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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.
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Salesforce solutions for every scenario

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.
Implementation and migration
Sold on Salesforce but not sure where to start? Migrating from an outdated system? Our consultants help you settle into the platform and set your business up for success.
Auditing and customization
Not all companies that have Salesforce know how to use it optimally. We can assess how you’re using it relative to your business needs so you make the most of its functionality.
Salesforce is 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.

Trustworthy reporting

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
  • 2 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

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.
01

Service Cloud

One platform connects it all, from customer service to data. Leverage AI to make workflows more powerful and solve complicated problems.
02

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.
03

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.
04

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.
05

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.
06

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.
07

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.
08

Our domain expertise

Salesforce configuration and customization, release management, and deployment services — delivered by iTechArt experts with a deep understanding of what’s possible.

Real Estate
01
Startups
02
Nonprofits
03
iGaming
04
Insurance
05
Higher Education
06

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

01
A fresh take on established Salesforce operations
02
Full control over the organizational environment
03
Guaranteed data security
04
Assessment of custom feature efficacy
05
Evaluation of the performance of core business processes

Our process underpins your next steps

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

iTech Art 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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