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Salesforce Consultancy

Most Salesforce setups fall short because businesses try to make the platform fit them — instead of letting it work for them. Our consultancy bridges that gap with deep technical expertise and business-first strategy, ensuring Salesforce becomes your team’s biggest growth enabler.

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Salesforce Consultation Services By Aphidas

Salesforce Consultation Services

We provide end-to-end Salesforce consultation services that identify opportunities, streamline processes, and maximize platform efficiency — empowering your teams to deliver more with less effort.

01

Needs Assessment

We start by conducting a thorough needs assessment to evaluate your current Salesforce setup. This process identifies gaps, challenges, and opportunities for improvement, laying the groundwork for a customized consultation approach.

02

Solution Design

Based on the needs assessment, we design tailored solutions that address your specific requirements. This includes creating a blueprint for optimizing Salesforce features and functionalities to align with your business processes.

03

Implementation Guidance

Our experts assist with the implementation of the recommended solutions, ensuring a smooth transition and effective integration of new features or changes. We provide hands-on support to help you navigate the implementation process with ease.

04

Training and Adoption

To ensure successful adoption of new Salesforce functionalities, we offer comprehensive training for your team. Our training sessions are designed to empower users with the knowledge and skills needed to leverage Salesforce effectively.

Salesforce Consultation Services

Common Challenges And Solutions

Salesforce implementation and consultation can present unique challenges — from integration hurdles to user adoption. Our Dubai-based experts help you navigate these complexities with precision, strategy, and hands-on support.

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Typical Challenges

Challenges in Salesforce consultation often include adapting to new features, integrating with existing systems, and ensuring user adoption. Our experts address these challenges by providing targeted solutions and support throughout the consultation process.

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Best Practices

To ensure a successful consultation, we follow best practices such as thorough needs assessments, clear communication, and continuous support. These practices help align Salesforce solutions with your business goals and drive long-term success.

Leading Salesforce Partner

The Salesforce Consultation Process

Every successful Salesforce journey begins with clarity and strategy. Our consultants work with your team to design, implement, and optimize solutions that drive measurable business results and lasting value.

01

Initial Consultation

We begin by understanding your objectives, challenges, and current Salesforce setup. This foundation ensures every recommendation aligns with your business strategy and goals.

02

Strategy Development

Our experts define a structured roadmap to leverage Salesforce effectively — setting clear milestones, measurable KPIs, and a pathway for long-term success.

03

Solution Recommendations

We identify and recommend solutions tailored to your needs — from integrations and automation to feature enhancements — ensuring seamless scalability and improved efficiency.

04

Implementation & Follow-Up

Once the strategy is approved, we oversee smooth implementation, followed by continuous monitoring and support to ensure consistent performance and adoption.

OUR CREDENTIALS

Why Clients Trust Us

We help your business grow with Salesforce solutions that are simple, reliable, and built to fit your needs.

Salesforce Partner

Trusted Certified Partner

25+

Certifications

10+

Certified Salesforce Experts

100+

Projects Delivered

100%

Client Retention

11+ Years

Of Combined Experience

10,000+

Hours of Coding

15+

Satisfied Clients

WHAT WE’RE OFFERING

Where Do You Need Help

We deliver Salesforce solutions designed for your unique business needs. From implementation to ongoing support, our goal is simple: make Salesforce work for you.

Implementation & Migration

We implement and migrate your Salesforce efficiently, ensuring a smooth start with no downtime or data loss.

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Customization & Development

From custom workflows to advanced components, we tailor Salesforce to fit your exact processes and goals.

Integration

We connect Salesforce with your other tools like marketing, ERP, and finance so data flows smoothly and teams work better together.

Automation

We create intelligent automations that eliminate manual tasks and boost efficiency.

Consulting & Support

From strategy to ongoing support, we help you get the most out of Salesforce every step of the way.

Every Industry Runs on Salesforce

Each Needs It Differently

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Healthcare

In healthcare, time and accuracy aren’t optional, they’re everything. But disconnected systems and clunky processes slow teams down. We tailor Salesforce to streamline patient management, improve communication, and keep data secure. The result? Less paperwork, fewer headaches, and more time for what actually matters: delivering better care.

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Retail

Retail moves fast, your tech should too. If your customer data is scattered or your sales pipeline is a mess, you’re losing sales every day. We use Salesforce to unify your data, personalize customer experiences, and automate operations. From online to in-store, we help retailers stay sharp, agile, and profitable.

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Real Estate

Missed follow-ups and messy pipelines can cost real estate businesses big opportunities. We optimize Salesforce to manage leads, automate tasks, and keep every client interaction on track. Whether you’re a brokerage, developer, or property manager, we make Salesforce your edge, so deals close faster, and nothing falls through the cracks.

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Nonprofit

For nonprofits, every dollar and every donor counts. But without the right systems, fundraising, programs, and reporting become chaotic. We customize Salesforce to simplify donor management, track impact, and boost fundraising efforts. That means fewer manual tasks, more transparency, and more energy focused where it belongs — on your mission.

SOLUTIONS

Loud Results From Every Cloud

Every Salesforce Cloud we deploy is engineered for measurable impact from customer care to healthcare. We align data, automation, and experience design to create connected ecosystems that deliver lasting value.

Service Cloud

Customer service shouldn’t feel like chaos. With Service Cloud, we streamline support, automate responses, and give your team a 360° view of every customer. Faster resolutions, happier clients, and service that finally scales with your business.

Experience Cloud

Your customers, partners, and employees deserve more than clunky portals. Experience Cloud creates sleek, branded digital experiences that connect seamlessly with Salesforce. We design communities that engage, inform, and build loyalty — without friction.

Marketing Cloud

Mass emails don’t build relationships — personalization does. With Marketing Cloud, we help you craft targeted campaigns, automate journeys, and track ROI in real time. Smarter marketing, stronger engagement, and more sales — without guesswork.

Health Cloud

Healthcare runs on trust and precision. Health Cloud centralizes patient data, streamlines care coordination, and improves provider-patient interactions. We customize it to keep your teams efficient, compliant, and laser-focused on what matters most: better outcomes.

PROJECTS

Pick Your Own Rules of Engagement

Our flexible Salesforce engagement models empower your business to scale with precision. Choose the model that fits your workflow — from on-demand developers to fully managed project delivery.

  • Managed Services and Products
  • Flexibility and Adaptability
  • Competitive Advantage

Developers On Demand

Need extra hands without the full-time overhead? Hire Salesforce developers on demand — dedicated or part-time. Whether it’s plugging into your team for a few weeks or owning specific tasks, our experts scale with your needs. No long-term commitments. Just the right skills, right when you need them.

Project-Based Delivery

Got a specific Salesforce project with clear goals and deadlines? We’ll take it end-to-end. From scoping to delivery, our team owns the work so you don’t have to. You get predictable timelines, transparent progress, and results built right the first time.

Shape

Need any further assitance?

Feel free to reach out for any inquiries or assistance.

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