Salesforce CRM
- CRM & Sales
Automation - Enterprise
Integration - Data &
Intelligence - AI & Workflow
Automation
- Sales
- Service
- Data
- AI
Salesforce as your connected platform layer.
Connects Salesforce with
- MuleSoft
- SAP
- Oracle
- Workday
- Snowflake
- AWS
- Microsoft
- MuleSoft
- SAP
- Oracle
- Workday
- Snowflake
- AWS
- Microsoft
Why Salesforce CRM Matters
Engineer Salesforce Around Your Business
Implementing the platform doesn’t automatically connect the business. TECHAIVV builds it around your processes, data, and integrations.
- SalesSales Cloud
- MarketingMarketing Cloud
- ServiceService Cloud
- ERPSAP
- FinanceOracle
- OperationsServiceNow
- Flow & Apex
- Data Cloud
- Agentforce & Analytics
The Challenge
Salesforce Should Connect the Business, Not Become Another Silo
Salesforce can become a system of record without ever becoming a system of execution and intelligence.
Fragmented Customer and Operational Data
Data sits in silos across business functions.
Manual Sales and Service Processes
Teams work around the platform, not through it.
Disconnected Enterprise Applications
ERP, finance, and operations don’t talk to the CRM.
Inconsistent CRM Workflows
Each team configures its own way of working.
Underused Automation
Flow, AI, and Data Cloud capabilities sit idle.
Architecture That Won’t Scale
The org gets harder to change as the business grows.
Our Services
Salesforce CRM Consulting & Implementation Services
Business first, platform second: Salesforce engineered around how you operate.
Salesforce CRM Implementation
Configure leads, opportunities, pipelines, accounts, and workflows.
Architecture & Customization
Custom objects, Flow, Apex, Lightning Components, and apps.
Sales & Marketing Automation
Automate pipeline, follow-ups, campaigns, and marketing-to-sales handoffs.
Customer Service & Support
Case management, omnichannel support, and service automation.
Integration & Data Cloud
Connect ERP and enterprise systems, and unify data in Data Cloud.
AI, Agentforce & Workflows
Apply Agentforce, AI, and workflow automation to defined processes.
What We Deliver
Our Salesforce CRM Capabilities
Sales, service, marketing, and data across the Salesforce Customer 360.
Integration Architecture
Salesforce should run the customer process end to end, connected to finance and operations.
Salesforce- Agentforce Sales
- Agentforce Service
- Agentforce Marketing
- Agentforce Revenue Operations
- Data 360
- Salesforce Platform
- REST / SOAP APIs
- Bulk API
- Platform Events
- Change Data Capture
- MuleSoft Anypoint
- Salesforce Connect (OData)
- SAP
- Oracle
- Microsoft
- Slack
- Snowflake
- HubSpot
- Twilio
- Stripe
- Legacy Applications
Agentforce Sales
- Opportunity stages, path guidance, and validation
- Assignment rules and territory models
- Opportunity Management
- Lead Assignment Rules
- Territory Management
- Collaborative Forecasting
- Pipeline Inspection
- +1
Agentforce Service
- Case routing and skills-based Omni-Channel
- Entitlements and milestone SLAs
- Case Management
- Omni-Channel
- Knowledge
- Entitlements & Milestones
- Messaging
Marketing & Engagement
- Lead scoring and grading handoff
- Campaign influence and ROI reporting
- Account Engagement
- Marketing Cloud Engagement
- Campaign Influence
- Journey Builder
Data 360 & Agentforce
- Identity resolution and unified profiles
- Agentforce agents with actions and guardrails
- Data 360
- Agentforce
- Einstein
- CRM Analytics
Platform & Automation
- Flow automation and migration off Process Builder
- Apex and LWC where configuration stops
- Flow
- Apex
- LWC
- Platform Events
Agentforce Revenue Operations
- Product catalog, pricing, and discount approvals
- Quote templates and e-signature handoff
- CPQ
- Revenue Cloud
- Billing
- Contracts
- Approvals
- Build & Extend
- Flow · Apex · Lightning Web Components · Dynamic Forms · OmniStudio
- Integrate
- MuleSoft · REST & Bulk API · Platform Events · Change Data Capture
- Deliver & Govern
- Salesforce DX · DevOps Center · Sandboxes · Well-Architected
Use Cases
Salesforce Use Cases
These are the areas where Salesforce delivers the most value, from sales and service to data and AI.
Enterprise Sales Management
Complex sales processes, structured.
- Opportunities
- Accounts
- Pipelines
- Ownership
Customer Service Operations
Cases and support in one place.
- Case management
- Service workflows
- Interactions
- Support automation
Marketing & Engagement
Campaigns connected to sales.
- Campaign execution
- Segmentation
- Personalization
- Sales handoffs
Enterprise System Integration
Salesforce connected to the enterprise.
- ERP
- Finance
- Supply chain
- Commerce
Customer Data Unification
One view through Data Cloud.
- Data unification
- Identity resolution
- Segmentation
- Activation
AI-Powered Operations
Agentforce where it helps decisions.
- Digital agents
- Recommendations
- Predictive insights
- Decision support
How We Work
From Salesforce Strategy to Enterprise Transformation
TECHAIVV takes Salesforce environments from discovery and architecture through engineering, deployment, and continuous optimization.
Discover
Understand goals, workflows, customer journeys, systems, and data.
Architect
Define architecture, data model, integrations, security, and roadmap.
Engineer
Configure, customize, automate, integrate, and implement data.
Validate & Deploy
Test workflows, integrations, data, security, and performance.
Optimize
Keep improving workflows, data, automation, and AI.
Engagement Models
Flexible Ways to Work Together
Choose the model that fits your team, timeline and budget, and change it as your needs grow.
Dedicated Resource Model
Skilled professionals for your teams
Contract Staffing
Flexible hiring for short or long-term needs
Project Delivery
End-to-end execution with defined outcomes
Managed Support
Ongoing support and team augmentation
Technology Consultation
Expert guidance to shape your technology approach
Long-Term Partnership
A strategic partner for your growth journey
Who We Help
Different Businesses.
A Shared Ambition.
From growing technology companies to global enterprises, we help organizations build the technology, talent, and capabilities needed to move forward.
Real Impact
Turn Salesforce Into a Connected Enterprise Platform
Examples of how we apply TECHAIVV Digital services to real growth problems, from CRM and lifecycle automation to outbound prospecting and paid search.
TECHAIVV turned Salesforce from a system of record into how our teams actually work.
SaaS & TechnologyConnecting Marketing and CRM Systems for a B2B SaaS CompanyRebuilding lead scoring, routing and lifecycle stages across the marketing platform and CRM, so both teams report on the same pipeline.Read Case Study
Professional ServicesBuilding a Repeatable Outbound Pipeline for a Professional Services FirmSetting up account targeting, enrichment and sequenced outreach, with replies and meetings logged in the CRM automatically.Read Case Study
BFSI & FintechTying Paid Search Spend to Qualified Pipeline for a Fintech CompanyRestructuring search campaigns around buyer intent and connecting ad data to the CRM, so budget follows qualified leads.Read Case Study
FAQs
Your Questions, Answered.
Quick answers to common questions about our Salesforce CRM services.
Still have questions?Talk to our Salesforce team.
Talk to UsTECHAIVV provides Salesforce consulting, implementation, customization, integration, workflow automation, data capabilities, analytics, AI enablement, and ongoing optimization.
Yes. The implementation approach can cover discovery, architecture, configuration, customization, integrations, data, testing, deployment, and optimization.
Yes. Customization can include objects, workflows, dashboards, reports, automation rules, Apex, Lightning Components, and industry-specific applications.
Yes. Salesforce can be integrated with ERP, finance, workforce, supply chain, commerce, analytics, databases, and legacy systems using APIs, middleware, MuleSoft, cloud integration services, and custom connectors where appropriate.
Salesforce Data Cloud can provide a unified environment for customer, transactional, behavioral, operational, service, and external data, supporting data activation, segmentation, analytics, and AI use cases.
Yes. The offering includes AI capabilities such as intelligent workflow automation, digital agents and virtual assistants, predictive business intelligence, and operational decision support.
Related Services
Extend Your Revenue Stack
Salesforce CRM sits at the centre of the revenue stack. These services cover other CRMs, automation, RevOps and integration.
Let’s Build Together
Engineer Salesforce Around the Way Your Business Operates
Connect CRM, enterprise data, workflows, automation, analytics, and AI through a Salesforce environment built for long-term scale.
Talk to Us- CRM Foundation
- Connected Enterprise Systems
- Automated Workflows
- Data and AI