Salesforce Consulting Services
As trusted Salesforce Consulting Partners, we start by deeply analyzing your business processes to recommend the most effective Salesforce solutions designed to improve productivity, elevate customer engagement, and support scalable growth. Our certified Salesforce consultants bring deep expertise across multiple Salesforce Clouds and industry best practices. By combining tailored strategies with ongoing innovation, we help you build stronger customer relationships, gain a competitive edge, and deliver long-term business value.
Certified Salesforce Partner You Can Trust
Proven Expertise. Real Results. Recognized by Salesforce.
40%
Boost in Team Productivity
Accelerate Growth with Strategic Salesforce CRM Consulting Services
Unlock the full power of Salesforce with expert consulting services from Expro Softech. Our certified Salesforce consultants help businesses choose the right cloud, map optimized workflows, and design scalable CRM solutions tailored to industry-specific needs. From solution architecture and implementation planning to customization and long-term support, we deliver end-to-end consulting that improves efficiency, drives user adoption, and maximizes ROI. With proven expertise across Sales Cloud, Service Cloud, Field Service, Experience Cloud, and more - we guide your digital transformation with confidence and measurable impact.
Power Every Process with the Right Salesforce Cloud
At Expro Softech, we help businesses unlock the full potential of Salesforce with deep expertise across core clouds. Whether you’re optimizing sales, service, field operations, or revenue, our certified consultants design cloud-native solutions tailored to your industry, processes, and growth stage. From implementation to analytics, we deliver connected CRM experiences that drive efficiency, visibility, and ROI.
Sales Cloud
Empower your sales teams with smarter pipelines, automated lead journeys, and real-time performance insights. We configure Sales Cloud to shorten your sales cycle, improve win rates, and streamline collaboration across teams. Custom dashboards, automation, and integrations make your revenue engine run smarter and faster.
Key Features
Service Cloud
Deliver fast, personalized service at scale through intelligent case management and omnichannel support. We help you resolve customer issues quicker with automation, knowledge bases, and AI-driven recommendations. Service Cloud boosts agent productivity and customer satisfaction from day one.
Key Features
Field Service (FSL)
Optimize technician schedules, parts inventory, and mobile service workflows with Salesforce Field Service. We design solutions that increase first-time fix rates and reduce service costs, while giving your mobile workforce the tools they need to succeed. Deliver seamless service experiences from dispatch to doorstep.
Key Features
Revenue Cloud (CPQ)
Simplify complex pricing, quote faster, and close deals with confidence using Revenue Cloud. We configure Salesforce CPQ and Billing to automate approvals, discounts, and renewals, reducing errors and accelerating cash flow. Perfect for subscription, service-based, and product-based businesses alike.
Key Features
CRM Analytics
Turn your CRM data into actionable insights with powerful dashboards and predictive analytics. We integrate CRM Analytics with your Salesforce clouds to uncover trends, forecast outcomes, and drive data-backed decisions. Gain complete visibility from sales to service to operations.
Key Features
Experience Cloud
Create branded portals, partner communities, and self-service hubs that drive engagement. We design Experience Cloud solutions to connect customers, partners, and employees through personalized content, workflows, and mobile-ready experiences all built on Salesforce.
Key Features
Data Cloud and AgentForce
With Salesforce Data Cloud, unify all your customer data into a single source of truth. Paired with AgentForce, we enable real-time automation, personalized outreach, and next-best actions, all powered by AI and secure data modeling. Perfect for scaling customer engagement.
Key Features
Our Proven Salesforce Consulting Approach
Unlock the full potential of Salesforce with a consulting strategy designed for business transformation. At Expro Softech, we go beyond basic recommendations. We take the time to understand your processes, challenges, and goals-then align the right Salesforce solutions to drive measurable results and long-term growth.
Understanding Your Business
Understanding Your Business
Process analysis and pain-point identification
Our certified Salesforce consultants thoroughly analyze your current processes using discovery and GAP analysis. We identify strengths in your existing systems and integrate them seamlessly into the new setup for enhanced performance.
Understanding workflows and business challenges
The next step is getting into the roots of the challenges your team is encountering. Our team pinpoints areas of improvement in your existing systems and business processes. By identifying larger issues and breaking them into smaller, manageable segments, we propose the right solutions, tools, and processes that drive smooth collaboration among systems.
Matching the right Salesforce product(s) to your needs
After analyzing your legacy systems or current Salesforce products (for existing users), we create a strategic roadmap that aligns with your business goals and future requirements.
Build a Roadmap for Success
Build a Roadmap for Success
Salesforce Org Health Check for Existing Users
For businesses already using Salesforce, we conduct a comprehensive health assessment to evaluate system performance, configuration quality, data integrity, and process alignment. This audit identifies technical debt, inefficiencies, and growth barriers - enabling us to craft a smarter, more scalable roadmap for your next phase of Salesforce success.
Strategic Solution Architecture & Integration Blueprint
Our architects design a high-level solution plan that maps out the optimal Salesforce clouds, license requirements, and integration points across internal and third-party systems. This blueprint ensures that every component of your CRM ecosystem works in harmony - driving efficiency, automation, and data-driven decision-making.
Scalability, Adoption & ROI Planning
We plan beyond the build - focusing on long-term CRM scalability, high user adoption, and measurable ROI. From future-proof architecture to change management strategies, we ensure your Salesforce solution evolves with your business and delivers ongoing value across teams and functions.
Launch & Optimize
Launch & Optimize
Salesforce Licensing & Onboarding Support
We guide you through a smooth Salesforce onboarding journey by helping identify the ideal license types and quantities tailored to your team’s needs. Whether you're starting fresh or optimizing an existing setup, our experts ensure compliance, cost-efficiency, and the right foundation for success.
Implementation or customization kickoff
We initiate your Salesforce transformation with a focused implementation or customization kickoff. Based on your approved roadmap and architecture, our certified team begins configuring, developing, and aligning your CRM to deliver quick wins and long-term value.
User Training, Go-Live & Post-Launch Optimization
Our support doesn’t end at deployment. We provide personalized user training, go-live assistance, and ongoing optimization to boost adoption, enhance performance, and ensure your Salesforce platform scales with your business over time.
Post-Implementation Support
Post-Implementation Support
Ongoing Enhancements & Admin Support
Keep your Salesforce org optimized and future-ready with continuous enhancements and proactive admin support. From minor tweaks to new feature rollouts, our certified specialists ensure your CRM evolves with your business needs - without disrupting daily operations.
Annual Maintenance Contracts (AMCs)
Secure peace of mind with our flexible AMC plans, designed to provide consistent Salesforce maintenance, performance monitoring, and priority support. Our AMC packages help you control costs, reduce downtime, and maintain a stable, high-performing CRM year-round.
Innovation-Driven Upgrades & Platform Optimization
Stay ahead of the curve with Salesforce’s latest releases and innovations. We help you leverage new features, automate processes, and implement enhancements in sync with platform updates - turning every upgrade into a growth opportunity.
How We Ensure Success with Salesforce Consulting Best Practices
At Expro Softech, we don’t just implement Salesforce; we ensure it drives measurable results by aligning every strategy with proven industry standards. Our expert consultants use a modern, innovation-first approach that reduces risk, speeds up delivery, and maximizes ROI.
Prioritize Out-of-the-Box Features
Maximize Cloud ROI
Empower with AI & Customer 360
Accelerate User Adoption
Fast-Track Digital Transformation
Gain a 360-Degree Customer View
Ensure Strong Data Governance
Prioritize Out-of-the-Box Features
Maximize Cloud ROI
Empower with AI & Customer 360
Accelerate User Adoption
Fast-Track Digital Transformation
Gain a 360-Degree Customer View
Ensure Strong Data Governance
Prioritize Out-of-the-Box Features
Maximize Cloud ROI
Empower with AI & Customer 360
Accelerate User Adoption
Fast-Track Digital Transformation
Gain a 360-Degree Customer View
Ensure Strong Data Governance
Success Stories
Discover how we've transformed businesses across industries
Driving Customer Loyalty and Sales Efficiency for a Regional Automotive Dealership Group
Driving customer loyalty and sales excellence for dealership groups and OEMs. In the competitive automotive sector, businesses often struggle with fragmented customer data across sales, service, and financing, leading to inconsistent customer experiences. Our Salesforce solutions, including Sales Cloud, Service Cloud, and Automotive Cloud, provide a unified 360-degree view of every customer and vehicle, empowering dealerships and OEMs to drive customer loyalty, streamline sales processes, and enhance service efficiency through personalized engagement and proactive support.
Building a Connected Campus and Enhancing Student Success for a Leading University
Building connected campuses and enhancing student success for universities and K-12 institutions. The modern educational landscape demands integrated solutions to support the entire learner journey, but often struggles with siloed student data, inefficient recruitment processes, or limited alumni engagement. We deploy Salesforce Education Cloud to address these challenges, streamlining admissions, enhancing student success through personalized advising, and fostering stronger alumni relationships, leading to increased enrollment, improved retention rates, and a more unified educational experience.
Unifying Donor Management and Amplifying Impact for a Community Outreach Organization
Unifying donor management and amplifying impact for community outreach organizations. Non-profit organizations often contend with scattered donor data, inefficient fundraising campaigns, and cumbersome volunteer management, diverting valuable resources from their core mission. Our implementation of Salesforce Nonprofit Cloud unifies donor and volunteer information, automates fundraising efforts, and streamlines program management, empowering non-profits to engage more effectively with their community, boost contributions, and clearly demonstrate their impactful work.
Our Blog
Stay updated with our latest thoughts, insights, and industry trends
Monday, Jun 30, 2025
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Read MoreFrequently Asked Questions
Find answers to common questions about Exprosoftech's Consulting Services
Salesforce consulting helps businesses implement, customize, and optimize Salesforce solutions aligned with their goals. Expert consultants ensure you choose the right cloud products, avoid costly mistakes, and maximize ROI from day one.
Accelerate Your Digital Transformation with Expert Salesforce Consulting
Set up a free consultation with our certified Salesforce consultants and discover the best-fit solution for streamlining your business processes and accelerating growth.
