Our Salesforce Consulting services will ensure the successful execution of your CRM strategy through a tailored implementation plan designed to meet your unique business needs.

Whether you are implementing your first CRM system, migrating away from a current system, integrating multiple source systems into a Data Warehouse, integrating legacy or new CRMs due to merger or acquisition or simply customizing your existing Salesforce CRM application, our experienced and accredited consultants provide the expert guidance and hands-on know-how you need to ensure the project is a success.

Our Salesforce specialists will help you think through and execute a well-planned CRM initiative step by step:

  • Project Planning
  • Implementation & Deployment
  • Customisation & Development
  • User Adoption & Salesforce Training
  • Application Optimisation


By working with an accredited Salesforce Consulting Partner like ExistBI we can help you take advantage of features and functionality you may not be able to leverage on your own, or might have considered beyond your reach and in doing so maximise your CRM investment.

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