Discovery & design
Workflow audit, data model design, role and profile architecture,
and integration map before any configuration starts.
Sales Cloud setup
Opportunity, lead, account, contact, forecasting, territories, CPQ,
configured to your actual sales motion.
Service Cloud setup
Case routing, queues, omnichannel, knowledge, entitlements, and
service contracts, built to your support SLAs.
Experience Cloud
Partner and customer communities, branded, role-secured,
mobile-ready.
Data migration
Migration from legacy CRMs (HubSpot, Pipedrive, Zoho, MS Dynamics)
with deduplication, mapping, and full audit.
Training & enablement
Role-specific training, in-app guidance with WalkMe/Salesforce
In-App, and an admin runbook for the org.