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HyphenX as Your Salesforce Consulting Partner

We assess your Salesforce setup and apply the right capabilities to improve efficiency, engagement, and growth of your business. 

Our certified consultants apply proven practices across Sales Cloud, Service Cloud, and Einstein to deliver reliable Salesforce solutions. We focus on building systems that remain stable, scalable, and easy to use.

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Our certified consultants apply proven practices across Sales Cloud, Service Cloud, and Einstein to deliver reliable Salesforce solutions. We focus on building systems that remain stable, scalable, and easy to use.

Learn More

Our certified consultants apply proven practices across Sales Cloud, Service Cloud, and Einstein to deliver reliable Salesforce solutions. We focus on building systems that remain stable, scalable, and easy to use.

Learn More

Our Salesforce Consulting Services

Tell us the goal. Pick the service. We’ll handle the rest from there

Agentforce and Salesforce AI Consulting

Our Salesforce consulting services help organizations apply Agentforce and Salesforce AI where they add operational value. We focus on controlled adoption, data governance, and practical AI use cases that support service and engagement workflows.

Includes:
  • AI agent activation, configuration, and Agentforce 2.0 deployment
  • Custom AI agent design for multi-channel service scenarios
  • Third-party AI integrations with Service Cloud Voice and Einstein tools
  • AI governance models, data security controls, and compliance setup

Salesforce Migration and Modernization

Our Salesforce solutions support secure migration from legacy systems while preparing organizations for Lightning-based environments.

Includes:
  • Data extraction, validation, and migration planning
  • Salesforce Classic to Lightning Experience transitions
  • Architecture upgrades and performance improvements
  • User training and change adoption support

Implementation and Setup

Our Salesforce solutions are implemented with a focus on clarity, security, and controlled rollout. HyphenX ensures Salesforce environments are configured to support business processes from day one.

Includes:
  • New Salesforce org setup and core configuration
  • User access management and security framework design
  • Data models, custom objects, and baseline architecture
  • Go-live planning, user training, and onboarding support

Salesforce Integration

HyphenX Salesforce consulting services connect Salesforce with enterprise platforms to support consistent data flow and operational continuity.

Includes:
  • Integration with ERP, marketing, and industry-specific systems
  • AI tool assessment and secure deployment planning
  • Custom API development and bidirectional data sync
  • Monitoring, error handling, and scalability controls

Salesforce Configuration and Customization

Through focused Salesforce CRM consulting services, we configure Salesforce to match how teams work, without unnecessary complexity.

Includes:
  • Custom objects, fields, page layouts, and record types
  • Workflow automation using Flow and process tools
  • Reporting and analytics dashboards using Einstein Analytics
  • Role-based access controls and sharing models

AppExchange Application Development

As the best Salesforce consultant, HyphenX delivers complete AppExchange development services that extend Salesforce functionality responsibly.

Includes:
  • Application planning, development, and testing cycles
  • Security review preparation and compliance checks
  • AppExchange listing setup and optimization
  • Post-launch support, updates, and maintenance

Salesforce Support and Administration

HyphenX provides structured Salesforce consulting services for ongoing administration and system stability, with predictable response and clear ownership.

Includes:
  • Incident management and issue resolution support
  • Salesforce release management and routine maintenance
  • Security reviews and policy enforcement
  • Continuous monitoring, optimization, and admin assistance

Salesforce Custom Development Services

Our Salesforce CRM consulting services support advanced development needs where standard configuration is not sufficient.

Includes:
  • Apex classes, triggers, and invocable actions
  • Custom business logic and AI-supported automation
  • Lightning Web Components and tailored interfaces
  • High-volume data processing and performance-focused solutions

How HyphenX Works Across Salesforce Clouds

Our Salesforce consulting services align every core cloud to your goals with clean data, easy adoption, and lasting operational value.

Sales Cloud
Supports structured lead management and predictable sales pipelines. We configure opportunity stages, CPQ, forecasting models, and Einstein features to support efficient deal execution.
Service Cloud
Enables consistent customer support across voice and digital channels. We implement Agentforce capabilities, case management, and knowledge frameworks to improve response times and service quality.
Experience Cloud
Provides secure access for customers and partners. We build branded portals that support self-service, collaboration, and controlled data visibility.
Marketing Cloud
Manages targeted customer engagement across email, SMS, and digital channels. We design journeys, automate campaigns, and apply engagement scoring to support measurable outreach.
Data Cloud
Unifies customer data from multiple sources into usable profiles. We map and govern data streams to support compliant, near real-time insights.
Customer 360
Brings together sales, service, and marketing data views. We establish shared data models that improve cross-team coordination and reporting.
CRM Analytics (Tableau)
Delivers operational and executive reporting through structured dashboards. We design analytics that support forecasting, performance tracking, and informed decision-making.
MCAE (Einstein 1)
Supports automation and AI-assisted workflows. We configure Copilot and agent-based actions where they add value to day-to-day operations.

How HyphenX Improves Your Salesforce Usage

As your Salesforce consulting partner, we find gaps in your Salesforce environment and deliver practical fixes, so teams use Salesforce consistently across functions.

Improve ROI

Our Salesforce consulting helps organizations maximize existing investments by reviewing systems, aligning features to priorities, reducing complexity, and applying focused automation and performance tracking to deliver clear, measurable business outcomes.

Streamline Integrations

Our Salesforce CRM consulting services address integration challenges across enterprise systems. We connect Salesforce with ERP, marketing, and AI platforms to support reliable data flow, reduce manual effort, and improve system accuracy.

Achieve a 360
Degree View

We use Salesforce consulting services to connect customer data across sales, service, and marketing clouds. Our Salesforce CRM solutions help remove data silos and create shared visibility, supporting better decisions and more consistent customer engagement.

Boost Adoption

User adoption improves when Salesforce fits daily workflows. Through Salesforce CRM consulting services, we simplify interfaces, refine processes, and support change management with focused training. Ongoing guidance helps teams gain confidence and use the platform more effectively over time.

HyphenX Salesforce Consulting Process

As your Salesforce consulting partner, we find gaps in your Salesforce environment and deliver practical fixes, so teams use Salesforce consistently across functions.

Step 1

Discover Your Business Needs

1. Process Analysis

As your Salesforce consulting partner, we find gaps in your Salesforce environment and deliver practical fixes, so teams use Salesforce consistently across functions.

2. Challenge Deep Dive

We identify inefficiencies, break down complex issues, and define practical Salesforce solutions that support system consistency and usability. 

3. Product Alignment

Salesforce products and capabilities, including Agentforce where appropriate, are mapped to business goals and future scalability needs.

Step 2

Build Your Success Roadmap

1. Org Health Assessment

For existing Salesforce environments, we review configuration, data quality, automation, and usage patterns to identify improvement areas.

2. Architecture Blueprint

We document recommended clouds, licenses, integrations, and technical design to guide development and process refinement.

Step 3

Launch and Sustain Excellence

1. Salesforce Onboarding

We help new customers select appropriate licenses and prepare teams for a smooth Salesforce rollout from the start.

2. Implementation Kickoff

Execution follows the approved roadmap, covering configuration, Agentforce use cases where relevant, testing, and go-live readiness.

3. Ongoing Optimization

After launch, our Salesforce solutions include monitoring, enhancements, release management, and continuous support to maintain system performance. 

Step 1
Step 2
Step 3

Discover Your Business Needs

Build Your Success Roadmap

Launch and Sustain Excellence

1. Process Analysis

As your Salesforce consulting partner, we find gaps in your Salesforce environment and deliver practical fixes, so teams use Salesforce consistently across functions.

2. Challenge Deep Dive

We identify inefficiencies, break down complex issues, and define practical Salesforce solutions that support system consistency and usability. 

3. Product Alignment

Salesforce products and capabilities, including Agentforce where appropriate, are mapped to business goals and future scalability needs.

1. Org Health Assessment

For existing Salesforce environments, we review configuration, data quality, automation, and usage patterns to identify improvement areas.

2. Architecture Blueprint

We document recommended clouds, licenses, integrations, and technical design to guide development and process refinement.

1. Salesforce Onboarding

We help new customers select appropriate licenses and prepare teams for a smooth Salesforce rollout from the start.

2. Implementation Kickoff

Execution follows the approved roadmap, covering configuration, Agentforce use cases where relevant, testing, and go-live readiness.

3. Ongoing Optimization

After launch, our Salesforce solutions include monitoring, enhancements, release management, and continuous support to maintain system performance. 

How HyphenX Addresses Salesforce Challenges Through Consulting Services

Our Salesforce consulting services follow a structured and proven approach that helps organizations apply Salesforce CRM in a controlled and practical way. This is how we take you from plan to rollout:

Salesforce DevOps and Release Management

Our Salesforce consulting services apply controlled DevOps practices to support stable deployments and predictable Salesforce releases.

  • Automate CI and CD pipelines to reduce deployment errors and release delays
  • Apply version control and sandbox strategies to support team collaboration
  • Enable continuous testing and monitoring to maintain production stability

We design Salesforce solutions that reflect real workflows and long-term system use through focused Salesforce CRM consulting services.

  • Define scalable solution architectures aligned to business priorities
  • Optimize data models to improve performance and user adoption
  • Design interfaces that support clarity, efficiency, and consistency

Our Salesforce consulting services include structured assessments to identify risks, gaps, and improvement opportunities across Salesforce environments.

  • Review configuration, security controls, and system performance
  • Analyze usage patterns and barriers affecting adoption
  • Deliver prioritized recommendations with clear remediation steps

Through Salesforce CRM consulting services, we connect Salesforce with enterprise systems to support reliable data movement and operational continuity.

  • Design secure API and middleware integrations for ERP and marketing platforms
  • Integrate Service Cloud Voice and third-party AI tools where appropriate
  • Establish governance and monitoring practices to maintain data accuracy

Our Salesforce consulting services apply controlled DevOps practices to support stable deployments and predictable Salesforce releases.

  • Automate CI and CD pipelines to reduce deployment errors and release delays
  • Apply version control and sandbox strategies to support team collaboration
  • Enable continuous testing and monitoring to maintain production stability

We design Salesforce solutions that reflect real workflows and long-term system use through focused Salesforce CRM consulting services.

  • Define scalable solution architectures aligned to business priorities
  • Optimize data models to improve performance and user adoption
  • Design interfaces that support clarity, efficiency, and consistency 

Our Salesforce consulting services include structured assessments to identify risks, gaps, and improvement opportunities across Salesforce environments.

  • Review configuration, security controls, and system performance
  • Analyze usage patterns and barriers affecting adoption
  • Deliver prioritized recommendations with clear remediation steps

Through Salesforce CRM consulting services, we connect Salesforce with enterprise systems to support reliable data movement and operational continuity.

  • Design secure API and middleware integrations for ERP and marketing platforms
  • Integrate Service Cloud Voice and third-party AI tools where appropriate
  • Establish governance and monitoring practices to maintain data accuracy 
Get Expert Salesforce Guidance

Industries We Serve with Salesforce Consulting

Get Expert Salesforce Guidance

Healthcare & Life Sciences

Financial Services & Banking

Supply Chain & Manufacturing

Real Estate

Non-profits

Retail and Consumer Goods

Technology

Education

Why Organizations Choose HyphenX for Salesforce Consulting

With over 250 certifications and more than 100 global implementations, our salesforce consulting services reflect deep platform knowledge and real delivery experience. Our teams work across Agentforce, Einstein AI, and multi-cloud environments to design salesforce solutions that remain stable, scalable, and relevant. 

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast

We provide full lifecycle salesforce CRM consulting services, covering discovery, implementation, optimization, and ongoing support. Our approach removes operational silos and delivers structured salesforce solutions that align with business priorities and support controlled growth over time. 

  • Let's Optimize Your Salesforce

Wherever You Are in Your Salesforce Journey, We Can Help You

No matter where you are with Salesforce, tell us what’s not working and we’ll help you move forward with a clear plan.

Get in Touch

We’d love to hear from you. Please fill out the form below to reach out to us.

FAQ’s

Here’s what clients ask us before starting a Salesforce project

Salesforce consulting services focus on planning, implementing, and improving Salesforce CRM environments to support real business operations. We provide salesforce CRM consulting services that cover configuration, customization, AI-supported workflows, and ongoing optimization. Our salesforce solutions are designed to remain stable, scalable, and aligned with enterprise requirements.

Agentforce supports Service Cloud by automating case routing, prioritization, and resolution workflows across digital and voice channels. Through salesforce consulting services, we apply Agentforce where it improves response times, reduces manual effort, and supports consistent customer support operations.

Our salesforce consulting services apply structured DevOps practices such as CI and CD pipelines, sandbox management, automated testing, and controlled deployments. These methods help reduce release risk, improve compliance, and maintain system reliability during Salesforce updates.

Data Cloud connects Salesforce with external data sources in real time without duplicating data. Through salesforce CRM consulting services, we help organizations create governed customer views that support reporting, analytics, and operational use cases without complex data movement.

Crafting intelligent digital experiences across Salesforce, web, and mobile platforms. We blend strategy, design, and engineering to deliver scalable solutions that drive real business results.
With a focus on innovation and execution, we turn complex challenges into seamless digital products.
Trusted by startups and enterprises alike to power their next phase of growth.

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Company

Contact us

  • F2, Vinayak Tower, Gyan Vihar Marg, Jagatpura, Jaipur, Rajasthan, 302017
  • Sales: +91-9636347705
    HRD: +91-9636337705
  • info@hyphenxsolutions.com

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