Salesforce Consulting Services and Solutions

The industry has moved from the traditional on-premises CRM to cloud-based CRM to address scalability, change management, and time to market needs of businesses. For companies looking for SaaS offerings on cloud, Salesforce is an undisputed leader. Also, companies looking to build customized business applications can capitalize on as platform as a service (PaaS).

Microexcel can provide your company an end-to-end CRM solution, ensuring that you get a strategic package evaluation and roadmap, robust implementation, rollouts, production support, and best quality development.

Our salesforce service offerings include:


  • Business process reengineering
  • Cloud readiness assessment
  • Tool evaluation (on-premises vs. on-cloud)
  • Proof of concept (POC)

Salesforce CRM Implementation & Integration

  • Standard CRM implementation (Sales cloud, Marketing cloud, and Service cloud)
  • Workflows and Reports development
  • Portal development
  • Cloud-to-cloud integration
  • Cloud-to-in-premise integration
  • Functional system integration with SAP and other ERP’s
  • Application Integration

Salesforce Administration

  • Setup, configuration, and customization
  • Users, roles, profiles, and security settings
  • Workflows and approval process
  • Manage metadata
  • Configure UI and localization
  • Automation
  • Dashboards and report Platform

  • CRM extension and enhancement
  • Building batch jobs or triggers for automated processes
  • Building managed package (full life cycle development)
  • Building custom reports, dashboards, charts, KPIs
  • Building Salesforce sites (content management system)
  • Custom Pricing Application
    • Price Negotiation tool with suggestive pricing
    • Price manager to maintain price books, seasonal discounts, price thresholds for Sales
    • Integration of pricing with back end ERPs and order management
    • Profitability analysis based on Sales and predictive analysis based on price quotes
    • 360 degree view of pricing across organization

Contact to know more about our salesforce consulting service offerings.

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