Get the most out of your Salesforce investment with

Salesforce Consulting Services.

As a Salesforce Summit Consulting Partner, we work on understanding your current business systems or processes and guide you to the Salesforce products and solutions that bring efficiency, enhance customer engagement, and fuel growth.

Our certified Salesforce Consultants leverage best practices and deep expertise in Salesforce Clouds to transform customer relationships. They provide you with a competitive edge through continuous innovation and lasting value.

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Upgrade Your Business With Expert Salesforce Consulting

At Cyntexa, we help you match Salesforce with your business goals, improve workflows, and prepare for growth. We start by analyzing operations, engaging stakeholders, and mapping customer journeys to uncover gaps and opportunities. This shapes a Salesforce roadmap tailored to your needs.

We don’t just configure Salesforce; we shape it around your business. That means creating scalable data models, recommending the right tools, and ensuring adoption plans are in place so teams use the system effectively. We also embed governance and release management practices to keep your CRM evolving with every Salesforce update and shifting market demands.

By combining industry knowledge, cross-cloud expertise, and proven consulting methods, we deliver more than a working CRM. You get a Salesforce environment that supports long-term growth, reduces inefficiencies, and delivers measurable ROI.

salesforce clouds salesforce clouds

Our expertise in Salesforce Cloud Consulting

Salesforce Sales
Cloud
Salesforce Service
Cloud
Salesforce Marketing
Cloud
Salesforce Commerce
Cloud
Salesforce Data
Cloud
Salesforce Agentforce
Salesforce Health
Cloud
Salesforce Financial
Services Cloud
Salesforce Loyalty
Management
Salesforce Consumer
Goods Cloud
Salesforce Nonprofit
Cloud
Salesforce Manufacturing
Cloud
Salesforce Industries
(Vlocity)
Salesforce Experience
Cloud
Salesforce Field
Service Lightning
Salesforce Pardot
Salesforce CRM
Analytics

Salesforce Sales Cloud Consulting

With Sales Cloud Consulting, we analyze your sales processes, identify gaps, and design scalable strategies that enhance visibility and improve forecasting.

Our certified consultants configure lead management, opportunity tracking, and territory planning to help your teams close deals faster, gain actionable insights, and drive predictable revenue growth.

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Get a Quote

Salesforce Service Cloud Consulting

Through Salesforce Service Cloud Consulting, we design strategies that unify support channels, identify inefficiencies, and deliver connected service experiences.

Our consultants configure case management, knowledge integration, and SLA tracking, ensuring Service Cloud helps your teams resolve issues faster and strengthen overall customer relationships.

Get a Quote

Get a Quote

Salesforce Marketing Cloud Consulting

Our Marketing Cloud consulting is designed to cater to modern-day customer expectations of consistent experiences across every channel. Our Marketing Cloud experts orchestrate journeys that connect email, mobile, and web touchpoints seamlessly.

By setting up segmentation, campaign automation, and performance monitoring, we enable your teams to reach the right audience at the right time and drive higher conversions as well as long-term brand loyalty.

Get a Quote

Get a Quote

Salesforce Commerce Cloud Consulting

Our consultants help businesses leverage the capabilities of Salesforce Commerce Cloud with personalized product catalogs, customer-specific pricing, and targeted promotions.

We design omnichannel experiences that connect web, mobile, and in-store journeys while optimizing site speed and checkout flows. With actionable reporting and conversion analytics, Commerce Cloud becomes a platform that improves engagement, loyalty, and overall revenue.

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Get a Quote

Salesforce Data Cloud Consulting

Our Salesforce Data Cloud consulting focuses on creating a single, trusted customer profile from scattered systems. We connect CRM, ERP, and external sources, resolve identity duplicates, and establish governance for secure, compliant data management.

Our Data Cloud experts design scalable segmentation and activation strategies so your teams gain reliable insights, personalize engagement, and make decisions backed with facts.

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Get a Quote

Salesforce Agentforce Consulting

Our consultants help you build Agentforce systems that liberate your teams without compromising control. We assess readiness, design workflows, and integrate AI agents into Sales, Service, or Operations backed by your data and compliance layers.

Through Agentforce Consulting Services, we embed observability dashboards to track agent performance, credit usage, and output quality, so you get efficiency, adoption, and measurable value from day one.

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Get a Quote

Salesforce Health Cloud Consulting

Our Health Cloud consultants align healthcare operations with regulatory standards and Salesforce capabilities. We configure care coordination tools, patient data models, and provider-payer workflows to streamline engagement, safeguard sensitive data, and improve health outcomes.

We also implement audit-ready dashboards that showcase compliance metrics in real-time, reducing regulatory risks and easing inspections.

Get a Quote

Get a Quote

Salesforce Financial Services Cloud Consulting

Our consultants align Salesforce Financial Services Cloud with advisor workflows and client engagement models to provide a single trusted view. We configure data models, compliance-ready processes, and reporting features to help firms strengthen relationships, and adapt to regulatory change.

Our experts also embed compliance checkpoints directly into advisor workflows, reducing audit risks while improving client service speed.

Get a Quote

Get a Quote

Salesforce Loyalty Management Consulting

Generic rewards rarely build loyalty. Our consultants design Salesforce Loyalty programs that fuel customer growth with tiered rewards, personalized promotions, and omni-channel journeys.

We connect data from POS, eCommerce, and CRM for a unified member experience. Programs also extend to partners, enabling seamless settlement and cross-brand participation that expand reach, deepen engagement, and build long-term advocacy.

Get a Quote

Get a Quote

Salesforce Consumer Goods Cloud Consulting

Our Salesforce Consumer Goods Cloud consulting services align field execution with business goals. Our experts configure visit planning, mobile audits, and in-store ordering are streamlined while account hierarchies, promotions, and inventory are integrated into a single view.

Our experts prioritise route-to-market approach to ensure field reps focus on high-value stores, improving compliance, reducing missed opportunities, and driving consistent sales growth.

Get a Quote

Get a Quote

Salesforce Nonprofit Cloud Consulting

Through Salesforce Nonprofit Cloud Consulting, our experts help nonprofit organizations in streamlining fundraising, grant management, and program delivery while ensuring data models reflect the unique needs of nonprofits.

Our consultants design donor pipelines, recurring gifts, volunteer management, and impact dashboards, enabling your teams to track restricted funds, measure outcomes, and represent mission impact with audit-ready transparency.

Get a Quote

Get a Quote

Salesforce Manufacturing Cloud Consulting

With Salesforce Manufacturing Cloud Consulting, we empower manufacturers to connect sales agreements, forecasts, and ERP data and keep sales and operations on the same page.

Our consultants set up forecasting models, connect ERP for real-time updates, and add simple “what-if” tools so teams can test changes. This makes it easier to predict demand, plan production, and deliver customer commitments on time.

Get a Quote

Get a Quote

Salesforce Industries (Vlocity) Consulting

With our Salesforce Industries expertise, we tailor every solution to specific needs in each industry, including finance, communications, insurance, healthcare, real estate and more.

Our consultants design product catalogues, CPQ, and order management with rules that reflect real business processes, not generic templates. By aligning OmniStudio flows and integration, we ensure faster launches, smoother journeys, and lasting results.

Get a Quote

Get a Quote

Salesforce Field Service Lightning Consulting

Service Managers know missed appointments and poor routing drain both revenue and customer trust. Our Salesforce Field Service Consultant addresses these issues by setting scheduling rules, mobile workflows and inventory processes around each business.

From offline-ready technician apps to parts tracking that prevents repeat visits, we ensure field service delivers on time and at a lower cost.

Get a Quote

Get a Quote

Salesforce Experience Cloud Consulting

We deliver partner portals that streamline collaboration and help partners close more deals. Our consultants design lead distribution and opportunity sharing with the right visibility.

By customizing data models and permissions, we ensure secure, scalable portals backed by Salesforce Experience Cloud Consulting to strengthen partner relationships and channel performance.

Get a Quote

Get a Quote

Salesforce Pardot Consulting

Through Salesforce Pardot Consulting, we give marketing leaders confidence in their numbers. Consultants connect campaigns to Salesforce, build attribution dashboards, and design reporting that leadership can trust.

Every customer walks away with clear proof of ROI and a system that shows exactly how marketing contributes to revenue.

Get a Quote

Get a Quote

Salesforce CRM Analytics Consulting

Every business reads success differently, and so does our Salesforce CRM Analytics Consulting. We begin by defining the KPIs that matter most to leadership.

Our experts shape secure data models, role-based dashboards, and refresh schedules around those definitions. This way, each business gets analytics that reflect their strategy, remove reporting issues, and guide decisions they can act on.

Get a Quote

Get a Quote

Salesforce Consulting Process We Follow

Explore our approach to reshaping your business processes, making Salesforce an integral part of your success story.

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 Salesforce consultants review your existing processes using discovery and GAP analysis techniques. We identify strengths in your current systems or existing implementation and make sure they are carried over into the new setup for better 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 segments, we propose the right solutions, tools, and processes that drive smooth collaboration among systems.

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 (for existing Salesforce customers)

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 an 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 (For New Customers):

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 or Customization:

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.

3. Post Implementation Support:

Our commitment extends beyond the initial go-live. We offer comprehensive post-implementation support to ensure your Salesforce ecosystem continues to operate at peak efficiency and deliver sustained business value.

Customer Success Stories

Redefining Customer Loyalty for a Retail Giant

Redefining Customer Loyalty for a Retail Giant

For one of the region’s biggest retailers, an outdated loyalty system was becoming a barrier instead of a benefit. Rewards took too long to process, customer data was scattered, and members weren’t getting the seamless experience they expected.

That’s where our Salesforce Consultants rebuilt the program on Salesforce Loyalty Management, designed real-time point tracking, and created a clear view of each customer across channels. The shift gave the brand the tools to personalize interactions and reward loyalty instantly.

What started as a challenge turned into a loyalty program customers actually love. Find out how it all came together.

Read the success story
Underwriting Transformation with Salesforce

Underwriting Transformation with Salesforce

An insurance provider struggled with manual broker onboarding, slow underwriting cycles, and policy data spread across too many systems. The process wasn’t just inefficient; it was holding back growth.

With Cyntexa as a partner, they moved to a unified Salesforce setup across Sales, Service, Experience, and Financial Services Cloud. Our team built custom parsing tools, automated key workflows, and launched portals that gave brokers and clients direct, secure access to data.

What once took days now happens in hours, with fewer errors and a smoother path to scale. Explore how the turnaround happened.

Read the success story.
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Looking For Salesforce Consulting Services?

Schedule a consultation call with our Salesforce consultants today and know the right solution for your business to optimize your business process in order to drive growth.

Best Practices We Follow For Salesforce Consulting

As a trusted Salesforce consulting company, our team follows the best industry practices:

Leverage Advanced Technology

By utilizing AI-powered innovations and advanced Customer 360 platform capabilities, we level up the capabilities of your Salesforce CRM and drive business success.

Accelerate Adoption Timelines

Our expert Salesforce consultants craft tailored strategies that increase the likelihood of cloud adoption speed and ensure a seamless transition to efficient solutions.

Fast-Track Transformation Journeys

We design customized roadmaps parallel to your technical needs, accelerating your digital transformation while ensuring it meets your unique business objectives.

360-degree View

We comprehensively assess your existing systems, integrating all data sources for a cohesive view of customer interactions and insights.

Clean Data Governance

Adhering to rigorous data governance practices, we safeguard your data's integrity, neutralize potential threats, and ensure compliance across all platforms.

Focus on Out-of-the-box features

Our Salesforce experts leverage out-of-the-box functionalities to minimize customization complexity, simplifying upgrades and maintenance while maximizing system efficiency.

Enhance Cloud Investments

With our expert guidance, navigate initial hurdles effectively to unlock the full potential of your cloud investments in the long run.

Reasons To Hire Cyntexa For Salesforce Consulting Services

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Projects
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Salesforce Experts
Cyntexa Image

400+ Certified Experts

Our team of over 400 certified professionals brings deep technical knowledge and industry experience to deliver solutions that drive measurable business outcomes & optimize your Salesforce environment.

Zero-Cost Org Health Checks

We offer a complimentary Salesforce Org Health Check that assesses system performance, identifies inefficiencies, and provides actionable insights to optimize functionality and user experience.

Multi-Cloud Proficiency

Our Salesforce professionals are proficient across various Salesforce clouds, ensuring your business can leverage its full potential and get maximum return on investment.

Comprehensive Consulting Services

From strategy development to implementation and optimization, we offer a full spectrum of consulting services, guaranteeing that every phase of your journey is strategically aligned with your goals.

One-Stop Solution

With a wide range of Salesforce-certified professionals, we develop a cohesive strategy as per your business needs.

End-to-End Support

Provide comprehensive support throughout the project lifecycle and ensure that your technical challenges are proactively addressed and performance is well-maintained in your Salesforce ecosystem.

Industries We Serve

Discover the industries we transform with our solutions for value and growth.

Financial Services
Insurance
Retail & Consumer Goods
Media & Communications
Technology
Professional Services
Energy & Utilities
eCommerce
Manufacturing
Healthcare & Life Sciences
Logistics & Transportation
Non Profit
Real Estate
Education

Financial Services

Secure your confidential customer data through technological advancements in financial services. Streamline operations, enhance security, and personalize experiences with our digital transformation expertise.

Insurance

Insurance companies are expanding grounds of success by leveraging data and technology to create seamless customer experiences in the evolving insurance sector. Experience it all with us.

Retail & Consumer Goods

The retail & consumer goods market has shifted. We help you navigate the "new normal" with data-driven strategies and personalized experiences with our customized digital transformation solutions.

Media & Communication

Today's Customers are way past the old conservative solutions, especially in the Media & Communication industry and crave immersive experiences. Embrace the flexibility, customization and high customer engagement with us.

Technology

The technology world is racing forward, leaving stagnant companies behind. We bridge the gap for you with digital transformation readiness and crafting strategies so you dominate in the evolving market.

Professional Services

We help you thrive in today's evolving landscape. From conquering remote work challenges to personalizing client experiences, we craft tech solutions to empower your teams and exceed client expectations. Let's unlock your growth potential!

Energy & Utilities

Transformation is the new normal in the energy & utility sector. That's why we offer the power of digitalization to guide you towards a more efficient, secure, and sustainable future.

eCommerce

The eCommerce world demands selling faster and smarter. Our cutting-edge strategies combine user-centric design, data-driven personalization, and cloud scalability. Don't just survive – dominate.

Manufacturing

Efficiency and cost control are the high-demand variables in the Manufacturing sector. Cloud technology lets you connect production, sales, and planning like never before, unlocking new growth opportunities.

Healthcare & Life Sciences

Improved Care Strategies, Refined Patient Experiences, secure storage & access to patient information are what the Healthcare industry asks for. And we will definitely deliver this and more.

Logistics & Transportation

Struggling with complex supply chains and fragmented communication? Our cloud-based solutions streamline your entire logistics operation, boosting efficiency and visibility. Simplify your logistics and elevate your customer experience.

Non Profit

Disparate systems and data overload can hinder your non-profit motive. We help non-profits leverage data analytics to track progress and maximize impact. See where resources deliver the most good.

Real State

Even the Real Estate market requires a tech upgrade. Seamless cloud-based solutions connecting stakeholders & modernized operations leading to more productivity and a profitable future is what you need (& we have expertise in that).

Education

Learners crave personalized, engaging experiences tailored to their needs. We create flexible, interesting learning ecosystems, bridging the gap with digital transformation solutions for education.

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Work Portfolio

Check out our impressive body of work to understand our diverse expertise in the Salesforce ecosystem.

Revolutionizing Customer Engagement: How a Fintech Firm Increased User Adoption by 86%

86%

Extension in user adoption reached

78%

Increased Customer satisfaction

51%

Dedcution in business cost

64%

Increase in ROI

Know more
Revolutionizing Customer Engagement

Revolutionized Customer Experience: Salesforce Vlocity Communications Cloud Skyrocketed Customer Retention by 50%

60%

Reduction in Request Handling time

50%

Increase in Customer retention

45%

Elevation in User Interface

40%

Increase in revenue

Know more
Revolutionized Customer Experience

Elevate Your Healthcare Experience: Salesforce Health Cloud Unleashes the Power of Integration with Diverse Third-Party Apps

45%

Reduction in manual efforts

65%

Improved Staff Productivity

75%

Minimized Data Loss

67%

Boost in Customer Experience

Know more
Elevate Your Healthcare Experience

Footwear Finesse: Orchestrating a 50% Sales Uplift Through Store Management

75%

Increase in sales

70%

Improvement in capturing customer insights

80%

Enhancement in customer experience

65%

Seamless expansion of inventory

Know more
Footwear Finesse

Hear it from our Clients

Read what our satisfied clients have to say about their experience.

Anshul Pandey

Anshul Pandey

CTO, Content Security

Cyntexa delivered the project successfully. The efficiency soared to 70% in the presales area and enhanced productivity by 90%. Their knowledge and experience of the Salesforce platform were incredible..

John

John

Idea Center

Cyntexa is hyper-communicative, fast, and does a thorough job. Cyntexa was helpful in creating the strategy for our client and worked seamlessly as a part of our team to ensure successful project delivery and launch.

Bryant Lau

Founder , Funnel Guage

Cyntexa has continuously demonstrated a high-level of Salesforce expertise and a willingness to go beyond what is necessary to ensure the project is a success.

Manoj Pooleery

Cofounder & CTO, SiteRx Inc

Overall, a very positive experience. The team was very responsive, organized and up to task. We had engaged them when we had a very tight deadline and they were able to help us meet it.

Brandon

Brandon

Director , Cypress Learning Solutions

I love working with these guys. They are knowledgable and have really been clutch in building custom solutions & Lightning web components. Thank you for all your hard work!.

Crim

Cameron Billings

CTO , placesforless

We enjoyed working with Cyntexa Labs. They were easy to communicate with and easy to work with.

Mike Jansma

Mike Jansma

VP, CIS Global

The entire team is knowledgeable & serves as a trusted expert to our organization. They were able to turn our ideas into real world working processes in Salesforce. We’ve now completed several projects with them.

Ken Hoppe

Ken Hoppe

CEO, Modigie

Being located in a different time zone, they were willing to meet our schedule and stepped up outside of the scope of work, and proved to be a good partner. They’ve taught me a lot about best practices through incredible communication.

Daniel Deckert

Daniel Deckert

President & Founder, Scrubbi

Our project was complex, and Cyntexa team handled it well by tackling all our requests & we are happy with the end product. I consider us lucky to have found them and looking forward for a long relationship with them.

Vilen Bezhanyan

Vilen Bezhanyan

PCEO, Brainstorm Technologies

We had a great experience working with the team who performed their best to finish the project successfully. We highly recommend others to work with them, knowing that their projects will be in good hands.

Simon Clews

Simon Clews

FPFS IMC-Director, DGS Employee Benefits

Definitely the range of skills – it is not like all employees just know Salesforce – some were able to solve other problems that were not related to the project that I hired them for. In addition, the team was extremely dedicated to the project.

John Crighton

John Crighton

CTO, Lightning Step Technologies, LLC

Cyntexa was able to successfully develop and integrate an improved and efficient dashboard, much to the benefit of external stakeholders. The team was able to maintain positive communications throughout.

Karim Aziz

Karim Aziz

Director, Globel Car Rental

The team at Cyntexa was understanding, communicative, and proactive. They were easy to work with and were always available during the client’s workday, despite a significant time difference. They quickly implemented changes.

Rebeka Avendano

Rebeka Avendano

Cyntexa helped us in successfully implementing custom flows from Field Service into SFDC to achieve actions that the Field Service app does not currently support. The team was with us at every step of the way.

Sahil Gambhir

Sahil Gambhir

Head of Special Projects, Wirelane GmbH

The company has developed a strong team and robust infrastructure to serve its clients. They use best industry practices to track the progress of the project & doesn’t shy away from going the extra mile to make clients happy.

Kristin Harris

Kristin Harris

Project and Process Development Manager

They helped us take all of our data and integrate it successfully. They reviewed our requirements and provided quality work quickly. Will definitely work with them again.

Anil Jogani

Anil Jogani

Sr. Director Field Operations, MetricStream

I have nothing but praise for this team. I needed a qualified person to do custom Salesforce development. Not only did they accomplish the goal but the team has a certified Salesforce experts that exceeded my expectations.

Devin Bostick

Devin Bostick

CEO, LuckyTruck

Cyntexa is a high touch and results-oriented partner that hit our timeline, budget, and delivery objectives. Additionally, they were high touched and genuinely cared about the quality of our work. I would use them again.

Carlos Sanmartin

Carlos Sanmartin

Digital Manager,Ara Estetic

I wanted to express my utmost satisfaction with the exceptional services provided by Cyntexa. Their collaborative approach, strong work ethic, and consistently going the extra mile to ensure that the projects are completed within the agreed-upon timeframe.

Hazem Amino

Hazem Amino

IT Manager, Studykoy

They were very helpful and they really knew everything there is to know about salesforce. They were on call with us whenever we need them even outside working hours and weekends. i recommend them to anyone who has a project in salesforce.

Our Valued Customers

We are trusted by some exceptional brands as well as SMEs in different industries only because we believe in providing real value to them and ease their complex business processes with our simple Salesforce Solutions.

Dive Deep Into Salesforce

Stay informed with the latest Salesforce updates and gain insights through our blogs. Discover expert analyses and practical tips to enhance your understanding of the Salesforce ecosystem.

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How Boutique Salesforce Consulting Firms Differ From Industry Giants?

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This blog compares boutique Salesforce consulting firms to larger ones, highlighting tailored solutions, personalized service, flexibility, and cost differences.

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January 16, 2024

Top 10 Applications For Salesforce Consultants

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The blog offers guidance on selecting a Salesforce consulting partner, highlighting key factors like experience, expertise, services, and pricing to avoid CRM implementation failures.

Frequently Asked Questions

As a Salesforce Summit Consulting Partner, we have built strong expertise and a proven track record across multiple Salesforce products and services. With a team of more than 400 Salesforce-certified consultants, our focus is on delivering value to customers at every touchpoint, no matter the size or industry of the business.

By following a customer-first approach, we take time to understand each business’s unique needs and provide expert-designed solutions. These solutions solve today’s challenges while keeping the system ready for the future. We offer complete services, starting from the first consultation and solution design, followed by implementation and ongoing support, ensuring a smooth experience throughout the entire project.

In addition, our agile approach and strong focus on data security ensure you receive reliable and effective solutions that deliver real results.

The cost of Salesforce consulting services varies as it depends on several factors. These include the scope of your project, the level of customization needed, the number of resources involved, and the time required for implementation. Additional aspects such as data migration, app development, training, and ongoing support also play a major role in determining the overall cost.

Since every business has unique needs, the best way to get an accurate estimate is by discussing your requirements with our experts. We can provide a customized quote that aligns with your goals and budget.

Yes, hiring a Salesforce consultant is important if you want to get the most out of your Salesforce investment. A consultant brings industry-specific expertise and helps you identify challenges while designing tailored solutions that align with your business goals. They also save valuable time and resources by managing complex tasks such as configurations, data migrations, and integrations that may overwhelm your internal team.

Beyond the technical side, Salesforce consultants ensure smoother user adoption, reduce costly errors, and help you achieve a higher return on investment. They also keep your system future-ready by recommending best practices and the latest Salesforce features. In short, a Salesforce consultant not only supports your current needs but also helps your business grow more efficiently with Salesforce.

Here are some simple yet effective ways you can consider while choosing the right Salesforce consulting partner in the USA.

  • Check authentic reviews and client testimonials to verify their credibility.
  • Look into their Salesforce specialization and expertise in different products.
  • Make sure they have strong technical skills to handle complex requirements.
  • Ensure they understand your industry-specific needs and can design tailored solutions.
  • Ask for references or case studies from past clients to gain real insights into their work.

Salesforce consultants boost performance by tailoring the platform to your business needs and ensuring smooth functionality. They manage updates, select the most relevant new features, and integrate third-party solutions to expand capabilities and keep your platform up to date.

We offer a wide range of Salesforce consulting services designed to cover every stage of your Salesforce journey. Our services include implementation, integration, customization, data migration, optimization, training, and AppExchange consulting.

Our team helps you with complete setup, connects Salesforce with third-party systems, and customizes it with workflows and features tailored to your business. We also ensure smooth and secure data migration, improve existing setups for better performance, and provide training to empower your teams. In addition, we guide you in choosing and implementing the right AppExchange solutions, helping you drive measurable business impact.

We provide end-to-end Salesforce consulting services to support every stage of your Salesforce journey. Our offerings include implementation consulting, integration consulting, Salesforce customization, data migration, optimization, training, and AppExchange consulting.

Our consultants handle the full setup, connect Salesforce with external systems, and customize it with workflows and features that match your business needs. We ensure secure data migration, refine existing setups for better efficiency, and deliver training to strengthen your team’s skills. We also assist in selecting and implementing the right AppExchange solutions to maximize business results.

A Salesforce Health Check is a review of your system to evaluate its performance, setup, and alignment with your business goals. It helps identify gaps, improve efficiency, boost user adoption, and ensure your Salesforce is ready to scale as your business grows. Getting a Health Check can also prevent costly issues in the future by keeping your system secure and optimized.

At Cyntexa, we offer a free Salesforce Health Check to help you get the most out of your platform.

Yes, hiring a Salesforce consultant is still valuable even if you already have an internal admin. While admins handle day-to-day tasks and basic configurations, consultants bring advanced expertise for complex customizations, integrations, and large-scale implementations.

A consultant also provides strategic guidance, ensures best practices, and helps unlock Salesforce’s full potential. This allows your admin to focus on daily operations while consultants take care of specialized projects and long-term optimization.

Let’s Get In Touch

Our expert consultants will reach out within 24 hours.

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