- ALL SERVICES
- • Salesforce Consulting Services
- • Managed Services
- • Simplification of Interfaces
- • Data Migration and Processing
- • Architectural Solutions and Scoping
- • Code Review, QA and Support
- • Applications Development
- • Pre-sales and Solutions Consulting
- • Technical Audit and Support
- • Custom Applications Development
- • AI Apps
Salesforce Consulting Services
Get the best value on your Salesforce investment. As a Summit tier partner and a leading Salesforce consulting company, we combine high-level architectural thinking with practical implementation expertise.
Our Clients
Expert Salesforce Consulting Services
No matter whether you’re starting from scratch, scaling your operations, or rescuing an underperforming system, our Salesforce CRM consulting team can provide you with customized services designed to meet your business logic.
Salesforce Consulting Services We Provide
CRM Strategy & Process Optimization
Managers very often waste time on administration. Our Salesforce advisory services are aimed at helping you understand where Salesforce can optimize your processes and reduce the amount of repetitive work.
Full-Cycle Implementation
We can set up and implement Salesforce as a whole from scratch. Partnering with a Salesforce implementation company is the best choice when it comes to having a fully operational solution which is customized to your business needs.
Integrations & Workflow Automation
Your CRM should not be separate from all of your other systems such as your ERP system, billing platforms, and other internal tools that your team uses. Our Salesforce integration consultants write custom code and configure flows to completely eliminate duplicate data entry.
Managed Services & Ongoing Support
With time, your organization will grow and so does your need for Salesforce solutions. As Salesforce implementation experts, we offer managed services to keep your Salesforce environment running smoothly.
We protect you against the financial and technological risks associated with CRM implementation. And this is how we ensure your Salesforce investments are secure starting on day one.
Why Choose Twistellar as Your Salesforce Consulting Partner
Certified Architectural & Tech Oversight
With a senior architect directing everything that we do, we minimize technical debt and because we are an official Salesforce consulting partner we will deliver documented code and flows that prevent hard-coding, limitation-related errors, and vendor lock-in.
Proven 5-Star Track Record
Twistellar is considered to be one of the top Salesforce consulting firms because of our transparent and objective process when executing projects. We have high ratings on Clutch and AppExchange, which means that there is very little or no risk in the delivery of your project.
Designed for High User Adoption
A CRM is useless if sales reps hate using it. We deliver end-to-end Salesforce consulting and implementation, from streamlined workflows to cutting out the unnecessary clicks, so your team can spend less time clicking around and more time closing deals.
Active Leadership Oversight
In contrast to traditional, larger-scale, more bureaucratic Salesforce consulting agencies, our C-level managers are actively involved in the planning of each client's project and ensure that the technology being implemented supports their key initiatives.
What Our Clients Say
“The technical expertise at Twistellar is seriously impressive. Their team understood our complex requirements from day one and consistently found smart solutions within Salesforce.”
Balraj Guraya
Founder & Managing Director
“It was a very successful project. Always responsive, even after the go-live, you were providing responses and support within minutes (not even an hour) to the whole team who were shooting questions at you.”
Luke Fier
Financial Controller and Head of Staff, Internal Project Lead
We keep everything clean, easy, and transparent. Our team implements your Salesforce CRM quickly without affecting your current processes, ensuring predictable timelines and a scalable solution.
Our Salesforce Consulting Process
Step 1
First of all, we conduct a thorough analysis of your business needs and current processes to determine possible bottlenecks. Based on the results, we develop a detailed scope of work and a clear technical roadmap.
Discovery & Planning
Step 2
We develop and configure your solution in a secure sandbox environment using short Agile sprints. Throughout the process, we provide live demos and let you test your data, check custom integrations, and ask your feedback.
Building & Testing in a Sandbox
Step 3
We perform scenario-based testing with your team members to identify possible problems and correct them right away. We conduct training sessions and provide comprehensive documentation to help your employees adapt to the new system.
Final Testing & Team Training
Step 4
We launch your platform, ensuring that there is no disruption in work at all. Once the go-live is successful, we then continue to work closely with your team offering our professional support services.
Seamless Go-Live & Ongoing Support
Projects we’ve completed
Astreya: Unifying Sales and Marketing on Salesforce
The global IT service provider was using Salesforce for its sales process and HubSpot for its marketing activities, resulting in siloed data and poor visibility through the revenue funnel. Twistellar assisted Astreya in moving from HubSpot to Salesforce Marketing Cloud Account Engagement and integrated with Sales Cloud to consolidate marketing data, automation, and analytics in one place. This led to better connections between sales and marketing and improved funnel visibility and decision-making process.
Kasey Mortillaro
Director of Sales Operations at Astreya
“What really impressed us was the combination of strategic vision and deep technical capability. That balance isn’t always easy to find.”
Faces: Scaling Personalized Customer Engagement with Marketing Cloud
The South African sports events company was looking for a more integrated approach to its customer communication than fragmented communications through various tools. Twistellar helped set up Salesforce Marketing Cloud Engagement over the already existing Sales Cloud system, which allowed email and WhatsApp communication, segmentation, and customer journey automation.
Willem Roux
Chief Technology Officer at Faces
“Twistellar quickly stood out as the partner that aligned not only with our technical needs, but also with our company culture.”
BizziPhone: Unifying Customer Communication Across WhatsApp and Web Chat
The Dutch telecommunications provider needed a scalable solution for handling an increasing amount of WhatsApp and web chat engagements within Salesforce. Twistellar helped the company to set up Agentforce Marketing & Digital Engagement solutions, including integration with WhatsApp numbers and web chats along with customization of omnichannel routing and message automation. This helped create a unified communication environment, enabling better collaboration and process optimization for the sales and service teams.
Amber Prinsen
Business Strategy and Marketing Manager at BizziPhone
“From the beginning, the collaboration felt very professional and easy. The team quickly understood what we wanted to achieve and helped us bring all our digital engagement channels directly into Salesforce.”
Salesforce products we work with
Revenue Cloud & CPQ
Data Cloud
Financial Services Cloud
Nonprofit Cloud
Health Cloud
“Bad CRM architecture is a hidden tax on your company's growth. At Twistellar we take Salesforce complexity and turn it into a predictable competitive advantage by building clean automations that deliver real return on investment without generating technical debt.”
Chief Executive Officer at Twistellar
With a proven track record as a certified Salesforce agency, we guarantee our customers that all the implementations we do will adhere to the best official standards possible. We also implement our own internal strict procedures for delivering each client's project as promised.
Credentials & Delivery Guarantees
We break down complex projects into smaller stages with clear outcomes. You have complete visibility through live demos and achievable milestones that prevent scope creep.
Transparent Process
We do not walk away from our customers after launch. Each project includes a hyper-care support period when we will resolve any bugs and guarantee no downtime whatsoever.
Post-Launch Hypercare
With managed services, you can be sure that everything will go according to plan. The response and problem resolution times are fixed in the service level agreement.
Strict SLA Agreements
Our team has more than 100 official certificates. You won’t pay for trainee training - we have a team of experienced Salesforce architects.
Summit Tier Partner
Our team has more than 350 official Salesforce certifications across the entire platform ecosystem. From developing the initial strategy to deeply customizing the system - our certified architects work at every stage of your project, ensuring maximum adoption and scalable growth.
Proven Salesforce Experience
Since we create Salesforce environments tailored to your specific business processes, we don’t use a one‑size‑fits‑all pricing approach.The cost of Salesforce consulting services depends on the scope of work for the project.
How Much Does Salesforce Consulting Cost?
Using off-the-shelf or pre-built solutions in Salesforce could lower costs. However, if your project requires custom Salesforce development consulting and writing an application from scratch, the complexity of the task directly influences the number of hours needed.
Standard vs. custom logic
Connecting popular applications via AppExchange is a quick process. But if we need to create custom API bridges so that Salesforce can interact with your existing ERP system, such as SAP or Oracle, this will take significantly longer.
Third-party integrations
Creating a basic funnel for a small sales team doesn't require much time. Creating cross-functional workflows that would tie together Sales, Marketing and Support departments will require a lot of planning and more time to set up.
Business process complexity
Migrating a clean database is an easy and fast way to move data into a new CRM. Moving complex records out of an older CRM system, cleaning them up, and then transferring those records into a newer CRM system is going to be longer and harder.
The condition of your data
- Fixed Price - optimal for clearly defined, predictable projects with strict scope boundaries.
- Time & Materials (T&M) - ideal for dynamic projects with changing project requirements.
Our Flexible Engagement Models:
If you don’t need complex custom implementation and just want to properly configure the basic functions, we offer packages with a fixed scope of work.
Need a faster, predictable launch?
1. What kinds of Salesforce consulting services do you provide?
We provide a full range of Salesforce services. These include system performance audits; sales and customer Salesforce service cloud consulting at the beginning of an organization's Salesforce use; custom development; complex third party integrations; and marketing automation using Pardot (MCAE); and ongoing managed support.
2. Why should we hire a Salesforce partner instead of an in-house team?
When you build your own team there is a lot of time involved with recruiting employees and associated overhead expenses. When you are dependent upon one employee who has specific skills it limits what that employee can accomplish. Partnering with professional Salesforce consulting companies gives you immediate access to multiple skilled employees such as experienced certified architects, developers, and consultants who bring their expertise across all industries, but will cost significantly less than hiring each employee individually.
3. How do you manage complex integrations with legacy systems?
To perform these integrations securely and scalably, we use REST/SOAP APIs, middleware or custom connectors. The result is bi-directional data flow from one system to another without losing data, creating one centralized location of accurate data for all of your CRM, ERP, and marketing platforms.
4. How long does it usually take to complete a Salesforce project?
The timeframe varies greatly depending upon how complex the project is. A simple Quick Start implementation could take from 2 to 4 weeks, moderate size projects last 2 to 8 months. Larger scale projects involving new user architecture or multi-cloud implementations may take longer.
5. How to choose the right Salesforce consulting company?
Look for a Salesforce consulting firm that understands your business goals, processes, and industry, not just the technology. An experienced Salesforce consultant should be able to translate your business requirements into a practical Salesforce solution, explain how it supports your objectives, and provide a clear implementation plan. Technical expertise matters, but it should serve your business goals rather than drive the solution.
6. What happens after the project goes live?
Once a project is completed and launched, we provide dedicated post-launch monitoring by our technical team. The purpose of this monitoring is to identify any immediate problems with system performance and resolve them. In addition, if your internal teams require assistance, we will assist in any way possible.
7. Can you fix a previously poorly configured or botched Salesforce environment?
Yes, a significant portion of our business is repairing and revisiting previous "patch-on-patch" implementations. We rewrite custom code, eliminate unnecessary configuration settings, streamline processes, improve workflows and stabilize the overall system without causing disruption to your day-to-day operations.
8. What’s the price of your consulting services?
As a flexible Salesforce consultancy, we offer a wide range of options for engagement models. These include Time & Materials (which is ideal for when your projects are always in flux), fixed pricing (when you know exactly what needs to happen within a defined project scope) and dedicated teams / managed service retainer pricing (if you want to ensure a consistent level of service/support).