Salesforce Consulting Services

Salesforce Consulting includes expert guidance on how to design, optimize, and manage your Salesforce platform for business growth. At Appex, this covers strategy, process mapping, configuration advice, and best practice recommendations, both technical and commercial, to ensure Salesforce works effectively for your organization.

Businesses of any size that want to improve Salesforce performance, align the system with processes, or prepare for a major change benefit from consulting. Appex works with companies across industries such as professional services, finance, real estate, technology, retail, consumer goods, media & entertainment, education, travel & transportation, healthcare, energy, manufacturing and NGOs.

Most Salesforce consulting engagements can begin within 2 weeks of agreement, with requirements gathering sessions scheduled immediately to define objectives and scope.

Duration depends on the scope – from short, targeted workshops lasting 3 weeks to multi-month advisory partnerships for large-scale change programs.

Yes. Salesforce Consulting can include recommendations for integrating Salesforce with other platforms and advising on custom configurations that fit your business processes. Appex ensures any changes align with both technical standards and business goals.

Appex Consulting combines Salesforce expertise with a deep understanding of business operations, ensuring advice is both technically sound and commercially viable. We focus on practical, scalable solutions that align Salesforce with your strategic goals. Working extremely closely with Salesforce itself, Appex is always up-to-date with recent technology updates and tools that can be beneficial for its clientele.

Appex has delivered Salesforce Consulting for  professional services, finance, real estate, technology, retail, consumer goods, media & entertainment, education, travel & transportation, healthcare, energy ,manufacturing and charities, tailoring recommendations to the workflows of each sector.

Yes. We offer ongoing advisory retainers (Appex Managed Services), quarterly optimization reviews, and ad-hoc consulting sessions to ensure Salesforce continues to deliver value as your business evolves.

You probably already do, if that’s a question that crosses your mind. You may need Salesforce Consulting if you are not sure if you maximize your use of the Salesforce licenses you own, have inefficient workflows, underused features, poorly trained personnel, or are preparing for a major system change. Appex can assess your current setup and provide a clear improvement plan.

Contact us to arrange an initial discovery call where we assess your objectives, current Salesforce setup, and desired outcomes. From there, we define the consulting approach that fits your needs.