Salesforce implemented, cleaned up and connected to your business
Salesforce is the CRM of choice for larger sales and service teams. We audit existing orgs, implement new ones, migrate data, build on Flows, Apex and Lightning Web Components, and connect Salesforce to your ERP and channels.
- Every small change takes weeks
- Reports nobody trusts
- Reps updating the CRM instead of selling
Updated just now
| Area | Finding | Impact | Status |
|---|---|---|---|
| Data | Duplicate accounts | Reports wrong | Fix |
| Automation | Legacy workflow rules | Errors | Migrate to Flow |
| Security | Profiles too broad | Risk | Urgent |
| Adoption | Mobile not set up | Field sales | Plan |
Verified business · online
Salesforce orgs that became hard to change
Years of custom fields, old automations and duplicate data make every change slow and every report questionable.
of sales reps' time goes on non-selling tasks
Source: Salesforce State of Salesa year is the average cost of poor data quality to an organisation
Source: GartnerA 20-rep sales team on Salesforce
Assumptions
- 30 minutes a day per rep returned from admin to selling
- 22 working days a month
Every Salesforce service you need, from one team
The Salesforce services businesses ask for most today. Click a service to see what's included and how long it takes.
Sales Cloud implementation
Sales Cloud configured for your process with pipelines, territories, forecasts and dashboards.
What's included- Process design workshop
- Objects, fields and layouts
- Flows and approval processes
- Dashboards and training
Service Cloud
Case management with routing, SLAs, knowledge base and omni-channel support including WhatsApp.
What's included- Case routing and queues
- Entitlements and SLAs
- Knowledge base
- WhatsApp and email channels
Experience Cloud portals
Self-service portals for customers, dealers or partners, connected to your Salesforce data.
What's included- Portal design
- Logins and sharing rules
- Cases, orders and documents
- Branding
Agentforce & Einstein AI
AI agents and assistants grounded in your Salesforce data, with guardrails and testing.
What's included- Use-case selection
- Data readiness check
- Agent setup and testing
- Monitoring
Org health check & clean-up
Unused fields, old automations and duplicates removed, with a roadmap to keep the org healthy.
What's included- Org audit report
- Field and flow clean-up
- Duplicate rules
- Release process
Integrations & APIs
Salesforce connected to your ERP, accounting, eCommerce and WhatsApp using APIs, middleware or n8n.
What's included- Integration design
- APIs and middleware
- Error handling and logs
- Monitoring
Data migration to Salesforce
Accounts, contacts, opportunities and history moved with checks and a planned switch-over.
What's included- Mapping and clean-up
- Test loads
- Counts and sign-off
- Go-live support
Salesforce admin as a service
Users, reports, changes and releases handled by our admins each month.
What's included- User and permission changes
- Reports and dashboards
- Release management
- Monthly report
Dedicated Salesforce team
Hire experienced Salesforce consultants, developers and admins hourly, part-time or full-time, managed by Involve, at a fraction of local hiring costs.
What's included- Salesforce admin
- Salesforce developer (Apex, LWC)
- Salesforce consultant
- Hourly, part-time or full-time
- Replacement guarantee and one point of contact
All Salesforce services: Sales Cloud implementation · Service Cloud · Experience Cloud portals · Agentforce & Einstein AI · Org health check & clean-up · Integrations & APIs · Data migration to Salesforce · Salesforce admin as a service · Dedicated Salesforce team.
Get the value you pay Salesforce for
What businesses get from a managed Salesforce setup.
Licences matched to real usage.
Duplicates removed and rules in place.
Integrations with ERP, WhatsApp and more.
Automations for approvals and updates.
Training and adoption tracking.
Monthly support and improvements.
The Salesforce products we work with
Platforms we work with
Best for larger sales and service teams
Companies with complex sales processes, many users or several business units.
Teams of 50+ sales or service users
Forecasting, territories and service SLAs.
Financial services
Lending, insurance and wealth on Financial Services Cloud.
Multi-country businesses
One CRM across regions and currencies.
Moving to Salesforce without losing data
We map, clean and move your data, run both systems side by side where needed, and switch over on a planned date.
- Accounts, contacts and deals
- Activities and attachments
- Automations rebuilt in Flow
- Data clean-up and de-duplication
- Ownership and territories
- User training
- Inventory of old automations
- Rebuilt and tested in Flow
- Old rules switched off
Connect Salesforce to the rest of your business
APIs, connectors and workflows, built and monitored by us.
Hire an experienced Salesforce team for less
Add Salesforce consultants, developers or admins to your team without hiring, training or managing them yourself. Our people work in your time zone, use your tools and are backed by the wider Involve team.
For small changes and ad-hoc support.
- Pay for hours used
- Monthly timesheet
A named expert for a fixed number of days a month.
- Same person every month
- Priority support
A full-time consultant or developer working as part of your team.
- Works your hours
- Managed by Involve
Involve vs other ways to run Salesforce
How we compare with the usual options.
| Involve | Do it yourself | Large consultancy | |
|---|---|---|---|
| Free audit before any work | Paid discovery | ||
| Fixed-scope quotes | Not applicable | Time & material | |
| Right for small and mid-sized companies | Minimum project sizes | ||
| Migration and integrations | Your team | ||
| Monthly managed support | |||
| Zoho, Microsoft and Salesforce under one roof | Not applicable | Varies |
General comparison.
Involve
Audit. Implement. Manage.How we deliver Salesforce
The check every project should pass before money is spent. AIM makes sure you pick the right project, at the right scope and cost, and that someone is accountable for it after go-live.
Audit
Week 1 · free call + 3–5 day reviewWe review your current systems, processes, data, licences and costs, then show what to fix, what to keep and what not to buy.
- Process and system walkthrough
- Gaps, risks and wasted spend
- Ranked roadmap with effort and impact
Implement
Fixed scope and timelineOur in-house team configures, builds, integrates and migrates, in weekly releases you can see and test.
- Setup, build and integrations
- Data migration and testing
- Training and go-live support
Manage
Monthly planWe stay on after launch: monitoring, fixes, changes, updates and advice, with a named team and a monthly report.
- Monitoring, support and fixes
- Small changes and improvements every month
- Quarterly review and advisory
average budget overrun on large IT projects, which also deliver 56% less value than planned. Source: McKinsey & University of Oxford
Why start every project with AIM
Most overruns start before the first line of code: the wrong tool, a vague scope or no owner after launch. The audit catches those for free.
A fixed scope and quote come out of the audit, not halfway through the project.
We recommend what fits, including tools we don't sell, or doing nothing.
The audit report is yours to use with any vendor, no obligation.
Work is ranked by payback, so the first project earns its keep.
The people who audit are the people who build and support it.
Monthly reviews keep systems used, improved and worth what you pay.
Three ways to work with us
Salesforce licences are billed separately at the vendor's published prices. Our services are quoted after the free audit.
Free Salesforce audit
Org health and roadmap.
- 45-minute org review
- Written summary
- Roadmap and fixed quote
Implementation project
Build, migrate and integrate.
- Clouds configured for your process
- Data migration
- Integrations and training
Admin-as-a-service
Monthly admin and developer hours.
- Changes and new features
- Release management
- Monthly report
Estimate your Salesforce: hours, cost and savings
Most companies only share a price after several calls. Here you see the hours, our hourly rate and what the same work costs elsewhere, before you talk to anyone.
Indicative estimate. Market rates: Clutch 2026 averages for custom software development (India $25–$49/hour, US $50–$99/hour); large consultancies often charge $100+/hour. Your fixed quote follows a free audit call. Licences and third-party fees are billed separately by the vendor.
Screens from projects we built and run
Taken from live client systems. Client data is masked. Open any project to see the problem, what we built and the result.
Salesforce work we have delivered
Real projects from our clients and products, with the problem, what we built and the outcome.
PwCThe team you will actually work with
No hand-offs to freelancers. The people below lead the audit, the build and the support, from our Nashik office.
Meet the full team
NK
SK
UW
MR
NCSix commitments, in writing, before you sign
They are part of every proposal for Salesforce. After go-live you also get 30 days of free hypercare: anything we built that does not work as agreed is fixed at no cost.
The price in your signed scope is what you pay. Any change needs your written approval first.
The written audit summary is yours to use with any vendor, with no obligation to hire us.
Weekly demos and a written update, so you always know what is done and what is next.
Full source and data export at any time. No lock-in, no hostage hosting.
Every message answered within one business day, with faster response times on Manage plans.
We sign your NDA, or ours, before we see your systems or data.
Find out what's slowing your Salesforce org down
A 45-minute call with our Salesforce consultant, followed by a short written summary of what to fix, what to keep and what to do first.
- Licence and usage review
- Process and data gaps
- Roadmap and fixed quote
Salesforce FAQs
Is Involve a Salesforce partner?
Yes. Involve Technologies is a registered Salesforce Partner, offering consulting, implementation and development services.
Can you work on an org another partner built?
Yes. We start with a health check and take over admin and development from there.
Do you build custom code?
Yes: Apex, Lightning Web Components and integrations, with tests and code review.
What is Agentforce?
Salesforce's platform for AI agents that answer and act on CRM data. We help you pick use cases and build them safely.
Can you integrate Salesforce with our ERP?
Yes. We connect Salesforce with SAP, Business Central, Tally and custom ERPs.
How do monthly plans work?
You get a set number of admin and developer hours each month, with a monthly report.
Why businesses choose Involve Technologies
Software, AI and platforms are only half of it. The other half is the team that sets them up for your business and keeps them running.
We audit, build, migrate, train and support. You deal with one team from first call to monthly support.
Our own developers customise and extend what we deliver, so changes do not wait on an outside vendor.
Scope, timeline and monthly plan are written down before work starts.
Hands-on training for admins and staff in English, Hindi and Marathi.
Dedicated environments, backups and full data export whenever you need it.
A monthly Manage plan with a named team that knows your setup.
Let's talk about Salesforce Services
Tell us what you need in four quick steps. You get a reply from a consultant, not an auto-responder.
- Free 45-minute discovery call
- Indicative quote on the call
- Mutual NDA on request
Salesforce, Sales Cloud, Service Cloud, Experience Cloud and Agentforce are trademarks of Salesforce, Inc. Involve Technologies is a registered Salesforce Partner.