Build Better Customer Experiences with Enterprise Salesforce Services
Plan, implement, integrate and optimize Salesforce with enterprise
consulting focused on customer experience, automation, AI adoption and long-term platform success.
Why Salesforce
Salesforce has evolved into an enterprise platform that connects sales, service, marketing, data and AI.
A well-designed Salesforce environment helps organizations improve customer engagement, automate operations, increase visibility and support business growth.
Increase Revenue
Improve pipeline visibility, opportunity management and forecasting.
Customer Experience
Deliver consistent engagement across every customer touchpoint.
Automation
Reduce repetitive work with workflows and intelligent automation.
AI Readiness
Prepare trusted customer data for Agentforce and AI initiatives.
Enterprise CRM Challenges
Disconnected Customer Data
Information spread across CRM, ERP and departmental systems.
Manual Processes
Repetitive approvals and data entry reduce productivity.
Poor Reporting
Limited visibility into pipeline, service and customer performance.
Complex Integrations
Difficulty connecting Salesforce with SAP and enterprise platforms.
Low User Adoption
Poor configuration and change management reduce usage.
Governance & AI
Security, compliance and trusted data become critical as AI expands.
Salesforce Services
TechOrbit delivers Salesforce Services across the complete platform lifecycle. Every capability is available as an independent engagement or part of a broader enterprise CRM program.
Strategy & Advisory
| Capability | Description |
|---|---|
| Salesforce Consulting | Define CRM strategy, assess maturity, design roadmaps and align Salesforce with business goals. |
| Salesforce Implementation | Deploy Salesforce Clouds using structured planning, configuration, testing and governance. |
| Salesforce Development | Build custom Lightning components, Apex logic, APIs and enterprise business applications. |
| Salesforce Migration Services | Move from legacy CRM platforms with secure data migration and minimal business disruption. |
Integration & Data
| Capability | Description |
|---|---|
| Salesforce Integration | Integrate Salesforce with SAP, ERP, HR, Finance, Ecommerce and third-party applications. |
| Salesforce Data Services | Cleanse, migrate, enrich and govern customer data for reliable enterprise operations. |
| Salesforce Analytics | Build dashboards, KPI reporting and forecasting for complete business visibility. |
| Salesforce AI Services | Enable Agentforce, Einstein AI and intelligent recommendations using trusted enterprise data. |
Platform Operations
| Capability | Description |
|---|---|
| Salesforce Managed Services | Provide ongoing enhancements, monitoring, optimization and release management. |
| Salesforce Administration | Manage users, permissions, reports, dashboards and platform configuration. |
| Salesforce Security & Compliance | Strengthen governance through role-based access, audits and compliance controls. |
| Salesforce DevOps | Automate deployments using version control, CI/CD pipelines and release governance. |
Customer Experience
| Capability | Description |
|---|---|
| Salesforce Experience Services | Create customer, partner and employee portals using Experience Cloud. |
| Salesforce Automation | Automate approvals, workflows and business processes using Salesforce Flow. |
| Salesforce Testing & QA | Perform functional, regression, integration and user acceptance testing. |
| Salesforce Training & Adoption | Drive user adoption through documentation, enablement and hands-on workshops. |
Ongoing Innovation
| Capability | Description |
|---|---|
| Salesforce Support | Resolve incidents, troubleshoot issues and deliver continuous enterprise support. |
| Salesforce Ecosystem Services | Extend Salesforce using AppExchange products and trusted partner technologies. |
| Emerging Salesforce Services | Adopt Data Cloud, Agentforce, Industry Clouds and future Salesforce platform capabilities. |
Salesforce Products We Support
Sales Cloud
Sales automation and pipeline management
Service Cloud
Case management and customer service
Marketing Cloud
Campaigns and customer journeys
Experience Cloud
Partner and customer portals
Data Cloud
Unified customer data
Revenue Cloud
Quote-to-cash processes
Field Service
Field workforce management
Agentforce
AI agents and automation
Tableau
Analytics and visualization
MuleSoft
Enterprise integration APIs
Why TechOrbit
- Enterprise-focused Salesforce delivery.
- SAP + Salesforce integration expertise.
- Strong enterprise data management capabilities.
- Governance-first implementation approach.
- Long-term managed services and platform optimization.
Delivery Approach
→ Assess
→ Design
→ Implement
→ Integrate
→ Test
→ Train
→ Optimize
Business Outcomes
Faster sales cycles
Better customer experience
Higher user productivity
Improved forecasting
Unified customer data
Increased automation
AI-ready CRM platform
Enterprise scalability
FAQs
They include consulting, implementation, development, integration, migration, AI, managed services and support.
Yes. TechOrbit specializes in SAP and Salesforce integration.
Yes, including administration, optimization and release management.
Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Data Cloud, Revenue Cloud, Field Service, Agentforce, Tableau and MuleSoft.
By improving data quality, governance and process automation.
Book a Salesforce Assessment to define priorities and roadmap.
Ready to modernize your CRM?
Whether you're implementing Salesforce, integrating SAP or preparing for AI, TechOrbit can help.
