Salesforce consulting
Our certified Salesforce experts provide top-notch consulting for companies large and small, giving you clear insights into how to find new prospects, increase sales, and improve customer service.
Get in touchSalesforce: Worth the investment
Widely recognized as the #1 CRM solution in the world, Salesforce boasts over 150,000 customers who rely on it to find and win clients. The results? A 25% increase in revenue, a 35% jump in customer satisfaction, and 38% faster decision-making. That’s why startups and large enterprises alike turn to Salesforce — and why it’s often the lynchpin of success.
Rich integration
Regular updates
Time management
Account planning
Salesforce consulting services
Our Salesforce consultancy consists of a wide array of services that strengthen and grow your business.
Define business goals
We map out Salesforce solutions that automate sales and customer service functions so you can focus on the big picture: transforming your ambitions into reality.
Choose the right Salesforce product
Out-of-the-box, standard features, or custom functionality? With your goals and must-haves in mind, we can zero in on the best fit for you and customize it if that makes the most sense.
Plan a seamless migration
With recommendations for customizations and integrations in hand, we make sure you migrate to Salesforce with ease while ensuring rigorous compliance.
Robust training
Our user adoption program comes complete with training and support by iTechArt Salesforce experts who help your users master the platform.
Why choose
iTechArt
Client-first approach
- 500+ clients
- Solutions tailored to your needs
- Two weeks from intro call to kick-off
Proven track record
- 8+ years Salesforce experience
- Silver Salesforce Consulting Partner
- Expertise across Salesforce products
A force to be reckoned with
- 60+ Salesforce administrators, developers, consultants, and architects
- Extensive knowledge of every client’s existing Salesforce ecosystem and workflow
It has been a pleasure working with iTechArt, and we are very glad that we partnered with them in order to help us get the most out of Salesforce. They were responsive, knowledgeable, and accommodating. They made sure to take time to understand our needs fully.
Deep understanding of the possibilities
We know the ins and outs of every Salesforce product so we can help you choose the right one to help your company meet its goals.
Sales Cloud
Automated, easy, fast, and smart: Sales Cloud is key to strengthening customer relationships, particularly now that it’s seamlessly integrated with Slack.
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Service Cloud
One platform connects it all, from customer service to data. Leverage AI to make workflows more powerful and solve complicated problems.
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Marketing Cloud
Winning new customers is one thing — retaining them is another. With products like Email Studio, Journey Builder, Interaction Studio, and Pardot, you can deliver engaging experiences to each and every one, no matter where they are in the customer journey.
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Experience Cloud
Use templates to engage your customers, partners, and employees with interactive apps, portals, and sites that you can adapt and scale as needed.
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Financial Services Cloud
Relationships matter in banking, insurance, wealth and asset management, and mortgage and lending services. Build trust while making the most of features like built-in compliance.
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Nonprofit Cloud
Nonprofits, educational institutions, and philanthropic organizations rely on Salesforce to make their operations, fundraising, program management, and marketing cohesive to amplify their impact.
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Salesforce CPQ
Armed with CPQ, your sales team can quote prices quickly and accurately, which saves time and accelerates the sales process — and paves the way to landing bigger deals.
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Industry-specific products
Businesses in industries such as Healthcare and Life Sciences, Manufacturing, and Automotive, as well as agencies in the public sector have their own requirements and need to innovate in specific ways to arrive at 360-degree views in a single CRM platform.
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Our domain expertise
Salesforce configuration and customization, release management, and deployment services — all delivered by iTechArt experts with a deep understanding of what’s possible.
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Real Estate
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Startups
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Nonprofits
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iGaming
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Insurance
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Higher Education
Salesforce technical audits
Our audit services help identify areas where your Salesforce solution falls short. Proactive auditing helps keep your organization’s operations efficient, healthy, and secure.
Business process review
Our team can review your company’s procedures to uncover workflows that are ripe for optimization. Interviews with stakeholders and mapping of current processes inform this review.
Security and access assessment
iTechArt experts perform detailed code checks of your existing system to ensure compliance with Salesforce access and security management standards.
Architecture analysis
Our Salesforce consultants investigate code quality and coverage, internal organizational structure, and integration with third-party services so your Salesforce CRM operates optimally.
Enhancement strategy development
If optimizing your existing Salesforce solution is on the agenda, we provide actionable insights and recommendations, project scope, budget estimates, and proof of concept.
Prioritizing for the future
Get insights and recommendations that can inform your company’s future Salesforce expansions. Expertise from our Salesforce consultants can help you understand what you need to do to expand and optimize down the road.
Customization
Is there room for improvement that only customization can offer? A sound technical audit can help identify areas where an out-of-the-box Salesforce solution can be tweaked to deliver better results and give you a competitive edge.
Why an iTechArt audit is a must-have for your Salesforce system
Whether you’re brand new to Salesforce, migrating from another CRM platform, or aiming to improve your existing Salesforce solution, we have wide-ranging expertise that can help you to grow your revenue.
A second opinion
Audits are daunting by any measure, and they’re best done with multiple experts on deck to review your current system. Their knowledge of the most recent and upcoming Salesforce releases can enhance your business outcomes.
A personalized methodology
Salesforce solutions vary dramatically from company to company, so Salesforce tech audits aren’t a one-size-fits-all proposition. A tailored audit is rooted in a checklist that reflects your company’s unique Salesforce architecture and integrations.
Key points
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A fresh take on established Salesforce operations
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Full control over the organizational environment
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Guaranteed data security
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Assessment of custom feature efficacy
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Evaluation of the performance of core business processes
How we’ll partner:
iTechArt’s Salesforce consulting services are rooted in tried-and-true methods that uncover vulnerabilities and create roadmaps for solutions that can scale as your business grows.
NDA and sandbox access
As soon as we sign an NDA, we create a sandbox environment so your critical systems, resources, and data remain secure.
Initial discovery
iTechArt Salesforce consultants familiarize themselves with your current systems and data and identify pain points.
Audit
We identify weaknesses in your Salesforce system’s security and advise on operational improvements.
Review and next steps
Based on the audit and your input, we will define the project scope and outline what’s possible in terms of performance metrics and design a detailed Salesforce implementation timeline.
Project kick-off and implementation
Once the details are nailed down, we roll up our sleeves and get to work building a Salesforce solution that meets your business needs — now and into the future.
Our work
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