30%
lower operating costs
Our Salesforce consulting services help reduce operational cost by up to 30% by redesigning workflows, strengthening change management, and removing manual handoffs across CRM operations.
Salesforce Consulting Services
Andersen’s Salesforce consulting services help companies simplify complex operations, remove workflow bottlenecks, and build a clearer delivery model. We assess current challenges, define practical improvements, and guide implementation so teams adopt change faster and achieve measurable business value.
Improve performance and reduce costs with Salesforce consulting
25%
faster sales cycles
Andersen aligns Sales Cloud, Service Cloud, and Salesforce Marketing Cloud processes so teams can improve customer experience, respond faster, and support smoother revenue growth.
130+
Salesforce certifications
With 130+ certifications and deep Salesforce expertise, our team helps clients maximize adoption, unlock data driven insights, and turn Salesforce solutions into a competitive advantage.
Explore our Salesforce consulting services
A Salesforce consultant reviews your CRM, customer data, workflows, and existing systems to identify gaps, define priorities, and create a roadmap. The result is a well defined strategy for adoption, optimization, and stronger business value.
Outcome you receive:
- Clear assessment of current CRM performance and business processes;
- A prioritized roadmap aligned with organization goals and resources;
- Recommendations that improve adoption, security, and ROI.
Implementation consulting translates requirements into implementation services, governance rules, and delivery milestones. As your Salesforce implementation partner, we build a rollout plan that fits specific business needs and accelerates success.
How it helps:
- Architecture and setup guidance for standard and custom capabilities;
- Implementation services aligned with team readiness and change management;
- A faster path from roadmap to production without wasted effort.
Integration consulting maps data flows between Salesforce and existing systems, defines the right APIs and middleware, and helps ensure seamless integration across portals, mobile apps, ERP, and support tools. The result is cleaner access to data and fewer workflow breaks.
Business result:
- Integration blueprint for CRM, ERP, service, and marketing platforms;
- Reliable synchronization of customer data and operational records;
- Lower risk during rollout and optimization of connected systems.
AI and automation consulting identifies where automation can remove manual effort, strengthen decision-making, and support innovation across service, marketing, and sales. The result is faster execution, better productivity, and scalable capabilities for the team.
Automation upside:
- Automation opportunities prioritized by risk, value, and readiness;
- AI use cases for customer interactions, routing, and insight generation;
- A practical plan to achieve measurable results without overengineering.
Sales and marketing optimization aligns lead management, routing, campaign execution, and handoff rules across Sales Cloud and Salesforce Marketing Cloud. That coordination improves customer insights, boosts productivity, and creates a more consistent Salesforce journey.
What changes:
- Refined workflows from demand generation to opportunity conversion;
- Better coordination between sales, marketing, and support teams;
- Higher adoption of automation that improves customer experience.
E-commerce consulting redesigns digital buying experiences with Experience Cloud, connected customer data, and tailored solutions that support customers across channels. The outcome is better conversion, smoother service, and stronger business growth.
Value delivered:
- Experience design for self-service, account, and portal interactions;
- Connected commerce workflows across CRM, service, and marketing;
- A more scalable model for engagement, support, and optimization.
Data and analytics advisory connects reporting needs with the right Salesforce products, from Data Cloud dashboards to Financial Services Cloud use cases. Clients receive data driven insights that improve planning, forecasting, and customer-facing decisions.
What you unlock:
- Data models that support reporting, segmentation, and customer insights;
- Dashboards for leaders who need faster access to reliable metrics;
- Analytics guidance that links performance to measurable outcomes.
Optimization and managed services stabilize the Salesforce platform through reviews, ongoing support, and managed services for users, automations, and integrations. This keeps performance high while protecting security and long-term ROI.
Operational impact:
- Continuous support for workflows, automations, and user requests;
- Optimization backlog management tied to business value and performance;
- Managed services that reduce disruption and keep teams productive.
Revenue and growth consulting connects sales strategy, customer lifecycle design, and pipeline governance to revenue growth targets. The result is a clearer model for business growth, better ROI, and stronger alignment between technology and commercial goals.
Growth outcomes:
- A growth roadmap linked to conversion, retention, and account expansion;
- Governance for pipeline health, forecasting, and executive reporting;
- Actions that increase business value from every Salesforce investment.
Platform governance defines well defined governance practices for access, releases, data ownership, and platform capabilities, so your organization can scale without losing control. Clients get clearer roles, smarter use of resources, and reliable compliance support.
Control points:
- Governance rules for access, security, and release management;
- Operating model for admins, partners, and business stakeholders;
- A roadmap that keeps optimization aligned with organizational priorities.
Meet our expert
Mikalai Zenko
Head of CRM Practice
14
years of experience
100+
completed projects
4.9/5
customer satisfaction rate
Mikalai leads our CRM and BPM excellence initiatives, transforming complex processes into streamlined customer success stories.
- Successful business process optimization via low-code tools;
- Effective CRM architecture and integrations with Salesforce;
- Robust process automation and customization via Creatio BPM.
Salesforce consulting services across clouds and ecosystem solutions
Andersen maps specific business needs to the right Salesforce clouds and ecosystem solutions, giving clients a well defined Salesforce journey, stronger customer insights, and faster business growth.
- Sales Cloud
- Service Cloud
- Marketing Cloud and MCAE (Pardot)
- Experience Cloud and Customer Portals
- Commerce Cloud B2B and B2C
- Data Cloud
- Net Zero Cloud
- Customer 360
- Industry-specific solutions
- Custom solutions on Salesforce Lightning
- CPQ, Field Service
- MuleSoft and other middleware
- AppExchange products
- AI: Agentforce and Einstein
- Tableau, Slack
- Salesforce Mobile App
- Heroku
- Third-party integrations
Salesforce consulting delivery process
Salesforce consulting services follow a clear delivery path that turns strategy into measurable outcomes, keeps teams aligned, and helps the organization prioritize resources with less risk.
Salesforce certifications
Salesforce certifications validate our Salesforce expertise, proven practices, and readiness to guide implementation services, optimization, and support across the ecosystem.
Case studies
See how Andersen applies Salesforce consulting services to remove bottlenecks, strengthen workflows, and deliver measurable business value across customer-facing operations.
Sweden
Unified Customer Engagement
By optimizing Salesforce workflows, Andersen increased agent productivity by 5%, improved NPS by 15%, and enabled preferred channels, helping marketers improve customer experience with more relevant engagement.
Why partner with us for Salesforce consulting
Andersen’s Salesforce consultants combine delivery rigor, cross-cloud advisory, and industry expertise so your organization can reduce risk, improve performance, and scale with confidence.
Deep Salesforce expertise
Our Salesforce experts connect strategy, configuration, optimization, and security across complex CRM programs. That depth helps clients maximize every Salesforce investment and move faster from roadmap to adoption.
Cross-cloud advisory
We guide programs across Sales Cloud, Service Cloud, and Marketing Cloud, while also advising on Financial Services Cloud, Nonprofit Cloud, Experience Cloud, and Data Cloud. This gives clients tailored solutions across Salesforce clouds instead of isolated fixes.
Industry-specific knowledge
Our industry expertise covers finance, healthcare, manufacturing, retail, and other industries where compliance, customer insights, and operational efficiency matter. Clients receive recommendations mapped to specific business needs, not generic templates.
High-speed delivery
Andersen uses a well defined roadmap, clear change management, and the right resources to turn consulting into action quickly. Your team gets faster access to specialists, predictable governance practices, and continuous support from planning to optimization.
Industry experience
Finance Software
- Banking software;
- InsureTech and InvestTech;
- FinTech products.
Healthcare
- TeleHealth and TeleMedicine platforms;
- Hospital management systems;
- EHR and EMR systems;
- Mobile healthcare applications.
Media & Entertainment
- VOD and Live Streaming;
- Digital asset management platforms;
- Engaging social media products.
Telecom
- BSS/OSS digital transformation;
- Channel management software;
- Telecom auditing and cloud solutions.
Logistics Software
- Transportation and Logistics software;
- Warehouse and inventory software;
- Supply chain management systems;
- Custom order management platforms.
Automotive Solutions
- Advanced driver assistance and AD;
- Connectivity and in-vehicle infotainment;
- Powertrain, body, and chassis.
Life Sciences Software
- Lab and clinical trial systems;
- Pharma software;
- MedTech systems;
- Patient services.
eCommerce Solutions
- eCommerce CRM, payments, and logistics;
- Design for eCommerce;
- Big Data and Cloud for eCommerce.
Retail Solutions
- In-store solutions, IoT, and AR/VR;
- Order management platforms;
- CRM and analytics systems.
Manufacturing Software
- ERPs and client management software;
- Smart IoT and cloud-based systems;
- Planning and Manufacturing software.
Travel & Hospitality
- Reservation and booking systems;
- Property management software;
- Travel portals and mobile apps;
- Payment management and CRM software.
iGaming
- Online gaming platforms;
- Sports wagering systems;
- Games.
eLearning
- Learning experience platforms;
- Learning management systems;
- Apps with gamification;
- UI/UX design, security, and support.
Real Estate Software
- Property management software;
- CRM and ERP software;
- BI platforms and cloud systems;
- IDX and MLS systems.
Aviation Solutions
- Airline crew management systems;
- Service, repair, and overhaul software;
- Flight planning assistants.
Oil & Gas IT Solutions
- Remote monitoring and control systems;
- Health, Safety, and Environment systems;
- Scalable software for Oil Retail.
Legal Industry Software
- Case management and Legal mobile apps;
- Law firm billing systems;
- Software integrations for law firms.
Agriculture Software
- Agricultural BI and farm ERP systems;
- Domain-specific mobile apps;
- IoT and field monitoring software;
- Software for farm drones.
Construction Software
- Custom modeling software;
- Bid management and ERP software;
- Equipment management and PM tools;
- Client and partner portals.
Energy Software
- Solar and wind energy software;
- Waste and nuclear management solutions;
- Heating and electric utility software.
GIS development
- GIS data management software;
- Navigation and land survey tools;
- GIS mobile apps and 3D mapping;
- Enterprise-Grade Apps.
Public Sector
- Public service app development;
- Legacy system upgrades;
- AI and Big Data for government;
- Cybersecurity and compliance tools.
FAQ
Salesforce consulting services help you assess CRM goals, pick the right Salesforce products, and plan implementation, integration, adoption, and optimization. They are used to fix business processes, improve customer experience, and maximize ROI.
Reach out to Andersen
What happens next?
An expert contacts you after having analyzed your requirements;
If needed, we sign an NDA to ensure the highest privacy level;
We submit a comprehensive project proposal with estimates, timelines, CVs, etc.
Customers who trust us
