A #1 widespread customer relationship management (CRM) platform, Salesforce is chosen by the organization looking to analyze and manage customer interactions and data all through the customer lifecycle. It arrives with varied features and useful tools, like customer service and support, sales automation, analytics, marketing automation, and more. 

Companies use Salesforce to boost their sales and marketing efforts, improve customer support service and get insights into customers’ preferences and behavior. With CRM, organizations can centralize customer data, automate business processes, and help make data-driven decisions to enhance complete performance and meet customer satisfaction. 

To let the companies optimize the Salesforce platform, its tools, and its features, Salesforce experts worldwide offer consulting services. These Salesforce consulting services include analyzing customer data and usage patterns, Salesforce customization to meet specific business needs, data migration and integration, and more, depending on the business requirements. If you are also looking to make the best use of Salesforce CRM consulting services, you should hire a Salesforce consulting company. 

Let’s just review the Salesforce consulting services you can expect from the companies and their work. 

What are The Types of Salesforce Consulting Services Offered?

Targeting a specific set of objectives, various types of Salesforce consulting services are provided. Let’s catch up with common types of Salesforce consulting services:

1. Requirements Gathering & Analysis

The expert set up a discussion with the company to know about its business needs and analyze how Salesforce usage can be optimized to enhance the processes and boost efficiency.

2. Salesforce Implementation Services

Such services aim for Salesforce setup and configuration to fulfill businesses’ specific needs. This may possess Salesforce customization to fit business processes, conduct data migration from other systems, and configure Salesforce integration service using various useful systems and tools. 

3. Salesforce Data Migration

The professionals assist in migrating data from the company’s current systems to Salesforce, comprising data mapping and cleaning and data validation performance to ensure data integrity. Altogether, the Salesforce data migration service is essential for data optimization and matching the steps with the latest ongoing trends and technologies.

4. Salesforce Performance Optimization Services

These services enhance Salesforce usage, including analysis of usage patterns and addressing improvement areas, Salesforce customization to automate business processes and boost efficiency, and offering end-users Salesforce training and support. 

5. AppExchange Solutions Integration

To improve the Salesforce implementation functionality, the experts integrate various apps and 3rd-party solutions available on the Salesforce AppExchange marketplace. 

6. Salesforce Custom Development Services 

Such services target custom Salesforce solutions and workflow development to enhance Salesforce functionality. This may comprise custom applications and integration, building custom reports and dashboards and creating custom process flows and automation. It aims to fulfill specific business requirements and goals through Custom Salesforce development company

7. Salesforce Training & Support Services

These services offer ongoing Salesforce support and maintenance services. This may include resolving issues, offering training and support for end users, and performing routine upgrades and maintenance. This service ensures the business runs seamlessly and flawlessly with no bugs.

8. Salesforce Testing Services

These services help test Salesforce implementation and address and fix bugs, if any. It focuses on the system’s performance and whether it’s working as expected and meeting the company’s requirements. 

9. Salesforce Cloud Services

These Salesforce consulting services arrive with a plethora of solutions for customers based on the Salesforce cloud, including Sales Cloud, Marketing Cloud, Service Cloud, and many more. 

10. Salesforce Implementation Security 

The experts review and evaluate the Salesforce implementation security to ensure that the enterprise meets its security requirements. A Salesforce professional reviews user access controls, data security, custom code, network security, mobile security, etc. 

These were some general types of Salesforce consulting services, but the services a company offers depend on the organization’s need to look for consulting services. 

How do Salesforce Experts Understand Organizations’ Goals?

Typically, Salesforce experts work closely with businesses to know and understand their objectives and goals to assist them in optimizing Salesforce platform usage. 

1. Conducting Interviews With Stakeholders

While interviewing stakeholders, the consultants request their needs, gather the information and aim for those details to emerge with the expected outcomes. 

2. Determining Desired Outcomes And KPIs

Besides, the Salesforce consultants ask the clients about the outcomes they are looking for and the KPIs they expect to attain. This way, they can craft strategies considering these factors to catch up with the desired results. 

3. Accumulate Business Needs for Salesforce

Generally, the process starts with a consultation, during which the Salesforce consultants accumulate details about the current systems and analyze the existing data, strategies, technology landscape, goals, and Salesforce needs of the organization. 

4. Conducting A Market Research

After accumulating the business requirements of the clients, the service providers conduct market research to understand the current customers and user personas to create a process aligning with the latest trends. 

5. Understand Business Pain Points, Challenges & Improvement Areas

Besides, they discuss the purpose of the company for using Salesforce, the challenges they are facing, and address their improvement areas. This way, the company can make the best use of Salesforce services and resolve its issues.

6. Outline Business Plan Considering Accumulated Information

Considering the information they gather, the Salesforce consulting firm crafts a plan outlining a full-proof strategy to help the organization attain its objectives. Typically,  this detailed project plan and scope document includes recommendations for Salesforce customization based on the latest industry trends to line up with the organization’s processes, automating its business processes, and through Salesforce integration with other systems and tools. 

7. Implement Salesforce Per Approved Changes

Once the company agrees upon the crafted Salesforce best practices and strategies, the consultants start implementing the recommended alterations. They try aligning those solutions with the clients’ businesses making them run efficiently as expected. 

8. Aligning Salesforce Solutions With Overall Business Strategy

Post getting approval for the suitable strategy, the Salesforce experts try aligning those solutions with the clients’ businesses making it run efficiently as expected. 

9. Evaluating The Impact Of Changes On Different Departments

After aligning the solutions and changes to the client’s system, the Salesforce consulting team evaluates the impact of the modifications on varied departments within a system. 

10. System Progress Monitoring 

Throughout the process, the Salesforce consulting partner performs closely with the organization for progress monitoring, analyzing data and information flow, and making essential changes if the system performs per the expectations. 

11. Facilitating Workshops And Meetings With Key Stakeholders

Post monitoring the system progress, the team set meetings with the clients to update them about the working status of their Salesforce project and update it if they arrive with any edits. 

12. Offer Training To Teams & Users 

The Salesforce experts collaborate with internal teams and users of the Salesforce system, training and supporting them to ensure the successful adoption of the solution ensuring its compliance with security regulations and data privacy.

13. Review Report & Feedback 

Also, they frequently check the reports and feedback to ensure the Salesforce implementation success and identify the areas for improvement. The service providers let the clients stay updated with the latest Salesforce releases and updates. 

How To Choose The Right Salesforce Consulting Partner?

While choosing a Salesforce consulting partner, you should consider the following factors:

1. Specific Industry Knowledge

Check if the company holds experience in your industry vertical, and understand your business needs and challenges to overcome. Also, the company you hire should hold the caliber to build custom solutions per your business. 

2. Expertise

Go with a partner having a proven track record of Salesforce implementation and Salesforce customization for companies like yours. 

3. Salesforce Certification

Your Salesforce consulting company should be a certified expert in varied areas, like Salesforce development, Salesforce administration, and Salesforce consultation. 

4. Size & Scale

Choose a company holding the caliber to handle your project, regardless of its size and scaling needs. It should be competent in meeting the needs of businesses from any industry vertical. 

5. Communication

Choose a Salesforce consulting firm that effectively communicates with its clients and follows a robust Salesforce project management process. 

6. Determine Their Approach To Project Management Delivery

Recheck with the potential company about which approach they will follow for your project management and delivery. This way, you can predict the success ratio of the strategy. Besides, you should verify their understanding level of the business requirements you need to attain. 

7. Track Record & Portfolio

While choosing a Salesforce consulting firm for your project, you should ask for their track record in the relevant industry and past projects they have accomplished successfully. 

8. Reviews & Referrals

You should check the reviews of the company and ask for their clients’ referrals, who can let you know about its work quality and progress. 

9. Cost & Value 

Well, Salesforce consulting services may be costly, so ensure that you go through the pricing structure of the company and analyze what you will get in return. Also, be sure you stay within your decided budget so that you may not exceed it and risk your business. 

10. Training & Support

As it’s important for your teams and different departments to know about the services for the seamless working of your project. You need to make sure that your Salesforce consulting firm should offer the required training and support to your staff for increased productivity. 

11. Long-Term & Ongoing Support 

Well,  ongoing support and maintenance service is essential to stay updated with the trend, and future enhancement, address the issues and get the resolution. For that, you should ensure the company you choose offers long-term support even post the project completion. 

How Emizentech Can Help You?

Emizentech can help in Salesforce consulting services by offering expert consultation in Salesforce optimization and implementation for clients. This will include varied services, like Salesforce system configuration, Salesforce data migration, customization, integration with other systems, and more. The company ensures you get assistance from a certified team holding the required years of experience. 

Besides, the company assists in custom solutions development, like custom objects, business processes, and fields, to attain clients’ unique needs. Also, the company can offer ongoing support and maintenance to make sure the Salesforce system performs effectively and seamlessly. For top-quality and within-budget Salesforce consulting services, you can connect with Emizentech. 


Performing Salesforce implementation in your current systems will help you increase productivity, improve customer service, improve data quality, make it easier to develop and maintain customer relationships, increase scalability, and better data analysis. improved collaboration, etc.

So, if you are looking to optimize the best of the Salesforce platform and reap the advantage of cost-effective solutions, you should hire Salesforce consulting firms. 

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With a decade of experience in eCommerce technologies and CRM solutions, Virendra has been assisting businesses across the globe to harness the capabilities of information technology by developing, maintaining, and improving clients’ IT infrastructure and applications. A leader in his own rights his teammates see him as an avid researcher and a tech evangelist. To know how the team Virendra can assist your business to adopt modern technologies to simplify business processes and enhance productivity. Let’s Talk.