Do you work with existing Salesforce orgs or only new setups?

Both. We configure new orgs from scratch and rescue messy existing orgs with audits, cleanup, automation, and adoption programs.

Can you automate lead assignment and follow-ups?

Yes. We implement Flow-based automation, assignment rules, reminders, and integrations so leads move quickly without manual chasing.

Do you build custom Salesforce reports and dashboards?

Yes. We design reporting for pipeline, conversion, activity, and service metrics so leadership can make decisions from trusted data.

Can Salesforce connect to our website or marketing tools?

We regularly integrate forms, landing pages, email platforms, and other systems so leads and activity sync into Salesforce cleanly.

Will you train our sales and service teams?

Training is part of delivery. We run role-based sessions and leave documentation so the CRM stays usable after handoff.

How long does a typical Salesforce engagement take?

Focused configuration and automation projects often take 3–8 weeks. Larger multi-cloud or migration programs are scoped after the audit.

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Salesforce
Consulting

We help businesses configure Salesforce, automate CRM workflows, connect data, and improve visibility across sales, service, and marketing operations. From clean Sales Cloud foundations to Flow automation and reporting dashboards, Shaantik turns Salesforce into a system teams actually use.

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Why Salesforce often underdelivers

Licenses alone do not create pipeline clarity. Messy objects, manual processes, and low adoption waste the platform’s value.

The Pain Points

Low CRM adoption
Reps keep deals in spreadsheets because layouts, fields, and workflows feel confusing or incomplete.
Manual handoffs
Lead assignment, follow-ups, and service cases require copy-paste work that creates delays and errors.
Untrusted reporting
Dashboards disagree with reality because data entry rules and pipeline stages were never standardised.

How Shaantik solves it

Clean configuration
Objects, fields, page layouts, and permissions aligned to how your teams actually sell and serve.
Practical automation
Flow and Apex where needed to remove repetitive admin without over-engineering the org.
Visible pipeline
Dashboards and reports leadership can trust for forecasting and coaching.

What is included in Salesforce consulting

Hands-on Salesforce services that improve CRM adoption, pipeline visibility, and operational speed.

Sales Cloud & Service Cloud Setup

Org configuration for leads, accounts, opportunities, cases, and service processes tailored to your team.

Pipeline & Lead Automation

Assignment rules, Flow automations, and opportunity stage logic that reduce manual CRM admin.

Custom Objects, Fields & Layouts

Data models and page layouts that match your business process instead of forcing generic templates.

Apex, Flow & Integrations

Custom logic and connections to marketing tools, websites, billing systems, and data sources.

CRM Dashboards & Analytics

Reporting packs for pipeline health, conversion rates, service SLAs, and leadership visibility.

User Training & Optimisation

Role-based training and iterative CRM improvements so adoption sticks after go-live.

Our Salesforce consulting process

01
CRM Audit
Review org health, data quality, adoption gaps, and automation opportunities.
02
Process Design
Map sales and service workflows to Salesforce objects, stages, and ownership.
03
Build & Automate
Configure, automate, integrate, and validate with real user scenarios.
04
Train & Iterate
Enable teams, refine dashboards, and improve based on adoption feedback.

What We Handle

Sales Cloud and Service Cloud configuration

Lead, opportunity, and pipeline automation

Custom objects, fields, and page layouts

Apex, Flow, and integration support

Reporting dashboards and CRM analytics

User training and ongoing CRM optimisation