Salesforce Advisory

Unlock unmatched success with our Salesforce Advisory & Consulting Services: Make informed decisions about your Salesforce strategy.

Accelerate your journey to success with our Salesforce experts

Sales Process Design

We help enterprises leverage most effective Salesforce features designed to support their sales process including leads, campaigns, products, opportunities, and quotes.

Service Process Design

Our service process design services include developing strategies to accomplish critical customer service objectives for our customers by implementing a scalable and efficient customer service plan that covers experience design, data management & integration, solution design etc.

Salesforce Consulting

We can be your Salesforce advisory partner who can plan out a comprehensive CRM roadmap for you to accelerate growth. We will help you identify opportunities for automation, devise a robust strategy which contributes to your long-term success.

Salesforce Audit & Assessment

Our Salesforce experts audit and access your current Salesforce set-up and through a focused approach evaluate issues and gaps, come up with a set of recommendations and drive your transition. We will help you understand Salesforce features which are not being utilized or less-utilized.

Salesforce Program Strategy & Adoption Planning

Our Salesforce experts will help you identify your potential Salesforce adoption issues and roadblocks and design a seamless Salesforce program strategy which will lower risks and offer highest ROI. This includes data quality assessment, sales and service process readiness for adoption and data governance processes.

Change Management Services

Change can be complex at times. At CEPTES advisory services, we map out an end-to-end structured approach from the very beginning and align change management with your company’s roadmap. Our change management services include readiness assessment, implementation, training, and support.

Fill the form to get started

Why Choose CEPTES as your Salesforce Advisory Partner?

Business processes are transforming at a lightning pace and the competition is cutthroat. Evolving your business digitally is the only way forward. As a proud Salesforce Summit Partner, we offer our advisory services by facilitating digital evolution and driving innovation for our clients.

4.9/5 Customer Satisfaction (CSAT) Score
Diverse Industry Expertise
95% Salesforce Certified Professionals
Well-defined Service Level Agreements (SLAs)
Data-driven Methodologies
24/7 support

Maximizing ROI on Your CRM System

A successful CRM implementation starts with an understanding of specific business requirements. Our Salesforce CRM advisors are industry experts who study your business processes and customize your CRM implementation plan to best meet your explicit business requirements.

Our Approach