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Enhance Customer Experience with Salesforce Consulting Services

We guide you through smooth implementation, integration, optimization, or just about anything you need with Salesforce. Make the most out of your investment.

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The Risks of Venturing Alone on a Salesforce Project

34%

of Businesses miss Salesforce’s full value

70%

of Salesforce implementations miss their objectives

33%

Businesses face challenges related to CRM strategy

These numbers are not a reflection of Salesforce's capabilities but of the immense challenge
of navigating such a platform without expert guidance

The Transformative Benefits
of Salesforce Consulting Services

Investing in Salesforce is a significant step for any business. Having the right expertise by your side is a game-changer when it comes to successful implementation and customizing the platform to your needs. Here’s how Navsoft’s Salesforce consulting services can benefit your business:

Strategic Automation

Many businesses automate tasks in isolation. Our consultants start by analyzing your entire end-to-end business process. We develop automation strategies that streamline workflows across your entire organization, not just one department.

Stronger Customer Relationships

Process Optimization

Increased User Adoption

Data to Insights

Scalable Solution

Get End-to-End Guidance
With Salesforce Consulting Services

Navsoft helps you maximize your investment with a comprehensive suite of Salesforce consulting services. As a Salesforce partner, our consultants leverage their expertise to automate your sales processes and drive significant ROI.

Salesforce Roadmap Consulting

Salesforce Roadmap Consulting

We conduct deep-dive workshops with your leadership to understand your business goals and challenges. We create a comprehensive strategic roadmap that outlines the vision, business case, prioritized initiatives, and a phased plan for implementation.

Business Process Analysis

Business Process Analysis

We map your current business processes and work with your teams to design optimized, future-state workflows. We then translate these improved processes into detailed functional and technical requirements documents.

Platform & Cloud Selection

Platform & Cloud Selection

As your independent Salesforce consultants, we assess your needs and recommend the right combination of clouds to maximize your value and avoid unnecessary licensing costs.

Project Management

Project Management

Our experienced project managers can provide oversight and governance for the entire project. We manage timelines, budgets, and vendors and ensure that the implementation stays on track.

Change Management

Change Management

We develop and execute a change management strategy. This includes stakeholder analysis, communication planning, and designing and delivering effective, role-based training programs to ensure your team adopts the new tech enthusiastically.

Salesforce Audit & Customization

Salesforce Audit & Customization

Feel like your Salesforce isn’t living up to your expectations? We conduct a comprehensive health check and audit of your existing instance to identify technical debt and performance issues. We then provide a roadmap to optimize the system to meet your requirements.

Salesforce Consulting is the
First Step to Implementation Success

What You’ll Achieve From
Salesforce Consulting

Working on Salesforce requires a lot of technical expertise and strategy. But by working with a top Salesforce consultant like Navsoft, you make the journey simpler as we handle the complex stuff. Here's what you can expect to walk away with:

Business Needs Assessment

Business Needs Assessment

  • Get a clear understanding of current gaps and exactly where Salesforce is needed.
  • Identify pain points that Salesforce can solve.

Strategy & Roadmap

Strategy & Roadmap

  • A clear, documented, and actionable plan that outlines your entire Salesforce journey.
  • Project timeline and prioritized initiatives.

Requirements Blueprint

Requirements Blueprint

  • A documented set of functional and technical requirements that serves as a guide for your project.

Optimized Business Process Design

Optimized Business Process Design

  • Identify what needs reengineering before Salesforce implementation.
  • Visual maps of your future-state workflows.

Risk Assessment & Mitigation Plan

Risk Assessment & Mitigation Plan

  • Highlighting potential risks (budget overruns, low adoption, poor fit).
  • Get strategies to reduce risk before moving to implementation.

Change Management Advisory

Change Management Advisory

  • Prepare your leadership and workforce for the ERP journey.
  • Communication and training strategies.

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Get Your Clear, Actionable Salesforce Plan

A successful Salesforce implementation starts with a strategy. Let's build yours together.

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The Navsoft Clarity Roadmap

Having worked on hundreds of Salesforce projects for clients globally, we’ve developed a unique and refined process to bring clarity to every initiative. Here’s a glimpse into our approach to Salesforce consulting services.

1
Discovery

Discovery

We conduct in-depth, immersive workshops with your CEO, CSO, COO, and other stakeholders to understand your strategic goals and your current processes. The goal is to understand the why behind the project.

2
Blueprint & Design

Blueprint & Design

We build a concrete plan based on our discoveries. This includes a strategic roadmap and detailed maps of your re-engineered business processes. This blueprint becomes our guiding document, ensuring every subsequent action is aligned with the core objectives.

3
Project Management

Project Management

During the technical implementation, whether led by our team or another, we provide expert project governance. We oversee timelines, manage risks, and provide guidance to the technical teams to ensure the project is a success.

4
User Training

User Training

As we approach the go-live, we execute our change management and communication plans to prepare the organization for the new way of working. We deliver training programs to ensure every user is comfortable with Salesforce.

5
Go-Live

Go-Live

We provide hypercare support during go-live to address any issues that may arise during the critical moment. We ensure that there are no errors in the implementation and that everything is executed as planned.

6
Post-Launch Support

Post-Launch Support

We conduct a post-implementation review to measure the project's success. We then work with you to create a roadmap for optimizing the system even further. Our consultants help you leverage new Salesforce features and further optimize your processes.

Salesforce Consulting Services
For Your Industry

As a Salesforce development company, Navsoft understands that every industry has unique requirements. That's why we offer specialized development services tailored to specific sectors:

  • Retail & eCommerce
  • Insurance
  • Healthcare
  • Education
  • Construction
microsoft azure consulting services

  • Strategic guidance on building a true omnichannel experience.
  • Design a unified data model to track customers across online and offline channels.
  • Architect integrations between Commerce Cloud and your ERP.
  • Develop a roadmap for personalized marketing journeys powered by Data Cloud.

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Maximize ROI with Salesforce CRM Consulting Services

Optimize your CRM strategy and achieve your business goals. Schedule a free consultation with our Salesforce experts today.

Book a Meeting!

Why Choose Navsoft For
Salesforce Consulting Services

Having the right Salesforce consultancy​ by your side is critical to maximizing your Salesforce investment. Navsoft stands out as the ideal choice for your Salesforce needs. Here's why:

Navsoft

Certified Salesforce Partner

We possess in-depth knowledge of the Salesforce platform and its capabilities. Our team comprises the best Salesforce consultants, developers, and administrators who have a deep understanding of best practices.

Proven Track Record

Focus on ROI

Best Technology

Continuous Improvement

Commitment to Excellence

Services We Provide
Beyond Salesforce Consulting

Our Salesforce reimplementation services are designed to help businesses overcome challenges with their current setup and fully leverage the platform’s capabilities.

ERP Consulting

ERP Consulting

We can help you select the right ERP platform according to your requirements and implement the leading ones like NetSuite, Epicor, Microsoft Dynamics 365, and more.

Data Warehousing

Data Warehousing

Build the data foundations to enable deep, cross-functional analytics. Unify all your business data in one place to extract actionable insights.

AI and Automation Services

AI and Automation Services

Leverage artificial intelligence to create more intelligent and predictive customer-facing processes.

Salesforce Managed Services

Salesforce Managed Services

We provide ongoing administration, support, and proactive optimization for your Salesforce platform so that you can focus on your business.

Salesforce Re-implementation

Salesforce Re-implementation

Feel like the Salesforce instance isn’t working as you expected? We provide strategic overhauls of underperforming or failed Salesforce instances.

Salesforce Data Migration

Salesforce Data Migration

A CRM like Salesforce is as effective as the data it works on. Get dedicated services for the complex task of migrating data into your Salesforce instance.

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Maximize Your Investment with Salesforce Integration Consulting

Talk to our Salesforce consultants to develop a customized integration strategy that aligns with your business objectives.

Schedule a Consultation
Navsoft Case Study

Integrated Salesforce Solution for US Mattress

Explore how Navsoft integrated the Salesforce CRM, Service Cloud & OMS with Business Central to create a seamless order flow from all sales channels for a leading Global Mattress retailer.

View Case Study View Case Study

What Our Clients
Have to Say for Us?

Check how our custom software solutions have helped businesses achieve their strategic goals. Our technology consulting, development, and software outsourcing services have enabled companies to navigate the complexities of digitalisation.

Frequently Asked Questions

How can I ensure a smooth Salesforce implementation?
How can I ensure my Salesforce system remains secure?
What are the benefits of Salesforce consulting services?
What are the benefits of integrating Salesforce with other business applications?
What is Salesforce Commerce Cloud Consulting and how can it benefit my business?
What is Salesforce Integration Consulting and how can it help me?
What is Salesforce for Professional Services and how can they benefit my business?
What are the key benefits of Salesforce CRM Consulting Services?
How long does it take to implement Salesforce?
What is the cost of the Salesforce commerce cloud?
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Salesforce Success Starts Here!

Our Salesforce consulting services will guide you every step of the way, ensuring your implementation journey is successful.

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