Salesforce Consulting Services That Skyrocket Your Business Outcomes
Encloud Solutions, as a Salesforce CRM Consulting Firm, helps turn Salesforce into a growth engine, not just a cloud-based tool. Our Salesforce consulting team implements Sales, Service, and Marketing Clouds tailored to your needs.
- Accelerate sales opportunities
- Gain a 360° view of customers
- Connect Sales, Service, and Marketing Clouds
- Automate marketing workflows
Certified Salesforce Consultants
Ongoing CRM & ERP Support
Salesforce CRM Consulting That Drives ROI
We understand the frustration of having disconnected systems and fragmented customer data. That’s why we designed our Salesforce CRM consulting services to connect your sales, service, and marketing teams, so they will have the same real-time, bird’s-eye view of your customers. No more silos, just a structure where every department has the data they need, when they need it. With automated workflow, satisfied customers, and higher conversions at your fingertips, say goodbye to manual tasks and hello to more time spent growing your business.
We don’t just help you use Salesforce; we help you make it work harder for your business, bringing out real value and tangible ROI along the way
Who Benefits from Salesforce Consulting
Whether you’re new to Salesforce or want to optimize an existing system, we’ve a solution for every stage. Our Salesforce consulting services are ideal for businesses ready to take their customer relationships and workflows to the next level.
- Businesses, struggling with Salesforce adoption and maximizing its full potential.
- Sales teams, needing streamlined pipeline management and enhanced lead conversion insights.
- Support teams, looking to automate case management and improve service efficiency.
- Marketing teams, wanting to create targeted journeys and improve customer engagement.
- Leaders, requiring custom dashboards for real-time data insights and accurate forecasting.
- Organizations, looking for seamless integration across Sales, Service, and Marketing Clouds.
Salesforce Consulting Services
Salesforce Setup & Implementation
Tailored setup for Sales and Service Cloud, including user permissions, objects, and integrations.
Sales Cloud Consulting
Optimize your sales pipeline, automate tasks, forecast effectively, and implement CPQ.
Service Cloud Consulting
Streamline case management, set SLAs, improve routing, and create a comprehensive knowledge base.
Salesforce Integration Consulting
Seamless integration between Salesforce, APIs, middleware, and syncing CRM with ERP systems.
Reporting & Dashboards
Custom dashboards with KPIs and leadership reporting for clear data visibility and actionable insights.
User Training & Adoption
Training programs, enablement tools, and playbooks to maximize Salesforce adoption and efficiency.
Ongoing Admin & Support
Continuous enhancements, regular maintenance, and backlog management to ensure smooth operations.
Sales Cloud (lead → deal automation, productivity, forecasting)
Sales Cloud works best when it mirrors how your sales team actually sells. From lead capture to deal close, we automate pipelines, improve visibility, and enable accurate forecasting. The result? faster sales cycle, higher win rates, and sales reps spending more time selling rather than updating CRM fields.
Service Cloud (support workflows, customer experience, case efficiency)
Turn customer support into a competitive advantage with Service Cloud. We design support workflows that bring structure, speed, and clarity. From smart case routing to self-service knowledge bases, we help teams respond faster so that customers feel truly supported.
Marketing Cloud
Send the right message at the right moment automatically through Salesforce Marketing Cloud consulting. We help you clearly tie marketing efforts to revenue by designing automated campaigns across email, SMS, and digital channels. Personalize data-driven customer journeys with Encloud Solutions.
Our Salesforce Consulting Process
Discovery & Goals
Understand your teams, KPIs, and what success looks like.
CRM Audit & Gap Analysis
Review current org, data health, and workflow bottlenecks.
Solution Design & Roadmap
Define the right clouds, features, timeline, and delivery plan.
Configure, Automate & Customize
Build objects, permissions, automation, and tailored workflows.
Integrations & Data Validation
Connect systems, migrate/sync data, and verify accuracy.
UAT & Training
Test with real users and train teams for confident adoption.
Go-Live & Optimization Support
Launch smoothly, monitor performance, and iterate improvements.
Discovery & Goals
Understand your teams, KPIs, and what success looks like.
CRM Audit & Gap Analysis
Review current org, data health, and workflow bottlenecks.
Solution Design & Roadmap
Define the right clouds, features, timeline, and delivery plan.
Configure, Automate & Customize
Build objects, permissions, automation, and tailored workflows.
Integrations & Data Validation
Connect systems, migrate/sync data, and verify accuracy.
UAT & Training
Test with real users and train teams for confident adoption.
Go-Live & Optimization Support
Launch smoothly, monitor performance, and iterate improvements.
Outcomes You Can Expect
- Clearer Pipeline Visibility – Track every deal, ensuring nothing slips through the cracks and opportunities are always clear.
- Faster Lead Response – Automatically assign and prioritize leads, ensuring timely follow-ups and improved customer engagement.
- Improved Reporting Accuracy – Real-time, accurate data allows for smarter decisions and actionable insights without manual effort.
- Reduced Manual Work – Automated workflows eliminate repetitive tasks, giving your team more time for high-priority activities.
- Higher Adoption Across Teams – Streamlined processes and intuitive design make Salesforce a tool every department uses confidently.
Frequently Asked Questions
What’s included in Salesforce consulting services?
Salesforce consulting services include discovery & need analysis, CRM audit & gap analysis, Solution design, configuration and customization, integrations, data validation, user training, and post-go-live optimization.
Do you support Sales Cloud and Service Cloud setup?
Yes, we support full Sales Cloud and Service Cloud implementations, including pipeline configuration, automation, forecasting, case management, SLAs, routing, and knowledge bases. Each setup is tailored to how your sales and support teams actually operate, not a one-size-fits-all approach.
Can you integrate Salesforce with ERP or accounting tools?
Absolutely. We handle Salesforce integrations using APIs and middleware to connect ERP, accounting, and other business systems. This ensures data flows accurately between platforms, reduces manual data entry, and improves reporting consistency across your organization.
How long does a Salesforce implementation take?
Implementation timelines vary based on complexity, integrations, and data volume. A basic setup might take a few weeks, while more advanced implementations can take several months. We define a clear roadmap upfront so timelines and expectations are aligned from day one.
Do you provide ongoing Salesforce admin support?
Yes. We offer ongoing Salesforce admin and support services, including enhancements, maintenance, backlog delivery, and optimization. As a Salesforce consulting firm, we help ensure your CRM continues to evolve as your business grows and requirements change.
Can you help with Marketing Cloud journeys?
Yes. We design and implement automated Marketing Cloud journeys that use customer data to deliver personalized experiences across email, SMS, and digital channels. Our focus is on improving engagement, conversion rates, and measurable marketing performance.
Talk to a Salesforce Consultant
Still thinking if Salesforce is set up the right way for your business? Talk to our Salesforce consultant now. They’ll review your current CRM, identify gaps, and suggest clear next steps. Start with a no-pressure conversation or hit the free Salesforce audit button.