Salesforce

Empower Your Business with Expert Salesforce Services 

Relevance Lab’s Salesforce services are designed to help businesses unlock the full potential of the Salesforce ecosystem. With cutting-edge tools, customized solutions, and a deeply experienced team, we empower you to understand your customers better, foster stronger relationships, and expand your market reach.

Whether you're looking to implement Salesforce for the first time, optimize your current setup, or integrate seamlessly with other systems, our expertise ensures you get the most out of your investment.

Trusted by Leaders

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Salesforce Key Offerings  

We redefine digital experiences that impact every user interaction.

Without a unified sales system, businesses struggle with incomplete customer insights, lengthy processes, and decreased loyalty—leading to missed growth opportunities. Our comprehensive assessment for Salesforce Implementation is designed to bridge these gaps. We evaluate your current business processes and systems, identify areas for improvement, and craft a Salesforce solution tailored to your needs. Our goal? To empower your business with a 360º customer view and transform it into a truly customer-focused entity.

Assessment Methodology
01

Infrastructure Requirements

Ensure hardware and internet meet Salesforce requirements.

02

System Integration

Identify integration points and evaluate compatibility with Salesforce.

03

Data, Security & Compliance

Assess data volume, quality, encryption, and regulatory adherence.

04

Customization & Scalability

Analyze personalization needs and align with business growth.

05

Cost & ROI Analysis

Provide a clear cost breakdown and potential return on investment.

06

Solution Recommendations

Propose tailored solutions with an actionable implementation roadmap.

07

Assessment Review

Present findings, gather feedback, and define next steps.

When Salesforce isn’t aligned with your business goals or processes, the result is missed opportunities and roadblocks to achieving strategic objectives. Our thorough Salesforce Upgrade Assessment identifies gaps in your current system and provides actionable recommendations. We help align Salesforce with your business needs, ensuring a complete 360° customer view and fostering a customer-focused organization.

Comprehensive Technical Assessment
01

Compliance
Review

Ensure alignment with regulations and standards.
Outcome: Compliance checklist and action plan.

02

Architecture Review

Analyze data models, integrations, and customizations.
Outcome: System design improvements.

03

Data Quality Review

Evaluate data accuracy, consistency, and completeness.
Outcome: Plan for data cleansing and maintenance.

04

Code Review

Assess code efficiency and adherence to best practices
Outcome: Optimized, high-quality code and issue resolution.

05

Integration Review

Review integrations between Salesforce and external systems.
Outcome: Improved data flow and interoperability.

06

Performance Review

Measure system responsiveness, query efficiency, and load times.
Outcome: Strategies to enhance performance.

07

Security Review

Check user permissions, configurations, and data security.
Outcome
: Strengthened security measures and compliance readiness.

Our Salesforce Implementation service is designed to create a seamless, customer-centric system. From configuring Salesforce with custom workflows to building tailored applications and integrating with existing systems, we deliver a solution that streamlines operations, boosts performance, and enhances user experience.

Our Methodology
01

Plan

Define project scope, goals, and timelines. Identify stakeholders and tools required to align implementation with business objectives.

02

Configure

Set up and customize Salesforce environments with tailored objects, workflows, and dashboards to streamline operations.

03

Integrate

Connect Salesforce with existing systems via APIs or custom solutions to enable seamless data flow and scalability.

04

Develop

Create custom applications, pages, and components using Apex, Visualforce, and Lightning. Optimize functionality and store code in GitLab.

05

Validate

Automate regression testing with tools like Selenium to ensure flawless functionality, usability, and performance.

06

Deploy and Go Live

Automate deployments with DevOps tools, conduct final validations, and ensure a smooth system launch.

07

Assessment Review

Present findings, gather feedback, and define next steps.

Our Salesforce Migration service transforms outdated systems into a scalable, cloud-based CRM. By migrating to Salesforce, you gain access to real-time insights, automated workflows, and centralized data—all while reducing costs and driving digital transformation within your organization.

Supported Migration

RPA for back-office operations automates repetitive tasks such as data entry, form processing, and report generation. By reducing manual effort, it enhances efficiency, minimizes errors, and frees up employees to focus on strategic activities, ensuring smoother workflows and improved operational performance. We have helped back-office teams automate the following processes:

15 to 3
processed with same amount of resources​
2X volume
processed with same amount of resources​
50%
reduction in operating cost​
Data & Content Migration​
Generating Mass Emails​
Data Reconciliation​
Data Entry​
Forms Processing​
Data Extraction

We Deliver Exceptional Results

This is what customers have seen via a combination of proprietary platforms and playbooks.

60% faster request

processing for inside sales representatives.

30% effort saved

through automated test packs.

25% efficiency

boost with unified contract management.

60% faster response

to changing market conditions

50% faster backend

processing for quicker operations.

Streamlined onboarding with a custom AppExchange solution, cutting manual efforts and boosting efficiency by 50%

REad case study

A leading SaaS provider reduced costs by 25%, improved response times by 60%, and streamlined operations using a Salesforce-powered AppExchange solution.

REad case study

A leading organization leveraged a comprehensive assessment of Salesforce CPQ to streamline quoting processes, improve configuration accuracy, and enhance sales efficiency.

REad case study