Salesforce Implementation Services

Automate Business Operations and Boost ROI with LevelShift.

80%

Boost in sales productivity

25%

Spike in marketing ROI

34%

Increase in productivity of customer service agent

Why LevelShift for Salesforce Implementation

LevelShift, as a certified Salesforce Implementation partner, understands your business needs and eliminates bottlenecks that hinder your business growth. Our unique Salesforce implementation services accelerate revenue growth & facilitate sales cycle.

We provide a flexible Pay-As-You-Use pricing model through our On Demand Services, making Salesforce implementation both affordable and adaptable. Our expert team will tailor the implementation process to meet your business goals and enhance your operational model.

  • Easy scalability of resources based on business needs.
  • 50+ strategic partnerships with global-tech giants like MuleSoft, Tableau, and Workato.
  • Intuitive & dedicated customer portal to keep track of project status at every level.
  • Seamless migration from old CRM without any data loss or downtime.
  • Continuous and end-to-end support throughout the implementation process.

We are a preferred implementation partner for Agentforce, and our expert team plays a crucial role in its success. We provide implementation, customization and training that helps businesses drive success with Agentforce.

Learn more

Our Offerings

We deliver custom and configurable Salesforce implementation services to meet your unique business needs. Our deep-rooted experience in implementing Salesforce products will help to automate business operations, enhance customer experience, and accelerate revenue growth.

AppExchange Rating and CSAT Score

480+

Projects Completed

4.9

Average Rating

170+

Customer Reviews

150+

Certified Experts

LevelShift’s strategic Salesforce implementation approach

Our proven methodology ensures a seamless Salesforce implementation tailored to your business needs.

Assessment

We analyze your business requirements, processes, and workflows to scope technology needs and strategize best-fit solutions. Our experts create a consistent roadmap, evaluate data quality and structure, and identify data import needs for a successful implementation.

Plan & Prepare

We help you select the right Salesforce edition and licenses, define workflows, and align processes with your objectives. Our team plans data migration to prevent leakage, duplication, and downtime before moving data to Salesforce.

Setup, Configure & Customize

We configure business processes and customize objects and workflows based on your requirements. Our team guides you through setup and automation to improve productivity and operational efficiency.

Drive Training & Adoption

We deliver hands-on training for stakeholders to drive user adoption and value. Our approach addresses challenges in user adoption, ensuring frictionless experiences and maximizing ROI.

Testing and Quality Assurance

Rigorous testing—including unit, integration, system, and UAT—ensures seamless functionality, data integrity, and a smooth user experience. We resolve issues before go-live, minimize risks, and maintain compliance and security standards.

Why LevelShift

Drive more business value with LevelShift.

Hassle-Free Icon

Make it hassle-free

Our Salesforce implementation services bridge your sales, service, marketing, and finance teams to collaborate better and work in unison. Aligning these teams reduces operational complexities and improves overall productivity, leading to quicker deal closures.

Flexible Icon

Empower customer satisfaction

Salesforce implementation enables you to deliver the right message to the right customer with the ideal Salesforce solution. Deliver exponential customer service to each customer by understanding their needs and resolving issues quickly.

Scalable Icon

Automate businesses

Automate every business process in sales, service, marketing, and finance with Process Builder, Workflow, Approvals, and Flow Builder. Inject process automation into your operational model to improve business productivity and create a seamless operational transition.

Agile Icon

Customer-centric approach

Achieve greater user experience with access to crucial customer insights like behavioral data, buyer journey, and purchase pattern. Deliver a unified customer service across all channels of your business and improve customer retention with Salesforce implementation.

Customer Testimonial

All the projects have been delivered on time and support the existing applications greatly.

I am very pleased to have LevelShift as our solution/integration partner to implement projects involving the Salesforce ecosystem. All the projects have been delivered on time and support the existing applications greatly.
Dillibabu Govindan
Director, Digital Technology, Ethan Allen Global

Our Perspectives

FAQs

Salesforce Implementation Services involve aligning processes, setting up, configuring, and optimizing Salesforce to address an organization’s unique needs.
Salesforce implementation partners are experts with proven experience delivering successful solutions. They thoroughly understand your business needs to provide scalable solutions while anticipating and mitigating risks without impacting scope, cost, or schedule. Effective change management strategies ensure user adoption, helping you meet your goals and maximize ROI.
Every organization is unique, and each project requires a unique implementation approach. Hence, we may tailor your Salesforce implementation to meet your specific objectives. The costs incurred will vary depending on the project requirements and the customization required for the implementation. Salesforce implementation partners often have accelerators, which will empower them to implement it faster than the others.

The benefits would vary depending on the type of Salesforce Cloud you implement. The following are some of the benefits you get across all the Salesforce products:

  • Increase in revenue
  • Improved customer experience
  • Secure platform
  • Inbuilt AI capabilities
  • No code / low code capabilities
  • Highly scalable and maintainable
  • 3 Releases a year filled with new features

Get in Touch

Streamline business operation, add business value and grow your revenue with Salesforce Implementation Services.