What We Offer
We handle end-to-end implementation—planning, setup, migration, and support—ensuring minimal downtime and maximum ROI.
We handle end-to-end implementation—planning, setup, migration, and support—ensuring minimal downtime and maximum ROI.
Our developers create tailored Salesforce apps, components, and automation to meet your business goals.
Our developers create tailored Salesforce apps, components, and automation to meet your business goals.
Connect Salesforce with your ERP, CMS, or third-party platforms like Twilio, HubSpot, or custom APIs for seamless data flow.
Connect Salesforce with your ERP, CMS, or third-party platforms like Twilio, HubSpot, or custom APIs for seamless data flow.
Get continuous support, performance tuning, and admin assistance to ensure Salesforce runs smoothly.
Get continuous support, performance tuning, and admin assistance to ensure Salesforce runs smoothly.
Step 1
Understanding Your Business
Our services include understanding your business and industry. With hands-on experience we identify core challenges and create a Salesforce implementation roadmap through brainstorming sessions with stakeholders.
1. Analysis of Current Processes
Our certified Salesforce Consultants thoroughly analyze your current processes using discovery and GAP analysis techniques. By identifying strengths in your legacy system or any existing implementation, we ensure they are seamlessly integrated into the new iteration for enhanced performance.
2. Deep Dive Into The Challenges
The next step is getting into the roots of the challenges your team is encountering. Our team pinpoints areas of improvement in your existing systems and business processes. By identifying larger issues and breaking them into smaller, manageable tasks, we ensure a smoother transition to Salesforce.
3. Alignment of Salesforce Product
After analyzing your legacy systems or current Salesforce Products (for existing users), we create a strategic roadmap that aligns with your business goals and future requirements.
Step 2
Roadmap For Success
Our Salesforce consulting team further divides the roadmap into small sprints or milestones to set a timeline to meet your specific needs. Whether transitioning to Salesforce CRM or optimizing your current setup, this plan ensures you maximize your Salesforce investment and improve business processes.
1. Salesforce Org Check
If you are currently utilizing Salesforce, our team conducts an in-depth health check of your Salesforce Org. We assess system configurations, data quality, and process efficiencies to determine alignment with your business objectives. This critical evaluation informs the roadmap for your new implementation.
2. Creating A High-Level Architecture
In this phase, we develop a high-level architecture document outlining the Salesforce products to be implemented, the required number of licenses, and how each system will interact internally and externally. This foundational blueprint guides the improvement of key processes during the development phase.
Step 3
Project Kick-Offs
We will assist you in acquiring the necessary Salesforce licenses and introduce you to an account executive who will take care of your journey. Additionally, we'll coordinate with key personnel, decision-makers, and the implementation team to ensure everyone is aligned on expectations and timelines for desired outcomes.
1. Connecting You With Salesforce
We will identify the types and number of Salesforce licenses for new implementation and optimization of existing CRM setup and help you acquire them, ensuring a smooth onboarding experience.
2. Start the Implementation
This isn't just the last step. Here, we start with the implementation/customization journey of your Salesforce platform as per the agreed roadmap and architected solution for CRM success.
Best Practices We Follow for Salesforce Consulting
At TechSolvera, we apply proven Salesforce consulting methodologies designed to maximize CRM performance, enhance customer experience, and deliver measurable business outcomes.
Maximize Salesforce CRM Potential
We leverage advanced Salesforce capabilities to automate workflows, streamline customer journeys, and improve lead-to-revenue conversion rates through intelligent CRM customization.
Enhance Team Productivity & Collaboration
Our Salesforce experts implement agile frameworks that improve communication, automate repetitive tasks, and accelerate project delivery through cloud-driven solutions.
Drive Data-Backed Decisions
We empower your business with real-time dashboards, predictive analytics, and key performance metrics—helping you make informed, data-driven strategic decisions.
Ensure Unified Customer Experience
By integrating Salesforce with your ERP, marketing, and service platforms, we deliver a 360-degree customer view that boosts satisfaction, retention, and cross-functional efficiency.