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Technology Services
Salesforce and cloud, set up to fit how you actually work
A CRM rollout can lift sales productivity and customer satisfaction, or it can stall halfway and cost twice the estimate. We've delivered enough of them to know where they go wrong, and we plan around it from day one.
Tools and platforms
- Sales Cloud
- Service Cloud
- Experience Cloud
- Apex · LWC
- Flows & approvals
- Data Loader
- MuleSoft / REST APIs
- AWS
- Microsoft Azure
- Google Cloud
- Engagement
- One consultant to full turnkey
- Delivery
- On-site + remote blend
- After go-live
- Support and enhancements
What's included
From the first workshop to the hundredth enhancement request.
Strategy and assessment
We review your current processes and systems, recommend what to change, and write a practical CRM roadmap.
Sales and Service Cloud setup
Configuration and customisation to your process: workflows and approvals, email templates, custom reports and dashboards.
Custom development
Apex, Lightning components and custom apps on the Salesforce platform, delivered through discovery, prototype, build and launch.
Data migration
Cleansing, de-duplication, standardisation, validation and import, so your new CRM starts with data people trust.
Integration
Connecting Salesforce to ERP, finance, marketing automation and call-centre systems.
Cloud infrastructure
Set-up, migration and cost optimisation on AWS, Azure or Google Cloud. Confirm scope with client.
Support and enhancements
Admin support, user requests, release updates and continuous improvement at a predictable monthly cost.
Platforms and capabilities
Salesforce
- Sales Cloud
- Service Cloud
- Experience Cloud
- Platform & custom apps
Build
- Apex & Lightning Web Components
- Flows & process automation
- Reports & dashboards
- AppExchange packages
Data & integration
- Data Loader & ETL
- REST/SOAP APIs
- ERP & finance integration
- Marketing automation
Cloud
- AWS
- Microsoft Azure
- Google Cloud
- Backup & monitoring
How it works
Step 1: Discovery
Workshops with your sales, service and IT teams to map how work really happens.
Step 2: Prototype
A working sandbox of key flows so users can react early.
Step 3: Build and migrate
Configuration, development and data migration in short sprints.
Step 4: Launch and train
Go-live plan, user training and hypercare in the first weeks.
Step 5: Support
Ongoing admin, fixes and improvements on a monthly plan.
Why Sarthak
Big-consultancy method, without the big-consultancy overheads.
Experienced, hands-on team
The consultants who scope your project are the ones who deliver it.
Flexible engagement
One Salesforce resource, a dedicated team, or a full turnkey project.
Lower cost of delivery
A blend of on-site and offshore delivery keeps quality high and rates sensible.
Questions we hear often
Ask us something elseRelated services
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- IT ConsultingIndependent advice, roadmaps and hands-on help with transformation, security and cloud strategy.View service
Have a project in mind?
Share where you are and what's stuck. A senior consultant will reply, not a sales script.
