Salesforce consulting and implementation
Salesforce built around how your team sells, serves and reports, across up to seven clouds. Ten-plus years of implementations, with every field designed for the report that will use it.
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.
Where are you starting from?
- 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.
- 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.
Kinds of work we’ve done
- Enterprise integration
- Salesforce connected to SAP S/4HANA through MuleSoft and SAP CPI.
- Real estate
- Sales Cloud and Revenue Cloud integrated with SAP, taking a sale from first enquiry through quote to billing.
What you get
- Pipeline you can forecast from
- Stages, territories and quotas set up to match how your team really sells.
- Connected systems
- Salesforce linked to SAP S/4HANA and the rest of your stack through MuleSoft or SAP CPI, with a master-data plan so CRM and ERP agree on each customer.
- Ready for AI
- Access tightened and data quality fixed before Agentforce or Einstein go live.
Infiloop Solutions and B2B Matrix of Palo Alto, California, work as one team.
How we work
- 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.
Questions buyers ask
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.
Tell us what you’re working with
Email sales@infiloopsolutions.com, call +91 99782 89883 or message us on WhatsApp. Available 24 hours, across time zones.