Intellias Enterprise Platform Services→Salesforce ® Professional Services

Your new winning formula? CRM + AI + analytics

Salesforce ®
Professional Services

Focus on your business and your customers while we take care of the technology

When your customers aim higher, meeting their expectations takes more. Intellias can help you provide the best possible service to your customers through full-cycle Salesforce consulting and implementation. We support every stage of your Salesforce journey—from strategy and consulting to development, customization and continuous improvement.

As a certified Salesforce service provider, Intellias helps you get the most out of your technology investment. We deliver practical cloud solutions and greenfield implementations as well as optimize existing deployments. Our Salesforce professional services include smooth migration from legacy CRMs and functional integrations between Sales Cloud, Service Cloud, Marketing Cloud and Commerce Cloud. By bringing together data, automation, AI tools and apps for sales, service, marketing, commerce and IT — all in one platform — we equip your teams with everything they need to do their jobs right.

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Intellias Salesforce certifications

92x certified experts

We provide end-to-end Salesforce professional services

Salesforce technology consulting

All-around assessment and planning to evaluate business needs, technology options and integration requirements that result in recommendations of optimal Salesforce solutions, data migration tools and IT roadmaps.

Salesforce edition/product evaluation, license optimization
Process mapping, timeline planning, adoption strategy
System assessment, optimization, performance improvement
Architecture security framework
Custom solutions planning
Data migration strategy
System integration planning

Salesforce implementation
& automation

Implementation and Salesforce configuration within business environments, including system setup, platform modernization, process automation and user enablement.

Flow & process builder configuration
Role hierarchy & security permissions setup
Custom dashboards, reporting automation
Einstein AI and Tableau implementation
Low-code/no-code solutions
System customization

Custom app development
& integration

Deployment and integration of custom applications in Salesforce to deliver seamless performance and connectivity with third-party systems.

Custom development with Apex, Lightning Web Components (LWC), Visualforce
API integrations (MuleSoft, Workday, SAP, Microsoft Dynamics)
Omni-channel experience enablement
Custom CPQ (Configure, Price, Quote) solutions
Integration with third-party apps, ERP systems, marketing/payment automation software
AppExchange applications development

Data migration
& cleansing

Data transfer and refinement within the Salesforce environment to maintain its accuracy and consistency, ensuring data is reliable and ready for use.

Migration from legacy systems to Salesforce
Salesforce Classic to Lightning upgrade
Data mapping, cleaning, de-duplication
Data standardization with built-in governance

Ongoing support and
& staff augmentation

Post-implementation maintenance, managed Salesforce services, continuous improvements to the Salesforce instance as well as scalable, specialized expertise when and where it’s needed.

Managed Salesforce support
On-demand admin & developer support
Performance optimization & troubleshooting
Salesforce training & enablement for admins and end users

Salesforce products we work with

Core platform solutions

Salesforce Platform

Empower your development and IT teams to build, test and scale applications on a single metadata-driven foundation that connects your enterprise data, AI/ML capabilities, security controls, analytics engines and low-code tools.

Data Cloud

Transform and unify your data in Salesforce to enable reliable AI-supported solutions that convert raw data into actionable 360-degree customer profiles, driving automated workflows and analytics.

Heroku

Personalize the experience for every customer with up-to-date CRM data. Automatically sync data in both directions between your custom applications and Salesforce.

Business solutions

Einstein AI

Make data-driven decisions across all departments based on advanced analytics and AI-powered predictions.

Sales Cloud

Energize sales productivity with visualized opportunities, accelerated lead management and automated pipeline tracking and forecasting.

Service Cloud

Improve the customer experience through omni-channel support, reduced response times and smooth case management and service processes.

Marketing Cloud

Optimize marketing ROI with refined customer journeys, performance analytics, targeted cross-channel campaigns and AI-driven personalization.

Commerce Cloud

Create unified shopping experiences across online and physical stores with personalized recommendations and inventory management.

Integration & analytics solutions

Experience Cloud

Create branded digital spaces to connect with clients, partners and employees while securely sharing information and documents within key business processes.

Tableau

Turn complex data into clear, actionable intelligence with AI-supported analytics and intuitive visualizations so you can make fact-based decisions wherever you work.

MuleSoft

Transform your experiences across Salesforce and external systems with connected customer data and automated end-to-end processes.

Industry clouds

Speed up time to value for your sector with pre-built solutions, workflows and compliance features tailored to the needs of specific industries:

Why Intellias is the right Salesforce service provider for you

Whether you’re a midsize company or a Fortune 500 enterprise, Intellias has the experience and expertise to make Salesforce work for you. We know how to identify your challenges and goals, then build practical solutions that bring real results: better customer engagement, stronger brand loyalty, improved sales performance, lower operating costs and more.

Salesforce lifecycle support

With our IntelliForce 360 approach, we take care of every aspect of your Salesforce experience, from initial analysis to customization, ongoing managed services and talent augmentation.

Sector-specific solutions

Our strong background in various industries allows us to build and integrate customized solutions that directly address the unique requirements of your business.

Enterprise-grade implementation

Our portfolio of Salesforce services and solutions includes CRM apps for various organizational functions with integrated AI and advanced data analytic — all in one platform. These solutions are both scalable and compliant with industry standards.

Adaptable engagement models

Whether you need end-to-end implementation or additional expertise through staff augmentation, we offer Salesforce professional services with flexible engagement options, proven workflows, adjusted to fit your business model.

Established Salesforce partnerships

Through our technology alliances, we amplify the platform’s capabilities with business-focused integrations. Our certified developers and architects build custom solutions using the latest Salesforce capabilities: Agentforce, Einstein Copilot, AI analytics, upgraded CRM tools and Lightning Components.

Hire a certified Salesforce professional services provider and transform your customer relationships from transactions to lifelong connections.

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Expanding Salesforce potential with partnerships

At Intellias, we don’t just implement Salesforce; we transform and optimize the way startups, midsize companies and global enterprises do business. By teaming up with CONVAYR and TITAN, we bring together AI-powered automation, easy customization and enterprise-strength security. We work hard to ensure the Salesforce Platform delivers on its promise to fuel productivity for clients so they can deliver exceptional experiences to their customers.

CONVAYR: A fully featured enterprise integration solution

Through our partnership with CONVAYR, we simplify data tasks of all sizes by infusing AI and automation into Salesforce deployments. CONVAYR’s intuitive interface, powerful data manipulation capabilities and broad connectivity make it a go-to solution for data integration. CONVAYR enables quicker decisions and enhances customer interactions across the organization.

TITAN: A zero-code platform for Salesforce customization

Our collaboration with TITAN delivers seamless, no-code customization for Salesforce, ensuring a secure, scalable and compliant environment. With TITAN, Salesforce becomes more adaptable and gains enterprise-grade security, making it ready to grow with your organization.

Intellias delivers business wins through expert Salesforce services

Our team of certified cross-technology and Salesforce experts (app developers, architects, platform developers, admins, and QA engineers) deliver custom Salesforce CRM solutions, cloud innovations, mobile apps and integrations that align with your business goals. When Intellias optimizes Salesforce, it becomes a practical tool that simplifies your workflows and enriches customer interactions, leading to steady growth.

AI-driven CRM optimization

AI-powered lead scoring to augment sales performance
Predictive analytics and sentiment analysis for deeper insights
Automated customer service through chatbots/virtual assistants to improve the customer experience

Cloud-native Salesforce deployment

Expertise in AWS, Azure, GCP and hybrid cloud models to secure scalability
CI/CD for Salesforce development and automation to rationalize processes

Enterprise data management & security

Salesforce data governance aligned with the GDPR, CCPA and HIPAA to safeguard data
Advanced security and role-based access for enterprise-scale Salesforce deployments to protect sensitive information

Digital twins & IoT integration

Smart customer analytics by connecting IoT data streams to Salesforce
Predictive maintenance and field service AI for industrial clients to maintain interoperability

IntelliForce 360: Salesforce Platform + Intellias talent

Full-service agency for design, configuration and development needs
Talent and expert support across every phase

Our industry and tech expertise bring meaningful results for clients

Technology

Intellias helped a Fortune 500 IT provider supercharge their revenue engine with custom Salesforce CPQ, replacing fragmented systems with intelligent integrations that shortened sales cycles, removed quote errors and built a future-ready foundation for scalable growth.

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Our industry and tech expertise bring meaningful results for clients

Financial Services & Insurance

A service management company improved their financial operations by connecting Salesforce CRM with Financial Cloud, creating an automated system that handles stocks, taxes and assets data with greater accuracy while saving time on everyday financial tasks.

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Clients appreciate us

Christoph Strasen

CTO, FinCompare, Germany

We experienced a great balance of stamina, skills and smartness in the team members that brought us the stability in delivery that we had been lacking in the past

Charles Webb

Technology Transformation Leader, DD Group, UK

Intellias have serious technical capability and really understand how to build things well and efficiently. But more importantly, they can join the dots between technology and business value.

Patrick Mukherjee

Senior Blockchain Architect, Deon Digital, Switzerland

Their willingness to fully understand the projects and our needs makes them a pleasant partner to work with.

Frequently asked questions

A successful Salesforce implementation boils down to a few key things. First, we gather requirements to define your business needs and expected outcomes. We map out your current processes and identify how Salesforce services can optimize them. Then, we create a detailed project plan and budget with built-in contingency planning. We also define specific key performance indicators (KPIs), such as increased sales conversion rates or reduced customer support ticket resolution times. Finally, clear change management and data migration strategies are crucial for a seamless transition. We ensure all stakeholders are aligned and ready to adopt the new system by drawing on our Salesforce services.

There are three main Salesforce implementation models: managed, hybrid and self-managed.

Managed implementation (turnkey solution): Think of us as your full-service system integrator. We handle the entire implementation lifecycle, from initial consultation and configuration to custom development, testing and go-live support. This approach maximizes platform functionality and adoption in a timely manner and is supported by our Salesforce professional services.

Hybrid implementation: This is a collaborative approach where we partner with your internal team. We provide specialized expertise and guidance on Salesforce products, while your team contributes their business knowledge and handles specific tasks. This model balances cost and control, giving your team valuable experience with Salesforce services.

Self-implementation: This is where your organization handles the entire implementation using in-house resources. Self-implementation requires significant Salesforce expertise and can be challenging without proper experience or support from a Salesforce services vendor, but it’s a great opportunity to build your own internal expertise. The best choice depends on factors like your budget, internal skill sets and desired timeline.

To help you measure the return on investment of your Salesforce project, we help you define clear SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) before we even begin the project. We also monitor user adoption rates and provide ongoing support to ensure your team is using the Salesforce platform effectively. Finally, we provide regular reports and analytics so you can see the tangible business impact of your Salesforce implementation. It’s not just about deploying technology; it’s about driving real business results with Salesforce professional services.

Salesforce ® Professional Services