sales cloud
Sales Cloud
Pipeline and forecasting
Lead and opportunity management, forecasting and pipeline analysis configured to your sales motion.
Explore
Certified Salesforce consulting partner
Drive digital transformation with our Salesforce consulting services.
A focus on custom CRM solutions and cutting-edge technology, our Salesforce consulting team helps businesses stay ahead of the curve. Strategy, implementation, integration and AI, delivered by one accountable team.
Typical timeline
Discovery
1 – 2 weeks
Implementation
6 – 12 weeks
Managed services
Ongoing
Platform coverage
The clouds we implement and support.
sales cloud
service cloud
Service Cloud
Support and case management
Case routing, SLA tracking and a single view of the customer across phone, email and portal.
manufacturing cloud
Manufacturing Cloud
Run rate business
Sales agreements, account based forecasting and demand visibility for manufacturing teams.
Explore
marketing cloud
Marketing Cloud
Journeys and campaigns
Journey Builder, segmentation and personalisation joined to your CRM data.
Explore
cpq
Salesforce CPQ
Quote to cash
Guided selling, pricing rules, product bundles and automated approval workflows.
ExploreWhere teams get stuck
The four problems we are usually called in to fix.
None of them are Salesforce licence problems. All of them are solvable with the right delivery approach.
01
Paying for Salesforce, still running on spreadsheets
Your team has a CRM and still manages pipeline in Excel. That is rarely a Salesforce problem, it is a setup problem. We fix the root cause so the system works for your reps instead of against them.
02
AI is on the roadmap, nobody knows where to start
Most vendors sell a chatbot and call it done. We build AI on top of your Salesforce data, forecasting deals, flagging at risk accounts and drafting follow ups, so the hours saved are measurable.
03
Projects drifting past budget and timeline
Implementations fail on planning, not on technology. A fixed discovery, a prioritised backlog and a named delivery team keep scope and spend visible from week one.
04
No in-house Salesforce expertise
Building an internal Salesforce team takes months. Certified consultants, developers and admins plug in on demand, from first implementation through managed services.
13+
Years delivering enterprise programs
150+
Projects shipped across four continents
40+
Certified engineers, consultants and testers
98%
Client retention across managed engagements
Salesforce consulting services
Eight services, one delivery team.
Engage a single service or the full programme. The same certified consultants and developers stay with you from discovery to managed services.
01
Salesforce Consulting
Our Salesforce partners hold years of experience across industries. They record your business challenges, learn your requirements and deliver action plans that resolve CRM performance issues such as slow deployment or missing integration.
- Org health audit
- Revenue gap analysis
- Prioritised CRM roadmap
02
Salesforce Implementation
Implementation solutions that run from consultation and customisation through migration and integration, improving overall workflow rather than forcing your team into a generic template.
- Full org setup
- Sales process mapping
- Go-live training by user type
03
Salesforce Customisation
Custom objects, fields, workflows and supporting elements built around the way your team sells and serves, with training so the configuration is actually adopted.
- Custom objects and fields
- Flow and approval automation
- User adoption training
04
Salesforce App Development
Certified Salesforce developers build customised, feature rich web and mobile applications that augment your existing processes and streamline the customer service journey.
- Apex and Lightning Web Components
- AppExchange applications
- Enterprise code standards
05
Salesforce Integration
Integration connects Salesforce to CRM, ERP and marketing automation platforms so data flows cleanly between them. Our certified professionals handle the complex systems others avoid.
- REST and SOAP APIs
- MuleSoft and middleware
- Real time and batch sync
06
Salesforce Migration
Move data into Salesforce from legacy systems, or out of Salesforce into a third-party platform, without compromising security. Mapping, cleansing and validation are handled end to end.
- Legacy CRM migration
- Deduplication and validation
- Rollback and audit trail
07
Support and Maintenance
Regular after sales support and maintenance for your Salesforce project. Issues big or small, release updates, user questions and org health monitoring all sit with one accountable team.
- Monthly delivery sprints
- Release readiness checks
- Dedicated support channel
08
Hire Salesforce Developers
A network of top tier Salesforce developers ready to join your team on contract or permanently. We source candidates, run technical evaluations and advise on developer fit and salary benchmarks.
- Vetted certified engineers
- Short and long term contracts
- Technical evaluation included
Business outcome
A CRM your teams will actually use.
Cloud based access to real time customer and business data for partners and employees.
Stronger customer interaction, satisfaction and experience across sales and service teams.
The world's leading CRM, extended by a partner ecosystem instead of custom rebuilds.
A platform that scales with new clouds and AI features rather than a fresh procurement cycle.
How we deliver
Five stages, no surprises.
01
Discovery and audit
One to two weeks mapping your sales and service process, auditing the existing org and agreeing measurable outcomes.
02
Solution design
Data model, automation and integration architecture documented and signed off before a single line of configuration ships.
03
Build and configure
Configuration, custom development and CPQ or cloud specific work delivered in review-based sprints you can see.
04
Migration and integration
Data mapped, cleansed and loaded, then Salesforce connected to ERP, finance and marketing systems so reporting reflects reality.
05
Go live and managed services
Role based training, hypercare through the first release, then ongoing tuning, enhancements and org health monitoring.
How the work runs
A delivery rhythm you can plan around.
01
Discover
Workshops to map processes, systems and the outcome you are measured on.
02
Design
Solution blueprint, data model and delivery plan agreed before we build.
03
Build
Two week sprints with working software and a demo at the end of each one.
04
Launch
Migration, UAT, enablement and a cutover plan your teams can rehearse.
05
Support
Managed support, enhancements and quarterly roadmap reviews.
Salesforce AI
Einstein and Agentforce, built on your own data.
We start from the workflows that cost your team the most hours, then measure what the AI gives back.
AI development servicesAgentforce agents
Autonomous agents handling service triage, internal workflows and follow up inside Salesforce, with guardrails your admins control.
Einstein predictions
Predictive lead scoring, deal health alerts and forecasting trained on your own pipeline history.
Generated summaries
Call summaries, case recaps and draft follow up emails written from CRM data so reps stop retyping context.
Intelligent routing
Leads, cases and quote approvals routed by intent and capacity rather than a static assignment rule.
Industry depth
What Salesforce looks like in your sector.
Manufacturing
Sales agreements, dealer and distributor visibility, CPQ for configured products and Manufacturing Cloud forecasting joined to ERP.
Healthcare
Service Cloud patient support unified with hospital management systems, with SLA tracking and consent aware data handling.
Financial services
Advisor and relationship management, onboarding workflows and audit ready process automation across products.
Retail and e-commerce
Commerce Cloud and Marketing Cloud journeys tied to a single customer record so campaigns reflect real purchase behaviour.
Migration and integration
Which scenarios need Salesforce data migration and integration?
mVerve has delivered data migration and integration projects of every size. These are the moments where it matters most.
Scenario 01
Initial implementation
A new Salesforce instance needs existing customer lists, product catalogues and sales records imported and validated.
Scenario 02
Upgrades or platform changes
A CRM consolidation, an acquisition or a move off a legacy platform means records, history and attachments have to land intact.
Scenario 03
Process automation
Connecting Salesforce to surrounding systems automates lead routing, order processing and support ticket creation.
Scenario 04
Reporting and analysis
Combining data from several systems gives leadership a complete operational picture and decisions that hold up.
How we work
Three commitments on every engagement.
Measured outcomes
Every engagement starts with the metric that has to move and reports against it.
Built to audit
Security, access control and documentation handled as part of delivery, not after.
AI where it pays
Automation and models applied to the steps that actually cost your teams time.
Proof of work
Salesforce programmes we have delivered.
40%
Sales increase after go live
Challenge. A fashion retailer with stores across the US and Canada committed to Commerce Cloud with a tight launch window and no in-house Commerce developers.
Solution. Our developers joined the existing team, handling customisation, API integration, interface work, data migration and quality assurance to hit the launch date.
Read the storyFaster
Patient support resolution
Challenge. A hospital group ran patient enquiries across disconnected systems, duplicating data and slowing response times.
Solution. Service Cloud was integrated with the existing hospital management system to create one support hub with automated routing and SLA tracking.
Read the storyFewer
Process errors after rollout
Challenge. Manual handoffs between teams created errors that were difficult to trace and expensive to correct.
Solution. Process automation and validation inside Salesforce replaced the manual steps, with reporting that surfaces exceptions before they reach the customer.
Read the story
“Implementing Salesforce Service Cloud for our healthcare organization was a major undertaking, but with the expertise of mVerve, the transition was seamless.”
Why mVerve
A partner you can hold accountable.
Certified Salesforce partner
Certified consultants, developers and admins with primary depth in Sales Cloud and Service Cloud, plus CPQ, Marketing and Manufacturing Cloud.
One accountable delivery team
A named lead and a dedicated engineering team from discovery to managed services, not a rotating bench.
Transparent delivery
Sprint reviews, status reporting and a visible backlog so scope and spend never come as a surprise.
Flexible engagement
Fixed scope projects, staff augmentation or ongoing managed services, whichever fits how you want to run the programme.
Next step
Bring us the process that is slowing you down. We will scope it in a 30 minute call.
Questions
Salesforce consulting, answered.
Still have a question? A consultant will answer it directly, no discovery deck required.
Ask usWhat do Salesforce consulting services include?
Consulting covers CRM strategy and org audit, implementation, customisation and development, data migration, integration with ERP and marketing systems, user training, and ongoing support. mVerve delivers all of these with certified Salesforce consultants and developers.
How long does a Salesforce implementation take?
A focused Sales Cloud or Service Cloud rollout typically runs six to twelve weeks after a one to two week discovery. Multi-cloud programmes with CPQ or heavy ERP integration take longer, and the phased plan is agreed during discovery.
Which Salesforce clouds does mVerve work with?
Sales Cloud, Service Cloud, Manufacturing Cloud, Marketing Cloud, Commerce Cloud, Salesforce CPQ, Experience Cloud and the Einstein and Agentforce AI layer.
Can you fix an existing Salesforce org instead of starting over?
Yes. Most engagements begin with an org health audit that identifies adoption blockers, automation gaps and data quality issues, followed by a prioritised remediation roadmap rather than a rebuild.
Do you offer Salesforce AI and Agentforce implementation?
Yes. We implement Einstein predictions, generated summaries and Agentforce agents on top of your own Salesforce data, with the guardrails and permissions your administrators control.
Can we hire Salesforce developers directly from mVerve?
Yes. Certified Salesforce developers are available on short or long term contracts, including sourcing, technical evaluation and guidance on developer fit and salary benchmarks.
How do you handle Salesforce data migration safely?
Data is mapped, cleansed, deduplicated and validated in a sandbox first, with a documented rollback path and an audit trail, so production cutover happens without data loss or downtime.
Where is mVerve based?
mVerve is a software development company headquartered in Bengaluru, India, delivering Salesforce consulting to enterprise clients in the United States, Europe and Asia.
Achieve ground-breaking results with Salesforce
Empower your business to scale and innovate with Salesforce services.
Looking for an ideal Salesforce consulting services company? mVerve will help you stack up with the best possible solutions and deliver quality services for your business success.
AI first engineering
AI woven through your Salesforce roadmap.
Advisory work now includes an AI plan for the org: where Einstein and custom models pay back, what data must be cleaned first, and which agents to release in the first quarter.
-
Org AI readiness
Field quality, sharing rules, and history reviewed before any model is switched on.
-
Prioritised use cases
Scoring, summaries, and automation ranked by effort against measurable hours saved.
-
Adoption plan
Prompts, guardrails, and training so users trust what the AI suggests.