Salesforce Consulting & Development - Certified Partner, 360-Degree Coverage
What is Salesforce?
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
- Sales Cloud consultants & developers
- Service Cloud specialists
- Marketing Cloud professionals
- Pardot / Account Engagement experts
- Platform (Force.com) developers
- Integration architects & analysts
Integration Tools
- REST & SOAP APIs
- MuleSoft Anypoint Platform
- Salesforce Connect
- AppExchange managed packages
- Custom middleware and ETL pipelines
- Third-party ERP and e-commerce connectors
Implementation Methods
- Agile sprint-based delivery
- Sandbox development environments
- User Acceptance Testing (UAT)
- Data migration and validation
- Change management and training
- Go-live readiness checklist
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
Consultation & Discovery
We assess your current CRM state, business processes, data quality, existing tech stack, and integration landscape before recommending the right Salesforce architecture.
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.
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.
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.
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.
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.
- Sales Cloud or Service Cloud for a small team (5–25 users)
- Standard configuration
- CRM data import
- User training
- 4-week hypercare
- Custom workflows and automation
- Apex code
- Data migration
- System integration (ERP/marketing)
- User training
- 6-week hypercare
- Full system integration
- Custom Platform development
- Einstein Analytics dashboards
- Structured change management and training programme
- System monitoring
- First- and second-line user support
- Configuration changes
- New Salesforce feature adoption
- Custom report and dashboard development
- Certified developer time on demand
- Sales Cloud or Service Cloud for a small team (5–25 users)
- Standard configuration
- CRM data import
- User training
- 4-week hypercare
- Custom workflows and automation
- Apex code
- Data migration
- System integration (ERP/marketing)
- User training
- 6-week hypercare
- Full system integration
- Custom Platform development
- Einstein Analytics dashboards
- Structured change management and training programme
- System monitoring
- First- and second-line user support
- Configuration changes
- New Salesforce feature adoption
- Custom report and dashboard development
- Certified developer time on demand
Fast Answers for Serious Buyers
Clear answers on certifications, cloud coverage, timelines, and managed support.
Ready to build?
Book a quick consult or get a cost & timeline estimate.
Call Now