Salesforce Consulting & Development

Salesforce Consulting & Development - Certified Partner, 360-Degree Coverage

PiTangent is a Salesforce Consulting Partner with a team of certified Salesforce professionals – delivering 360-degree implementation, customisation, and integration across Sales Cloud, Marketing Cloud, Service Cloud, Commerce Cloud, and Pardot.

What is Salesforce?

Salesforce is the world’s #1 CRM platform – a cloud-based suite covering sales pipeline management, customer service, marketing automation, e-commerce, and business analytics in one integrated system. Getting real ROI from Salesforce requires expert configuration, customisation, integration, and ongoing management – which is exactly what PiTangent’s certified consulting team delivers.

Types of AI Agents We Build

Salesforce Sales Cloud

Full Sales Cloud implementation and customisation - pipeline management, lead and opportunity tracking, sales forecasting, CPQ configuration, and sales automation tailored to your exact sales process. Includes data migration, user training, and post-go-live support delivered by our certified Sales Cloud consultants.

Salesforce Marketing Cloud & Pardot

Marketing Cloud configuration and Pardot (Account Engagement) implementation - email automation, multi-step lead nurturing journeys, audience segmentation, campaign analytics, and Engagement Studio programmes. Delivered by our certified Marketing Cloud professionals for both B2B and B2C use cases.

Salesforce Service Cloud

Service Cloud implementation and configuration - case management, omnichannel support routing (email, chat, phone, social), knowledge base, SLA management, Einstein bots, and self-service community portals. Our certified Service Cloud team reduces resolution time and lifts CSAT from the first day live.

Salesforce Commerce Cloud

Commerce Cloud implementation for B2C and B2B e-commerce - storefront configuration, product catalogue management, customer journey design, order management integration, and connection to ERP and fulfilment systems. End-to-end delivery with managed support across the full commerce lifecycle.

Salesforce Custom App Development

Custom application development on the Salesforce Platform (Force.com) - bespoke workflows, Lightning Web Components, Apex triggers, custom objects, Visualforce pages, and AppExchange-ready applications built by our certified Salesforce developers to extend the platform beyond its standard functionality.

Salesforce Integration Services

End-to-end Salesforce integration with ERP systems, marketing tools, e-commerce platforms, finance applications, and legacy systems - using REST and SOAP APIs, MuleSoft, Salesforce Connect, and custom middleware to ensure seamless bidirectional data flow across your entire technology stack.

No CRM vs Basic CRM vs Salesforce DIY vs Certified Partner

Criterion No CRM / Spreadsheets Basic CRM Tool Salesforce (DIY) Certified Partner (PiTangent)
Sales pipeline visibility Manual, error-prone Basic pipeline view Full visibility - if set up right Configured for your exact sales process
Marketing automation Manual email only Limited or none Available - complex to configure Automated journeys live from day one
Customer service management Email and phone only Basic ticket tracking Available - complex to implement Omnichannel service centre, live SLAs
Custom workflows & automation None Basic rules only Buildable - requires deep expertise Built, documented, and tested by certified team
Reporting & analytics Manual spreadsheets Pre-built dashboards Einstein available - if configured Custom dashboards aligned to your business KPIs
System integrations Manual data re-entry Limited native connectors API-possible - requires developer Full ERP, marketing, and finance integration
Time to value None - immediate problems Days - quickly outgrown Months - if the DIY succeeds Weeks - structured, certified delivery
Risk of wasted licence spend N/A Low Very high - common failure Low - SLA-backed delivery and managed support

The Salesforce Ecosystem We Deliver In

Sales Cloud

Pipeline management, lead and opportunity tracking, sales forecasting, CPQ, territory management, and sales automation - configured and customised for your specific sales motion by our certified Sales Cloud team.

Marketing Cloud

Journey Builder, Email Studio, Advertising Studio, Social Studio, Audience Builder, and Data Extensions - the full Marketing Cloud suite configured for your demand generation and customer engagement strategy.

Service Cloud

Case management, omnichannel routing, knowledge base, Einstein bots, CTI integration, SLA management, and community self-service portals - configured to reduce average handle time and improve resolution rates.

Pardot / Account Engagement

Lead scoring, email nurturing, Engagement Studio automation, dynamic content, landing pages, CRM sync, and ROI reporting - B2B marketing automation configured for demand generation and pipeline acceleration.

Salesforce Platform

Apex classes and triggers, Lightning Web Components, Visualforce, custom objects and fields, Process Builder, Flow automation, and AppExchange app development on the Force.com development platform.

Einstein Analytics & Reports

AI-powered opportunity scoring, Activity Capture, Next Best Action, custom Einstein Analytics dashboards, and bespoke report builders across all Salesforce Clouds - turning CRM data into business decisions.

Foundation Models & Platforms

Certified Team Coverage

Integration Tools

Implementation Methods

Salesforce Use Cases by Industry

Financial Services

  • Sales Cloud for pipeline management
  • Pardot for financial advisor lead nurturing
  • Service Cloud for complaint and case handling
  • Einstein for deal and risk scoring
  • FSC data model and compliance configuration

Healthcare & Life Sciences

  • Patient journey and referral management
  • Health Cloud implementation
  • Clinical trial opportunity pipeline
  • HIPAA-aligned CRM configuration
  • Provider relationship management automation

Manufacturing

  • CPQ for complex product and price quoting
  • Partner portal on Experience Cloud
  • Field service scheduling with FSL
  • Distributor relationship management
  • Supply chain opportunity and forecast tracking

Technology & SaaS

  • Subscription renewal pipeline and automation
  • Churn prediction with Einstein AI
  • Customer success and onboarding management
  • Marketing Cloud for product launch campaigns
  • Usage data integration with Sales Cloud

Retail & E-commerce

  • Commerce Cloud B2C storefront
  • Customer journey automation in Marketing Cloud
  • Loyalty programme and promotions engine
  • Order management and returns handling
  • Service Cloud for omnichannel customer support

Financial Services

  • Sales Cloud for pipeline management
  • Pardot for financial advisor lead nurturing
  • Service Cloud for complaint and case handling
  • Einstein for deal and risk scoring
  • FSC data model and compliance configuration

Healthcare & Life Sciences

  • Patient journey and referral management
  • Health Cloud implementation
  • Clinical trial opportunity pipeline
  • HIPAA-aligned CRM configuration
  • Provider relationship management automation

Manufacturing

  • CPQ for complex product and price quoting
  • Partner portal on Experience Cloud
  • Field service scheduling with FSL
  • Distributor relationship management
  • Supply chain opportunity and forecast tracking

Technology & SaaS

  • Subscription renewal pipeline and automation
  • Churn prediction with Einstein AI
  • Customer success and onboarding management
  • Marketing Cloud for product launch campaigns
  • Usage data integration with Sales Cloud

Retail & E-commerce

  • Commerce Cloud B2C storefront
  • Customer journey automation in Marketing Cloud
  • Loyalty programme and promotions engine
  • Order management and returns handling
  • Service Cloud for omnichannel customer support

Our 6-Stage Salesforce Delivery Process

STEP 01

Consultation & Discovery

We assess your current CRM state, business processes, data quality, existing tech stack, and integration landscape before recommending the right Salesforce architecture.

STEP 02

Solution Design & Architecture

We produce a detailed Salesforce solution design - org structure, data model, object relationships, workflow rules, automation triggers, integration points, and a full delivery plan.

STEP 03

Configuration & Customisation

Our certified team configures Salesforce in a sandbox - custom objects, Apex code, Lightning components, automation flows, and integrations, all peer-reviewed before UAT.

STEP 04

Integration & Data Migration

We migrate your existing CRM and business data, connect Salesforce to ERP, marketing, and finance systems, and validate data integrity at every stage of the migration.

STEP 05

Testing & User Acceptance

Full UAT with your team across all roles and workflows - issues resolved, training delivered, documentation completed, and go-live sign-off obtained before production deployment.

STEP 06

Go-Live & Managed Support

Managed production deployment, 30-day hypercare, and an ongoing support retainer covering monitoring, configuration changes, feature adoption, and quarterly performance reviews.

Pricing Guide

Transparent professional services pricing for Salesforce projects across all scales. Salesforce platform licence costs are separate and quoted directly by Salesforce.

Salesforce Audit & Quick Start
4–8 weeks
  • Sales Cloud or Service Cloud for a small team (5–25 users)
  • Standard configuration
  • CRM data import
  • User training
  • 4-week hypercare
Get Custom Quote
Full Single-Cloud Implementation
12–20 weeks
  • Custom workflows and automation
  • Apex code
  • Data migration
  • System integration (ERP/marketing)
  • User training
  • 6-week hypercare
Get Custom Quote
Multi-Cloud Implementation
6–12 months
  • Full system integration
  • Custom Platform development
  • Einstein Analytics dashboards
  • Structured change management and training programme
Get Custom Quote
Managed Salesforce Service
  • System monitoring
  • First- and second-line user support
  • Configuration changes
  • New Salesforce feature adoption
  • Custom report and dashboard development
  • Certified developer time on demand
Get Custom Quote
Salesforce Audit & Quick Start
4–8 weeks
  • Sales Cloud or Service Cloud for a small team (5–25 users)
  • Standard configuration
  • CRM data import
  • User training
  • 4-week hypercare
Get Custom Quote
Full Single-Cloud Implementation
12–20 weeks
  • Custom workflows and automation
  • Apex code
  • Data migration
  • System integration (ERP/marketing)
  • User training
  • 6-week hypercare
Get Custom Quote
Multi-Cloud Implementation
6–12 months
  • Full system integration
  • Custom Platform development
  • Einstein Analytics dashboards
  • Structured change management and training programme
Get Custom Quote
Managed Salesforce Service
  • System monitoring
  • First- and second-line user support
  • Configuration changes
  • New Salesforce feature adoption
  • Custom report and dashboard development
  • Certified developer time on demand
Get Custom Quote

Fast Answers for Serious Buyers

Clear answers on certifications, cloud coverage, timelines, and managed support.

Yes. PiTangent holds a Salesforce Consulting Partner credential and maintains a team of certified Salesforce professionals - spanning sales, service, marketing, and platform development - who lead all Salesforce engagements. We have delivered successful Salesforce implementations and customisations across Sales Cloud, Marketing Cloud, Service Cloud, and Pardot for businesses in the UK, USA, India, and the Netherlands.

Ready to build?

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