CRM & CPQ
Services

Salesforce Advisory

Customize Salesforce Workflow to Gain Actionable Insights
Make sales smarter and faster with real-time forecasting that boosts pipeline visibility, enhances performance, and drives growth.
Overview
Expertise
Impact & Experience
Our Approach
Insights

Accelerate your Salesforce implementation, relaunch, or recover with a team of certified experts, driving customer success every step of the way

Automation Efficiency, Reimagined

Enhance Visibility and Efficiency with Real-time Updates on Bookings and Opportunity Pipelines
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What we achieved

Global Payment Leader Revolutionizes Financial Operations for Enhanced Forecasting and Budgeting Accuracy

Boost Business Agility and Scalability with CoE-Driven Salesforce Modernization
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What we achieved

World's Largest Biotech Develops Advanced Data Management Solutions for Enhanced Contract Management

Boost Seller Productivity and Recurring Revenue with Next-Gen Renewal-Centric UX in Salesforce
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What we achieved

How a Global Tech Firm Transformed IT Landscape by Integrating Systems to Break Down Silos and Improve Collaboration

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What we achieved

Hi-Tech Giant Implements Next-Gen Forecasting App with $52B Opportunity Pipeline

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What we achieved

Major US Networking Hardware Provider Boosts Agility and Customer Focus with Salesforce CoE Model

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What we achieved

How This Client Enhanced Salesforce UX to Boost Seller Productivity and Drive Recurring Revenue Growth

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Operational Harmony, Unlocked

Drive Strategic Growth with Robust Capital Planning and Forecasting Solutions
Boost
What we achieved

Hi-Tech Giant Implements Next-Gen Forecasting App with $52B Opportunity Pipeline

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Empower Teams with Self-Service Analytics for Informed Decision-Making
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What we achieved

Major US Networking Hardware Provider Boosts Agility and Customer Focus with Salesforce CoE Model

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Integrate Workflows and Collaborate Anywhere, Anytime with Mobile-Accessible Data Insights
Boost Seller
What we achieved

How This Client Enhanced Salesforce UX to Boost Seller Productivity and Drive Recurring Revenue Growth

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Partner with us to embrace the power of the trio-Data, AI & Automation. Driving lasting impact.

Case Study: Technology & Communications

Boosting Global Operations and User Satisfaction for Leading Hi-Tech Client with Advanced Support and Efficiency Solutions

A leading hi-tech client was looking for a custom next generation forecasting application that would allow sellers to view their opportunity pipeline and integrate forecasts with financial data. The client required the application to include features that provide real-time updates on bookings and opportunity pipelines.
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Case Study: Technology & Communications

Transforming Sales: Relanto Boosts Renewal Pipelines and Reporting for Hi-Tech Software and Technology Client

A leading global hi-tech client sought a renewal-centric Salesforce experience for their sellers. They aimed for a user-friendly, productive, and efficient solution that provided actionable insights to manage pipelines, boost recurring revenue, and enhance collaboration.
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Our Clients Have Experienced
20%
increase in the team’s delivery capacity
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20%
to 40%
reduction in defects & incidents
Reduction
20%
decrease in the cycle time
cycle
$5M
million expected savings from DevOps adoption
millions savings

CRM Implementation Tailored to Your Needs

Customer 360

An integrated CRM platform to connect, engage, and enhance every customer touchpoint with hyper-personalization and AI insights.
Tailor strategies with real-time data insights
Maintain top-tier security and compliance
Ensure consistent, engaging cross-platform experiences
Achieve a 360-degree customer view with seamless integration

Salesforce AI

Integration with reliable, scalable AI empowering you to adapt and thrive in a rapidly evolving market landscape.
Gain insights with predictive analytics
Elevate interactions with AI-driven omni-channel routing
Ensure tailored pricing through Product Master integration
Boost conversions with data-driven AI automation

Data Cloud

A hyper-scale data platform that empowers you to organise, protect and unify customer profiles across products for personalized experiences.
Access insights from top-tier data sources
Achieve a complete view by bridging data gaps
Simplify integration with secure connections
Protect data with advanced AI-driven security

Einstein 1 Platform

A platform powered by Data, AI, and CRM, enabling secure connections to any data through an integrated metadata framework enabling delivery of personalized customer experiences.
Securely integrate data for a comprehensive view
Streamline workflows with personalized experiences
Boost efficiency with AI-driven apps
Get actionable insights with adaptive analytics
Customer 360
Salesforce AI
Data Cloud
Einstein 1 Platform
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OUR AI-ACCELERATORS

Integrations that propel your business into the future, and beyond

Accelerate the health of your Salesforce org

Accelerate, optimize, and maintain the health of your Salesforce org to mitigate technical debt and safeguard business operations.
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BENEFITS
Monitor health of your Salesforce org
Detect vulnerabilities and ensure compliance with automatic alerts
Identify stale data and critical areas of improvement
Maintain compliance with standards like SOX and HIPAA

Match Pace with the Changing Demands

Enhance Agility, Scalability, and Customer Focus
‍Implementing Salesforce can be daunting, but not with our network of experts on your side ensuring a smooth transition allowing you to focus on the strategic matters.

Strategic Consulting

We craft your blueprint to success with platform evaluation, user experience strategy, roadmap definition, and prototype development—essential steps in charting your path forward.

Agile Implementation

We use agile methodology to achieve successful implementation, guiding you from initial planning through implementation and scaling phases

Ecosystem Integration

Here, we strengthen your business ecosystem through integrated enterprise architecture and system integration, alongside AppExchange installations, mobile frameworks, and data migration.

Maintenance & Support

The final stage is one where we ensure your Salesforce success by active monitoring and recommending improvements to ongoing maintenance, administration, and comprehensive helpdesk support
Strategic Consulting
Agile Implementation
Ecosystem Integration
Maintenance & Support

Explore our research, insights and customer stories for unparalleled impact

Latest Update

AI-Optimized Invoicing for the win

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New Avenues

Future of Retail - Adaptive Retail

Digital Transformation that can reduce time to adapt to changing landscapes with agility
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Case Study: Digital Transformation

Relanto Achieves 80% Reduction in Processing Time: Optimizing Financial Operations for the World’s Largest Berry Producers

The world’s largest berry producers faced challenges with high invoice volumes, seeking a solution to automate processing, standardize formats, reduce errors, and streamline workflow for improved efficiency and accuracy.
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Case Study: Salesforce

Largest Networking Hardware Provider Achieves 42% Development Velocity by Modernizing Salesforce Platform

As one of the largest US networking hardware providers, the company needed to enhance operational speed, agility, and customer focus. To stay competitive and meet market demands, they aimed to streamline processes, adopt flexible practices, and prioritize customer satisfaction.
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Case Study: Salesforce

Transforming Sales: Relanto Boosts Renewal Pipelines and Reporting for Hi-Tech Software and Technology Client

A leading global hi-tech client sought a renewal-centric Salesforce experience for their sellers. They aimed for a user-friendly, productive, and efficient solution that provided actionable insights to manage pipelines, boost recurring revenue, and enhance collaboration.
READ More
Case Study: Salesforce

Boosting Global Operations and User Satisfaction for Leading Hi-Tech Client with Advanced Support and Efficiency Solutions

A leading hi-tech client was looking for a custom next generation forecasting application that would allow sellers to view their opportunity pipeline and integrate forecasts with financial data. The client required the application to include features that provide real-time updates on bookings and opportunity pipelines.
READ More

From Overwhelmed Support Teams to Autonomous Case Resolution: How R-CaseAssist Tackles Enterprise Support Challenges

R-CaseAssist: AI-driven solution transforms enterprise support, resolving cases fast, unifying knowledge, and easing team overwhelm.
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RAG Made Simple: How Retrieval Augmented Generation Gives You Smarter Responses

Discover how Retrieval-Augmented Generation (RAG) enhances AI responses with real-time, company-specific information.
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From Guesswork to Precision: How R-SalesAssist Redefines Revenue Intelligence

Transform your revenue intelligence with R-SalesAssist: real-time insights, proactive nudges, and smarter forecasting.
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Elevating Planning with R-PlanAssist: The Future of Agentic Forecasting and Scenario Analysis

Transform your planning with R-PlanAssist: AI-driven insights, accurate forecasting, and real-time decision-making for agile businesses.
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Accelerated, Compliant, Intelligent: What Anaplan’s India Data Center Means for Our Joint Customers

“Data sovereignty is no longer a compliance checkbox — it’s a competitive edge.”
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Fixing the Strategic Blind Spot: Why Partner Selection Needs an AI Upgrade

Struggling with slow, error-prone partner selection and fragmented RFP data? This blog explores the limitations of traditional workflows and introduces R-PartnerAssist-an AI-powered partner intelligence engine that unifies data, automates RFP analysis, and delivers contextual, real-time partner recommendations to drive faster, smarter decisions.
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From Reactive Fixes to Strategic Gains: Optimize your Salesforce Org with R-Optimizer

Salesforce serves as the backbone of modern enterprises, driving customer relationship management, business intelligence, and process automation.
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Decoding Google Cloud Next ’25: How Relanto Mirrors Google’s Vision for Enterprise Agentic Intelligence

The opening keynotes set the tone: AI is moving from novelty to infrastructure. Google announced that its personal global private network is now enterprise-ready, offering high-speed, secure connectivity for businesses building AI-native operations.
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SaaS Just Got Smarter: Welcome to the Era of ASaaS

The evolution began with automating manual data entry tasks across functions like sales, marketing, finance, and HR, freeing professionals to focus on their core roles. Generative AI creates content, while Agentic AI acts and makes decisions, enabling smarter workflows, integrations, and analytics.
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New Avenues

Future of Retail - Adaptive Retail

Transform data into actionable insights by leveraging AI to create intelligent solutions and predictions.
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Accelerate the health of your Salesforce org

Accelerate, Optimize and Maintain the health of your Salesforce org to not only avoid technical debt but also protect your business operations from taking a hit. Empower your COE team to monitor the org health like never before, enabling them to make the right decisions that are mapped graphically.
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