Salesforce CRM Consulting Services
From implementation to support, our Salesforce CRM consulting services keep your customer relationships growing
At Nalashaa Digital, we go beyond basic configuration. Our Salesforce consulting services cover end-to-end implementation, seamless integration, and tailored customization to align your CRM with your business goals.
Salesforce CRM Consulting Services We Offer
From initial setup to long-term optimization, here’s how our Salesforce CRM consulting services can support your business:
Launching Salesforce doesn’t have to be complex. Whether you're starting fresh or migrating from another CRM, our Salesforce implementation services cover everything from consulting and platform configuration to integrations and user training. We help you go live with a system that’s aligned to your workflows and ready to deliver results.
What’s Included:
- Business process mapping & requirement analysis
- Configuration across Sales, Service, Experience, or Marketing Cloud
- Customization using Apex, LWC & declarative tools
- Data migration from legacy systems or spreadsheets
- Integration with ERP, marketing, or support tools
- UAT, user onboarding & go-live assistance
Salesforce CRM Optimization Services
If Salesforce isn’t driving the results you expected, it’s time for a reset. Our Salesforce optimization services are designed to improve platform adoption, clean up your data, and enhance the user experience—so your teams can actually sell, not just click.
What’s Included:
- Audit of current Salesforce usage and system design
- Optimization of Sales Cloud, Service Cloud, and Marketing Cloud setups
- Data deduplication, validation rules, and governance frameworks
- Improved dashboards, reports, and forecasting accuracy
- Recommendations to reduce tech debt and unused customizations
- Stakeholder training and change enablement for stronger adoption
Out-of-the-box Salesforce features often fall short of meeting your unique business needs. That’s where our Salesforce development services come in. From custom applications to AI-powered automation, we build tailored solutions that make Salesforce work exactly how your business demands.
Our Development Capabilities:
- Apex, Lightning Web Components & Visualforce development
- Custom UX/UI design, workflows & approval processes
- AppExchange product development & package publishing
- DevOps practices with CI/CD for faster, secure rollouts
- AI-led automation and CRM integration with third-party tools
- Post-deployment support and version control best practices
Disconnected systems slow your business down. Our Salesforce integration services connect Salesforce with your critical applications—ERP, finance, eCommerce, databases, and more—so your data flows effortlessly, and your teams work smarter.
What We Offer:
- ERP Integration: Connect Salesforce with SAP, NetSuite, Dynamics 365, and others for real-time inventory and order tracking.
- Accounting Integration: Link with QuickBooks, Xero, or MYOB to streamline invoicing and reconciliation.
- Marketing & eCommerce Integration: Align platforms like HubSpot, Pardot, Shopify, and Magento for unified campaigns and 360° customer journeys.
- Database & Legacy Integration: Sync Salesforce with Oracle, MongoDB, or on-prem systems to unlock insights.
- API & Middleware Setup: Use MuleSoft, Dell Boomi, or custom APIs to enable secure and scalable integrations.
- Collaboration Tool Integration: Boost productivity with Salesforce connections to Outlook, Slack, calendars, and chats.
Moving your CRM to Salesforce doesn’t have to be risky or complex. Our Salesforce migration services ensure a smooth transition—whether you’re switching from legacy systems, other CRMs, or moving from Classic to Lightning. We handle data integrity, feature alignment, and user adoption so you can unlock Salesforce’s full potential without disrupting your operations.
What We Offer:
- Third-Party CRM to Salesforce Migration: Migrate from platforms like Zoho, HubSpot, or Dynamics 365 with clean data mapping, deduplication, and validation.
- Salesforce Classic to Lightning Migration: Transition your users to the Lightning Experience with modern UI, components, and improved performance.
- Data Architecture & Clean-Up: Eliminate redundancies, resolve data quality issues, and build scalable migration schemas.
- Gap Analysis & Feature Matching: Identify functionality gaps and replace third-party tools with native or custom Salesforce capabilities.
- Risk-Free Rollout Plans: Leverage sandbox testing, phased releases, and post-migration support to ensure business continuity.
Modern marketing isn’t about more tools—it’s about smarter, connected engagement. Our Salesforce Marketing Cloud services help you unify customer data, personalize every touchpoint, and run AI-powered campaigns that convert.
What We Do:
- Multi-Channel Campaign Setup: Automate and personalize journeys across email, SMS, WhatsApp, social, and web.
- Customer Data Platform Integration: Connect all your data sources to build real-time, unified customer profiles.
- Personalization & Loyalty Solutions: Deliver 1:1 messages and intelligent rewards that boost retention and LTV.
- Marketing Cloud Intelligence (Datorama): Gain real-time campaign insights and optimize spend across channels.
- Agentforce Campaign Enablement: Use AI to generate briefs, segments, copy, and journey flows in record time.
- B2B Marketing Automation: Align sales and marketing with Pardot for account-based marketing and lead nurturing.
Struggling with fragmented data and disconnected dashboards? Our Salesforce analytics services help you unlock real-time insights across marketing, sales, and customer engagement—so you can act smarter, faster.
What We Offer:
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Custom Reporting Strategy
Align reporting with your KPIs and business questions—across CRM, marketing automation, and external platforms. -
Sales & Pipeline Visibility
Track lead conversions, sales velocity, and opportunity progression across campaigns, accounts, and reps. -
Multi-Touch Attribution
Assign credit across campaigns and channels to understand what really influences revenue. -
Customer Journey Analytics
Visualize lifecycle engagement—from awareness to loyalty—with unified dashboards. -
Marketing Cloud Intelligence & CRM Analytics
Break down data silos and integrate sources like Google Ads, HubSpot, and Salesforce Marketing Cloud to get the full picture. -
Account-Based Marketing (ABM) Dashboards
Track engagement, deal influence, and progression at the account level with powerful visualizations.
Your Salesforce journey doesn’t end at implementation. Our Salesforce administration services ensure your CRM evolves with your business, stays error-free, and continues to deliver measurable ROI. From user support to system tuning, we keep your Salesforce environment efficient, secure, and future-ready.
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24/7 Production Support
Dedicated help desk for resolving user issues, technical glitches, and performance concerns across time zones. -
User & Data Administration
Manage permissions, roles, profiles, and data hygiene tasks including deduplication, validation, and clean-up. -
Configuration & Optimization
Align Salesforce objects, workflows, dashboards, and reports with your business needs. Manage org-level improvements proactively. -
Integration & Customization Monitoring
Detect and fix issues in integrations (APIs, CTI, SSO) and custom developments to ensure seamless experiences. -
Release & Change Management
Implement and test Salesforce upgrades, new features, and enhancement requests with zero disruption to daily operations. -
Proactive Health Checks
Regular audits to identify potential issues, unused licenses, or performance lags and recommend corrective actions.
Talk to us to explore how Salesforce can be adapted to work for your goals.
Salesforce Platforms We Work With
Here are some of the top Salesforce platforms we specialize in:
Sales Cloud
Built for growing sales teams, Sales Cloud eases lead management, opportunity tracking, and forecasting. Nalashaa customizes it to support territory planning, automate follow-ups, and improve deal visibility, so your reps can focus on selling, not updating the CRM.
Service Cloud
Service Cloud helps organizations scale support while keeping it personal. Nalashaa sets up case automation, self-service portals, and chatbots to speed up resolutions while enabling omnichannel strategies that reduce response times and boost CSAT.
Experience Cloud
Experience Cloud lets you build branded portals for customers, partners, or employees. We help you design custom interfaces for case submission, order tracking, and more, integrated with your Salesforce data to give external users seamless access to key workflows.
Marketing Cloud
Marketing Cloud powers data-driven engagement through email, journeys, and analytics. Nalashaa implements modules like Email Studio, Journey Builder, and Advertising Studio to help you deliver personalized, compliant messaging across every customer touchpoint.
Financial Services Cloud
Financial Services Cloud is built for banks, insurers, and wealth firms with tailored data models and workflows. We help you set up dashboards, compliance tools, and relationship maps to streamline onboarding, manage referrals, and support KYC/AML standards securely.
Nonprofit Cloud
Nonprofit Cloud helps organizations manage fundraising, volunteers, programs, and donors in one place. We help you tailor solutions for grant tracking, recurring donations, and impact measurement, so you can expand its reach and maintain transparency.
Salesforce CPQ
Salesforce CPQ streamlines quoting and ordering with accurate pricing and consistent deals. Nalashaa implements CPQ for businesses with complex catalogs, integrating approvals, e-signatures, and configuration rules to speed up quote-to-cash cycles and boost efficiency.
Salesforce Einstein AI
Einstein AI brings predictive and generative intelligence into your Salesforce workflows. We help you integrate Einstein across sales, service, and marketing to automate tasks, generate insights, and personalize engagement.
Tableau CRM
Tableau CRM (formerly Einstein Analytics) brings advanced, real-time insights into Salesforce. We can help you set up dynamic dashboards, predictive models, and AI-driven recommendations to help you track KPIs, visualize attribution, and turn data into action.
Our Salesforce Consulting Services Help You Solve
Poor sales pipeline visibility
Delays in lead qualification and routing
Fragmented customer support processes
Limited CRM adoption among internal teams
Over-reliance on manual tasks and spreadsheets
Low ROI from previous Salesforce investment
Why Choose Nalashaa Digital?
With deep-rooted CRM expertise and a strong focus on delivering tailored business solutions, Nalashaa Digital is a trusted partner to organizations worldwide. Backed by ISO certification and a proven delivery model, we help you build CRM systems that work harder, scale faster, and align with your goals, not generic templates.
What Sets Us Apart?
14+ Years
Hands-on CRM expertise
75+
CRM Implementations
300+
CRM Upgrades
25+
Custom XRM Solutions
- Clients across the US, UK, Germany, Australia, and the Middle East
- Delivery experience in BFSI, Manufacturing, Healthcare, Education, Nonprofits, and more
- Certified processes and quality-first approach with ISO accreditation
Trusted by Clients Worldwide
Nalashaa helped us accelerate our software releases. Their insights into how commercial grade software is built has been valuable.
Our partner in business strategy not only because of the domain knowledge but also because of the flexibility.
Nalashaa’s strong experience in Dynamics product-line helped bring the power of Jitterbit integration platform to the Dynamics family of products.
Nalashaa did a great job in understanding our needs and handling the project from both a technical and project management perspective.
We partnered with Nalashaa for our first RPA project and were truly impressed by their professionalism, responsiveness, and dedication. Despite the time difference, their core team stayed aligned with our hours. We’re confident that once testing is complete, the ROI from our automation efforts will be significant.
Nalashaa has been a great business partner and asset to our software development efforts. Their attention to detail and broad experience helps us to continually offer products that compete in today’s market.
Cost Management Services, LLC
Given us nothing short of top rate experience with their development service.
iBistro
Ready to Unify Your Business
with automation?
Talk to our experts today.
Frequently Asked Questions
The cost depends on the scope—whether you need implementation, integration, or ongoing support. On average, hourly rates range from $75 to $200. Project-based pricing starts at around $5,000 for small engagements and can go higher for enterprise rollouts.
Yes. Salesforce can be integrated with popular tools like Outlook, QuickBooks, SAP, HubSpot, and many more using APIs, middleware like MuleSoft, or native connectors. Integration ensures seamless data flow and better team productivity.
Configuration involves setting up Salesforce using built-in tools (like workflows, fields, roles). Customization goes deeper and involves coding with Apex, Visualforce, or Lightning Web Components to build features Salesforce doesn't offer out-of-the-box.
Working with a Salesforce consulting company gives you access to certified experts who have experience across multiple industries and project types. This reduces implementation time, minimizes costly errors, and ensures that best practices are followed in configuration, automation, and data handling—maximizing your Salesforce ROI.
We assess your current architecture and recommend integration methods based on scalability and data flow requirements. Using APIs, middleware platforms like MuleSoft, or native connectors, we ensure Salesforce works seamlessly with ERPs, marketing tools, and legacy systems.
We implement structured data models, field-level validations, deduplication logic, and role-based access controls. Our team also provides data governance frameworks that align with compliance requirements like HIPAA, GDPR, and CCPA where relevant.
Our Salesforce support services include admin assistance, issue resolution, system health monitoring, user training, and performance optimization. We also offer structured managed service plans based on business size and complexity.