Salesforce Consulting Services

Synebo, a trusted Salesforce consulting partner, delivers tailored solutions to optimize your Salesforce CRM. With 9+ years of experience, 1000+ successful projects, and 255+ certifications, we combine expertise with a business-focused approach to streamline processes, enhance customer engagement, and drive growth.

Сertified Salesforce partner and PDO

Synebo is proud to be a Salesforce Crest Partner (formerly known as Salesforce Gold partner). This recognition highlights our proficiency as a Salesforce consultant for businesses from various industries worldwide and our drive to innovate and digitalize the modern CRM landscape.

years of experience

1000+

projects

160+

team members

255+

certifications

Salesforce Consulting
Is for Those Who Are

<b>New to the <br> Salesforce Platform </b> <br> <br>Businesses who are only preparing to work with a CRM or ones who are migrating from another CRM to Salesforce

New to the
Salesforce Platform

Businesses who are only preparing to work with a CRM or ones who are migrating from another CRM to Salesforce

<b>Looking to Optimize <br> Their Salesforce Flow</b><br><br>Businesses that have a working Salesforce CRM, yet, require its optimization, customization, or modernization

Looking to Optimize
Their Salesforce Flow

Businesses that have a working Salesforce CRM, yet, require its optimization, customization, or modernization

<b>In Need for Staff Training <br> on Salesforce Usage </b> <br><br> Businesses that need to ensure that their staff can use vast Salesforce functionalities in their work professionally

In Need for Staff Training
on Salesforce Usage

Businesses that need to ensure that their staff can use vast Salesforce functionalities in their work professionally

Salesforce Consulting Services We Provide

Synebo Salesforce consulting company has an extensive suite of services to offer. We aim to cover every possible need related to ensuring flawless customer interactions and workflow using Salesforce.

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Salesforce Migration

With this option, Synebo provides Salesforce CRM consulting focused on creating the strategy for Salesforce Migration. We advise and guide you throughout the process to ensure a successful transition of your workflow processes to the new CRM.

Salesforce Security Review

Within the scope of our Salesforce system and user security review service, Synebo provides all necessary aid to prepare your digital product for passing security review. Alternatively, we can independently navigate and pass the security review on your behalf.

Salesforce Application Architecture

Synebo's Salesforce architecture consulting service includes determining the best software architecture model for your product, creating a strategy for the development, and guidance throughout the process. We can also examine the existing architecture and provide recommendations

Salesforce Pre-release Consulting

As an experienced Salesforce consulting company, Synebo offers assistance with creating your pre-release strategy for a successful go-to-market. We can strategize for listing on Salesforce AppExchange or any other app marketplace

Salesforce Training & User Adoption

Synebo provides professional Salesforce user training focused on educating your personnel to work with basic and advanced Salesforce functionalities. We guide training based on current and potential workflow needs that a business has.

Client Success Stories

Salesforce development & consulting

I was impressed by their (Synebo) ability to provide the right skills at the right time and the manner in which they handled any change during the project.

Managing Partner, Tailored-ICS BV

Salesforce consulting & integration

They (Synebo) have over-delivered in whatever they promised us at every stage. The project management was effective. Their work was very effective.

Reuven Kogan, CEO, Pharmbills LLC

Service cloud

It was a true pleasure working with Synebo team for 3.5 years. The value this company gave us is priceless. Amazing People! Amazing Company.

Isahar Profis, Salesforce Delivery Manager, Lumos Global

PDO/AppExchange, Nonprofit Solutions

Their (Synebo) Salesforce skills, excellent communications, and ability to deliver on time and on budget are truly exceptional.

Representative of Professional Services Agency

Cloud Consulting & Salesforce Integration

I was quite happy how it (project) was done, it basically exceeded my expectations. I would also like to note the ability of the team (Synebo) to communicate in case of the difficulties or uncertainty.

Sergiy Lemeshko, Salesforce Consultant

Custom Salesforce development & consulting

They (Synebo) always deliver on the promise, even if it's a complex project. We are very happy with the result - this is why we continue to work with Synebo.

Eran Ben Horin, CFO, Madlan

Salesforce Products We Work With

Sales Cloud

Experience Cloud

Service Cloud

Marketing Cloud

Commerce Cloud

Salesforce Platform

Industry Clouds

Revenue Cloud

Sales Cloud

Experience Cloud

Service Cloud

Marketing Cloud

Commerce Cloud

Salesforce Platform

Industry Clouds

Revenue Cloud

Sales Cloud Core

Sales Cloud Einstein

Inbox

Salesforce Maps

Salesforce
Engagement

Einstein Sales Analytics

Experience Cloud Core

CMS

Self Service

Partner Relationship

Knowledge Base

Digital Engagement

Service Cloud Einstein

Field Service

Contact Center

Journey Builder

Email Studio

Mobile Studio

Marketing Cloud Advertising

Marketing Cloud Personalization (formerly Interaction Studio)

Marketing Cloud Account Engagement (formerly Pardot)

B2B Commerce

Order Management

Automation

Platform Development

Lightning UI/UX Development

Security & Privacy

AppExchange

Integration Services

Metadata Architecture

Finance Cloud

Health Cloud

Salesforce for Nonprofits

CPQ

When Do You Need to Involve a Salesforce Consultant in the Project?

At the Project Start

A Salesforce consultant can be engaged as early as, depending on your project, during ideation, requirements gathering, business model defining, and market researching. This ensures that the intended Salesforce implementation is aligned with business needs, allocated resources, and time constraints, at the very beginning.

During the Architecture Design

Some businesses involve a Salesforce consulting partner in a project when they are crafting the architecture design plan. It enables a consultant to provide recommendations for adjustments or changes in the design before the efforts toward one or another architecture are made and resources wasted.

Between Sprints

After the start of a project, Salesforce experts in consulting are often engaged between implementation phases, milestones, or sprints. It helps for smoother integration of a consultant in the existing process, and, often, provides some preparation time for both parties involved.

At the Deployment Stage

Right before or during the deployment phase, Salesforce-certified experts can be involved to guide the smooth implementation. Besides, they can also train staff on Salesforce usage, ensuring that no interruption in the workflow because of slow user adoption is possible.

At Any Stage, on Demand

Sometimes it’s hard to strategize for the need for Salesforce consulting, especially if the matter is urgent. In such a case, a Salesforce consultant can be requested to join the project at any stage, focusing their effort on the most pressing challenges.

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Our Portfolio

Salesforce Package for Fintech Provider

Synebo’s client identified the need to integrate financial data into their Salesforce platform. We developed and integrated a Salesforce package that enables the display of integrated data. We achieved increased workability and flexibility of the customer’s product.

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CPQ package on the AppExchange for PandaDoc

Synebo was asked to conduct the creation of a high-quality CPQ AppExchange package. Upon the development and listing of the CPQ package, the PandaDoc team was able to provide a solution for document signing within Salesforce.

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Community and Help Center Development for AppsFlyer

AppsFlyer came to Synebo with a request for a Partner Community creation. We conducted research and designed and developed a community. As a result, AppsFlyer got an integration of the existing Zendesk Help Center with a newly built community.

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Blog Articles

Choosing the best salesforce managed services provider

11 Mar 2025

How-to Guides and Tutorials

The Guide to Choosing a Salesforce Managed Services Provider That Fuels Business Growth

Narine Pogosova

13 min

How to Hire the Best Salesforce Sales Cloud Specialist for Your Business_cover

03 Mar 2025

How-to Guides and Tutorials

How to Hire the Best Salesforce Sales Cloud Specialist for Your Business

Narine Pogosova

12 min

In house vs outsourced salesforce dev elopment services

26 Feb 2025

How-to Guides and Tutorials

In-House vs. Outsourced Salesforce Development Services: Which One is Right for You?

Yana Chekan

13 min

How to Hire a Salesforce Service Cloud Specialist

18 Feb 2025

How-to Guides and Tutorials

How to Hire a Salesforce Service Cloud Specialist

Narine Pogosova

13 min

How to Customize Salesforce_ A Step-by-Step Guide_cover

11 Feb 2025

How-to Guides and Tutorials

How to Customize Salesforce: A Step-by-Step Guide

Yana Chekan

13 min

Best Practices for the License Management App in Salesforce_cover

04 Feb 2025

How-to Guides and Tutorials

Best Practices for the License Management App

Yana Chekan

13 min

How to Hire a Salesforce Business Analyst _cover

28 Jan 2025

Salesforce development

How to Hire a Salesforce Business Analyst

Narine Pogosova

11 min

Why Should You Hire a Salesforce Experience Cloud Consultant?

21 Jan 2025

Salesforce development

Why Should You Hire a Salesforce Experience Cloud Consultant?

Narine Pogosova

7 min

How to Hire a Salesforce Integration Consultant?

14 Jan 2025

Salesforce development

How to Hire a Salesforce Integration Consultant?

Narine Pogosova

8 min

Why Should You Hire Salesforce AppExchange Partners?

07 Jan 2025

Salesforce development

Why Should You Hire Salesforce AppExchange Partners?

Yana Chekan

7 min

FAQ

1. What is Salesforce Consulting?

It’s a suite of expert services helping businesses maximize the use of Salesforce CRM for improved customer communication, technology usage, operational efficiency, and business processes.

2. What sets Synebo apart from other salesforce consulting companies?

Synebo, as a Salesforce consulting partner, can be distinguished by its unique approach to Salesforce solutions, focusing on customized strategies tailored to each client’s specific needs. We can also offer extensive expertise in complex integrations and showcase a track record of successful projects. Besides, we craft complex front-end solutions, work with the community, develop Salesforce products, have experience with CPQ and Marketing Cloud, and can migrate to Salesforce from other CRM systems or set up a Salesforce environment for a customer.

3. How can I get started with Synebo's Salesforce consulting services?

To start with Synebo’s Salesforce consulting services, follow these steps.

Reach out to us directly via the contact form on our website. Kindly provide us with basic requests and project details so we can help you more swiftly
Our experts will get back to you in the shortest time possible
We’ll schedule a meeting with you at a convenient date and time to discuss your business needs and goals
We’ll guide you through the process of developing a tailored Salesforce strategy

4. What specific services do Salesforce consultants provide?

Salesforce consultants handle implementation, customization, integration, automation, training, and support. They optimize workflows, enhance CRM functionality, and ensure system scalability. Services include data migration, security setup, reporting, analytics, and third-party app integration to improve efficiency and business processes within Salesforce.

5. How do I choose the right Salesforce consulting partner for my business?

Evaluate expertise, certifications, industry experience, and client reviews. Ensure they understand your business needs, offer scalable solutions, and provide ongoing support. Assess their communication, project management approach, and flexibility. Look for a proven track record in similar projects and their ability to integrate Salesforce with existing tools.

6. What is the typical process and timeline for implementing Salesforce with a consultant?

The process includes discovery, planning, customization, testing, deployment, and training. Timelines vary based on project complexity, data migration, and required integrations. Small projects take weeks, while enterprise implementations span months. Post-launch support ensures smooth adoption and performance optimization for long-term success.

7. How can Salesforce consulting services be tailored to meet the unique needs of my industry?

Consultants customize Salesforce by configuring workflows, automating processes, integrating third-party tools, and ensuring compliance. They adapt data models, reports, dashboards, and security settings to fit industry requirements. Custom development and AI-driven insights enhance efficiency, decision-making, and customer engagement across various sectors.

8. What are the costs associated with hiring a Salesforce consultant, and what factors influence these costs?

Costs depend on project scope, consultant experience, required integrations, data migration, and support needs. Hourly rates range from $75 to $250, while fixed projects cost thousands. Enterprise-level implementations are higher. Factors like complexity, customization, and ongoing maintenance impact total pricing.

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