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Salesforce consulting

Our top-notch certified Salesforce experts provide Salesforce consulting at any level of your company's growth and bring a clear understanding of how to stimulate your sales, marketing, and customer service improvement.
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Strong start off or Salesforce empowering?

If you are considering Salesforce as your strong start off, would like to migrate another CRM platform onto the SFDC, or are in need of some improvement services for an already existing Salesforce solution — our expertise is huge enough for all scenarios!

Salesforce is worth your attention.
Here’s the proof:

Salesforce is rightfully considered to be the world’s #1 CRM with over 150,000 customers from large enterprises to scaling startups. With a 360 degree view of the customers, it can help you find, win, and keep clients happy while making your business flourishing on the secure, scalable cloud platform.
According to the TriFin Labs research, customer satisfaction increases by 35% after companies switch to Salesforce, while revenue grows by 25% on average.
Trustworthy reporting
Rich integration capabilities
Regular updates
Time management
Account planning

Salesforce consulting services

Our Salesforce consultancy consists of a plethora of services to make your business robust and flourishing.
Defining business objectives
Building feasible Salesforce solution design and roadmap, we help you detect the pitfalls of your business and how our Salesforce services could help you avoid them while automating your sales and customer services.
Choosing the right Salesforce edition
Once we’ve defined your business goals, we help you decide on default or custom Salesforce functionality. Considering all must-have Salesforce features, we recommend the best-fitting Salesforce edition.
Building a plan for seamless migration
We suggest prerequisite customizations and Salesforce integrations making the solution fully compliant with all sorts of requirements.
Providing Salesforce training
Our consultants are always ready to help your users master the new CRM version as our user adoption program includes not only iterative user training but also timely support by Salesforce experts.

Your reasons to choose us

Client-first approach

  • 8+ years on the lighter side of Salesforce
  • Proud Salesforce Consulting Partner
  • Expertise in most Salesforce Clouds and products

Proven track record

  • 8+ years on the lighter side of Salesforce
  • Proud Salesforce Consulting Partner
  • Expertise in most Salesforce Clouds and products

Major-league team

  • 60+ Salesforce Administrators, Developers, Consultants, and Architects
  • Extensive knowledge of a client’s Salesforce ecosystem and existing workflow

Salesforce products
we are powered by

We leverage Salesforce products to the fullest choosing the best one for your company and all involved stakeholders.
Sales Cloud
Automate the sales process, assisting both sales managers and reps by providing them with full-fledged digital workplaces through Sales Cloud.
Service Cloud
Service Cloud helps strengthen your customers engagement and retention by supporting any interactions on all possible channels.
Marketing Cloud
With Marketing Cloud, you get a plethora of tools covering all marketing needs: Email Studio, Journey Builder, Interaction Studio, Pardot, etc.
Community Cloud
Backed by Community Cloud, you get the opportunity to customize your community — connect customers, partners, and employees directly to the information, apps, and experts they need.
Financial Services Cloud
Whether it’s a wealth management firm, an insurance company, or a bank, Financial Services Cloud provides an integrated platform that can be tailored to any financial services organization’s high-touch relationship model.
Nonprofit Cloud
Nonprofit Cloud includes apps, tools, features, services, and technology that can meet the unique needs of nonprofits that helps break down silos between fundraising, program management, marketing, and technology teams.
Salesforce CPQ
Salesforce CPQ gives your sales team an opportunity to use software, available on any device due to its cloud-based platform. Hosted within the Sales Cloud platform giving you a direct link with your CRM to make the most impactful sales decisions.
Industry-specific products
Such products as Einstein, Pardot, Commerce, etc. cover different business needs. Einstein enables you with AI tools while Pardot can automate your marketing activities and unite your marketing and sales departments so that they can work better together.

Our domain expertise

Embrace the change with Salesforce configuration and customization, release management, and deployment services delivered by our experienced Salesforce specialists.

Startups

Nonprofits

Real Estate

Insurance

Higher Education

iGaming

Salesforce technical audit

We’ve put together a diverse set of Salesforce audit services to protect you from negative usage trends, possible security issues, and performance drops in the future.
Business processes review
To define the long-term impact of the project, our team reviews the company’s policies and internal procedures to be potentially optimized, while identifying disconnects and value-adding processes. We make it possible through special workshops interviewing major stakeholders and mapping current state processes.
Security and access assessment
iTechArt experts analyze the availability of user groups and the use of Profiles and other Salesforce setups. We also perform a detailed manual code check of the existing system and its data within the framework of compliance with Salesforce access and security management standards.
Architecture analysis
Our Salesforce Senior Technical Consultants investigate the code quality and coverage. Other core activities comprise examining the internal org structure regarding the use of Salesforce CRM and additional components such as integrations with third‑party services.
Enhancement strategy development
Upon the client's request, our engineers redevelop and optimize your existing Salesforce solution. The suggested plan provides actionable insights and recommendations, task scope and budget estimates, and proof of concept for potential projects.
Tech audit
Our seasoned Salesforce technical consultant can perform a thorough code review of the technologies used. As a result, you will get a list of critical issues, and recommendations of Salesforce optimization adjustments, ensuring easy expansion of the company’s functionality in the future.
Customization services
The existing Salesforce applications may be reworked and optimized for better performance by our technical specialists. We also provide Salesforce integration with your internal databases to give businesses a competitive advantage by leveraging data in a new and powerful way.

Why an audit is a must-do for your Salesforce system

Importance of an audit
If done on your own, an audit is a pretty daunting task. iTechArt’s Senior Salesforce Consultants mitigate the inevitable, supporting you in keeping up with the latest Salesforce releases, identifying strengths and weaknesses of the system, and overseeing potential problems, along with prioritizing further improvements.
Our method
For each client, we create a personalized success checklist and steadily tick off all critical points. Our Salesforce technical audit services cover not only reviewing the design and mapping of requirements to the platform features but also verifying the quality of the point-and-click build, technical components, and integration architecture.
A fresh spin on mature Salesforce operations
Full control over the organizational environment
Guaranteed data security
Extensibility and reliability of the custom features
Reflection of the core business processes in the system

Find your way to success

Our Salesforce Senior Technical Consultants geek out strictly following a roadmap. As a result, you will get an in-depth report indicating security vulnerabilities, the degree of product maintainability and scalability, and a solution plan. Who knows, it might be just the warm-up before a bigger game — a long‑playing joint software project.

NDA, sandbox access
We sign an NDA as well as make sandboxing to isolate the future platform from critical system resources and other programs.
Initial discovery session
Salesforce consultants step up to identify business pain points, what products are currently used, data that should be migrated to the Salesforce, and many more.
Audit
iTechArt consultants identify potential and real loopholes in your security and advise on operational improvements.
Report and improvement plan
Upon the audit completion, all our clients get a highly detailed report mapping out the future improvement plan.
Report review
Based on the report, we define the project scope and outline your possible performance metrics post transformation.
Discussing next steps
We come up with a detailed Salesforce implementation roadmap that includes timelines, demo session schedule, system features, role permissions, integrations, etc.
Project kick-off
Once all details are clarified, we’re moving to the technical part building with speed and agility in order to help you to meet your business needs, now and into the future.
1. NDA, sandbox access
2. Initial discovery session
3. Audit
4. Report and improvement plan
5. Report review
6. Discussing next steps
7. Project kick-off

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