Salesforce Consulting

Maximize your sales performance with Cloudwani’s certified Sales Cloud experts. From lead management to closing deals, we streamline every step of your sales journey.

Defining Business Goals with Salesforce Solutions

Are you looking to revolutionize your business operations and customer relationship management? Look no further! Our team of experts is here to guide you through the process of implementing Salesforce solutions tailored to your unique needs.

A good CRM system like Salesforce can really give your business a boost by helping you better manage your customer relationships. But setting it upright and using it effectively can be tricky. That’s where our team of Salesforce consultants comes in.

We’ve been helping businesses with their CRM needs for years, making sure they get the most out of Salesforce. Whether you’re struggling to keep track of your customers or just unsure where to start with Salesforce, we’re here to help.

Our consultants are experts in setting up and using Salesforce, so you can trust us to guide you through the process and avoid any common pitfalls. With our help, you can feel confident that you’re making the right decision for your business and getting the most out of Salesforce.

  • Experienced Salesforce professionals
  • Tailored solutions for every business
  • Comprehensive training and ongoing support
  • Seamless integration with existing systems
  • Cost-effective solutions for maximum ROI

 

At the start of our consulting process, we focus on understanding your business objectives. We encourage clients to share all relevant details about their business and why they’re considering CRM software. Some may aim to shorten sales cycles, while others seek improved business visibility. Our consultants need a clear picture of how your business operates and its current situation to determine the best Salesforce solutions for you.

As your dedicated Salesforce consultant, we prioritize your needs and budget. We ensure that we match your business goals with the right Salesforce features and software so you don’t spend more than necessary on CRM implementation. Through careful consultation, we tailor our approach to serve your objectives efficiently.

  • Managing Contacts
  • Handling Opportunities
  • Organizing Leads
  • Predicting Sales
  • Managing Partners

Lead & Opportunity Management

Track and manage every lead through the pipeline — from first contact to closed deal. Ensure no opportunity is missed with automated lead assignment and smart opportunity tracking.

Sales Automation

Automate repetitive tasks to boost your sales team's productivity. Focus on selling while Sales Cloud handles emails, task reminders, and approvals.

Custom Dashboards & Reports

Make smarter decisions with real-time sales insights. Visualize your pipeline, forecast revenue, and monitor performance in one centralized view.

Mobile-Ready CRM

Access your sales data anytime, anywhere. Empower your team with Salesforce mobile app — perfect for remote or on-the-go selling.

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Salesforce Consulting

From lead generation to deal closure, we help you streamline processes, automate tasks, and drive measurable growth.
Tailored solutions, faster implementation, and ongoing support — built around your unique business goals.

Our Process

We Provide Most Exclusive Process For Business

Requirement Gathering

Meeting to understand Requirements, Painpoints & expected Output, presently its sounding transactional meetings being setup

Design

Use best practices to design a scalable system

Develop

Setup the instance using decorative and custom coding

Testing

Perform unit testing, system testing and UAT with client

Why We're the Best Choice

Why Choose Us for Salesforce Sales Cloud

CloudWani brings unmatched expertise in Salesforce Sales Cloud implementation and optimization.