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 Consultants can do it all. We follow the best practices and industry standards for consulting services that put you ahead of your competitors.

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Salesforce Consulting Services
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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.

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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

Cloud Consulting Services

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

Cloud Consulting Services

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

Cloud Consulting Services

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

Cloud Consulting Services

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

Cloud Consulting Services

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

Explore our Salesforce Consulting Process customized for your business needs, taking you closer to success.

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.

1. Salesforce Org Check (For Existing Salesforce Customers)

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.

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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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Salesforce Experts
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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
Insurance
Retail & Consumer Goods
Media & Communications
Technology
Professional Services
Energy & Utilities
eCommerce
Manufacturing
Healthcare & Life Sciences
Logistics & Transportation
Non Profit
Real Estate
Education

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.

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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
Revolutionizing Customer Engagement

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
Revolutionized Customer Experience

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
Elevate Your Healthcare Experience

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
Footwear Finesse

Hear it from our Clients

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

Anshul Pandey

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

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

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!.

Crim

Cameron Billings

CTO , placesforless

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

Mike Jansma

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

Frequently Asked Questions

All customers are equally privileged at Cyntexa. Our professional team of experts believes in providing excellent services to cater to your unique requirements, irrespective of the size, be it for a small-scale or large-scale business. By following the customer-centric approach, we understand that each business is unique in itself, the requirements differ, and a standard solution might not work for all. Thus, providing solutions tailored to your needs is our motive. Henceforth, our highly skilled professionals are committed to providing you with the best possible experience, ensuring that you succeed in your business.

The cost of Salesforce consulting is dependent on various factors. These include the extent of a project, customization requirements, competence level of the consultant, the time spent during the implementation process, and training or support services. Furthermore, data migration or app development are other additional factors that can affect the cost. In order to get accurate price quotes that meet the requirements, businesses must consider these aspects, or they can reach out to the consulting companies.

It is advisable to hire a Salesforce consultant, as they bring in expertise that maximizes the effectiveness of Salesforce. Further, it ensures optimal implementation, customization, and integration, tailored to your business requirements, ultimately leading to improved efficiency, productivity, and ROI.

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 technical expertise of the consultants.
  • 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 each and every feature that your desire, for a smooth functioning of your platform.

    Further, not just implementation, consultants also take care of all the updates and advancements that Salesforce rolls out. They filter which ones could result the best for your business and that 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.

    Let’s Get In Touch

    Our expert consultants will reach out within 24 hours.

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