Salesforce Consultancy

Business sustaining Salesforce Consulting Services

In the world of aggressive competition, catching up the technological trends and understanding your customer’s changing mindset is a big challenging task. Before your business run behind the modern market, It’s high time to get to know your customer interest and their behavior by taking up the business growing Salesforce consulting services from Oaktree software.

Pull the Top Notch Salesforce Consultation Services at Oaktree software

Don’t know how to implement Salesforce CRM? Or Aren’t aware of which Salesforce CRM module will target your business problems? Get all the business reinforcing solutions with Oaktree software.

Take the right Salesforce CRM consultancy from our best and certified Salesforce Consulting team has years of experience in specific industries and can provide pre-configured solutions to industry challenges within a short time to market.

Whether it is for business or technical skills, integrations or optimization, short or long-term We, as business consultants, will always be there for you. Our consultants will thoroughly examine your business to learn about its current tools, processes, and systems. Following that, we will combine our broad industry knowledge, proven methodologies, and best practices to provide the best advice you require to sketch.

Salesforce consulting services can help you change the way you use Salesforce and make the most of its full potential. Being counted as one of the successful Salesforce consulting companies, Oaktree software is a profitable Salesforce consulting partner that helps enterprises or businesses improve their productivity and growth by assisting them with their Salesforce instance. We provide companies with the best Salesforce products to help them advance their businesses.

5+

Years of Successful Industry Experience

200+

Happy Clients Globally

200+

Experienced and Passionate Team Members

50%

Expert Staff

Our Our Standard Salesforce Consulting Process

As Salesforce consulting experts, we at Oaktree software help business owners craft smart technology investments and improve systems, resulting in time and money savings.

Salesforce Consulting

Planning and Possibility

Our knowledgeable Salesforce Consultants assist businesses in determining whether or not a CRM project is important and, if so, in what capacity. This includes assisting in the definition of the business case, deciding costs and resource requirements, calculating various options, and identifying essential implementation considerations.



Salesforce Integration

Pricing and Terms Negotiation

While many organizations believe they are strong negotiators, CRM consultants have very specific knowledge of what is accomplished through negotiation with each vendor and, more importantly, can review the implementation estimates to address any extreme fat.

Salesforce Customization

Modernizing the existing system

Brainstorming with businesses about replacing the current system is an important part of CRM consulting. We flawlessly re-implement existing systems, including fine-tuning with third-party integrations.

Salesforce Migration

Identifying Needs

Defining the requirements for a CRM system, as well as introducing or re-engineering new business processes to take the benefits of technology, can be a time-consuming process. It is important to select the appropriate technology and match the pace of downstream implementation.

Salesforce Application consulting

Implementation

This is the stage where the consultants play an important role as project managers or advise the client's project manager, who may not be as experienced in handling CRM projects. The specialists are required to stay within budget and meet deadlines at all stages.

Our Salesforce Consulting Services

Business Case Consulting Services

We put our 100% effort to makes your company stand out and solve all of your problems. Our Salesforce consultants will assist you in selecting the appropriate Salesforce product and version for your needs. We also assist brands in successfully integrating Salesforce products into their business processes.

An essential part of CRM consultant inclusion is brainstorming with businesses about replacing the existing system. Low user adoption or poor implementation is frequently underlying causes of poor system performance. Purchasing a new system would not be more cost-effective than re-implementing an existing one.

Business Case Consulting Services

Service Implementation Consulting

You must follow proper CRM integration guidelines with our Salesforce consultants. It necessitates several steps, including the addition of permissions, the importation of data, and others. Oaktree implementation consultants provide tailored Salesforce implementation services to existing and new Salesforce clients. Our Salesforce Consultants can implement various Salesforce cloud services and tools for businesses of all sizes. Salesforce implementation must be well-planned and executed.

We can assist you with:

  • Technical and strategic direction
  • Create a customer-focused strategy.
  • Plan and execute a strategy for success.
  • Increase the ROI by converting the business.
Service Implementation Consulting

Salesforce Migration Consulting

Oaktree software can help you make the transition to the Lightning Platform faster, easier, and more cost-effective. Lightning can be an improved update of the Classic or an advanced UI upgrade. While UI is important, Lightning enables you to expand and enable processes that can help enterprises become more customer-centric. Migrating to modernize the Salesforce app embraces reimagining the end-user experience through a user-centric strategy. Our proprietary strategy, frameworks, accelerators, and a team of experts help you move quickly with less risk and higher ROI.

Salesforce Migration Consulting

Salesforce Customization Consulting

Customizing Salesforce gives businesses a competitive advantage by enabling smooth customer interactions, which leads to increased customer loyalty and satisfaction. A skilled Salesforce customization consultant can identify business requirements and use AppExchange Apps, Lightning Components/Lightning Web Components, and other tools to meet those needs. Furthermore, our consultants are familiar with the platform's capabilities and limitations.

campaign management

Salesforce Data Services (ETL)

When it comes to CRM data handling, Oaktree has a solid Data Services Practice. We have years of experience in Salesforce Data Extraction, Transformation, and Loading (ETL) using tools like Informatica, Talend, and others. Oaktree provides reliable Data ETL services and achieves success with accuracy.

We can assist you with:

  • We meticulously collect and enter the necessary data into your Salesforce CRM.
  • We also save you time by reducing the number of hours spent on manual processing.
  • Furthermore, we make data import and export easier.
  • We have a highly reliable ETL tool with a great user interface.
data migrate

Salesforce Integration Consulting

As a Salesforce Consulting firm, our Salesforce Integration Consulting solutions assist in the accurate and efficient management of customer information and other relevant activities. Our Salesforce Integration Services are specifically designed to help you easily integrate your Salesforce CRM with existing data on other databases, cloud platforms, or apps. Our Salesforce Integration Consulting services ensure that your data is properly synchronized with your business systems and that it is of the highest quality. As a result, your marketing team can automate high-quality lead flows, your sales team can target higher-value opportunities, and your support team can have a quick view of support cases.

community management

How can our Salesforce Consultants assist you?

By deeply analyzing and understanding your business and its internal and external processes our expert Salesforce CRM consultants will assist you in choosing the appropriate Salesforce version and product.

  • We assist you in picking the product for your current business requirements as well as for an enterprise that is growing and has changing requirements with the current version of the product.
  • We offer CRM consulting at every stage of the Salesforce implementation.
  • Our team is responsible for the documentation of the CRM project, building prototype, and road maps the intermediate process.
  • We conduct intensive engagement sessions with all stakeholders to assess the needs, challenges, and pain points.
  • Furthermore, we analyze CRM data based on its quality, quantity, and usage.
  • Because of changes in the required localization and business practices, we plan change management with the CRM deployment approach for crafting a CRM system spanning multiple geographical regions.
  • In addition, we guarantee an easy-to-use and quick CRM system.

What Capabilities Makes Oaktree your ideal Salesforce Consultancy Partner?

Successful years of experience in the Salesforce Development realm

Delivered 200+ Businesses and users winning complex Salesforce-based products and apps

150+ Certified and Ambitious Salesforce developers have a zeal to make a business from zero to hero

Agile Methodologies allow us for 100% Customer satisfaction

Economical Pricing with high quality and high tech products

Rapid Delivery

Delivering the Salesforce development services globally