Salesforce that runs your business. Data that shows where it’s heading.
Infiloop Solutions is a Salesforce and Data & Analytics consultancy. Our Salesforce consultants implement and extend Salesforce across seven clouds, and our Power BI consultants build data platforms and reports on Power BI, Tableau, Qlik, Microsoft Fabric and Azure. Bring us one problem, one practice, or both.
- 10+ years in Salesforce and data
- 7 Salesforce clouds
- Power BI, Tableau, Qlik & Fabric
- Clients worldwide
Where are you starting from?
Start with whichever of these sounds like you. One broken report is a perfectly good first project.
- New to Salesforce
- We scope it around how you sell and serve, set it up, move your data across and walk your team through it before launch day.
- Salesforce isn’t earning its keep
- Years of custom fields, half-used features and reports nobody opens. We review the org, fix what’s broken and strip out the clutter.
- Reports that don’t agree
- Sales has one revenue number, finance has another. We trace where they split and rebuild the data underneath so there’s one.
- Reporting you’ve outgrown
- Tableau, Qlik, SSRS or a stack of spreadsheets. We move you to Power BI or Microsoft Fabric and bring across every report people rely on.
- Ready for AI
- Before we build an Agentforce agent, we check what it will be able to see and whether your data is clean enough for it to act on.
Salesforce consulting and implementation
Ten-plus years in Salesforce, now across seven clouds. We design it around how your team works, build it, and support it after go-live.
Run the business on it
- Sales Cloud
- A pipeline your managers can forecast from. Stages, territories and quotas follow how your team really sells, so reps keep it up to date.
- Service Cloud
- Cases routed to the right person and tracked against an SLA, with the customer’s full history on screen the moment a case arrives.
- Marketing Cloud
- Email, SMS and push messages triggered by what customers do, with results traced back to revenue.
- Experience Cloud
- Branded portals where customers and partners raise cases, find answers and see their own accounts.
- Commerce Cloud
- B2B and B2C storefronts wired into Sales and Service Cloud, so each customer is one record from first order to after-sales support.
- Revenue Cloud (CPQ & Billing)
- Quotes, pricing rules, subscriptions and usage billing in one flow, for businesses that live on recurring revenue.
Put AI to work
- Data Cloud
- Customer data from your website, apps, APIs and older systems merged into one live profile. It is what makes AI and personalisation accurate.
- Agentforce & Einstein
- Agents that resolve cases, qualify leads and run onboarding, plus scoring and case summaries inside the screens your team already uses. All of it works from your own data.
- AI readiness
- Agents see whatever your permission model allows. We tighten access and fix data quality first, so an agent never shows anyone what it shouldn’t.
Connect and extend
- Systems integration
- MuleSoft and SAP CPI linking Salesforce to SAP S/4HANA and the rest of your stack: real time where it matters, batch where it doesn’t.
- Migration & data architecture
- Moving off spreadsheets or an old CRM, with a master-data plan so Salesforce and your ERP agree on who each customer is. We build around the ERP you already run.
- Packaging & AppExchange
- Managed and unmanaged packages and reusable components, for rolling one design out across several orgs or business units.
- CRM Analytics
- Dashboards on Salesforce data that go further than standard reports, ready to join your warehouse when you add one.
Salesforce consulting and implementation Start with the free review
Data & Analytics: Power BI, Fabric, Tableau and Qlik
Ten-plus years in data and analytics. Data platforms on Microsoft Fabric and Azure, reporting in Power BI, Tableau and Qlik, and migrations off whatever you have outgrown. Our reports are designed to be read, and each one tells a story.
Reports worth opening
- Data storytelling
- Every report opens on the answer, then shows why and what to do next. It reads like a briefing, top to bottom, instead of a wall of charts.
- Report UI/UX design
- Custom layouts, a consistent colour system, clear typography and phone-friendly views in Power BI.
- Power BI, Tableau & Qlik
- Dashboards and KPI design in the tool you already own, or the one that suits you best.
- Self-serve reporting
- Governed datasets that let managers answer their own questions without queueing for the one person who knows SQL.
Get the data right
- Data pipelines
- Data pulled from Salesforce, your ERP, spreadsheets and apps on a schedule and cleaned on the way in.
- Microsoft Fabric & Azure
- Lakehouses and warehouses on Fabric, and pipelines and databases on Azure: one governed home for your data in place of a pile of disconnected tools.
- Data modelling
- Definitions agreed once, in a semantic model every report shares. Revenue, margin and churn mean the same thing for every team.
Move to modern
- Tableau & Qlik to Power BI
- Dashboards rebuilt in Power BI with their logic checked number by number, and often cleaner than the originals.
- Legacy reporting
- SSRS, Crystal Reports, Access and spreadsheet reporting moved onto a modern platform, without losing the reports the business depends on.
- On-premises to cloud
- SQL Server databases, cubes and on-site warehouses moved to Azure or Microsoft Fabric, planned so reporting keeps running during the switch.
Look ahead
- Forecasting
- Revenue forecasts built from your own history, updated as new data lands.
- Predictive models
- Models that flag the customers likely to leave, and the deals likely to slip, while there is still time to act.
- AI on your data
- Machine learning and AI use cases built on the warehouse you already trust, so the answers come from your own numbers.
Power BI consulting Microsoft Fabric consulting Tableau and Qlik to Power BI migration Start with the free review
Salesforce says one number. Your report says another.
That happens when CRM and reporting are built by different firms, and a field means one thing in Salesforce and something else in the warehouse. Hire us for either practice on its own. When you hire us for both, that gap never opens.
- Every Salesforce field is designed with the report that will use it.
- Pipeline data is clean enough to forecast from, because the people who build the forecast built the pipeline.
- One integration feeds the CRM and the warehouse, so there are never two copies drifting apart.
- Agentforce and your dashboards read the same governed data.
- When a number looks wrong, you make one call.
How we work
Architecture before configuration, and a written scope and price before we build. The people on your first call are the ones who hand it over.
- A free 30-minute review. Tell us what’s wrong and we’ll tell you straight whether we’re the right people to fix it.
- A written scope and price, agreed before any work starts.
- Short build cycles with working demos, so you see progress as it happens and can change course early.
- Handover with documentation and a walkthrough for your admins. Run it yourself, keep us on for support, or both.
Pricing scales with your business. A small business and an enterprise get the same hands-on team. Start with the free review
Kinds of work we’ve done
Ten-plus years of Salesforce delivery, for growing businesses and for enterprise programmes connected to SAP.
- Real estate
- Sales Cloud and Revenue Cloud integrated with SAP, taking a sale from first enquiry through quote to billing.
- Consumer & D2C
- Brands selling direct, with the storefront, sales and service working from one customer record.
- Recent projects
- A sales process rebuilt around territories and forecasting, an SLA-driven service desk, a partner portal and a storefront connected to Sales and Service Cloud.
- Enterprise integration
- Salesforce connected to SAP S/4HANA through MuleSoft and SAP CPI.
Ask us about any of this and we’ll walk you through the work.
US enterprises, served from California and India
Infiloop Solutions and B2B Matrix of Palo Alto, California, work as one team. B2B Matrix is a consulting company, highly reputed and established among Salesforce partners. Together we bring US enterprises deep Salesforce delivery expertise, a local partner they can meet, and products we’ve shaped side by side to improve ROI for Salesforce customers.
Your external data, live on every Salesforce record. No copies, no middleware, no waiting.
- For US clients
- A local partner in California and a dedicated delivery team behind them, working on your timeline. Every engagement starts the same way: a review of where your Salesforce stands and where it could go.
- What we build together
- Beyond client work, we co-create Salesforce products with B2B Matrix, including a platform that brings SAP, NetSuite, Snowflake, Databricks and Oracle data straight into Salesforce. Our consultants know these products from the inside, so you get implementation from the people who helped build them. Their products are at b2b-matrix.com.
Questions buyers ask
The ones we hear on most first calls. If yours isn’t here, ask it in the review.
Do we have to hire you for both Salesforce and data?
No. Hire us for either practice on its own. When the same team builds both, your CRM and your reports agree.
What happens in the review call?
You tell us what’s wrong and what you’ve tried, and we tell you whether we’re the right people to fix it.
Do you only work with large companies?
No. We work with growing businesses and larger enterprises. Pricing scales with your business, and both get the same hands-on team.
Do you work with clients outside India, including the USA?
Yes. We work with clients worldwide, across time zones. In the USA we work as one team with our partner B2B Matrix of Palo Alto, California.
How do we know what it will cost?
You get a written scope and price, agreed before any work starts.
We’re on Tableau, Qlik or SSRS. Can you move us to Power BI or Fabric?
Yes. We rebuild the reports your people rely on and check the logic number by number, so nothing the business depends on goes missing in the move.
What happens after go-live?
Your admins get documentation and a walkthrough. Run it yourself, keep us on for support, or both.
Tell us what you’re working with
Thirty minutes, free, with someone who builds this for a living. We’ll get back to you as soon as we can.
- Phone and WhatsApp
- +91 99782 89883
Message us on WhatsApp - Where we work
- Worldwide, from Ahmedabad, India.
In the USA with our partner B2B Matrix.
Available 24 hours, across time zones.
More about us
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