Sales Cloud, Service Cloud and Experience Cloud implementation, integration and managed support — with the data model and migration handled as first-class engineering work.
Salesforce implementations rarely fail on features. They fail on the object model — a design that made sense for the pilot team and then could not represent how the business actually sells, so people started keeping the real pipeline in a spreadsheet.
We spend disproportionate effort on data model and migration, because those are the two things that are painful to change afterwards. Declarative configuration wherever it holds, Apex where it genuinely does not, and a migration that reconciles rather than hopes.
Pipeline, forecasting and sales process, configured to the way your team actually sells rather than to a generic funnel.
Case management and support operations with routing that gets the case to the right person the first time.
Customer and partner portals built on the same data, so nobody maintains a second version of the truth.
The workstream most implementations underestimate, run with reconciliation and dry runs.
Connecting Salesforce to the systems that hold the rest of the customer picture.
Custom development where configuration runs out, plus ongoing support across Salesforce's three annual releases.
Pipeline, forecasting, territory management
Case management and Omni-Channel routing
Customer and partner portals
Declarative automation and orchestration
Custom code where configuration cannot reach
Configure, price and quote workflows
Event-driven system integration
Operational and executive reporting
With an org health assessment — unused fields and objects, overlapping automation, Apex with no test coverage, permission sprawl, and technical debt ranked by the risk it actually poses. That produces a remediation plan you can sequence, rather than an argument for a rebuild you probably do not need.
Yes. Migration starts with profiling the source data honestly, because the answer to 'how clean is it' is almost never 'clean'. We map objects and fields, agree a deduplication strategy, then run repeated dry runs with reconciliation reports until the variance is inside an agreed tolerance.
We evaluate, implement and support AppExchange packages. Part of the evaluation is whether you need one at all — a managed package carries licence cost, upgrade dependency and support surface that sometimes outweighs the configuration it saves.
Release readiness is part of managed support: reviewing release notes against your configuration, testing in a sandbox on the preview instance, and flagging anything that affects your automations or integrations before it reaches production.
A short conversation is usually enough to tell whether we're the right fit. If we're not, we'll say so and point you somewhere better.
Or email us directly at reachus@segakiv.com
