Salesforce Consulting
Offering direction, assistance, and expertise for your Business
Transform Your Business with Salesforce Expertise
- Guaranteeing the foremost accessibility of operations
- Do you want to enhance your services?
- Make use of BSS Salesforce Consulting Professional advice to help your company reach the heights of its ability.
- By innovating the best customized platform solutions for you, we enable businesses to improve customer connections, expedite processes, and promote expansion.
Our Services
Salesforce Implementation, Customization, and Configuration
We configure your Salesforce platform to match your established routines. Our Salesforce Services Cloud solutions maximize efficiency and productivity. For clients needing deeper integration like Partner Community in Salesforce, we ensure seamless workflow alignment
Salesforce Marketing Cloud
Maximize your Salesforce Marketing Cloud with our implementation services. Backed by Salesforce Services Cloud expertise, we align solutions to your business model. From data management to segmentation and analytics, we ensure a smooth transition—supported by the partner community in Salesforce and guided by tutorial on Salesforce insights.
Competence in the Industry
Because of our extensive expertise in a wide range of sectors, including those explored during events like the Salesforce World Tour NY, we understand the specific difficulties and opportunities your company faces. Our solutions comply with sector demands and evolving AI certification needs.
Utilizing Salesforce for Optimization and Health Checks
Are you already utilizing it? To discover areas that might benefit from improvement and optimization, our specialists do comprehensive health checks using tools like Report Salesforce. We will refine your Salesforce instance with expert Salesforce IT support to achieve top performance, security, and user acceptance.
Salesforce Integration Services
Ensure consistent communication across platforms like Salesforce and Workday, reducing manual data entry and eliminating errors to boost efficiency and accuracy. Leverage Salesforce Services Cloud for seamless collaboration across systems, supported by expert Salesforce IT support.
Agentforce Customization & Integration
Enhance your Marketing Cloud with Agentforce AI agent, providing 24/7 support to employees and customers across channels. Our Agentforce customization and integration, backed by Salesforce IT support, Salesforce Inspector Reloaded, and https test Salesforce com, streamline automation, improve Report Salesforce, and boost community in Salesforce engagement.
Performance Optimization, Data Migration and Cleanup
Your return on investment (ROI) and outcomes might be improved by optimizing your Salesforce instance with the right Salesforce IT support. The process of transferring your data to Salesforce, using tools like Salesforce Inspector Reloaded, makes it easy to preserve both the integrity and structure of your data.
Training and Support
Provide your staff with the opportunity to acquire the information and abilities necessary for them to be successful with Salesforce. Not only do we offer thorough training programs and tutorials on Salesforce, tailored to your firm’s needs, but we also provide Salesforce IT support and a responsive Salesforce helpline to handle any concerns that may emerge.
Tailored Salesforce Solutions and Link Cartridges to Suit Your Company's Needs in the Future
With over a decade of expertise in Salesforce IT support, we know every business has its own distinct vision and goals. That’s why our Salesforce Services Cloud solutions are designed around your needs. As a trusted partner in the Salesforce Community, we connect, customize, and integrate—making platforms like Workday work smarter for you.
Salesforce CRM Cross Cloud Integration
How to Get the Most Out of Your IT Spending?
- Making the most of cross-cloud environments
- Streamlining processes and reducing overhead in Salesforce
- Offering a comprehensive view of the customer from every angle
- Exploring the benefits of integration
- Seamless CRM and Marketing Cloud Integration
Implicating versatile advantages via Integration
- Enhancement of automation via integration of Salesforce CRM and Journey Builder
- Better understanding achieved via integrating sales and marketing efforts
- Offering Market Cloud audience segmentation, personalized messaging, and email configuration
Salesforce AI-Powered Chatbot
Supercharge Your Customers’ Experience using NextGen AI
Enhance your brand’s reputation and serve customers with BSS’s Salesforce AI-Powered Chatbot Our Einstein Chatbot, which is seamlessly incorporated into the Salesforce Service Cloud and further compatible with the Salesforce Commerce Cloud, possesses the capability to reduce conversation duration, facilitate problem resolution, divert frequent customer inquiries, and speak natural language.
A Salesforce Einstein Chatbot Can Assist:
- Resolve issues quickly with AI-driven support.
- Reduce frequent inquiries and repetitive questions.
- Shorten chat resolution times, increasing efficiency.
- Understand and respond in natural human language
As part of the partner community in Salesforce, we provide personalized solutions, whether you’re pursuing Salesforce AI Certification or looking to boost automation. Reach out today to see how our solutions can transform your customer service.
Bookmark our Subscribe & Save Solution
- Cut down on human effort with automated subscription processes
- Save money through personalized discounts.
- Improve customer retention with easy renewals.
- Reduce time, energy, and advertising costs.
- Leverage Salesforce IT support and integrate seamlessly through the partner community in Salesforce for smoother subscription management..
- Learn about the ease and effectiveness of Subscribe & Save in managing subscription commerce.
Our Amazing Clients
What we are for our clients?
Global Clients
Countries & 6 Continents
Returning Clients
Approach us to improve and expand their solutions.
Loyal Clients
Who have worked with us over 5 years
Some of our Valued Clients
Customer Satisfaction
Why Choose Us?
Experienced Consultants:
By hiring and retaining the best talent, BSS builds a team of certified consultants with the right experience in Salesforce IT support, Salesforce Services Cloud, and partner community in Salesforce to deliver exceptional results.
Business Solutions that meet your needs:
BSS understands your business needs and customizes Salesforce solutions—leveraging Salesforce Services Cloud and insights from partner community in Salesforce—to fit your organization’s unique requirements.
Proven Track Record:
With over 10 years of Salesforce implementation and optimization expertise across industries, BSS delivers proven credibility and competitive advantage through Salesforce IT support and Salesforce Services Cloud solutions.
Continuous Support:
Your business success and our services share a common goal. At BSS, we provide ongoing Salesforce IT support through transparency, knowledge sharing, and engagement within the partner Salesforce community.
Frequently Asked Questions
Is Salesforce an ERP system or a CRM?
Salesforce is primarily a cloud-based CRM platform, not a full ERP system. However, it integrates with ERP tools and offers add-ons for functions like billing, CPQ, and order management. If you need ERP-style functionality alongside CRM, we can help you design an integrated solution.
🔗 Explore our Salesforce consulting services
How do I get started with Salesforce for my business?
To start using Salesforce, first identify your sales, service, or marketing goals. Then choose the right Salesforce Cloud (e.g., Sales, Service, Marketing). We guide businesses in setup, customization, and user training for smooth onboarding.
Can Salesforce be customized to fit specific business needs?
Absolutely! Salesforce offers deep customization through Flows, Apex, Lightning components, and AppExchange tools. From healthcare to real estate, we tailor Salesforce to your workflows, roles, and reporting needs — and we also add dashboards and reports to give you real-time insights.
How can Salesforce consulting improve our sales and marketing performance?
Consulting helps align Salesforce features (like lead scoring, automation, and campaign tracking) with your sales funnel. You’ll close deals faster, track KPIs easily, and personalize outreach.
Insight: 78% of users say Salesforce boosts sales team productivity.
What types of businesses use Salesforce?
Companies of all sizes—from startups to Fortune 500s—use Salesforce across industries like healthcare, finance, retail, and SaaS. Tools like Salesforce Experience Cloud allow for customer and partner portals, enhancing user engagement.
How long does a typical Salesforce implementation take?
Implementation time varies by project scope. On average:
Basic setup: 2–4 weeks
Mid-level customization: 4–8 weeks
Enterprise-level deployment: 3–6 months
We provide end-to-end project timelines after a discovery session.
How do I create reports and dashboards in Salesforce?
Creating reports in Salesforce involves selecting report types, adding filters, and choosing visual elements. To share, use folders with correct permissions. You can also pin reports to dashboards.
People also ask:
- How to run a report in Salesforce?
- How to export Salesforce reports to Excel?
Can Salesforce integrate with Outlook, RingCentral, or Informatica?
Yes. Salesforce has native connectors and APIs for Outlook, RingCentral, Informatica, and more. These integrations streamline email, calls, and data syncing.
Need help with setup? Talk to our integration experts
Do you offer training and post-launch support for Salesforce?
Absolutely. We offer user training, admin coaching, and 24/7 support plans. After go-live, we assist with adoption, updates, and advanced feature usage to maximize your ROI.
Includes: Flow troubleshooting, automation audits, report fixes, and more.
What should I look for in a Salesforce consulting partner?
Choose a partner with:
Salesforce certifications (Admin, Consultant, Developer)
Industry-specific experience
Proven implementation portfolio
Long-term support capabilities
At BSS Universal, we check all these boxes.
Which Salesforce Clouds does BSS Universal specialize in?
BSS Universal provides expert consulting and implementation across a wide range of Salesforce Clouds, tailored to meet diverse business needs. Our certified consultants specialize in:
✅ Sales Cloud – Lead management, sales automation, opportunity tracking
✅ Service Cloud – Case resolution, customer support, omnichannel setup
✅ Marketing Cloud – Email campaigns, customer journeys, segmentation
✅ Experience Cloud – Custom portals for partners, employees, and customers
✅ Commerce Cloud – Scalable B2B/B2C eCommerce solutions
✅ Nonprofit Cloud – Fundraising, donor management, volunteer tracking
✅ Financial Services Cloud – Wealth advisory, client onboarding, compliance
✅ Health Cloud – Patient engagement, care plans, HIPAA-compliant solutions
✅ Education Cloud – Student success tracking, engagement, lifecycle support
✅ Pardot (Account Engagement) – B2B marketing automation and lead nurturing
Frequently Asked Questions
Salesforce consulting can streamline your organization’s CRM processes, optimize sales and marketing efforts, and provide customized solutions tailored to your specific business needs, ultimately boosting productivity and driving revenue growth.
Salesforce consultants offer services such as CRM implementation, customization, data migration, training, support, and optimization, helping businesses leverage Salesforce effectively for sales, marketing, and customer relationship management needs.
Consider assessing your company’s current CRM challenges, such as inefficient processes, low user adoption, data silos, or limited scalability. If these issues hinder growth or customer satisfaction, Salesforce consulting may be beneficial to streamline operations and achieve business goals.
When seeking a Salesforce consulting partner, prioritize those with relevant certifications, a track record of successful implementations, and experience within your industry. Request client references to gauge satisfaction and performance. Ensure the partner can customize and integrate Salesforce to meet your specific needs while providing robust change management support and scalability for future growth. Look for innovative solutions and a commitment to staying updated with the latest Salesforce developments.
The average duration of a Salesforce implementation project can vary depending on factors such as the complexity of the organization’s requirements, the scale of the project, and the level of customization needed. However, a typical Salesforce implementation project can range from a few months to a year or more. Smaller organizations with straightforward requirements may complete their implementation in a few months, while larger enterprises with complex business processes and extensive customization may require a longer timeframe.
The consulting fee for Salesforce services typically depends on factors like project complexity, scope, duration, and the expertise of the consulting firm, with costs varying accordingly to provide tailored solutions for clients’ needs.
Salesforce consulting can enhance sales and marketing efficacy by optimizing lead management, automating workflows, providing data-driven insights, and enabling personalized customer interactions, leading to improved conversions, customer satisfaction, and revenue growth
Yes, Salesforce consulting services can help with data integration by designing and implementing solutions using APIs, ETL tools, and middleware for seamless data flow between systems. They also offer expertise in data migration, ensuring a smooth transition of data from legacy systems to Salesforce platforms while maintaining data integrity and consistency.
Following the implementation of Salesforce, organizations have access to various training and ongoing support options. These include comprehensive administrator and user training, utilizing Salesforce’s Trailhead online learning platform, accessing Salesforce support resources like documentation and community forums, engaging with consulting partners for post-implementation support services, participating in local user groups and events, considering premium support services for faster response times, and encouraging continuous learning and certification among users.
Salesforce consulting services can be integrated with our business goals by aligning the implementation strategy with our overarching objectives. This involves thorough collaboration between the consulting partner and key stakeholders to understand the specific needs and challenges of our organization. By leveraging Salesforce’s capabilities and customization options, the consulting services can be tailored to optimize our business processes, enhance customer relationship management, drive sales and revenue growth, improve operational efficiency, and foster innovation.
Get in Touch
Ready to Transform Your Business with BSS Salesforce Solutions?
Contact BSS Today for a Personalized Consultation. Discover How Our Tailored Salesforce Solutions Can Revolutionize Your Business and Drive Sustainable Growth.