Salesforce Consulting & Integration Services
Stop letting siloed data and underutilized features cap your growth.
We transform your Salesforce platform from a simple CRM into a fully integrated, AI-powered
revenue engine.
Is Your Salesforce Platform a Growth Engine or a Glorified Rolodex?
You've invested heavily in the world's #1 CRM, but are you seeing the transformative results you were promised? For many VPs of Sales, Marketing, and Operations, Salesforce becomes a complex system of record rather than a strategic asset. Disconnected data, manual processes, and poor user adoption create friction, obscure insights, and ultimately, hinder revenue growth. The problem isn't Salesforce; it's the generic, one-size-fits-all implementation. To truly dominate your market, you need a platform that's not just configured, but deeply integrated into the unique DNA of your business operations. That's where we come in.
Why CIS for Salesforce Consulting? We Deliver Outcomes, Not Just Implementations.
AI-Infused Expertise
We don't just implement Salesforce; we amplify it. Our AI-Enabled experts embed intelligence into your workflows, unlocking predictive insights, automating complex tasks, and personalizing customer interactions at scale.
Deep Integration Mastery
A CRM in a vacuum is useless. We are masters at weaving Salesforce into your entire tech stack, creating a seamless data flow between your ERP, marketing automation, and BI platforms for a true 360-degree customer view.
CMMI Level 5 Process Maturity
Our CMMI Level 5 and ISO 27001 certifications aren't just badges; they are your guarantee of predictable, high-quality, and secure project delivery. We mitigate risks before they impact your business.
100% In-House, Vetted Experts
We never outsource your success. Our team consists entirely of full-time, certified Salesforce consultants and developers, ensuring accountability, consistency, and a deep understanding of your project from start to finish.
Revenue-Focused Solutions
We speak the language of business growth. Every customization, integration, and automation we build is directly tied to a business outcome: shortening sales cycles, increasing lead conversion, or improving customer retention.
Cross-Cloud Proficiency
Whether you're leveraging Sales Cloud, Service Cloud, Marketing Cloud, or a combination, we have the expertise to optimize each platform and ensure they work in perfect harmony to drive a unified customer experience.
Scalability for Enterprise & Startups
Our solutions are built for the future. We design scalable architectures that support your growth, whether you're a fast-moving startup or a large enterprise with complex global requirements.
User Adoption Driven
The best technology is worthless if it's not used. We focus on creating intuitive, efficient user experiences with tailored training and support to ensure your team embraces the platform and maximizes its value.
20+ Years of Proven Delivery
Since 2003, we've successfully delivered over 3,000 projects. This extensive experience translates into faster problem-solving, smarter solutions, and a partnership you can rely on for the long term.
Our Comprehensive Salesforce Services
From strategic roadmapping to complex multi-cloud implementations and AI-powered enhancements, our services cover the entire Salesforce ecosystem. We ensure your platform is not just functional but a formidable competitive advantage.
Salesforce Strategic Roadmap & Architecture
We align your Salesforce investment with your long-term business goals, designing a scalable and future-proof architecture that avoids technical debt and maximizes ROI.
- Translate business objectives into a phased, actionable Salesforce implementation plan.
- Design robust data models and security frameworks for enterprise-level performance.
- Evaluate AppExchange solutions and third-party tools to build the optimal tech stack.
AI & Einstein Implementation Strategy
Move beyond basic analytics. We help you harness the power of Salesforce Einstein to embed predictive insights, automated recommendations, and intelligent workflows directly into your business processes.
- Identify high-impact use cases for AI in your sales, service, and marketing cycles.
- Develop strategies for data preparation and model training to ensure accurate predictions.
- Implement Einstein Bots, Prediction Builder, and Next Best Action to drive efficiency.
Business Process Re-engineering
We analyze your existing workflows and re-engineer them for maximum efficiency within the Salesforce ecosystem, eliminating bottlenecks and automating manual tasks.
- Map current-state processes and identify key areas for improvement and automation.
- Design streamlined, automated future-state workflows using Flow and Process Builder.
- Ensure processes are optimized for user adoption and data integrity.
Salesforce Health Check & Optimization Audit
Is your org running at peak performance? We conduct a comprehensive audit of your existing Salesforce implementation to identify optimization opportunities, security vulnerabilities, and areas for improvement.
- Analyze system performance, code quality, and governor limit consumption.
- Review user adoption metrics and identify barriers to effective use.
- Provide a prioritized report with actionable recommendations to enhance ROI.
Sales Cloud Implementation & Customization
We configure and customize Sales Cloud to perfectly model your unique sales process, providing your team with the tools to close deals faster and more effectively.
- Tailor lead, account, contact, and opportunity management to your specific needs.
- Implement advanced forecasting, territory management, and CPQ (Configure, Price, Quote).
- Develop custom Lightning Web Components (LWCs) for unique UI/UX requirements.
Service Cloud Implementation & Automation
Transform your customer service from a cost center to a loyalty driver. We implement Service Cloud to empower your agents with a unified view of the customer and automate service processes.
- Configure case management, knowledge bases, and omni-channel routing.
- Implement Service Cloud Voice, Einstein Bots, and automated case escalation rules.
- Set up Field Service Lightning for organizations with mobile workforces.
Marketing Cloud & Pardot Implementation
Execute sophisticated, data-driven marketing campaigns. We implement and configure Marketing Cloud and Pardot to enable personalized customer journeys, automate engagement, and measure marketing ROI.
- Set up Journey Builder, Email Studio, and Mobile Studio for cross-channel campaigns.
- Integrate with Sales Cloud for seamless lead handoff and campaign attribution.
- Configure scoring, grading, and automation rules in Pardot for B2B marketing.
Custom Application Development on Salesforce Platform
When standard functionality isn't enough, we build powerful custom applications on the Salesforce Platform using Apex, Visualforce, and Lightning Web Components to meet your exact business needs.
- Develop bespoke solutions to manage unique business processes and data.
- Build customer and partner portals using Experience Cloud (formerly Community Cloud).
- Ensure custom applications are secure, scalable, and upgrade-proof.
ERP Integration (SAP, Oracle, NetSuite, Dynamics 365)
Create a single source of truth by integrating Salesforce with your ERP system. We ensure seamless, bi-directional data flow for orders, invoices, inventory, and customer information.
- Utilize platforms like MuleSoft or build custom API integrations for real-time data sync.
- Enable sales reps to view financial history and order status directly within Salesforce.
- Automate the creation of orders in the ERP from closed-won opportunities.
Data Migration & Cleansing
Ensure a successful Salesforce implementation with clean, accurate data. We manage the entire data migration process, from extraction and transformation to cleansing and loading.
- Develop a comprehensive data migration strategy from legacy systems.
- Utilize advanced tools for data de-duplication, standardization, and enrichment.
- Guarantee data integrity and minimize business disruption during cutover.
API Development & Management
We build robust, secure, and well-documented APIs to connect Salesforce with any third-party application, enabling a truly connected enterprise ecosystem.
- Develop custom REST and SOAP APIs using Apex.
- Implement API gateways and management solutions for security and monitoring.
- Ensure APIs are scalable and adhere to best practices for performance.
Marketing Automation Platform Integration
Connect Salesforce with platforms like HubSpot, Marketo, or Eloqua to create a powerful, closed-loop marketing and sales engine with perfect data synchronization.
- Ensure seamless lead and contact data flow between platforms.
- Enable detailed campaign activity tracking within Salesforce.
- Provide sales teams with visibility into marketing engagement.
Managed Services & Ongoing Support
Our managed services provide continuous support, administration, and enhancement of your Salesforce org, allowing you to focus on your core business while we ensure platform health and performance.
- Provide dedicated or fractional Salesforce administrators and developers.
- Offer 24x7 support for critical issues and user assistance.
- Proactively monitor system health and perform regular maintenance.
User Training & Adoption Programs
We drive user adoption through customized training programs, documentation, and change management strategies tailored to different user roles and business units.
- Deliver role-based training sessions for sales, service, and marketing teams.
- Create quick reference guides, videos, and in-app guidance.
- Establish governance committees and champion programs to sustain adoption.
Salesforce Release Management & DevOps
We implement modern DevOps practices for Salesforce development, including continuous integration and continuous deployment (CI/CD), to ensure faster, more reliable releases.
- Set up source control (e.g., Git) and automated deployment pipelines.
- Implement automated testing to improve code quality and reduce bugs.
- Manage sandbox environments and release schedules effectively.
Our Technology & Platform Expertise
Real-World Results: Our Salesforce Success Stories
Unified Global Sales and Operations for a Manufacturing Leader
Industry: Industrial Manufacturing
Client Overview: A global manufacturer with $2B in revenue was struggling with disparate, legacy CRM systems across its regional business units. This lack of a unified view led to inaccurate forecasting, inefficient quote-to-cash processes, and a fragmented customer experience.
Key Challenges:
- No single source of truth for customer data or sales pipeline.
- Complex, manual quoting process involving spreadsheets and emails.
- Inability to track service history, leading to poor after-sales support.
- Lack of visibility into global inventory from the sales team's perspective.
Our Solution:
CIS architected and implemented a global, single-org Salesforce solution, integrating Sales Cloud, Service Cloud, and CPQ with their existing SAP ERP system.
- Consolidated data from five legacy systems into a clean, unified Salesforce instance.
- Implemented Salesforce CPQ to automate complex product configurations and pricing rules.
- Developed a real-time, bi-directional integration with SAP for orders, inventory, and financials.
- Customized Service Cloud to provide field technicians with mobile access to case histories and knowledge articles.
"CIS didn't just give us a new CRM; they gave us a unified global platform. Our forecasting accuracy is at an all-time high, and our sales team can finally see the full picture, from lead to cash to service. It's been a game-changer for our operations."
Automating Client Onboarding and Compliance for a FinTech Firm
Industry: Financial Services
Client Overview: A rapidly growing wealth management firm needed to scale its client onboarding process while adhering to strict regulatory compliance (KYC/AML). Their manual, paper-based system was slow, error-prone, and created a poor initial client experience.
Key Challenges:
- Onboarding process took an average of 15 days per client.
- High risk of human error in compliance checks and documentation.
- Lack of visibility for clients and advisors into the onboarding status.
- Difficulty generating audit trails for regulatory reporting.
Our Solution:
We leveraged Salesforce Financial Services Cloud and Flow automation to digitize and streamline the entire client lifecycle, from onboarding to ongoing relationship management.
- Built a guided, automated onboarding flow that captures all required data and documentation digitally.
- Integrated with third-party identity verification and AML check services via API.
- Created an Experience Cloud portal for clients to track their application status and securely upload documents.
- Automated the generation of compliance reports and audit trails, significantly reducing manual effort.
"The automated onboarding solution from CIS has been transformative. We've cut our onboarding time by over 70% and our compliance risk is significantly lower. Our advisors can now focus on building relationships instead of chasing paperwork."
Creating a 360-Degree Customer View for a B2B SaaS Company
Industry: Technology (SaaS)
Client Overview: A high-growth SaaS company's data was fragmented across Salesforce (sales), HubSpot (marketing), and their own product database (usage). This made it impossible to identify upsell opportunities, predict churn, or understand the true health of a customer account.
Key Challenges:
- Sales team lacked visibility into marketing engagement and product usage.
- Customer success team was reactive, only learning about issues when a customer complained.
- Marketing could not effectively segment users based on their in-app behavior.
- Manual, time-consuming process to assemble a complete customer view for QBRs.
Our Solution:
We implemented a comprehensive integration strategy centered around Salesforce as the single source of truth, connecting it with their product analytics and marketing automation platforms.
- Used MuleSoft to build a robust, real-time integration that pushed key product usage metrics into Salesforce as custom objects.
- Created a bi-directional sync between Salesforce and HubSpot for leads, contacts, and campaign data.
- Developed custom Lightning components to display product usage data and a "Customer Health Score" directly on the Account page.
- Configured automated alerts in Salesforce to notify account managers of low usage or potential churn risks.
"For the first time, we have a true 360-degree view of our customers. Our sales and success teams are now working proactively, armed with insights they never had before. CIS connected the dots and turned our data into a strategic asset."
Our Engagement and Delivery Process
1. Discovery & Strategy
We begin with an in-depth analysis of your business processes, pain points, and strategic goals. This phase ensures we understand not just what you want, but what your business needs to succeed.
2. Solution Architecture & Roadmap
Based on the discovery, our architects design a scalable, future-proof Salesforce solution. We deliver a detailed project plan, roadmap, and transparent cost breakdown.
3. Agile Development & Implementation
We use an agile methodology, delivering work in iterative sprints. This allows for continuous feedback, flexibility, and ensures the project stays aligned with your evolving business needs.
4. Quality Assurance & Testing
Our dedicated QA team rigorously tests every feature and integration. We conduct unit, system, and user acceptance testing (UAT) to ensure a bug-free, reliable deployment.
5. Deployment & Go-Live
We manage the entire deployment process, including data migration and cutover planning, to ensure a smooth transition with minimal disruption to your business operations.
6. Training, Adoption & Support
Post-launch, we provide comprehensive user training and ongoing support. Our goal is to drive user adoption and ensure you realize the full, long-term value of your Salesforce investment.
What Our Clients Say
"The integration CIS built between our Salesforce and SAP systems was flawless. It has eliminated countless hours of manual data entry and given our sales team the real-time information they need to be effective. Their technical expertise is top-notch."
"We engaged CIS for a Service Cloud implementation. They took the time to truly understand our customer service challenges and designed a solution that has dramatically improved our efficiency and customer satisfaction scores. A true partner."
"Our marketing team was struggling to prove ROI. CIS implemented Pardot and connected it seamlessly with our Sales Cloud, giving us full-funnel visibility for the first time. Their understanding of both the technology and marketing strategy was invaluable."
"As a startup, we needed to get our sales process right from day one. CIS provided a 'Sales Cloud Quick Start' package that got us up and running in weeks, not months. The solution is scalable and has grown with us. Highly recommend."
"The custom application CIS built for us on the Salesforce Platform has automated a core business process that was previously a major bottleneck. Their developers are skilled, professional, and delivered exactly what we needed on time and on budget."
"We needed to migrate from a legacy CRM with complex data. The CIS team handled the entire process with incredible attention to detail. Our data in Salesforce is cleaner and more reliable than it has ever been. Their data migration expertise saved us."
Frequently Asked Questions
The timeline for a Salesforce implementation can vary significantly based on complexity. A "Quick Start" package for a small team can take as little as 2-4 weeks. A multi-cloud, enterprise-level implementation with complex integrations could take 6-9 months or more. After our initial discovery phase, we provide a detailed project plan with a clear timeline.
Absolutely. Many of our clients come to us with existing Salesforce orgs that are underperforming. We specialize in conducting health checks, optimizing existing configurations, improving user adoption, and building out new functionality or integrations to enhance your current investment.
Our key differentiator is our business-first approach combined with deep technical expertise. We don't just connect systems; we ensure the data flow supports and streamlines your business processes. We are experts in platforms like MuleSoft but also have the capability to build robust custom API integrations, ensuring we use the right tool for the job to create a truly unified data ecosystem.
User adoption is at the core of our methodology. We focus on it from day one by involving key users in the design process, creating intuitive interfaces, and minimizing clicks. Post-launch, we provide tailored, role-based training, create supporting documentation, and can help establish a change management program with internal champions to ensure long-term success.
We offer flexible managed services and support plans to fit your needs. This can range from a bucket of hours for ad-hoc support and enhancements to a dedicated team of administrators and developers for ongoing management. Our goal is to be your long-term strategic partner, helping you continuously evolve and optimize your Salesforce platform.
With CIS, you get the best of both worlds: the deep expertise and mature processes (CMMI Level 5) of a large consultancy combined with the agility, focus, and senior-level attention of a specialized partner. Our 100% in-house model ensures you work directly with our vetted experts, not a revolving door of contractors. We are focused on delivering tangible business outcomes and a higher ROI, not just billable hours.
Ready to Transform Your Salesforce Investment?
Let's talk about your goals. Schedule a complimentary, no-obligation consultation with our Salesforce architects. We'll help you identify immediate opportunities to increase efficiency, drive revenue, and maximize your ROI.
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