is Cyntexa The Right Choice For You?
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Projects
0+
Happy Customers
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Salesforce Experts
150+ Certified Salesforce Consultants
Zero Cost Salesforce Health Checks
Multi-Cloud Salesforce Expertise
All-Encompassing Salesforce Consultants
One Stop Destination For All Your Salesforce Needs
Plan Your Vertical And Horizontal Realignment With Our Consultants
Comprehensive End-To-End Support
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.
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.
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.
Frequently Asked Questions
Salesforce CRM Consulting Services helps organizations optimize their use of the Salesforce
platform. In Salesforce Consulting Services, consultants suggest the right Salesforce
products to fulfill the business requirements and help in buying licenses after digging deep
into the business. Experienced Salesforce consultants with industry-specific knowledge and
expertise provide services to help organizations implement and configure Salesforce.
The cost of hiring a Salesforce consultant can vary depending on several factors, such as
their level of expertise, the complexity of the project, and the location of the client. On
average, an experienced certified Salesforce consultant can charge anywhere from $100 to
$250 per hour.
Some Salesforce consulting firms charge a flat fee for a project, which can range from a few
thousand dollars to several hundred thousand dollars depending on the scope of the work.
Salesforce consultants provide a wide range of services to help organizations optimize their
use of the Salesforce platform, these services include:
Salesforce consultancy services are important as they help organizations maximize the value
of their investment in Salesforce by providing expert guidance and support in implementing,
configuring, migrating data, creating reports, troubleshooting technical issues, and more.
To choose the right Salesforce Consulting Firm in USA, you need to take into account several
important factors. These include industry expertise, Salesforce certifications, reputation
and references, communication and collaboration, cost and value, scalability and support,
technical expertise, flexibility, a proven track record and proximity.
A Salesforce consultancy may be necessary for your business if you have:
Complex needs that require custom solutions.
Lack of internal expertise or resources.
Have trouble with user adoption.
Need to scale your business operations.
Require ongoing maintenance and support.
Let’s Get In Touch
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