Salesforce
Salesforce that connects sales, service and commerce.
Consulting across the Salesforce clouds, so customer data, service and commerce work as one.
Overview
What Salesforce is
Salesforce is a family of cloud products built around a shared customer record. Sales Cloud tracks pipeline and accounts. Service Cloud handles cases and support. Marketing Cloud runs campaigns, Commerce Cloud runs storefronts and Experience Cloud builds portals.
The value comes from how the clouds share data. A support agent sees the order history. A seller sees open cases before a renewal call. A marketer targets customers by what they actually bought.
The risk is that each team configures its own corner and you end up with several versions of the customer and fragile integrations. Our job is to choose what you need, design the data model once and connect it to the rest of your stack.
Benefits
Why teams choose Salesforce
It pays back when customer data stops living in silos.
A single view of the customer
Sales, service and marketing work from the same record instead of separate lists.
Faster, better service
Agents see history, orders and context on one screen, so there are fewer handoffs and repeat questions.
Commerce and CRM together
Orders and browsing behavior feed the customer record for sharper service and campaigns.
Configure before you code
Most changes use settings and flows, so teams adapt processes without long development cycles.
Automation across teams
Flows and approvals move work between sales, service and operations without email chains.
A deep ecosystem
A large partner and talent market, plus AppExchange, makes it easier to find skills and extensions.
Services
What we do
We advise first and build where it helps.
Cloud selection and roadmap
Match clouds to your actual processes, sequence the rollout and avoid licenses you will not use.
Solution and data model design
One customer model, clear ownership of each field and a design the next team can follow.
Integration with commerce and ERP
APIs and events between Salesforce, your storefront, order systems and finance.
Sales and service process design
Lead to cash and case to resolution, mapped first and then configured to match.
Portals and experiences
Customer and partner portals on Experience Cloud, tied to the same data.
Rollout and adoption
Training, data migration and a release process that keeps the org clean after launch.
Approach
How an engagement runs
Four stages, from the first interview to daily use.
- 1
Discover
We talk to the teams, map how work flows today and find where customer data gets stuck.
- 2
Design
Data model, process flows and integration plan, reviewed with the people who will use them.
- 3
Configure and integrate
We build in short iterations on sandboxes, with testing and a controlled path to production.
- 4
Adopt
Training, migration and measures of use, so the system gets used and keeps improving.
Questions
Common questions about Salesforce
Which Salesforce cloud do we need?
Start from your process, not the product list. Once we know how customers move from interest to purchase to support, the right clouds are usually clear.
Can Salesforce work with SAP Commerce?
Yes, and it is a common pairing. The two connect through APIs and events so orders, accounts and service history flow both ways.
Do you write custom code?
We prefer configuration because it is easier to maintain. We write code where configuration cannot do the job, and we keep it small and tested.
How do you stop the org from turning into a mess?
With one owner for the data model, a sandbox and release process, and documentation that is part of the work and not an afterthought.
Do you help with AI features in Salesforce?
Yes. Our AI Transformation practice covers assistants and agents on Salesforce, including data readiness and guardrails.
Talk about your Salesforce project.
Tell us where you are today. We will tell you what we would do first.