Application Services
Salesforce Services
Our comprehensive Salesforce services are designed to support your business at every stage, from initial platform selection and strategy development to seamless implementation and ongoing management. Whether you’re looking to fine-tune existing Salesforce solutions or deploy new ones, we provide tailored services to drive business outcomes and support your evolving needs.
Salesforce Expertise
The key to harnessing the powerful, multifaceted Salesforce CRM platform to realize targeted business outcomes is deep product knowledge and business domain experience. All implementations are led by expert, certified Salesforce specialists who bring the business, functional domain and technical expertise and experience that are mandatory for successful outcomes.
Advisory &
Consulting
PROCESS OPTIMIZATION
Get personalized guidance from our Salesforce consultants, ensuring the right strategy, technology adoption, and tailored solutions that align with your business goals.
Before recommending a strategy to maximize your Salesforce CRM investment, Consulevent’s consulting team conducts a thorough health check. We assess system usage, adoption, and customizations to identify technical, security, and business gaps. This objective evaluation provides a clear roadmap to address gaps, drive quick wins, and accelerate progress toward your medium-term goals.
Strategy and Roadmap
Our Salesforce CRM Consulting team collaborates with your leaders to create a customized strategy and roadmap tailored to your business. Through workshops and stakeholder engagement, we document priorities, constraints, and the competitive landscape. We then provide solution recommendations, assist in procurement, and support rapid prototype development, ensuring timely and informed decisions. Finally, we help create a Salesforce/Cloud roadmap aligned with your business goals.
System Optimization
Our Salesforce System Optimization services aim to enhance your Salesforce CRM’s efficiency and performance. We evaluate your current setup, identify optimization opportunities, and implement best practices to improve workflows, customizations, and integrations. Our goal is to ensure your Salesforce system delivers maximum value, improves user adoption, and supports your evolving business needs. Through continuous performance tuning, we help you stay ahead of business demands.
Instance Consolidation
Our CRM Consulting team can advise you on the best approach for consolidation based on objective assessment of the current states of both enterprises and our experience of consolidation engagements. Our approach takes into account Business, Technical, Cost and Risk considerations as also impact on other corporate initiatives that are underway (e.g., Cloud migration). Consulevent instance consolidation services include Data Model, Record Types, Integration approach and code integration, and regression testing.
Lightning Conversions
Our Salesforce Lightning Conversion services help you transition from Salesforce Classic to the modern, intuitive Salesforce Lightning Experience. We guide you through a seamless migration, ensuring improved user interface, enhanced productivity, and faster decision-making capabilities. With a focus on minimizing disruption and optimizing the user experience, we ensure a smooth and efficient transition, unlocking the full potential of Salesforce Lightning to drive business growth and improve overall user adoption.
Sales/Service Cloud
Ensure a successful Salesforce deployment with our proven implementation approach, integrating the right features, processes, and support to set your business up for future success.
Consulevent’s Salesforce experts can implement Salesforce Service Cloud from scratch or enhance your existing solution for better back-office integration. This improves cross-selling, provides real-time customer support metrics, and drives higher ROI and sustainable growth.
Implementation
Services
Marketing Cloud
Our Salesforce experts can help you implement Marketing Cloud in a way that is right for your business, keeping in mind your growth plans. Our expertise covers the various studios as well as journey builders. We can also assist in integrating Marketing Cloud with Sales/Service Cloud to give your enterprise more robust and comprehensive customer experience and relationship management capabilities.
Partner Communities
Our team of Salesforce experts and Consultants can help your enterprise build a partner community or facilitate entry into an existing community set up by others. This includes a common log-in for users, integration with back-end systems as neded, ensuring security and privacy of data, content creation and sharing, branding the community etc.
CPQ
Lightning upgrades
Our team maximizes your Salesforce CRM investment with Salesforce Lightning, enabling flexible, low-code customization and faster deployment. Lightning components streamline app development, allowing rapid modifications without excessive time or cost. This unified approach ensures seamless scalability, effortless integration with other Salesforce modules, and long-term operational efficiency—driving optimal business value and sustainable growth.
Consulting
Services
Consuvalent’s Salesforce consulting services enhance CRM efficiency through implementation, customization, integration, and support, ensuring seamless business processes and improved customer engagement.
Instance Consolidation
Our CRM Consulting team can advise you on the best approach for consolidation based on objective assessment of the current states of both enterprises and our experience of consolidation engagements. Our approach takes into account Business, Technical, Cost and Risk considerations as also impact on other corporate initiatives that are underway (e.g., Cloud migration). Consulevent instance consolidation services include Data Model, Record Types, Integration approach and code integration, and regression testing .
Lightning Conversions
Our Salesforce Lightning Conversion services help you transition from Salesforce Classic to the modern, intuitive Salesforce Lightning Experience. We guide you through a seamless migration, ensuring improved user interface, enhanced productivity, and faster decision-making capabilities. With a focus on minimizing disruption and optimizing the user experience, we ensure a smooth and efficient transition, unlocking the full potential of Salesforce Lightning to drive business growth and improve overall user adoption.
REST and SOAP
Seamlessly integrate data across your enterprise systems to create a unified Salesforce experience that drives efficiency and enhances business insights.
We leverage REST and SOAP APIs to integrate Salesforce with a wide range of systems, ensuring smooth communication between cloud-based and on-premise applications. These integrations allow real-time data transfer, enhancing operational efficiency, reducing manual efforts, and improving data accuracy across all platforms.
Integration
Services
Lightning Data Connect
Our Lightning Data Connect service simplifies the integration of external data sources directly into Salesforce, allowing users to view third-party data without leaving the Salesforce interface. By providing a unified platform for all relevant data, this integration enhances user productivity and decision-making, helping businesses gain deeper insights and streamline workflows. We ensure that your Salesforce environment remains agile and capable of connecting to a wide range of external data sources.
Outbound Workflows
With our outbound workflows, Salesforce can trigger automated actions across multiple systems based on predefined conditions. These workflows send data, alerts, or notifications to external applications, enabling faster response times and more efficient business operations. Whether it’s updating inventory or notifying a third-party system about a sales order, our outbound workflows ensure accurate information flow between Salesforce and other platforms.
Boomi
Using Boomi, we provide seamless cloud integration between Salesforce and a variety of applications, ensuring quick, reliable data exchange. Boomi’s flexible platform allows us to design integrations that scale with your business needs, enabling smooth synchronization of data across your ecosystem. By automating workflows and connecting disparate systems, we help you drive operational efficiency and improve real-time decision-making capabilities.
Jitterbit
Our integrations enable Salesforce to communicate with other enterprise systems, ensuring smooth data flow and improved system interoperability. With Jitterbit, we design high-performance integrations that automate data transfer, reduce errors, and enhance operational workflows.Our Jitterbit solutions enable seamless Salesforce integration with cloud and on-premise systems, enhancing data visibility and efficiency.
Application
Development
Custom App Development
We enhance Salesforce CRM with custom app development, Lightning components, mobile solutions, and API integrations—optimizing workflows, user experience, and efficiency. Our experts tailor Salesforce applications using Apex, Visualforce, and Lightning, automating processes, improving data management, and streamlining operations. We build scalable, future-ready solutions that align with your unique business needs, ensuring seamless growth and maximum ROI.
Lightning Component
Development
We deliver high-performance Lightning components that drive seamless, responsive, and scalable Salesforce experiences. Our solutions enhance UI design, accelerate development, and integrate AI-driven insights to improve user interaction. By leveraging Salesforce Lightning, we build dynamic, reusable components that streamline workflows and provide a modern, intuitive interface tailored to your business needs.
Salesforce Mobile App Development
With our Salesforce mobile solutions, businesses stay connected with real-time CRM access on any device. Our custom-built apps enhance productivity, enable customer engagement, and provide offline capabilities for uninterrupted operations. Designed for responsiveness and cross-platform efficiency, our solutions empower teams to work smarter, make informed decisions, and stay agile in a mobile-driven world.
API & Third-Party
Integrations
Functional Testing
Consulevent’s Salesforce QA and testing services ensure seamless functionality, integration, performance, and automation. We validate features, workflows, and customizations to align with business processes, detecting errors early. Our rigorous testing enhances system reliability, user experience, and operational efficiency, preventing disruptions and ensuring Salesforce runs at peak performance.
QA &
Testing
Integration Testing
Consuvalent’s integration testing ensures smooth data flow between Salesforce and third-party systems such as ERP, marketing automation, and analytics tools. We validate API connections, middleware integrations, and synchronization processes, preventing data inconsistencies. Our approach guarantees seamless cross-platform efficiency, enabling businesses to optimize operations and enhance decision-making capabilities.
Performance Testing
Our performance testing services assess Salesforce’s speed, scalability, and responsiveness under different workloads. Consuvalent identifies bottlenecks and optimizes system behavior to ensure smooth data processing and user interactions. We help businesses maintain high system performance, even during peak traffic or complex resource-intensive operations, ensuring reliability and efficiency.
Automation Testing
We leverage automation frameworks to ensure Salesforce testing processes are completely streamlined. By automating regression, functional, and integration tests, we reduce manual efforts, enhance test accuracy, and accelerate deployment cycles. Our automated testing ensures consistent quality, minimizes errors, and keeps Salesforce applications reliable and high-performing, even with frequent updates and customizations.
Process
Automation
Flow and Process Builder Automation
Apex Triggers & Batch
Processing
Our expert team develops Apex triggers and batch jobs to automate real-time and scheduled data processing within Salesforce. Our solutions handle bulk updates, enforce business rules, and optimize system performance. By leveraging Apex, we enable businesses to automate complex logic, ensuring seamless data handling and efficient execution of critical operations.
Robotic Process Automation (RPA) for Salesforce
We integrate RPA tools like UiPath and Automation Anywhere with Salesforce to automate repetitive tasks, data migration, and rule-based operations. Our RPA solutions improve speed, accuracy, and efficiency by eliminating manual data entry and streamlining high-volume tasks, enabling businesses to focus on strategic initiatives and customer engagement.
API-Driven Automation &
Webhooks
24*7 L1/L2/L3 Support
Proactive Maintenance and Monitoring to Keep Your Salesforce Running at Peak Performance.
Our 24/7 L1, L2, and L3 support services ensure that your Salesforce platform runs smoothly at all times. We provide immediate troubleshooting, system optimization, and expert-level problem resolution for any technical issues, offering varying levels of support based on your specific needs. This guarantees uninterrupted performance, timely issue resolution, and minimal downtime for your business operations.
Support
Services
Maintenance
We offer comprehensive maintenance services to ensure that your Salesforce system remains up-to-date and fully optimized. Our proactive approach includes regular system health checks, performance monitoring, patch management, and troubleshooting to prevent issues before they arise. By continuously maintaining your Salesforce environment, we ensure it operates efficiently, adapts to evolving business needs, and maximizes ROI.
CEC
Our Customer Experience Center (CEC) provides a dedicated space where you can access personalized support and innovative solutions for enhancing customer engagement. Through the CEC, we facilitate tailored consultation, user training, and process optimization to maximize the impact of your Salesforce platform. We aim to improve customer satisfaction and streamline interactions by helping you leverage Salesforce’s capabilities.
ODC
Our Offshore Development Center (ODC) offers cost-effective and scalable solutions for businesses looking to extend their Salesforce capabilities. By leveraging our global talent pool, we provide custom development, enhancements, integrations, and support services from an offshore location. This enables you to scale your Salesforce environment quickly while optimizing costs, ensuring quality, and accelerating time-to-market.
Our Salesforce Expertise & Capabilities
Sales Cloud
Lead & Opportunity Management
- Effective Lead Scoring & Nurturing
- Opportunity Tracking & Pipeline Visibility
- Seamless Lead Conversion to Sales
- Prioritize High-Value Opportunities
Account & Contact Management
- Centralized Customer Information
- Detailed Account Insights & History
- Integrated Communication Tracking
- Order Management
- Real-Time Updates Across Teams
Sales Automation & Productivity
- Automate Repetitive Sales Tasks
- Boost Sales Team Productivity
- Streamline Communication & Follow-Ups
- Task Management & Prioritization
Forecasting & Analytics
- Accurate Sales Forecasting & Projections
- Data-Driven Insights for Decision Making
- Track Sales Performance in Real-Time
- In-Depth Analytics for Continuous Improvement
Integration & Customization
- Seamless Integration with Existing Systems
- Tailored Solutions to Fit Your Business Needs
- Customizable Workflows & Interfaces
- Integration with Marketing, ERP, and Other Tools
Marketing cloud
Email & Journey Orchestration
- Email Campaign Management
- Journey Builder
- A/B Testing & Optimization
- Deliverability & Compliance
Social Media & Advertising
- Social Listening & Monitoring
- Social Publishing & Engagement
- Paid Advertising Management
- Influencer & Community Management
Customer Segmentation & Personalization
- Dynamic Audience Segmentation
- Personalized Content & Offers
- Behavioral Tracking & Insights
- Lifecycle & Retention Strategies
Email & Journey Orchestration
- Email Campaign Management
- Journey Builder
- A/B Testing & Optimization
- Deliverability & Compliance
Social Media & Advertising
- Social Listening & Monitoring
- Social Publishing & Engagement
- Paid Advertising Management
- Influencer & Community Management
Customer Segmentation & Personalization
- Dynamic Audience Segmentation
- Personalized Content & Offers
- Behavioral Tracking & Insights
- Lifecycle & Retention Strategies
CPQ Services
Product Configuration & Customization
- Dynamic Product Bundling
- Guided Selling Workflows
- Customizable Product Rules
- Real-Time Compatibility Checks
Automated Pricing & Discounting
- Rule-Based Pricing Adjustments
- Volume & Tiered Discounts
- Promotional Pricing Strategies
- Contract & Subscription-Based Pricing
AI-Driven Pricing Recommendations
- Predictive Pricing Models
- Market Trend & Competitor Analysis
- Dynamic Price Optimization
- AI-Powered Deal Scoring & Insights
E-Signature & Compliance Integration
- Automated Contract Lifecycle Management
- Subscription Renewal & Upsell Opportunities
- Usage-Based & Consumption Pricing
- Contract Performance & Compliance Tracking
Integration with ERP & Billing Systems
- Seamless ERP Data Synchronization
- Automated Order & Invoice Generation
- CRM & Finance System Alignment
- Multi-Currency & Tax Compliance
Projects
- Oracle Projects Costing
- Oracle Projects Billing
- Oracle Projects Contracts
Revenue Cloud
Subscription & Usage-Based Billing
- Flexible Billing Models
- Metered Billing & Usage Tracking
- Automated Recurring Billing & Renewals
- Billing Adjustment & Credit Management
Quote-to-Cash Automation
- Automated Quote Generation
- Streamlined Order Management
- Seamless Payment Collection & Reconciliation
- End-to-End Visibility of Sales Process
Revenue Recognition & Compliance
- Revenue Recognition & Compliance
- Compliance with ASC 606 & IFRS 15
- Real-Time Financial Reporting
- Audit Trail & Documentation for Compliance
Pricing Optimization & Deal Management
- Dynamic Pricing & Discounting Models
- Intelligent Deal Structuring
- Deal Desk Automation & Approval Workflows
- AI-Driven Deal Insights & Forecasting
Sales & Finance Alignment
- Sales & Finance Alignment
- Automated Order-to-Cash Process
- Real-Time Financial Data Sync
- Cross-Functional Performance Tracking
Partner & Channel Sales Enablement
- Partner Portal for Collaboration & Deal Tracking
- Automated Commission Calculation
- Channel Sales Performance Analytics
- Training & Enablement Tools for Partners
Einstein (AI for Salesforce)
Predictive Analytics & Forecasting
- Sales Forecasting with AI Precision
- Demand Forecasting & Trend Analysis
- Predictive Insights for Inventory & Supply Chain
- Forecasting with Historical Data & AI Models
AI-Powered Insights & Recommendations
- Real-Time Customer Data Analysis
- Personalized Product & Service Recommendations
- Dynamic Marketing Campaign Adjustments
- AI-Driven Business Decision Support
Automated Workflows & Smart Assistants
- AI-Driven Process Automation
- Intelligent Task Routing & Prioritization
- Automated Case Management & Follow-Ups
- Smart Assistant for Operational Efficiency
Sentiment Analysis & Customer Behavior Tracking
- Real-Time Sentiment Monitoring
- AI-Powered Feedback Analysis
- Customer Behavior Prediction & Trend Detection
- Actionable Insights for Customer Experience
AI-Driven Lead Scoring & Prioritization
- AI-Driven Lead Scoring & Prioritization
- Automated Lead Qualification
- Smart Lead Prioritization Based on Engagement
- AI-Driven Recommendations for Sales Focus
Automated Workflows & Smart Assistants
Chatbots & Conversational AI
- AI-Powered Chatbots for Customer Engagement
- Automated Responses & Assistance
- Conversational Commerce & Service Interaction
- Seamless Integration with CRM for Data Tracking
Tableau
Data Visualization & Dashboards
- Interactive Visualizations for Key Metrics
- Customizable Dashboards for Stakeholders
- Real-Time Data Monitoring & Reporting
- Visual Analytics for Better Business Decisions
Self-Service Analytics & Data Exploration
- Empowering Users to Explore Data Independently
- Customizable Data Views for Diverse Teams
- Interactive Dashboards for Non-Technical Users
- Data Exploration with Drag-and-Drop Features
Data Integration & Governance
- Seamless Data Integration Across Systems
- Centralized Data Management & Governance
- Data Quality Control & Consistency
- Secure Data Sharing & Compliance Management
AI-Powered Data Insights
- Predictive Analytics for Business Trends
- Automated Insights for Decision Support
- AI-Driven Data Anomalies & Patterns
- Deep Learning for Actionable Business Intelligence
Embedded Analytics for Applications
- Embedded Analytics for Applications
- Custom Business Reports & Insights
- KPI Monitoring & Performance Tracking
- Cross-Departmental Data Insights
Embedded Analytics for Applications
- Seamless Integration of Tableau in Apps
- Real-Time Analytics Within Business Applications
- Customizable Embedded Reports for Users
- Access to Analytics Directly Within Workflows
Data Cloud
Customer Data Platform (CDP) & Unified Profiles
- 360-Degree Customer View
- Centralized Data for Personalization
- Real-Time Profile Updates & Enrichment
- Integration of Multiple Data Sources
Real-Time Data Integration & Management
- Real-Time Data Integration & Management
- Continuous Data Updates & Synchronization
- Scalable Infrastructure for Growing Data
- Ensuring Data Consistency & Accuracy
Identity Resolution & Segmentation
- Accurate Identity Matching Across Touchpoints
- Creating Detailed Customer Segments
- Unified Profiles for Personalization
- Real-Time Segmentation for Marketing Campaigns
AI-Powered Insights & Personalization
- Data-Driven AI Insights for Actionable Strategies
- Personalized Experiences Through AI Models
- Predictive Analytics for Customer Behavior
- Tailored Content & Product Recommendations
Privacy, Security & Compliance
- End-to-End Data Encryption & Protection
- Privacy Management for GDPR & Other Regulations
- Secure Data Storage and Access Controls
- Regular Audits & Compliance Monitoring
Cross-Channel Data Activation
- Seamless Data Activation Across Channels
- Real-Time Data Sync for Omnichannel Campaigns
- Personalized Messaging Across Touchpoints
- Optimized Campaign Execution with Data Insights
Domain expertise to transform your enterprise
Consulevent combines domain and package application expertise to deliver services needed for successful implementations. With a myriad of best of breed package applications to choose from, companies can rely on our domain and application experts to advice and guide them through their specific needs along the implementation lifecycle.
Revolutionize Your
Financial Processes
Through automation and greater control of accounting, receivables, payables and expenses… Learn More
Re-imagine Your
Supply Chain
Through intelligent demand and supply planning and automating buyer-vendor collaboration… Learn More
Optimize Your
Human Capital
Through automation of end-to-end HR processes, benefits, workforce planning and modeling… Learn More
Enrich Your
Customer Experience
Through streamlining omnichannel interactions ensuring seamless communication.… Learn More
Our Latest Case Studies
Explore our case studies to see how Consulevent partners with organizations to deliver transformative solutions that yield measurable results. Discover how we turn obstacles into opportunities, enabling businesses to thrive in an ever-changing landscape.
Get answers to your question
We’re happy to answer any questions you may have and help you determine which of our services best fits your needs
