Partner Salesforce Consulting Partner
Engineering that connects people, data and Salesforce.
We implement, integrate and extend Salesforce, and build the custom software around it, so your teams work from one connected platform.
- 10+
- Salesforce clouds and products we implement
- 3
- Engagement models: project, dedicated team, managed services
- 2
- Offices: Plano, Texas and Hyderabad, India
- 5
- Step delivery method, from discovery to continuous improvement
What we do
Two practices. One accountable team.
A dedicated Salesforce practice, backed by full-stack engineers who build what Salesforce alone cannot.
Practice 01
Salesforce
Our consultants, architects and developers work across the Salesforce platform, from first implementation to AI agents, integration and long-term support.
Explore the Salesforce practicePractice 02
Digital Engineering
Web and mobile products, AI, data and cloud engineering from the same team, so the systems around your CRM are built to the same standard.
Explore digital engineeringSalesforce practice
Every cloud, configured around how you work
Salesforce Consulting & Implementation
From first org to enterprise rollout
Plan, configure and launch Salesforce around how your teams actually work, with clean data, sensible automation and users who adopt it from day one.
Sales Cloud
A pipeline your team trusts
Lead-to-cash on Sales Cloud: lead routing, opportunity stages, forecasting and the reports your sales leaders open every morning.
Service Cloud
Faster, more personal support
Omni-channel case management, knowledge and field service on Service Cloud, so agents resolve issues on the first contact.
Experience Cloud
Portals connected to your CRM
Customer, partner and member portals on Experience Cloud, sharing live Salesforce data securely with the people outside your company.
Marketing Cloud & Account Engagement
Journeys that convert
Personalised email, SMS and journey orchestration with Marketing Cloud and Account Engagement (Pardot), tied directly to your sales data.
Agentforce & Einstein AI
AI agents grounded in your data
Design, ground and deploy Agentforce agents and Einstein features that take real work off your teams, safely and measurably.
How we deliver
A delivery method built for clarity
-
01
Discover
Workshops with your stakeholders to map processes, data and pain points, ending in a scoped roadmap and a fixed plan for phase one.
-
02
Design
Solution architecture, data model and user journeys, reviewed with you before a line of configuration or code is written.
-
03
Build
Two-week sprints with a working demo at the end of each one, automated tests and a release pipeline from day one.
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04
Launch
Data migration, user acceptance testing, training and a go-live plan with rollback, so launch day is uneventful.
-
05
Evolve
Adoption tracking, release management and a continuous improvement backlog, delivered by the same team that built it.
Digital engineering
Custom software that plugs into the platform
Web and mobile products, AI, data and cloud engineering from the same team, so the systems around your CRM are built to the same standard.
Industries
Domain knowledge where it matters
Why Softinfo
A partner that stays accountable
Engagement models
Fixed-scope project
A defined outcome, a fixed plan and milestone billing. Ideal for implementations and migrations.
Dedicated team
Consultants and developers who work as an extension of your team, scaled up or down monthly.
Managed services
Ongoing admin, enhancements and release management under a monthly retainer with agreed response times.
Salesforce-first expertise
A dedicated practice working across Sales, Service, Experience, Marketing and Revenue Cloud, Data Cloud and Agentforce.
Engineers, not just admins
When configuration runs out we write clean Apex, Lightning Web Components and integrations, and know when not to.
Local contact, full team
A US office in Plano, Texas for planning and meetings, backed by our engineering team in Hyderabad.
Security by default
Least-privilege access, sandbox-first changes and documented deployments for every engagement.
One accountable partner
Strategy, build and support from one team, so nothing is lost between hand-offs.
Outcome-focused
We agree success measures before we start and report against them after go-live.
FAQ
Questions we hear often
Can’t find what you need? Our team is one message away.
Salesforce Consulting Partner
Let’s map your next move on Salesforce.
A free 45-minute session with a senior consultant. We will review where you are, where you want to be, and the shortest path between them.