Transform Your Business for Tomorrow with Our Salesforce Consulting Servicestitle icon

Closeloop is a Salesforce consulting firm that helps accelerate business processes, improve team performance, and maintain productivity. Our Salesforce consulting services maximize the value of your Salesforce investment while keeping your business goals.

Our team of certified and experienced Salesforce consultants is dedicated to helping organizations overcome their current business challenges and difficulties while increasing sales and accelerating production. We deliver outstanding results that will take your business to new heights. We are a Salesforce Partner and offer a variety of Salesforce consulting services, including Salesforce customization, Salesforce advisory, Salesforce implementation, Salesforce Field Service, Salesforce Development, Salesforce Integration, and more.

Discuss your goals with us more right arrow

1. Business Case Consulting Services

Closeloop can help you solve your problems and make your business shine. Our Salesforce consultants can help you choose the best product for your business and version. We also help brands successfully plan the Salesforce product integration into their business process.

2. Services Implementation Consulting

Our Salesforce consultants provide customized Salesforce implementation services for existing or new Salesforce companies. Our Salesforce Consultants can implement various Salesforce cloud services, including tools. A planned and adequately implemented Salesforce implementation is essential.

3. Salesforce Migration Consulting

Closeloop can help you migrate to the Lightning Platform faster, more efficiently, and cost-effectively. Modernizing the Salesforce app aims to reimagine the end-user experience through a user-centric strategy. Our proprietary frameworks, accelerators, and team of experts help you move faster with less risk.

4. Salesforce Data Services (ETL)

Closeloop has a strong Data Services Practice for CRM data handling. We have years of Salesforce Data Extraction, Transformation, and Loading experience using tools such as Informatica, Talend, and others. Closeloop provides Data ETL Services that are reliable and precise.

5. Salesforce Integration Consulting

We provide Salesforce integration consulting services that help manage customer information and related activities efficiently and accurately. Our Salesforce integration services have been designed to help you integrate your CRM with data from other databases, cloud platforms, or apps.

Maximize Your Investments with Our Expert Salesforce Consulting Expertstitle icon

Our Salesforce consultants are experts in Sales Cloud and Marketing Cloud. They also know Pardot Mulesoft EDA CPQ Lightning Architecture. Our Salesforce Consultants use innovative design by taking a customer-centric view to unlock actionable insights from customer data.

  • why choose us for Salesforce Consulting Services

Boost Sales and Sustain Productivity with Our Salesforce Consulting Services

Salesforce consulting services will help you change how you use it and make it work at its full potential. Closeloop, a renowned Salesforce consulting company helps businesses or enterprises improve their Salesforce instance. We help businesses to get the most out of Salesforce.

Closeloop has the best certified Salesforce consulting team to help you on your consulting journey. We will always be available to help you, whether it's technical or business skills, integrations, or optimizations, short-term or long-term. Our highly-skilled and experienced consultants have years of experience working in specific industries. We will then combine our industry knowledge, best practices, and proven methodologies to provide you with the best and most reliable Salesforce consulting services.

closeloop work process

Salesforce Consulting Process We Follow

  • development workflow icon
    Listen And Analyze

    Salesforce experts and consultants ask pertinent questions and analyze your current business processes and business model to understand better your needs and the difficulties you are experiencing with your existing implementation.

  • development workflow icon
    Suggest An Optimum Solution

    We focus on your company's and customers' needs to provide the best solutions for business challenges. This is the true definition of digitalization for us. Our support services enhance your existing solutions and allow for cost-effective growth.

    • maintenance workflow icon
      Implementing The Solution

      As your Salesforce consulting firm, working together to implement and train the solution is crucial. This is because we know we can accomplish more when we collaborate. We act as partners and are responsible for ensuring that you and your company succeed by implementing our solutions.

    • maintenance workflow icon
      Ongoing Support

      We provide real-time support for all your technical needs. Closeloop aims for continuous improvement, not perfection. We listen to your feedback, and we constantly improve milestones and releases. We are a reliable and affordable Salesforce partner offering excellent consultation services.

Business Centric Salesforce Consulting Solutions We Have Built for Our Clientstitle icon

Explore portfolio of our Salesforce consulting services our team has delivered to wide range of clients.

Cordance SFDC

Our customer, operating under an 'acquire and scale' business model, faced several challenges due to the diverse CRM systems utilized by acquired port…

Cordance Celigo Integration

Our customer, a company utilizing Salesforce as its CRM platform and NetSuite as its accounting system (ERP), encountered significant challenges relat…

Cordance Service Cloud

Cordance Service Cloud

The client's business model, characterized by its 'acquire and scale' strategy within the B2B Software-as-a-Service (SaaS) realm, prompted a collabora…

Salesforce Consulting FAQs Answeredtitle icon

Get answers to some of the most of the common queries related to Salesforce consulting services. If you have any further questions after reading these FAQs, please feel free to reach out to us at sales@closeloop.com. Our team of experts is here to assist you in maximizing the potential of Salesforce for your business needs.

For organizations to benefit fully from Salesforce solutions, consulting is necessary for successful implementation, customization, and optimization. From start-ups to enterprises with existing implementations of Salesforce solutions, Closeloop can tailor its platform specifically toward meeting business processes while guaranteeing efficiency and growth for every situation.

Our Salesforce consulting services can bring several advantages to your organization, including streamlining business processes, improving customer relationship management, increasing sales and revenues, improving user adoption rates, and unlocking insights through data analytics. Our team will collaborate closely with you in defining specific goals and devising tailor-made solutions which produce tangible outcomes.

Our Salesforce consulting services begin by understanding your business requirements, challenges, and objectives before creating a tailored strategy involving implementation, data migration, customization, integration with other systems, user training, and ongoing support - to make sure Salesforce fits seamlessly with your goals.

No. Salesforce consulting benefits organizations of all sizes - whether a startup, midsize, or multinational corporation. Our consultants can assist in capitalizing on Salesforce's capabilities to drive growth and efficiency for any organization - small startup to enterprise-size businesses alike! With solutions tailored specifically to fit the requirements of each organization, we help ensure you maximize return from your platform investment.

Contact our team at sales@closeloop.com, and they'll schedule an initial consultation. During that time, they'll explore your requirements, challenges, and goals as we propose a tailored approach showing how our consulting services can transform your business.

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