CRM Consulting Services on Salesforce

Improve sales performance with CloudWani’s certified consultants working on Salesforce.

Defining Business Goals with Salesforce Solutions

Are you looking to improve your business operations and customer relationship management? Our team supports organizations by implementing solutions on the Salesforce platform tailored to their specific business needs.

A CRM platform like Salesforce can significantly improve how businesses manage customer relationships, sales processes, and visibility. However, configuring and using it effectively requires thoughtful planning and the right technical approach. That’s where our consulting services come in.

We work with businesses to design, configure, and optimize Salesforce-based solutions that align with their operational goals. Whether you’re managing customer data, improving sales processes, or exploring automation, we help you navigate the platform with clarity and confidence.

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.

GET IN TOUCH

Request A Free Consultation / Need Any Help For Business & Consulting

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 Consulting

CloudWani delivers experienced, business-focused consulting services on the Salesforce platform to help organizations align technology with their goals.