Salesforce Services
- Salesforce
Implementation - CRM
Automation - Salesforce
Integration - CRM
Optimization
- Discover
- Design
- Connect
- Evolve
Salesforce designed around your operating model.
Capability Highlights
Salesforce Across CRM, Automation & Integration
TECHAIVV approaches Salesforce as an operational platform, connecting CRM, automation, integrations, data, and revenue workflows.
- 360°
- Connected Customer View
- 50%
- Less Manual CRM Work
- 10+
- Systems Connected to CRM
- 2x
- Faster Reporting Cycles
Why Salesforce Services Matter
Your CRM Should Connect the Revenue Process
Salesforce often sits at the center of sales, customer, and revenue operations. But as organizations add more teams, tools, workflows, and data sources, the CRM environment can become increasingly difficult to manage.
Manual CRM Processes
Manual CRM processes and repetitive sales operations that slow teams down.
Inconsistent Data & Reporting
Inconsistent customer and account data, and reporting built on fragmented data.
Disconnected Systems
Disconnected sales and marketing systems with limited integration.
Complex Lifecycle Workflows
Complex lead, opportunity, and customer lifecycle workflows across sales teams.
Misaligned Automation
Automation that does not match actual business processes and rules.
Hard-to-Maintain Configurations
CRM configurations that become difficult to maintain as requirements grow.
Salesforce Services
Salesforce Capabilities for Modern Revenue Operations
From consulting and implementation to automation, integration, and ongoing support, TECHAIVV engineers Salesforce around your business processes.
Salesforce Consulting
Assess CRM requirements, processes, and existing environments to define a practical solution design.
Salesforce Implementation
Configure and implement Salesforce capabilities around defined business, CRM, and operational requirements.
Salesforce Customization
Adapt workflows, configurations, data structures, and platform capabilities to your organizational processes.
Salesforce CRM Automation
Automate lead, opportunity, customer, sales, and operational workflows to reduce repetitive manual processes.
Salesforce Integration
Connect Salesforce with APIs, enterprise apps, databases, marketing tools, and revenue platforms.
Salesforce Data & Reporting
Improve CRM data flows, structures, reporting workflows, and visibility across sales and business operations.
Salesforce Optimization
Review existing CRM environments to improve workflows, automation, integrations, data, and efficiency.
Salesforce Managed Support
Provide ongoing Salesforce engineering and platform support as your CRM and requirements evolve.
What We Deliver
Our Salesforce Capabilities
Across the Clouds your teams use, the platform underneath, and the integrations that connect it.
Integration Architecture
Salesforce should hold the full customer picture, fed by every system that touches the customer.
Salesforce- Agentforce Sales
- Agentforce Service
- Agentforce Field Service
- Agentforce Marketing
- Agentforce Commerce
- Data 360
- Salesforce Platform
- MuleSoft
- REST / SOAP APIs
- Bulk API
- Platform Events
- Change Data Capture
- MuleSoft Anypoint
- Salesforce Connect (OData)
- SAP
- Oracle
- Microsoft
- Workday
- AWS
- Snowflake
- HubSpot
- Twilio
- Legacy Applications
Agentforce Sales & Revenue
- Opportunity stages, validation rules, and guided selling
- Territory models and forecast hierarchies
- Lead & Opportunity Management
- Territory Management
- Collaborative Forecasting
- CPQ
- Revenue Cloud
- +1
Agentforce Service & Field Service
- Case routing, queues, and skills-based Omni-Channel
- Entitlement processes and milestone tracking
- Case Management
- Omni-Channel Routing
- Knowledge
- Entitlements & SLAs
- Field Service
- +1
Marketing & Engagement
- Journeys, data extensions, and send logic
- Account Engagement scoring, grading, and handoff to sales
- Marketing Cloud Engagement
- Journey Builder
- Account Engagement (Pardot)
- Marketing Cloud Connect
- Personalization
Experience Cloud
- Sharing sets, guest access, and secure portal data models
- Partner deal registration and lead distribution
- Customer Portals
- Partner Relationship Management
- Self-Service Help Centers
- LWR Sites
Data 360 & Agentforce
- Data streams, identity resolution, and calculated insights
- Agentforce agents with topics, actions, and guardrails
- Data 360
- Agentforce
- Einstein Prediction Builder
- CRM Analytics
- Tableau
Platform & Integration
- Apex services, triggers, and test coverage
- Flow automation that replaces legacy Workflow Rules and Process Builder
- Apex
- LWC
- Flow
- Platform Events
- Change Data Capture
- +1
- Build & Extend
- Apex · Lightning Web Components · Flow · SOQL / SOSL · OmniStudio
- Integrate
- MuleSoft Anypoint · REST & Bulk API · Platform Events · Change Data Capture · Named Credentials
- Deliver & Govern
- Salesforce DX · DevOps Center · Scratch Orgs & Sandboxes · Well-Architected · Data Loader
Use Cases We Support
Salesforce for Connected Business & Revenue Workflows
From lead management to enterprise integration, Salesforce engineered around the workflows your sales, customer, and revenue teams run every day.
Enterprise Platform Case Studies- Lead & Opportunity Management
- Sales Process Automation
- CRM & Marketing Integration
- Customer Lifecycle Management
- Revenue Operations
- CRM Data Management
- Enterprise System Integration
- CRM Modernization
How We Work
A Structured Salesforce Delivery Approach
A Salesforce environment designed around your operating model, not a collection of disconnected CRM configurations.
Discover
Understand processes, CRM requirements, users, data and current state.
Design
Define architecture, workflows, data structures, automation and integrations.
Build
Configure and engineer capabilities, integrations, automation and workflows.
Deploy
Validate the solution, prepare users and connected systems, then deploy.
Optimize
Monitor usage, identify improvements and continuously evolve the CRM.
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
Relevant Delivery Experience
Examples of how we apply our engineering work to real business problems, from healthcare records to factory equipment and retail sales.
Retail & E-commerceBringing Retail Data Together for Consistent Business ReportingBringing sales, orders, customer and inventory data into a central data warehouse for consistent cross-channel reporting.Read Case Study
HealthcareAI-Powered Medical Document IntelligenceApplying AI to extract, organise, and validate information from clinical documents, reducing repetitive administrative work for healthcare teams.Read Case Study
Retail & E-commerceAI-Driven Demand Forecasting for RetailUsing historical sales data and machine learning to help retailers anticipate demand and plan replenishment with greater visibility.Read Case Study
Frequently Asked Questions
Your Questions, Answered
Quick answers to common questions about our Salesforce services.
What are Salesforce services?
Salesforce services cover the consulting, implementation, customization, integration, automation, optimization, and ongoing support of Salesforce environments.
Can TECHAIVV integrate Salesforce with other business systems?
Yes. Salesforce integration can connect CRM environments with APIs, enterprise applications, databases, marketing tools, revenue platforms, and other business systems.
Can Salesforce processes be automated?
Yes. Salesforce environments can support automation across lead management, opportunity workflows, sales processes, customer lifecycle activities, and other operational workflows.
Can TECHAIVV work with an existing Salesforce environment?
Yes. Services can focus on improving existing Salesforce configurations, workflows, automation, integrations, data structures, and reporting rather than requiring a new implementation.
How does Salesforce support revenue operations?
Salesforce can act as a central CRM platform connecting customer data, sales processes, workflows, reporting, and surrounding revenue technology. TECHAIVV can support the integrations and automation around these processes.
Can Salesforce be connected with marketing and GTM tools?
Yes. Salesforce can be integrated with marketing, sales, automation, and revenue technology to connect workflows and data across the broader GTM ecosystem.
Related Services
Explore Related CRM & Revenue Capabilities
Salesforce is one part of your revenue systems. These services cover CRM automation, the wider revenue stack and integration.
CRM AutomationAutomate CRM processes across your revenue workflows.Explore Service
GTM AutomationAutomate go-to-market processes across sales, marketing, and revenue operations.Explore Service
Revenue Stack ImplementationImplement and connect the broader revenue technology stack.Explore Service
API & System IntegrationConnect Salesforce and other enterprise systems technically.Explore Service
Let’s Build Together
Build Salesforce Around the Way Your Business Operates
Whether you’re implementing Salesforce, automating CRM workflows, connecting revenue systems, or improving an existing environment, TECHAIVV can help engineer Salesforce around your business processes.
Talk to Us- Implementation
- Automation
- Integration
- Optimization