Consulting & Advisory
Strategy and roadmap to align Salesforce with your business goals.
Learn more →Salesforce services
From strategy to real impact.
We don't just deliver Salesforce projects—we deliver business outcomes across consulting, build, AI, and ongoing enablement.
Our Salesforce services
Five connected capabilities that cover the full lifecycle of your Salesforce investment.
Implementation
End-to-end setup and configuration for seamless adoption.
Learn more →Customization
Tailored solutions to fit your unique business processes.
Learn more →Integrations & AI
Connect Salesforce with your existing tools and systems.
Learn more →Support & Training
Ongoing support and enablement for long-term success.
Learn more →
Salesforce Architecture & Strategy
Service Capability
Consulting & Advisory
We start with how your teams sell, serve, and operate—then design a Salesforce roadmap that fits budget, risk, and adoption reality. Engagements include discovery workshops, org health reviews, and multi-year platform strategy.
Core Deliverables:
- Current-state assessment and target architecture
- Prioritized roadmap with ROI hypotheses
- Governance, security, and license recommendations
- Executive-ready business case and RACI
End-to-End Cloud Deployment
Service Capability
Implementation
From greenfield orgs to complex migrations, we deliver Lightning-ready implementations with clear sprints, UAT, and hypercare. Our teams blend Salesforce best practices with your process owners so go-live sticks.
Core Deliverables:
- Configured Sales, Service, or Experience Cloud orgs
- Data migration plans and cutover runbooks
- Integration stubs and environment strategy
- UAT scripts, training, and hypercare support
Lightning Web Components & Automation
Service Capability
Customization
When standard objects are not enough, we extend Salesforce with Flow, Apex, LWC, and Experience Cloud apps that remove swivel-chair work—without creating unmaintainable custom debt.
Core Deliverables:
- Lightning Web Components and Experience pages
- Flow and Apex automation for key journeys
- Custom objects, sharing, and validation design
- Packageable patterns for reuse across teams
Enterprise Connectors & Agentforce
Service Capability
Integrations & AI
We connect Salesforce to ERP, marketing, HR, and data platforms, then layer Einstein and Agentforce where they improve decisions—not just add another chat window. Secure patterns first; clever prompts second.
Core Deliverables:
- API and middleware integration design
- MuleSoft, middleware, or native connector builds
- Einstein / Agentforce use-case pilots
- Monitoring, error handling, and runbooks
Managed Services & Enablement
Service Capability
Support & Training
After go-live we stay with you—admin coverage, release management, and role-based enablement so Salesforce keeps pace with the business instead of becoming shelfware.
Core Deliverables:
- Managed admin and release calendars
- Role-based training and office hours
- Adoption dashboards and coaching loops
- Continuous backlog grooming and optimization
Salesforce solutions we implement
Cloud programs tailored to how your teams sell, serve, and engage.
Revenue Operations & CRM
Sales Cloud
Pipeline, forecasting, and seller productivity on Salesforce Sales Cloud.
We design Sales Cloud around how your sellers actually win—lead routing, opportunity stages, CPQ-ready structures, and forecasts leadership can trust.
- Cleaner pipeline stages and reliable quarterly forecasts
- 28% faster lead-to-opportunity conversion times
- Executive seller dashboards that drive targeted coaching
Customer Support & Omnichannel
Service Cloud
Case management, omnichannel support, and knowledge for service teams.
From case intake to resolution, we configure Service Cloud, omnichannel routing, and knowledge so agents resolve faster and customers stay informed.
- Shorter average handle time (AHT) and first-contact resolution (FCR)
- Strict SLA compliance across global support tiers
- 40% self-service deflection through verified Knowledge articles
Portals & Digital Communities
Experience Cloud
Portals and digital experiences for customers, partners, and employees.
We build Experience Cloud sites that extend CRM beyond the login wall—partner portals, customer communities, and employee hubs grounded in Salesforce data.
- Partner and customer self-service available 24/7
- Branded, intuitive digital experiences built on core Salesforce data
- Significant reduction in manual email and spreadsheet handoffs
Agentforce & Autonomous Workflows
AI Solutions
Einstein insights and Agentforce automation aligned to real workflows.
We identify high-ROI AI use cases—summaries, next-best-action, and Agentforce agents—then implement them with clear human oversight and measurable pilots.
- Production-grade Agentforce pilots with strict guardrails and human oversight
- Einstein insights embedded directly into seller and service workflows
- Measurable AI adoption metrics tied to quantifiable business KPIs
Outcomes our clients aim for.
Illustrative results from Salesforce programs—see full stories on our case studies page.
+60%
Improvement in sales efficiency
Streamlining recruitment operations with Salesforce and AI.
A staffing firm unified CRM and ATS workflows on Salesforce.
Read full story →+40%
Faster lead conversion
Unified sales and customer operations for a growing real estate firm.
A real estate team standardized pipeline stages and follow-ups.
Read full story →+35%
Increase in customer satisfaction
Improving patient engagement with a connected Salesforce platform.
A healthcare provider modernized case handling and reporting.
Read full story →
READY TO GET STARTED?
Ready to modernize Salesforce?
Talk to our Salesforce experts and discover how Maxovate can help you simplify, automate and grow.