- 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
As a Summit Tier partner with over 9 years of experience and 600+ projects under our belt, we transform disorganized processes into efficient systems. No matter if you need solutions for new build-up, migration from legacy systems, or multi-cloud integration, our Salesforce implementation services are tailored to your exact business goals.
Salesforce Implementation Services
Salesforce Implementation Services
The main difference between consulting and implementation is that consulting maps out your strategy and architecture, while implementation is the actual work of building your system. If your scope is already defined, the Salesforce implementation services will help your team go live quickly.
Partnering with a professional CRM implementation company guarantees that you do not accumulate costly technical debt throughout the process. This is exactly why we focus our CRM implementation service on turning your unique requirements into a scalable solution. Still working out your strategy? Take a look at our Salesforce consulting services to build the foundation first.
Salesforce Consulting vs. Implementation: What’s the Difference?
To prevent such issues as delay, cost overrun, and resistance from users, our Salesforce CRM implementation consultant team uses a proven methodology where every milestone is tied directly to your business goals, ensuring we build exactly what you need.
Our Salesforce Implementation Process
As the first step of the process, we analyze your revenue operations and try to discover the existing gaps. To have a solid foundation for our Salesforce CRM implementation services, each of the configuration decisions corresponds to a requirement approved by your stakeholders.
Discovery & Requirements Gathering
1
We never just move bad data into a new system. Our experts audit all of your legacy databases, clean up the data, deduplicate the records, and map the historical records, making sure that there are no errors when migrating.
Data Audit & Migration Planning
2
This is where our Lead Architects design your target data model, security roles, and daily processes. Our team designs technical specifications and architecture diagrams to ensure that your platform scales smoothly no matter how many transactions you process.
Solution Design & Architecture
3
We prefer native declarative solutions whenever possible to ensure minimal future maintenance expenses for you. If your business logic is rather complicated, then our certified developers will code your secure Apex and Lightning Web Components.
Configuration & Development
4
Your CRM needs to integrate with other systems, not to mention your ERPs and marketing platforms. With the help of MuleSoft and enterprise APIs, we create reliable integrations and eliminate manual data entry completely.
System Integration
5
Besides the usual end-to-end tests, we perform user acceptance testing using scripted methods in a specialized Sandbox environment. This way, your team will be able to verify real-life scenarios on their own and ensure there are no functional surprises come launch day.
QA & User Acceptance Testing
6
A carefully managed cutover plan helps move your everyday operations with no annoying downtime. For fast user adoption, we conduct role-based training sessions and also provide you with custom process documentation.
Go-Live, Training & Adoption
7
In the crucial 30-90 days post-go live, we provide support and monitor the health of the entire system. If you need any further management beyond this period, we can smoothly switch you to our managed services.
Post-Launch Hypercare
8
Out of the box, Salesforce is just a powerful database. Our Salesforce implementation experts customize each module to fit your business needs and convert generic functionalities into real money makers.
Salesforce Products We Implement
We implement automated workflows, better lead scoring, and quick quote generation. All this makes your sales cycles up to 40% faster and helps your leaders see the pipelines clearly.
Core CRM: Revenue & Service Excellence
Sales Cloud (Agentforce Sales)
We create unified agent consoles with tight SLA routing and AI-driven automation. All this reduces your case resolution times by half.
Service Cloud (Agentforce Service)
We map out multi-channel journeys driven by customers' real-time behavior, increasing your total conversion rate and creating a very predictable lifetime value.
Marketing & Lead Nurturing
Marketing Cloud (Agentforce Marketing)
We set up dynamic lead scoring and seamless transitions of leads into your sales funnel. This ensures no dropped leads and finally provides visibility of the ROI of your campaigns.
Marketing Cloud Account Engagement
We integrate data from your transactional databases and ERPs into a consolidated profile. That way, your underlying architecture is fully ready for 24/7 autonomous AI agents.
Data & AI: Autonomous Execution
Data Cloud & Agentforce
We automate compliance processes and provide complete client relationship views. This will speed up your clients' acquisition process up to 60% while complying with all regulations.
Industry Clouds: Vertical-Specific Solutions
Financial Services Cloud
We combine fragmented patients' information into safe and HIPAA-compliant 360 degrees profiles. This helps you improve care coordination and significantly decrease your administrative workload.
Health Cloud
We configure seamless donor management, automated recurring gifts, and proactive grant tracking. We help you retain your donors for a long time and bring transparency to your funding.
Nonprofit Cloud
We automate your pricing and configuration rules to eliminate any potential for billing mistakes and increase the speed of your quote-to-cash process significantly.
Extended Platform & Integrations
Revenue Cloud (CPQ)
We develop secure and branded customer and partner portals to drive self-service initiatives. Our solutions usually decrease your inbound support tickets by 30% or more.
Experience Cloud
We design powerful API integration to make sure your tech stack is always connected and Salesforce remains bi-directionally synchronized with your core ERP.
MuleSoft Integrations
I have noticed that all cases where Salesforce implementations fail always come down to the same basic problem – skipping discovery to save some time. We create the roadmap first and only after that start the implementation, as rework is much more expensive.
Chief Technology Officer
Selecting a reliable Salesforce implementation company is the dividing line between creating an ineffective database and a growth machine. When compared to other Salesforce implementation companies, we bring a combination of technical know-how and consistent delivery, ensuring there will be no risk for your project at all.
Why Choose Twistellar as Your Salesforce Implementation Partner
Summit Tier Expertise
As a recognized Summit Tier Partner, our team has more than 440 active certifications across the entire Salesforce ecosystem. The distinguished status ensures that your architecture will be designed using the highest level of technical and security standards.
Demonstrated Success
In the past 9 years, we have successfully provided more than 600 implementation projects for some of the best-in-class organizations around the world. It’s no wonder that our dedication to excellence manifests itself in our perfect 4.95/5.0 CSAT score.
Milestone-Based Delivery
With our milestone-based Agile approach, you can be sure that there will be zero surprises in terms of budgets and project scope. Each configuration we do is based directly on your business requirements and acceptance criteria.
Built-in Hypercare Support
To ensure that everything will work stably in the future, we offer you a built-in hypercare period after the go-live phase. During this phase, we manage all necessary adjustments and user onboarding to make sure that everything runs smoothly.
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
Miguel Zurbano Sanchez
Director of Operational Excellence at Vivino
“Twistellar has consistently demonstrated deep understanding and responsiveness throughout the project. Their hands-on approach and willingness to adapt have made complex implementations manageable.”
With thousands of tickets submitted every month, it was difficult for Vivino to manually check and understand why certain customers were unhappy. We helped them replace their outdated tools with native surveys and implemented Agentforce that would help monitor agent sentiment and low CSATs automatically.
Vivino: Deploying Agentforce AI for Support Case Quality and Resolution
Natasha Evans
Commercial Director at Clive Henry Group
“Twistellar stood out not only for their clear, can-do approach but also for being highly cost-effective… Their straightforward and transparent approach allowed us to confidently allocate resources, manage expectations with our board, minimise surprises, and avoid repeated budget requests.”
Running three different business units on three separate CRMs left Clive Henry Group drowning in manual work and messy billing between the companies. This multi-entity Salesforce CRM implementation ensured that the three companies were running on one platform and all their processes were completely automated.
Clive Henry Group: Centralizing Multi-Entity Healthcare Recruitment Operations
Projects We've Completed
hummel: Elevating B2C E-Commerce Experience for Global Athleisure Brands
hummel needed a complete redesign of its B2C storefront; but the challenge was that they did not want their sales to be disrupted. We provided a complete front- and back-end makeover to their Salesforce B2C Commerce site, improving the user navigation and payment processing functionality without disturbing their daily business activities.
Rikke Truelsen
Digital Business Development Manager at hummel
“Working with Twistellar has been a standout experience for us. We rate them a solid 5 out of 5, as they are always available, quick to respond, and open to dialogue about any specific need, task, or project.”
Astreya: Unifying Sales and Marketing Automation Across Global Operations
Astreya was using Sales Cloud and HubSpot separately which resulted in data silos and lack of funnel visibility. Using our Salesforce B2B implementation services, Astreya is now able to run all of the same campaigns through one platform, Pardot, and got their sales and marketing teams perfectly aligned.
Kasey Mortillaro
Director of Sales Operations at Astreya
“What really impressed us was the combination of strategic vision and deep technical capability... We could clearly see why Twistellar was referred to us, and it’s why I wouldn’t hesitate to recommend you again in the future.”
Every phase of your project is handled by a specialist certified specifically for it - architects for solution design, application and platform developers for custom builds, cloud consultants for configuration, system architects for scale. No generalists trying to guess their way through unfamiliar territory.
In case your project does not require customization, but simply needs the correct setup of Salesforce, we provide Quick Start Packages with fixed scope and cost - no surprises throughout the process.
Proven Salesforce Experience
How long does a Salesforce implementation take?
Standard single-cloud implementations usually take anywhere from 6 to 12 weeks. With our core CRM implementation services, you can have your simple org set up in 4 weeks, but more complex multi-cloud implementations with ERP integrations will take 3 to 6 months.
How much does a Salesforce implementation cost?
Most Salesforce implementations generally range anywhere from $15,000 to $100,000+. The amount you'll pay for your implementation will be based on the requirements of your project, which is why we provide you with flexible pricing models to match your budget.
Do you provide post-launch managed support?
Yes, we offer a standard hypercare period as part of each deployment. You could then move on to use our managed services to ensure continuous management and optimization of your platform.
Can I hire you just for implementation, without full consulting?
Absolutely. In case your organization has finalized the technical architecture, our Salesforce implementation experts will come in to deliver just the execution part.
Can you fix a failed or poorly configured Salesforce setup?
Absolutely, because project rescue is a routine part of what we do. If you need Salesforce implementation help after a bumpy deployment, we have you covered as your Salesforce implementer to conduct an audit and get everything back on track.
What changed with the Sales Cloud to Agentforce Sales rebrand?
The core foundation of leads, pipelines, and opportunities remains exactly the same. The change in the naming just shows the fact that it includes new, independent AI tools.
Can we implement Salesforce ourselves in-house?
It's possible, but implementing Salesforce in-house usually results in disorganized architecture and poor adoption rates. A highly scalable implementation of Salesforce requires good architectural skills, so partnering with certified experts ultimately will save you from unnecessary technical expenses in the future.
Can you migrate us from our current CRM like HubSpot or Dynamics?
Yes, data migration is a big part of our Salesforce implementation service. We can help you extract, clean, and move your account and deal histories from virtually all CRM systems to Salesforce without any disruptions.