Salesforce Consulting and Implementation Services

Custom solutions, faster integrations, smarter sales, support, and marketing services for better experiences. All of that you gain with our Salesforce experts who turn your platform into a growth engine.

Enjoy Salesforce Benefits

    SALESFORCE ADVANTAGES

    What Are the Business Benefits of Using Salesforce?

    Salesforce isn’t just a CRM, it’s the launchpad for smarter selling, deeper customer relationships, and unstoppable business momentum. We know that since we’ve been providing Salesforce consulting services for years and have helped many companies:

    • Know every customer like never before
    • Automate the busywork and focus on the big wins
    • Make AI their new MVP
    • Turn data into direction
    • Connect everywhere and serve anytime
    What Are the Business Benefits of Using Salesforce?

    Begin your Salesforce journey with Velvetech!

    START NOW
    Why Velvetech

    Your Go-To Partner for Salesforce Managed Services

    Velvetech has been implementing Salesforce CRM and other solutions for over 15 years, offering consulting, development, and integration services to companies of all industries. That makes us a knowledge keeper of many product nuances and perks that we help businesses benefit from.

    If you need an expert hand to set up the Salesforce platform from A to Z, connect it to your enterprise software and other tools, or customize it to your specific goals — our team can do it all and more. It takes us days to ramp up a team so you can access years of our experience.

    • Certified Salesforce Developers
    • Cross-Industry Expertise
    • Client-First Approach
    • Best Price-Quality Ratio
    case studies

    Salesforce Integration with a Phone System

    Velvetech takes care of the project administration that includes CRM integration with the client’s telephony to help them extend services and win more customers. Now, it’s easy to make and receive phone calls, review tickets and notes, listen to calls, review calls stats, and more — all within the Salesforce UI. 

    Read Now

    Ready to modernize your operations?

    CONTACT US
    OUR FOCUS

    Salesforce Trends We Help You Capitalize On

    The Salesforce ecosystem is evolving faster than ever. At Velvetech, we understand that and help you stay ahead by aligning your CRM and business processes with the latest innovations like artificial intelligence and advanced analytics.

    Our team stays ahead of the curve with every Salesforce release and continuously earns certifications to deliver cutting-edge solutions. From marketing and sales to financial services and beyond — you’ll see value from day one.

    Salesforce Trends We Help You Capitalize On
    • AI-Powered Salesforce with Einstein GPT and AI Cloud
    • Hyperautomation with Salesforce Flow
    • Data Unification with Salesforce Data Cloud
    • Slack + Salesforce for Modern Collaboration
    • Industry-Specific Cloud Solutions
    • Sustainability with Salesforce Net Zero Cloud
    USE CASES

    How Industries We Work with Leverage Salesforce

    Salesforce for Finance

    Finance

    • Personalized client engagement
    • Automated compliance
    • Smart wealth management
    Salesforce for Healthcare

    Healthcare

    • Patient relationship management
    • HIPAA-compliant systems
    Salesforce for Manufacturing

    Manufacturing

    • Streamlined supply chains
    • Partner management portals
    Salesforce for Retail

    Retail & eCommerce

    • Omnichannel customer journeys
    • Loyalty programs
    Education

    Education

    • Student lifecycle management
    • Alumni engagement
    Construction

    Construction

    • Automated bid management
    • Contractor onboarding
    • Integrated field service tools
    Automotive

    Automotive

    • Dealer networks, inventory, and after-sales service management
    • Connected car experiences with IoT integrations
    Real Estate

    Real Estate

    • Listings management
    • Real-time market insights
    • Property analytics
    Nonprofits

    Nonprofits

    • Fundraising event planning
    • Outreach automation
    • Donor management through NPSP
    OUR APPROACH

    Custom Salesforce Development Process

    1

    Uncovering the Business Blueprint

    We offer Salesforce analytics services to translate your business needs into platform-ready requirements, digging deep into your operations, tech stack, and user workflows.

    2

    Designing for Impact, Not Just Fit

    Using insights from discovery, we architect a solution that balances out-of-the-box Salesforce power with smart customizations. You get a tailored and scalable solution.

    3

    Engineering Your Competitive Edge

    This is where strategy meets code. We use Apex, Lightning, and Flow to build tailored modules, automations, and UI components so every feature serves a clear business function.

    4

    Making Salesforce Play Nice with Everyone

    The next step is to connect Salesforce with your third-party systems and stress-test everything. That’s where our QA services come into play, ensuring seamless performance.

    5

    Launching with Confidence

    We roll out your solution with minimal disruption. Our structured release plan includes sandbox testing, user training, change management support, and clean data migration.

    6

    Evolving Your Org, Long After Go-Live

    Post-launch, we continue to provide managed services and professional support of your solution, adapting to your goals, new releases, and emerging opportunities for growth.

    LET’S TALK

    Get in Touch with Us!

    For FREE project consultations and estimates, simply contact us with the form below and an expert will get in touch with you as soon as possible.