Salesforce Consulting Partner
Salesforce consulting, end to end
As a Salesforce Consulting Partner, Softinfo helps organisations plan, implement, integrate and continuously improve Salesforce, with certified people and a delivery method designed for predictable results.
Partnership
Salesforce Consulting Partner
Our partnership with Salesforce gives our team access to partner enablement, early product insight and the certification paths that keep our consultants current, across every release.
- Certified consultants and developers
- Salesforce delivery best practice
- Release-ready, every Salesforce release
Clouds & capabilities
Everything you need on the platform
Pick a single cloud or let us plan a multi-cloud roadmap. Every service is delivered by the same accountable team.
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.
Revenue Cloud & CPQ
Quote faster, bill accurately
Configure, price and quote with Salesforce CPQ and Revenue Cloud: product rules, approvals, contracts and subscription billing.
Integration & MuleSoft
Salesforce, connected to everything
Connect Salesforce to ERP, finance, e-commerce and legacy systems with MuleSoft, platform events and well-designed APIs.
Data Cloud & Analytics
One customer profile, real-time insight
Unify customer data with Salesforce Data Cloud and turn it into decisions with CRM Analytics and Tableau.
Custom Development (Apex & LWC)
When configuration runs out
Apex, Lightning Web Components and AppExchange-grade development that extends Salesforce cleanly, with tests and CI from the start.
Managed Services & Support
Your Salesforce team, on retainer
Ongoing administration, enhancements, release management and user support from a team that knows your org.
How we deliver
A delivery method built for clarity
The same five steps on every engagement, whether it is a two-week fix or a year-long transformation.
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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.
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02
Design
Solution architecture, data model and user journeys, reviewed with you before a line of configuration or code is written.
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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.
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05
Evolve
Adoption tracking, release management and a continuous improvement backlog, delivered by the same team that built it.
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.