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Salesforce Consulting Services

Maximise the value of your Salesforce investment

We deliver end-to-end Salesforce solutions, including strategy, assessment, development, migration, implementation, customisation, security, and managed and COE support for Salesforce implementations.

Our partnership with Salesforce and our certified experts can optimise your Salesforce investment with customised solutions designed to meet your specific requirements and business objectives. 
 

Protiviti delivers end-to-end Salesforce solutions

What’s trending now

Protiviti is helping organisations navigate the rapidly evolving tech landscape with our Salesforce consulting services. We recommend these resources:
Pro Legal Briefcase

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Leverage Salesforce to Accelerate Digital Transformation

 
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Client Story:

Global healthcare professional organisation gains flexibility through digital transformation

 
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Protiviti Salesforce AppExchange Listing

 
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Client Story:

Protiviti Implements an Integrated CRM Solution for a Leading Financial Lender and Co-Op Owner

 
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Insights

Insights

 

Our key Salesforce Consulting Solutions include:

Create comprehensive roadmaps, communication, and change management plans while supporting product management documentation to be used throughout development, configuration, and deployment.

  • Comprehensive roadmaps, communication, and change management plans
  • Strategy and design
  • Configuration, development, and customisation 
     

Build elegant, test-driven applications with our Salesforce Architects, developers, and administrators. Our team builds applications using Force.com development and customises Salesforce by building native and hybrid apps for your organisation’s Salesforce data.

  • Digitise any business process
  • Enhance employee efficiency
  • Support business growth
  • Streamlined workflows 
     

Whether your organisation needs to migrate data from a legacy platform or wants to convert to the cloud, our experts can streamline your organisation’s Salesforce migration from start to finish. Our experts create comprehensive roadmaps and support those with a detailed migration strategy. Learn more about our Salesforce Classic to Lightning Migration Journey.

  • Comprehensive roadmap
  • Data migration
  • Legacy platform migrations
  • Transformation strategy
     

Our team can improve productivity and simplify the workplace utilising native solutions as well as third-party tools from the Salesforce AppExchange. Our experts develop and implement business workflows that automate manual processes and extend Salesforce’s already powerful automation capabilities.

  • Automate business processes with Salesforce native applications and the AppExchange
  • Automation with third-party tools, i.e., Nintex 
  • Workflow development
     

By integrating systems with the Salesforce platform, your organisation can provide stakeholders with a holistic view of your business, improve data accuracy, eliminate manual processes, and save time and money.

  • Integrate business processes
  • Improve data security
  • Eliminate manual processes
     

Leverage our team of Salesforce-certified architects, developers, and administrators to provide ongoing support, quick enhancements, maintenance, and administration of your solution. Our structure provides an assigned Account Manager as your primary point of contact and access to an experienced team that is task-driven to address our client’s immediate needs. Our dedicated professionals understand every nuance of your Salesforce solution.

  • Dedicated Salesforce architects, developers, and administrators on an as-needed basis
  • On-Demand support services 
  • Developer and integration services
  • Analytical services
  • Release and change services
  • Salesforce troubleshooting and issue remediation

Salesforce Partner

As a certified Salesforce Partner, we deliver end-to-end business solutions, from initial discovery and design to development and delivery. Our expertise in Salesforce platform development, implementation, and integration provides modern, relevant, scalable solutions.

Flexible delivery capabilities with our Managed solutions

Over 2.7 million experienced professionals

Over 2.7 million experienced professionals at Robert Half support Protiviti’s core team of Salesforce consultants, operating globally. That means we can provide the experienced Salesforce skills you need fast, within budget, and with minimal to no travel costs.

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Over 2.7 million experienced professionals
casestudy11

Financial Lender and Co-Op Owner Get a Fresh Start with an Integrated CRM Solution

The impending retirements of two key executives would constitute a significant disruption for any enterprise. For this client, the business’s legacy customer relationship management (CRM) system was home-built by the departing CIO, and other legacy systems split customer data into separate collections. Learn how Protiviti and Salesforce addressed these challenges.
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casestudy2

Hot Ticket: Contract Automation Provides Global Theme Park Company with Fast Pass to Dynamic Pricing

Keeping complex contracts current poses a significant challenge for many companies. For one global theme park operator, it required a five-member team working full time to stay up to date on pricing adjustments for the company’s sales channel partners. Learn how Protiviti and Salesforce helped this client find a better way forward.
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Leadership

Douglas Sellers
Douglas is a Managing Director within Protiviti’s Software Services (PSS) group based out of Chicago. For the past 22 years he has been helping clients innovate, create, and realize value by blending business with technology through software development. Doug has deep ...
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Bob Santos
Bob is a Managing Director within our Professional Software Services Group based out of New York. For the past 20 plus years, he has been helping clients innovate, create, and realise value by bending business needs with technology. Bob is forward thinking, solution ...
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