Enable structured customer engagement and revenue operations through a connected CRM platform built for scale and operational visibility.

Salesforce Platform Coverage

Salesforce CRM and Engagement Platforms

Establish a connected customer operations environment that aligns engagement processes with data and revenue workflows.

  • CRM Applications

    CRM Applications

    Implementation and configuration across core Salesforce CRM environments including Sales Cloud, Service Cloud, and Revenue Cloud.

  • Digital Experience Platforms

    Digital Experience Platforms

    Enablement of Experience Cloud and digital engagement environments supporting customer and partner interactions.

  • Marketing & Customer Engagement

    Marketing & Customer Engagement

    Integration and configuration of marketing platforms that support campaign management and customer lifecycle engagement.

  • Data Cloud & Customer Data Platforms

    Data Cloud & Customer Data Platforms

    Unification and activation of customer data across Salesforce environments to support operational visibility and decision-making.

  • Integration & Platform Services

    Integration & Platform Services

    Design and implementation of integrations connecting Salesforce with ERP systems, enterprise applications, and data platforms.

  • AI & Agentforce Capabilities

    AI & Agentforce Capabilities

    Enablement of Agentforce and Einstein AI capabilities that support intelligent automation and AI-driven workflows across CRM environments.

Salesforce Delivery Capabilities

Salesforce Implementation Workstreams 

Engagement models support organizations through every stage of their Salesforce lifecycle from CRM rollout to ongoing platform evolution.

Deployment and configuration of Salesforce environments aligned to defined customer engagement processes.
Development of connections between Salesforce and enterprise applications including ERP systems, data platforms, and third-party tools.
Configuration of process automation and AI-driven workflows that support customer engagement and operational efficiency.
Development of extensions and application logic using Apex, Lightning Web Components, and platform configuration tools.
Ongoing administration, release management, monitoring, and performance optimization across Salesforce environments.
Managed Services & Optimization Managed Services & Optimization Managed Services & Optimization Managed Services & Optimization Managed Services & Optimization
Salesforce Implementation Approach

A Phased Approach to CRM Implementation

Salesforce programs follow a structured implementation model that aligns platform architecture, data structures, and customer engagement processes to support stable CRM operations and long-term platform scalability.

Customer & Process Discovery
1

Customer & Process Discovery

Assessment of current customer engagement processes, sales workflows, service operations, and data environments to define CRM transformation priorities.

Platform Architecture & Data Design
2

Platform Architecture & Data Design

Definition of CRM architecture, data models, and system integrations that support customer engagement and revenue operations.

Configuration & Application Development
3

Configuration & Application Development

Configuration of Salesforce environments and development of platform extensions using Apex, Lightning components, and automation tools.

Integration & Data Activation
4

Integration & Data Activation

Integration of CRM environments with enterprise systems while enabling unified customer data across applications.

Deployment & User Enablement
5

Deployment & User Enablement

Production rollout with user onboarding, adoption planning, and operational readiness.

Optimization & Platform Evolution
6

Optimization & Platform Evolution

Continuous platform improvements, release management, and expansion of automation and AI capabilities.

Why dotSolved for Salesforce

Salesforce Expertise Built on Proven Delivery 

Salesforce programs are delivered through experienced CRM architects, certified platform specialists, and structured delivery models that support customer engagement transformation across enterprise environments. 

  • Certified Salesforce Specialists

    Certified Salesforce Specialists

    Certified architects, developers, and consultants delivering implementations across CRM and engagement platforms.

  • Agentforce and AI Enablement

    Agentforce and AI Enablement

    Implementation of AI-driven automation and intelligent agents sing Agentforce and Einstein capabilities.

  • Industry-Aligned CRM Programs

    Industry-Aligned CRM Programs

    Experience delivering Salesforce environments across industries including manufacturing, healthcare, technology, and retail.

  • End-to-End Platform Delivery

    End-to-End Platform Delivery

    Support across architecture design, implementation, integrations, and ongoing platform operations.

  • Continuous Innovation

    Continuous Innovation

    Ongoing support, release management, and platform optimization to sustain long-term CRM performance.

Resources

See How We Deliver Measurable Results  

  • Salesforce Field Service Lightning Salesforce Field Service Lightning
    CASE STUDY

    Salesforce Field Service Lightning

    Read More
  • BLOG

    Streamlining Workflows with Salesforce Agentforce

    Read More
  • BLOG

    Salesforce Marketing Cloud: Powering End-to-End Customer Journeys

    Read More