Salesforce
Salesforce Consulting Services
Avion Technology provides Salesforce consulting services to help businesses plan, implement, customize, integrate, migrate and optimize Salesforce around their actual business processes. As an experienced Salesforce consulting company, we help organizations turn Salesforce into a scalable platform for sales, service, marketing, operations and customer engagement. Whether you are implementing Salesforce for the first time, improving an existing org, or moving away from another consulting partner, our team can support your project from strategy through ongoing optimization.
Salesforce Consulting Services We Offer
Our Salesforce consultants combine business analysis, Salesforce expertise, development, integration and implementation experience to deliver solutions aligned with your business goals.
Salesforce Consulting & Strategy
We assess your business processes, Salesforce environment, goals and technical requirements to develop a practical Salesforce roadmap that supports long-term growth.
Salesforce Implementation
From requirements and solution architecture to configuration, customization, testing, deployment and user adoption, we help implement Salesforce around your business workflows.
Salesforce Customization & Development
We customize Salesforce functionality, objects, workflows, automation, dashboards and applications to address business requirements that standard configuration cannot solve.
Salesforce Integration
Connect Salesforce with ERP, marketing, finance, websites, mobile applications and other business systems to create a more connected flow of customer and operational data.
Salesforce Data Migration
We plan and execute Salesforce data migrations with data mapping, cleansing, transformation, validation and controlled deployment to help protect data quality.
Salesforce Optimization
Already have Salesforce but aren’t getting enough value from it? We review your existing org, identify process and configuration issues and recommend improvements that can make Salesforce more efficient and easier to manage.
Salesforce Managed Services & Support
Our team can provide ongoing Salesforce support, troubleshooting, enhancements, administration assistance and optimization as your business and Salesforce environment evolve.
Our Salesforce Consulting & Implementation Process
A clear process means you always know what is happening and what comes next.
1
Discovery & Business Analysis
We begin by understanding your business objectives, existing processes, Salesforce environment, users, challenges and technical requirements.
2
Salesforce Strategy & Solution Design
Our consultants translate business requirements into a practical Salesforce architecture, roadmap and implementation strategy.
3
Configuration & Custom Development
We configure Salesforce and develop custom functionality where required, keeping the solution aligned with your workflows and future requirements.
4
Integration & Data Migration
We connect Salesforce with relevant business systems and plan data migration to help maintain accuracy, consistency, and usability.
5
Testing & User Validation
We test workflows, integrations, data, automation and custom functionality before deployment and incorporate user feedback.
6
Deployment & Training
We support production deployment and help teams understand the new Salesforce processes through practical training and documentation.
7
Ongoing Salesforce Optimization
After launch, we can continue supporting your Salesforce environment through enhancements, troubleshooting, optimization and ongoing consulting.
Salesforce Consultant VS. Salesforce Administrator
Salesforce Administrator
A Salesforce administrator typically focuses on the day-to-day management of an existing Salesforce environment, including user management, configuration, reports, dashboards and routine platform administration.
Salesforce consultant
A Salesforce consultant takes a broader business and technical view. Consultants can help organizations evaluate requirements, design Salesforce architecture, plan implementations, improve existing orgs, integrate external systems, migrate data, develop custom solutions and create a long-term Salesforce roadmap.
For businesses undertaking a new implementation, major transformation, complex integration, or Salesforce optimization project, working with a Salesforce consulting firm can provide expertise beyond routine administration.
Salesforce Products & Platforms We Support
Avion Technology helps businesses select, implement, customize, integrate and optimize Salesforce products based on their business requirements.
Our Salesforce consulting team works across CRM, marketing, revenue management, healthcare, AI, analytics, integration and customer data solutions to create connected Salesforce environments that support business growth.
Salesforce Sales Cloud
Salesforce Sales Cloud helps businesses manage leads, opportunities, sales pipelines, forecasting and customer relationships. Avion helps organizations configure and optimize Sales Cloud around their sales processes, automation requirements, reporting needs and integrations. Explore our Salesforce Sales Cloud consulting and implementation services to learn more.
Salesforce Marketing Cloud
Salesforce Marketing Cloud helps businesses manage customer journeys, campaigns, personalization and marketing automation. Avion helps organizations connect marketing processes with customer data and business objectives through a practical Salesforce implementation. Learn more about our Salesforce Marketing Cloud consulting services.
Salesforce Revenue Cloud
Salesforce Revenue Cloud supports complex revenue processes such as quoting, pricing, subscriptions, billing and revenue management. Avion helps businesses design and implement revenue workflows that align Salesforce with their commercial processes. Explore our Salesforce Revenue Cloud consulting services.
Salesforce CPQ Cloud
Salesforce CPQ Cloud helps businesses streamline product configuration, pricing, quoting, discounting and approval processes. Avion provides consulting and implementation support for organizations managing complex products, pricing models, and quote-to-cash workflows. Learn more about our Salesforce CPQ consulting services.
Salesforce Health Cloud
Salesforce Health Cloud helps healthcare organizations create connected workflows and manage patient, member and care-related information. Avion helps healthcare businesses align Salesforce with their operational processes, integrations and data requirements through tailored consulting and implementation. Discover our Salesforce Health Cloud consulting services.
Salesforce NPSP Cloud
Salesforce NPSP and nonprofit solutions help organizations manage fundraising, donors, programs, relationships, and reporting. Avion helps nonprofit organizations configure Salesforce around their operational and fundraising requirements. Explore our Salesforce NPSP and Nonprofit Cloud implementation services.
Agentforce
Agentforce brings AI-powered capabilities to Salesforce, helping organizations automate tasks and support customer and employee workflows. Avion helps businesses evaluate practical Agentforce use cases and implement AI capabilities within their broader Salesforce environment. Learn more about our Agentforce consulting and implementation services.
Tableau
Tableau helps organizations analyze business data and create visual dashboards that support better decision-making. Avion can help connect analytics requirements with your Salesforce and broader technology environment through Tableau consulting and implementation services.
MuleSoft
MuleSoft helps connect Salesforce with ERP platforms, databases, websites, applications and other business systems. Avion provides integration consulting to help organizations establish reliable data flows across their technology ecosystem through MuleSoft integration and consulting services.
Pardot
Pardot, now Salesforce Marketing Cloud Account Engagement, supports B2B marketing automation, lead nurturing, lead scoring and sales alignment. Avion helps businesses configure marketing automation around their lead-generation and sales processes through Salesforce Pardot and Account Engagement services.
Salesforce Data 360
Salesforce Data 360 helps organizations bring customer information together from multiple sources to create a more connected view of their data. Avion helps businesses plan data architecture, integrations and customer data strategies through Salesforce Data 360 consulting and implementation services.
Real Outcomes.
Real Businesses.
Non-Profit Cloud Platform
Salesforce CRM Implementation
Why Businesses Work With Avion Technology
Business-First Consulting
We start with your business processes and objectives rather than forcing your requirements into a predefined Salesforce implementation.
End-to-End Technology Expertise
Our broader software development capabilities allow us to address Salesforce projects involving custom applications, websites, mobile applications, APIs and external business systems.
Scalable Solutions
We design Salesforce environments with future growth, additional users, integrations, automation and evolving business requirements in mind.
Flexible Engagements
Whether you need consulting, implementation, customization, migration, integration, optimization or ongoing support, the engagement can be structured around your requirements.
Long-Term Partnership
Salesforce is not a one-time project for many organizations. We can continue helping teams improve and evolve their Salesforce environment after implementation.
Why Choose Avion as Your Salesforce Consulting Company?
Avion Technology has been solving business problems with technology since 2007, and Salesforce is where a lot of that work lives today. We start by understanding how your business actually operates, then shape Salesforce around that, not the other way around.
Our Salesforce consulting team works closely with clients to improve existing processes, build scalable Salesforce solutions, connect Salesforce with essential business systems, and support organizations as their needs evolve. Whether you are implementing Salesforce for the first time, optimizing an existing org, or looking for a long-term consulting partner, Avion focuses on delivering a Salesforce environment that supports your business goals.
FAQs
A Salesforce consulting engagement can include strategy, discovery, implementation planning, configuration, customization, development, integration, data migration, testing, deployment, training, optimization, and ongoing support depending on your requirements.
The cost depends on project scope, Salesforce products, customization, integrations, data migration, users, existing-org complexity and ongoing support requirements. Avion can assess your requirements and define an appropriate engagement scope.
Yes. Avion can assess an existing Salesforce org, identify configuration, automation, data, integration, and process issues and create an improvement roadmap.
Yes. We can review the existing environment, documentation, customizations, integrations and outstanding requirements to support a controlled transition and continued development.
Ownership arrangements should be clearly defined during the engagement. Salesforce org ownership, intellectual property, source code, documentation and access should be addressed in the project agreement and delivery terms.
The minimum engagement depends on the scope of work and the type of Salesforce assistance required. Avion can discuss your specific requirements and recommend an appropriate engagement structure.
Yes. Ongoing support can include troubleshooting, enhancements, optimization, configuration, development, integration assistance and continued consulting based on your business requirements.
Agentforce is Salesforce’s platform for building autonomous AI agents that handle service, sales and internal tasks using your CRM data, with human handoff when needed.
Implementation timelines vary based on business requirements, Salesforce products, integrations, data migration, customization, testing and organizational readiness. A smaller implementation may require significantly less time than a complex enterprise transformation.