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Salesforce
Consulting Services

Your Trusted Salesforce Consulting Partner.

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At Advayan, our certified consultants assess your systems and deliver custom Salesforce Consulting Services that boost efficiency, simplify workflows, and elevate customer engagement. As a top Salesforce consulting service company, we leverage innovative cloud solutions to align processes with your goals and drive scalable enterprise growth. We also turn your ideas into AppExchange products, creating sustainable revenue streams and reinforcing our status as one of the Best Salesforce Consulting Services in USA.

Our Trusted Partners

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Salesforce Development Services

Salesforce Development Services help businesses add new features and adjust Salesforce to match the way they work, covering custom app builds, backend coding, and user interface design that fits daily tasks, and linking Salesforce with other software so data flows without gaps. Advayan’s Salesforce Development Solutions include data migration and cleanup, thorough testing of updates, training for your team, and ongoing support to fix issues and add features as your needs change. With Advayan handling your Salesforce work, your system matches your workflow, and you can focus on serving customers and growing your business.

Why Entrust Advayan for Salesforce Consulting Services?

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Expert Salesforce Consultants

Our team excels in strategic advisory, process optimization, integrations and cloud transformation. We help your business unlock Salesforce’s full potential.

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Proven Impact

Every Fortune 100 company uses Salesforce consulting services, showing that our methods are essential for global business success.

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Trillion Economic Influence

By 2025, Salesforce’s global economic contribution underlines the value our consulting brings to enterprises worldwide

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Strategic Engagements Delivered

We’ve led CRM strategies and enterprise-wide Salesforce rollouts across diverse industries and complex challenges

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Salesforce Certifications

Our consultants hold Developer, Architect and App Builder credentials, demonstrating unmatched expertise.

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In-House Expertise

We handle every project internally. No outsourcing means consistent insights, solutions and accountability.

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Repeat Client Rate

Nine out of ten clients return to us, reflecting the reliability and transformative outcomes we deliver.

Why Choose Advayan for Salesforce Development?

A Client First Approach

We [ut your needs at the heart of our project, ensuring success.

350+

Salesforce Certifications

Covering Platform Developer I & II, App Builder, and Architect tracks

Extensive Certifications

Our team possesses more than 400 Salesforce Certifications, covering every spectrum of your project

90%

Repeat Project Rate

Clients return to us because we keep things simple, reliable, and useful.

100%

In-House Development

No outsourcing—every solution is developed, tested, and deployed by our own team

Industry Recognition

Advayan is recognized as one of the best AI-first IT Consulting Firms revolutionizing how companies operate in the AI world.

120+

Salesforce Maintenance & Support Staff

Skilled across Apex, Lightning, integrations, and AppExchange builds

100%

Viable Use-cases

of Fortune 100 companies use at least one AppExchange app

$1.2 Trillion

Salesforce Impact

Projected global economic impact of Salesforce by 2025

200+

Projects Completed

From custom apps to enterprise-level CRM systems, we've done it all

We Provide The Following Salesforce Consulting Solutions For You

Salesforce Consulting Services

Our expert Salesforce consultants chart a bespoke strategy to optimize your CRM utilization. Collaborating intimately with your team, we dissect your business objectives and processes to tailor Salesforce consulting services that heighten efficiency, enrich customer engagement, and secure sustainable growth. We deliver top Salesforce consulting services with precision and insight.

Salesforce Implementation Services

Our Salesforce consulting service in USA orchestrates seamless CRM implementation or modernization, crafting meticulous plans from initiation to user adoption. With expertise across Sales Cloud, Marketing Cloud, and more, we ensure your platform launch is flawless, empowering your enterprise to harness Salesforce’s full potential.

Salesforce Integration Services

We provide top-tier Salesforce integration services, connecting your CRM with vital systems like ERP, marketing automation, and financial tools. Our expert Salesforce consultants dismantle data silos, enabling fluid data exchange and panoramic business insights—accelerating decision-making and enhancing operational efficacy.

Salesforce Development Services

Our Salesforce consulting service offers custom development tailored to your enterprise’s distinct needs. With mastery in AppExchange development and mobile-first solutions, our skilled developers architect personalized apps and workflows, ensuring your Salesforce environment uniquely drives efficiency and functional excellence.

Migration Services

Our Salesforce consulting services in USA include expert migration guidance, ensuring seamless transfer from legacy systems with rigorous data validation and cleansing. We minimize disruption while upgrading your platform—whether migrating from Classic to Lightning or third-party systems—guaranteeing immediate, reliable Salesforce adoption.

Salesforce Support Consultation

Our Salesforce consulting service provides enduring support and strategic counsel, ensuring your Salesforce ecosystem operates at peak performance. From managed services to remote administration, our expert Salesforce consultants ensure your platform evolves continually, aligning technology with your ever-changing business imperatives.

Our Core Principles

How we build reliable and secure Salesforce solutions

1
Keep It Modular

We follow clear design patterns that make it easy to update and extend your Salesforce setup.

2
Use Real Environments

All development work is done in sandboxes or scratch orgs to protect your live data.

3
Test from Day One

We run unit tests, system tests, and user acceptance checks throughout the process.

4
Write for People

Our code is easy to read, well structured, and fully commented for future clarity.

5
Respect Limits

We build with Salesforce governor limits in mind to avoid errors and keep performance steady.

6
Reuse What Works

We create reusable components that save time and reduce repeated effort.

7
Track Everything

Version control is part of every build to make it easy to manage and review changes.

8
Keep Security Simple

We include security at every step, from data masking to role-based access.

9
Use What’s Built-In

We make use of low-code and no-code tools whenever possible to deliver faster.

10
Improve Every Time

With continuous integration and deployment, we release safe updates without delays.

Our Salesforce Consulting Service Process

Every engagement starts with a comprehensive audit of your enterprise architecture. This ensures our Salesforce consulting service provides a solid foundation for digital transformation and operational excellence. 

STEP 01

Strategic Conception

Our Salesforce consulting service team reviews your business goals and challenges. We build a detailed roadmap that aligns Salesforce with your strategy, technology environment and customer engagement objectives.

STEP 02

Requirement Elucidation

We gather all stakeholders to capture and refine requirements. We convert high-level ambitions into clear business cases, aligning Salesforce Sales Cloud, Service Cloud and Experience Cloud with your current operations and future growth plans.

STEP 03

Fiscal Deliberation & Platform Appraisal

As one of the Best Salesforce Consulting Services in USA, we advise on licensing options, platform extensions and budget forecasts. Our guidance maximizes ROI and prevents unnecessary expenditure.

STEP 04

Orchestrated Execution

We lead or support your team through the entire implementation. We oversee timelines, manage budgets and handle technical tasks to guarantee a smooth Salesforce rollout. Our Salesforce consulting service delivers measurable transformation with expert guidance and ongoing support.

Our Valued Customers

Gajendra Neware
Gajendra Neware

Advayan’s SAP S/4HANA migration process was nothing short of impressive. The team handled everything professionally, ensuring minimal disruption to our core operations. We felt supported every step of the way.

Gloria Benson
Gloria Benson

From consultation to execution, Advayan demonstrated deep knowledge and a collaborative spirit. Their strategic inputs helped us solve complex issues in our SAP upgrade process.

Devin Timber
Devin Timber

Advayan’s documentation and training support after deployment were extremely helpful. Our internal teams were onboarded smoothly, and productivity didn’t take a hit.

Sanu Patle

Our document workflows were all over the place before FLM implementation. Advayan helped us digitize and organize everything it's now fast, efficient, and environmentally friendly.

Gajendra Neware
Gajendra Neware

Advayan’s SAP S/4HANA migration process was nothing short of impressive. The team handled everything professionally, ensuring minimal disruption to our core operations. We felt supported every step of the way.

Gloria Benson
Gloria Benson

From consultation to execution, Advayan demonstrated deep knowledge and a collaborative spirit. Their strategic inputs helped us solve complex issues in our SAP upgrade process.

Devin Timber
Devin Timber

Advayan’s documentation and training support after deployment were extremely helpful. Our internal teams were onboarded smoothly, and productivity didn’t take a hit.

Sanu Patle

Our document workflows were all over the place before FLM implementation. Advayan helped us digitize and organize everything it's now fast, efficient, and environmentally friendly.

Ray Thorne
Ray Thorne

From initial planning to final rollout, Advayan’s G2C project support was outstanding. The solution was scalable, secure, and well received by users.

Anmol Thakre

Working with Advayan on our TPM implementation was a smart decision. Their integration of VisualFabriq significantly improved our promotional planning and gave us better visibility over performance.

Kara White
Kara White

We had a challenge integrating mobile tools with Salesforce. Their dev team solved it quickly and offered smart suggestions that improved the final product significantly.

Mason Morrow

We consider them a long-term partner now. Advayan’s innovative mindset and consistent execution helped our organization modernize across multiple touchpoints.

Rajathakre

From initial planning to final rollout, Advayan’s G2C project support was outstanding. The solution was scalable, secure, and well received by users.

Anmol Thakre

Working with Advayan on our TPM implementation was a smart decision. Their integration of VisualFabriq significantly improved our promotional planning and gave us better visibility over performance.

Kara White
Kara White

We had a challenge integrating mobile tools with Salesforce. Their dev team solved it quickly and offered smart suggestions that improved the final product significantly.

Mason Morrow

We consider them a long-term partner now. Advayan’s innovative mindset and consistent execution helped our organization modernize across multiple touchpoints.

Voices That Trust Us Most

Gajendra Neware
Gajendra Neware

Advayan’s SAP S/4HANA migration process was nothing short of impressive. The team handled everything professionally, ensuring minimal disruption to our core operations. We felt supported every step of the way.

Gloria Benson
Gloria Benson

From consultation to execution, Advayan demonstrated deep knowledge and a collaborative spirit. Their strategic inputs helped us solve complex issues in our SAP upgrade process.

Devin Timber
Devin Timber

Advayan’s documentation and training support after deployment were extremely helpful. Our internal teams were onboarded smoothly, and productivity didn’t take a hit.

Sanu Patle

Our document workflows were all over the place before FLM implementation. Advayan helped us digitize and organize everything it's now fast, efficient, and environmentally friendly.

Ray Thorne
Ray Thorne

From initial planning to final rollout, Advayan’s G2C project support was outstanding. The solution was scalable, secure, and well received by users.

Anmol Thakre

Working with Advayan on our TPM implementation was a smart decision. Their integration of VisualFabriq significantly improved our promotional planning and gave us better visibility over performance.

Kara White
Kara White

We had a challenge integrating mobile tools with Salesforce. Their dev team solved it quickly and offered smart suggestions that improved the final product significantly.

Mason Morrow

We consider them a long-term partner now. Advayan’s innovative mindset and consistent execution helped our organization modernize across multiple touchpoints.

Where Ideas Meet Action

We offer a wide range of services to both job seekers and employers, including:

Industries we serve

Healthcare
Construction
IT Sector
Telecommunications
investments

Engagement Models

At Advayan, we understand that every business has unique needs. That’s why we offer flexible engagement models to suit your specific requirements:

Fixed Price
Cost Structure

Single fixed fee agreed upfront to cover the full project scope

Engagement Focus

Strict adherence to predefined deliverables and deadlines

Ideal For

Well-scoped projects with stable requirements and minimal change

Time and Material
Cost Structure

Billing by actual hours worked and resources consumed

Engagement Focus

Continuous adjustment of priorities and resource allocation

Ideal For

Initiatives where requirements may evolve or are initially unclear

Dedicated Resource
Cost Structure

Ongoing retainer or monthly rate for assigned Salesforce specialists

Engagement Focus

Deep team immersion, knowledge retention and seamless handoffs

Ideal For

Long-term programs requiring sustained expertise and consistent support

Hybrid Model
Cost Structure

Mix of fixed-fee deliverables & time-based billing for change requests.

Engagement Focus

Structured milestones with built-in flexibility to adapt scope

Ideal For

Complex engagements needing both cost predictability and responsive agility

Fixed Price

Time and Material

Dedicated Resource

Hybrid Model

Questions

Frequently asked questions

Everything you need to know about Salesforce. Can’t find the answer you’re
looking for? Feel free to contact us

Salesforce Consulting Services encompass strategic CRM evaluation, process optimization, cloud advisory (Sales, Service, Experience, etc.), implementation planning, and user adoption strategies. At Advayan—a trusted Salesforce consulting service company—our expert Salesforce consultants tailor every engagement to your business goals and technical landscape.

Salesforce customization refers to using built-in tools or custom code to adapt the platform. In contrast, Salesforce consulting services involve strategic planning, business process analysis, and advising on the best Salesforce products and practices. Most businesses benefit from both customization and consulting to achieve end-to-end CRM excellence.

Absolutely. As a Salesforce Consulting Company, we specialize in seamless CRM integration with ERP platforms, marketing automation tools, and third-party applications. Using APIs and middleware, our Salesforce service consultants ensure unified, secure, and efficient data flow across systems—delivering on the promise of top Salesforce consulting services.

Our Salesforce consulting service is flexible. For structured projects, fixed-price models work well. For evolving business needs, we offer time & material or hybrid models. Recognized among the Top Salesforce consulting partners, Advayan ensures transparency and agility in every engagement.

Yes, as part of our end-to-end Salesforce consulting services in USA, we provide continuous support including platform audits, system health checks, user training, and optimization strategies. Our commitment to client success extends beyond implementation—making us a preferred choice among top Salesforce consulting firms.

Helping fast-moving consulting scale with purpose. Helping fast-moving consulting scale with purpose.

Helping fast-moving consulting scale with purpose.

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