F-01
Discovery & design
Workflow audit, data model design, role and profile architecture,
and integration map before any configuration starts.
F-02
Sales Cloud setup
Opportunity, lead, account, contact, forecasting, territories, CPQ —
configured to your actual sales motion.
F-03
Service Cloud setup
Case routing, queues, omnichannel, knowledge, entitlements, and
service contracts — built to your support SLAs.
F-04
Experience Cloud
Partner and customer communities — branded, role-secured,
mobile-ready.
F-05
Data migration
Migration from legacy CRMs (HubSpot, Pipedrive, Zoho, MS Dynamics)
with deduplication, mapping, and full audit.
F-06
Training & enablement
Role-specific training, in-app guidance with WalkMe/Salesforce
In-App, and an admin runbook for the org.