Our Clients

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Official Salesforce consulting partner for scalable growth

We provide Salesforce consulting services for every stage, from design, development, and implementation to migration and support. Our partnership brings you industry knowledge, proven technology expertise, and a global perspective so that you can deliver superior customer experiences. With a team of 25+ certified Salesforce professionals, we’ve completed 50+ projects for clients in semiconductor, manufacturing, retail, and healthcare. We helped them fully capitalize on Salesforce by making it easier to manage, scale, and use the platform. And we can help you, too!

Our Salesforce certifications

Saleforce Certifications

Our Salesforce consulting services

Applied AI services

Salesforce AI consulting

We integrate Salesforce Einstein to deliver predictive insights, automate tasks, and improve customer experiences to enhance performance.

Azure implementation

Salesforce implementation services

We plan discovery, design, build, test, and go-live phases, configure environments, and train teams. Our Salesforce implementation approach applies risk controls and clear change management to deliver value on time.

Salesforce Field Service 1

Salesforce integration

We design Salesforce integration solutions that connect CRM, ERP, and partner systems using resilient patterns, so data stays consistent and compliant.

Industry-specific customization

Salesforce customization

We tailor data models and customize workflows, interfaces, and components so Salesforce automation fits the way you work and scales with your growth.

Salesforce migration

Salesforce managed services

Our monitor, administer, and update your Salesforce platform to keep it reliable and up to date. We prioritize requests and deliver enhancements, so changes are aligned with business goals and governance policies.

Telecom managed services

Salesforce data management

Our team sets standards for data quality, access, and ownership. We clean records, remove duplicates, and apply simple policies so analytics and service stay reliable.

cloud-migration-and-optimization

Salesforce migration services

We plan and manage staged migrations, backed by testing and backups. Our Salesforce data migration approach preserves history, validates records, and keeps work moving during the transition.

Custom Salesforce development

Salesforce development services

We provide Salesforce development services to build and test apps, integrations, and APIs so core workflows stay reliable while the platform scales with your roadmap.

Product support and maintenance

Support and administration

Our certified consultants manage daily administration, user help, and release readiness. We resolve issues quickly and keep environments secure and compliant with continuous support.

Utilize our Salesforce consulting services for accelerated sales cycle

Hire Salesforce experts

Proven Salesforce expertise

50+

Successful Salesforce projects

25+

Certified Salesforce developers

10+

Valuable clients for Salesforce

10+

Years of domain experience

8+

Countries served

Salesforce use cases by industry

Salesforce provides tailored solutions to meet the unique needs of various industries, enhancing efficiency, customer engagement, and overall business performance.

Explore industry use cases

Optimize customer support

Automate ticket routing and case management to resolve customer issues faster.

Enhance field service efficiency

Assign service requests intelligently and provide real-time updates to field technicians.

Personalize customer interactions

Use AI-driven insights to deliver proactive support and personalized recommendations.

Improve warranty & claims management

Streamline warranty verification and claims processing to enhance customer satisfaction.

Manage technical specifications

Deploy AI agents for chip datasheets, process requirements, and merge documentation.

Automate customer support

Handle customer queries with AI-powered resolution workflow systems.

Optimize supply chain communications

Coordinate manufacturing schedules and foundry capacity across international facilities.

Accelerate design-to-production cycles

Use AI agents for design checks, yield feedback, and production assessments.

Centralize patient data:

Integrate patient records from various sources like EHR into a unified system.

Enhance care coordination:

Facilitate communication among care teams for holistic patient management.

Personalize healthcare plans:

Use data insights to tailor treatment plans to individual patient needs.

Streamline appointment scheduling:

Automate and manage patient appointments and follow-ups.

Streamline portfolio management:

Integrate client portfolio data for efficient management and analysis.

Automate compliance tasks:

Implement automated workflows for regulatory compliance and reporting.

Improve client interactions:

Utilize personalized communication tools to enhance client engagement and service.

Optimize financial planning:

Gain data-driven insights for strategic financial planning and forecasting.

Unify sales channels:

Integrate online and in-store sales platforms for a cohesive shopping experience.

Deliver personalized journeys:

Use customer data to create targeted marketing campaigns and promotions.

Optimize inventory management:

Track inventory levels in real-time and automate reordering processes.

Enhance customer engagement:

Implement loyalty programs and personalized recommendations.

Provide real-time insights:

Monitor production schedules and inventory levels with real-time dashboards.

Optimize supply chain:

Track and manage supply chain activities to improve efficiency and reduce delays.

Automate production scheduling:

Use data-driven insights to streamline production planning and resource allocation.

Enhance collaboration:

Facilitate better communication and coordination between production teams and suppliers.

Advanced business solutions we build using Salesforce

Customer and data solutions

  • Customer Data Platform (CDP): Unifies customer data across channels into one profile to enable real-time personalization and smarter engagement
  • Product Information Management (PIM): Centralizes product data to ensure consistency across sales and service channels, which improves accuracy and time to market

Customer and Data Solutions

Sales and revenue operations

  • Lead-to-cash automation: Connects the full sales cycle, from lead capture to payment, to improve speed, accuracy, and cash flow
  • CPQ (Configure, Price, Quote): Simplifies complex pricing and quote generation to reduce manual errors and help sales close deals faster
  • Contract Lifecycle Management (CLM): Manages contracts from creation to renewal in one place to improve compliance and speed up approvals
  • Channel Partner Management (PRM): Enables partner success with portals for deal registration, content sharing, and performance tracking

Sales and revenue operations dashboad

Customer service and support

  • Omnichannel contact center: Let’s customers connect via chat, voice, email, or social, while agents get a full customer view to respond quickly
  • Field service management: Optimizes technician dispatch and tools and improves first-time fix rates and on-site service quality
  • Warranty and claims management: Automates warranty and claim processes to reduce service costs and improve resolution times.

Customer service and support

Marketing and engagement

  • Marketing automation platform: Creates personalized campaigns across channels using AI and real-time data to improve customer engagement
  • Customer loyalty and rewards platform: Builds tailored loyalty programs linked to CRM data to drive repeat business and brand connection

Marketing and engagement

Analytics and AI

  • Predictive analytics for sales and service: Uses AI to forecast trends and anticipate customer needs before they arise
  • Real-time dashboards: Visualizes key business metrics instantly to help teams make faster, data-driven decisions

AI Analytics

Operations and backend integration

  • ERP + CRM integration hub: Connects Salesforce with ERP systems for a unified view of customers, orders, and operations
  • Inventory visibility and alerts system: Tracks inventory in real time and sends alerts for low stock or delays to avoid disruptions

Operations and backend integration

Salesforce products we work with

Agentforce

Salesforce Agentforce

  • Enhance customer service with AI-powered digital agents.
  • Automate support workflows for faster response times.
  • Seamlessly integrate with CRM and other enterprise systems.
  • Streamline case management and resolution processes.

Salesforce Commerce Cloud

Salesforce Commerce Cloud

  • Deliver seamless shopping experiences across all digital channels.
  • Personalize customer journeys with AI-driven recommendations using Salesforce Commerce Cloud.
  • Streamline order management and fulfillment processes.
  • Scale your business globally with multi-currency and multi-language support.

data cloud

Salesforce Data Cloud

  • Connect to live data in Snowflake, Databricks, and more platforms
  • Harmonize data from all your third-party apps and data services
  • Identify and classify sensitive data for governance and privacy
  • Generate calculated metrics and use AI models to anticipate customer needs

Salesfoce CPQ

Salesforce CPQ

  • Simplify complex product configurations with guided selling.
  • Automate price and discount generation to ensure accuracy and compliance.
  • Generate error-free quotes and proposals quickly and easily.
  • Integrate with Salesforce CRM for seamless sales processes and reporting.

salesforce experience cloud

Salesforce Experience Cloud

  • Build engaging digital experiences for customers, partners, and employees.
  • Create branded portals, communities, and self-service platforms with Experience Cloud .
  • Enable seamless collaboration with integrated workflows and data sharing.
  • Enhance engagement with AI-powered personalization and automation.

Mulesoft

Mulesoft consulting

  • Connect applications, data, and devices easily with API-led connectivity.
  • Ease of integration with pre-built connectors and templates.
  • Ensure data security and compliance with robust security features.
  • Improve agility and scalability with a flexible, unified MuleSoft integration platform.

sales cloud

Salesforce Sales Cloud

  • Automate sales processes with workflow automation
  • Close deals faster with AI insights and guided selling
  • Drive predictable growth with real-time performance measuring
  • Manage the entire sales process on one platform

salesforce revenue cloud

Salesforce Revenue Cloud

  • Create a centralized directory for product and pricing data
  • Instantly generate and/or update a quote with an AI sales agent
  • Streamline quote-to-cash, from catalogues and pricing through CPQ
  • Provide seamless buying experiences with easy and safe transactions

Tableau

Tableau Consulting

  • Visualize data with interactive and customizable dashboards.
  • Perform deep data analysis with powerful and intuitive tools.
  • Connect to various data sources.
  • Improve decision making with real-time data visualization.

Salesforce integration consulting we offer

As a leading Salesforce Integration solutions provider, we simplify and optimize the flow of data across your organization. Our seamless integrations eliminate manual tasks and reduce errors, delivering precise, automated information to every department. Experience effortless connectivity and enhanced efficiency company wide.

  • ERP

  • Oracle
  • Infor
  • NetSuite
  • Dynamics 365
  • Email

  • Gmail
  • Microsoft_Exchange_logo_(2013-2019) 1
  • Outlook
  • Marketing

  • HubSpot_Logo 1
  • mailchimp
  • Marketo
  • Pardot
  • Project & IT support

  • Jira
  • Trello
  • zendesk_logo_icon_167934
  • Accounting integration

  • Quickbook
  • Xero
  • Zoho
  • Social media

  • LinkedIn
  • facebook
  • Twitter
  • Ecommerce

  • Magento
  • Shopify
  • WooCommerce
  • Data & storage

  • Adobe
  • Dropbox
  • Google drive
  • Power BI
  • Sahrepoint
  • Tebleau
  • Sales

  • Apollo
  • Clearbit
  • Linked in sales navigator
  • Lusha
  • salesloft
salesforce

Our core capabilities

  • Strategic Salesforce expertise

    We go beyond implementation - our consultants align Salesforce with your business objectives, ensuring a scalable, high-impact CRM strategy tailored to your industry.

  • Industry-specific customization

    Our deep industry expertise enables us to build Salesforce solutions that fit your unique workflows, compliance needs, and customer engagement goals.

  • AI and automation-powered CRM

    We integrate AI, automation, and analytics into your Salesforce environment, helping you boost productivity, streamline operations, and make smarter, data-driven decisions.

  • Seamless multi-cloud integration

    We connect Salesforce with your existing cloud infrastructure, ERP, marketing automation, and other enterprise systems, creating a unified and efficient digital ecosystem.

  • Long-term value and scalability

    We ensure your Salesforce solution evolves with your business, providing continuous optimization, training, and support to drive long-term success.

Best practices we follow for Salesforce consulting

Business-aligned strategy
01

We design Salesforce solutions that align with your core objectives - no off-the-shelf setups.

Future-proof architecture
02

Build scalable, flexible systems ready to support growth, integrations, and innovation.

Data-driven decision making
03

Ensure clean, structured, and actionable data for intelligent workflows.

User adoption focus
04

Prioritize intuitive design, tailored training, and change management to boost platform adoption.

We help you scale Salesforce with clarity, confidence, and results.

Learn how we can help

Success Stories

Fujifilm

Fujifilm Graphics Systems commerce portal development with Salesforce

Industry

Printing

Technologies

Salesforce B2B Experience Cloud, Lightning Web Component, Lightning Web Runtime, SSIS, Visualforce Page, SAP

Challenges

  • Limited search and navigation functionality
  • Customer service bottlenecks
  • Lack of personalized product experience

Business impact

  • Unified platform for commerce and service features for a streamlined user journey
  • Advanced search algorithms and structured categorization improve product discovery
  • Product personalization, categorized listings, and intuitive filtering for better user engagement

FujiFilm Popular Products (1) 2
Fujifilm_Cellular

Salesforce Sales Cloud implementation for Fujifilm Cellular Dynamics

Industry

Healthcare

Technologies

Salesforce Sales Cloud, Salesforce Lightning Experience, Visualforce

Challenges

  • Disorganized lead tracking and opportunity management
  • Inefficient sales forecasting due to inconsistent reporting
  • High manual effort in managing sales workflows

Business impact

  • Structured tracking and visibility into opportunities with Sales Cloud implementation
  • On-demand insights into sales performance with custom dashboards
  • Automated Approval processes, follow-ups, and tracking

Salesforce Sales Cloud implementation for Fujifilm Cellular Dynamics

Salesforce Sales Cloud integration for a telecom industry leader

Industry

Telecom

Technologies

Salesforce Sales Cloud

Challenges

  • Limited visibility into potential clients and opportunities
  • Slow turnaround time, hindering deal closures
  • Ineffective pipeline management and decision-making

Business benefits

  • Real-time forecasting improved sales team alignment
  • Online tracking streamlined opportunities and follow-ups
  • Advanced reporting and dashboards optimized sales performance

Client

A major player in US telecommunication industry

Salesforce for a telecom industry

Transforming field service and boosting business growth with Salesforce FSL

Industry

Manufacturing

Technologies

Salesforce, Salesforce FSL, APEX, SAP, Salesforce Sales Cloud

Challenges

  • Inefficient scheduling and dispatching field service technicians
  • Limited visibility into field operations and performance
  • Lack of effective system to allocate resources and track job statuses

Business benefits

  • Enabled efficient dispatching and optimized resource utilization
  • Allowed managers to track performance for improved service delivery
  • Improved collaboration between technicians and managers

Transforming field service and boosting business growth with Salesforce FSL

Enhance sales and support with intelligent Salesforce solutions

Service Agent

Always ready, always reliable, 24/7 customer support

Every customer concern matters and deserves full attention. Our omni-channel bot agents provide seamless 24/7 support across the web, mobile, social media, and more. Powered by Salesforce Service Agent, they resolve issues autonomously with accuracy. Easily set up or customize and ensure smooth escalation to human agents when needed for complete customer experience.

Sales Agent

24/7 AI engagement to drive sales across channels

Opportunities don’t follow a schedule. That’s why our Sales Agent provide 24/7 engagement, ensuring you seize every opportunity. They answer product questions, handle objections, and schedule meetings for your sales reps. With responses grounded in your business data, you decide when they will engage, allowing for a smooth handoff to human sales reps. Your prospects can connect with the Sales Agent on their preferred channels, such as SMS or WhatsApp, and get support in any language.

Choose Softweb Solutions as your ideal partner for Salesforce implementation

To support your comprehensive transformation and derive maximum value from Salesforce, we offer the following services:

  • User adoption

    User adoption and change enablement

    • Facilitating strong user adoption and organizational alignment
    • Effective change management strategies for seamless transitions
    • Comprehensive training and knowledge transfer programs

  • Process optimization

    Process optimization

    • Business process re-engineering and optimization
    • Defining and implementing efficient processes and workflows
    • Leveraging Salesforce capabilities for operational excellence

  • Data management

    Data management and analytics

    • Data management, governance, and integration strategies
    • Harnessing data from Salesforce and other sources
    • Advanced analytics for actionable insights and competitive advantage

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