Salesforce Services
Salesforce Services for Sales, Service, Data and AI-Led Growth
We help you plan, implement, customize and integrate Salesforce so it works with the rest of your business, not around it. From Sales Cloud and Service Cloud to Data Cloud, Tableau and Agentforce, Exergy combines Salesforce expertise with software engineering, integration and AI capability.
Salesforce Is the Platform. Exergy Brings the Engineering Around It.
Most organizations don't need another CRM opinion — they need Salesforce CRM solutions that actually connect with how the business runs: the ERP that holds inventory and finance data, the applications your teams already use, the data warehouse your analysts query, and the automation and AI initiatives already underway elsewhere. Exergy Infotech provides Salesforce consulting and implementation as part of a broader technology practice — combining Salesforce platform services with custom software development, integration, data engineering and AI to make Salesforce a working part of your business, not an isolated system your teams work around.
Salesforce Platforms
Salesforce Solutions for Every Stage of the Customer Journey
From first lead to long-term account management, we work across the Salesforce clouds and platforms most relevant to growing sales, service and data-driven organizations.
Sales Cloud
Lead management, opportunity tracking, pipeline visibility, forecasting and sales process automation.
Service Cloud
Case management, support workflows, omnichannel engagement and service automation for faster resolution.
Experience Cloud
Customer and partner portals, communities and self-service experiences built on Salesforce data.
Marketing Cloud
Journey orchestration, campaign management and personalized customer engagement at scale.
Data Cloud
Connects, harmonizes and activates customer data from Salesforce and external systems in one place.
Tableau
Business intelligence, visual analytics and dashboards for data-driven decisions across the business.
Customer 360
A unified view of every customer across sales, service, marketing and other touchpoints.
CRM Analytics
Native Salesforce analytics, dashboards and operational insight embedded directly in your workflows.
Marketing Cloud Account Engagement
B2B marketing automation, lead nurturing, scoring and sales alignment (formerly Pardot, commonly known as MCAE).
Agentforce
Autonomous and assisted AI agents that act on Salesforce data to support sales and service teams.
MuleSoft
API-led integration that connects Salesforce with ERP, legacy systems and third-party applications.
Salesforce Platform & Development
Apex, Lightning Web Components, Flow and Salesforce APIs for custom applications beyond standard configuration.
What We Do
Our Salesforce Services
Salesforce consulting, implementation, development and support — every engagement starts with a business problem, not a feature list.
Salesforce Consulting
- Problem: You're not sure whether Salesforce — or which part of it — fits how your business sells, serves or operates.
- Approach: We assess current processes, systems and data, then map them to the right Salesforce architecture and roadmap.
- Outcome: A clear, business-justified plan before any configuration begins.
Salesforce Implementation
- Problem: Rolling out Salesforce from scratch without disrupting the sales and service teams who depend on it.
- Approach: Discovery, architecture, configuration, development, testing, deployment and user enablement, delivered in structured phases.
- Outcome: A live Salesforce environment your teams actually adopt and use.
Salesforce Customization
- Problem: Standard Salesforce objects and workflows don't match how your business actually operates.
- Approach: Custom objects, automation, business rules, page layouts and Lightning components built around your process.
- Outcome: A Salesforce environment shaped to your business, not the other way around.
Salesforce Development
- Problem: Configuration alone can't handle a specific workflow, calculation or user experience your team needs.
- Approach: Apex, Lightning Web Components, custom APIs and platform development for requirements outside standard capability.
- Outcome: Purpose-built functionality that extends Salesforce without compromising its core stability.
Salesforce Integration
- Problem: Salesforce holds customer data, but it doesn't talk to your ERP, finance system, e-commerce platform or internal applications.
- Approach: API-based and middleware integration, including MuleSoft, connecting Salesforce with the systems that run the rest of the business.
- Outcome: One consistent flow of data between Salesforce and your operational systems.
Salesforce Data Migration
- Problem: Moving from spreadsheets, legacy CRM or another platform into Salesforce without losing or corrupting data.
- Approach: Data assessment, mapping, cleansing, migration and validation, with a defined rollback plan.
- Outcome: Clean, trustworthy data in Salesforce from day one.
Salesforce Automation
- Problem: Sales, service and operational teams are still doing manually what Salesforce could handle automatically.
- Approach: Flow-based automation for approvals, notifications, assignment rules and cross-department handoffs.
- Outcome: Fewer manual steps and faster-moving sales, service and operational processes.
Salesforce Analytics & BI
- Problem: Customer and sales data sits in Salesforce, but decision-makers can't easily see or act on it.
- Approach: Tableau dashboards, CRM Analytics and reporting built around the metrics that matter to your business, aligned with our broader data analytics & BI practice.
- Outcome: Visibility your leadership and teams can actually use to make decisions.
Salesforce AI & Agentforce
- Problem: Sales and service teams spend time on repetitive, data-lookup or first-response work that AI could support.
- Approach: AI-assisted workflows and Agentforce implementation grounded in your Salesforce and Data Cloud data.
- Outcome: Faster response times and more consistent handling of routine sales and service tasks.
Salesforce Managed Services
- Problem: Salesforce environments drift over time — unused fields, broken automations, inconsistent adoption — without dedicated ownership.
- Approach: Ongoing administration, monitoring, enhancement and governance of your Salesforce org.
- Outcome: A Salesforce environment that keeps working for the business as it grows and changes.
Salesforce Support & Maintenance
- Problem: Something breaks, a release changes behavior, or a user can't complete a task — and there's no one to call.
- Approach: Responsive technical support, release readiness checks, bug fixes and platform optimization.
- Outcome: A stable, current Salesforce instance with minimal disruption to daily operations.
Business Solutions
Salesforce Solutions for Key Business Functions
Six areas where Salesforce, configured and connected correctly, changes how the business runs.
- Customer 360 implementation
- Customer data unification with Data Cloud
- Identity resolution and customer segmentation
- Data quality and master data synchronization
- Consent and preference management
- Customer profile management
- Lead and opportunity management
- Pipeline visibility and sales forecasting
- Sales process automation
- CPQ and quote automation
- Lead-to-cash and contract lifecycle workflows
- Partner relationship management
- Sales performance analytics
- Case management and omnichannel service
- Customer self-service portals and knowledge management
- Service process automation
- Field service scheduling and dispatch
- AI-assisted customer support
- Support workflows for claims and warranty processes
- Marketing automation and journey orchestration
- Lead nurturing and scoring (MCAE)
- Campaign management and personalization
- Account-based marketing
- Marketing-to-sales alignment
- Engagement analytics
- Tableau dashboards and CRM Analytics
- Data Cloud-powered customer insight
- Predictive analytics for sales and service
- Agentforce and AI-assisted workflows
- Intelligent recommendations grounded in Salesforce data
- Salesforce integration with ERP (SAP, Microsoft Dynamics and others)
- Salesforce and custom application integration
- Database and data warehouse synchronization
- Payment and e-commerce integration
- API-led integration with MuleSoft
- Legacy system connectivity and workflow automation
Integration
Connect Salesforce With Your Existing Technology Ecosystem
Salesforce doesn't have to operate as an isolated CRM. We help it become part of your broader digital ecosystem — connected to the systems that already run your business.
Whether Salesforce needs to share data with an ERP, feed a data warehouse, connect to a payment gateway, or work alongside a custom-built application, our integration approach is the same: understand the data and the process first, then build the connection — using APIs, MuleSoft or custom middleware — that keeps systems in sync without manual re-entry.
Salesforce + AI + Data
Make Salesforce More Intelligent With AI
AI works best in Salesforce when it's grounded in real data and a real workflow — not bolted on for its own sake. Where useful, Salesforce AI initiatives connect with the broader AI and Generative AI work we do outside the platform.
AI-Assisted Sales
Surface next-best actions, prioritize leads and flag at-risk opportunities using Salesforce and Data Cloud data.
AI-Assisted Service
Support faster case resolution with suggested responses, case summarization and routing.
Agentforce
Configure autonomous and assisted AI agents that act within defined guardrails on your Salesforce data.
Predictive & Customer Insight
Use Data Cloud and CRM Analytics to anticipate customer needs and churn risk.
Natural-Language Interaction
Let teams query Salesforce data and generate summaries in plain language.
Enterprise AI Integration
Connect Salesforce-based AI with broader enterprise AI initiatives, models and data pipelines built outside Salesforce.
We scope AI in Salesforce the same way we scope everything else — starting with the workflow it needs to improve and the data it needs to be accurate.
Industries
Salesforce Solutions for Different Industries
Salesforce use cases vary by industry. Common patterns we work with include:
We Serve
Who We Help
Wherever You Are With Salesforce, We Can Help
Already Using Salesforce?
Improve adoption, automation, integration and reporting in your existing org.
Talk to us about thisMoving to Salesforce?
Plan and execute implementation and migration from your current CRM or spreadsheets.
Talk to us about thisSalesforce Not Connected to Your Other Systems?
Integrate Salesforce with ERP, applications, databases and other business systems.
Talk to us about thisNeed Custom Salesforce Development?
Build workflows, applications, APIs and platform extensions beyond standard configuration.
Talk to us about thisWant More From Salesforce Data?
Use Data Cloud, Tableau and CRM Analytics to turn Salesforce data into decisions.
Talk to us about thisLooking to Introduce AI?
Add AI-assisted workflows and Agentforce capability where it creates measurable business value.
Talk to us about thisWhy Exergy
Why Choose Exergy for Salesforce Services
Business-First Approach
We start with the business process and outcome, then choose the Salesforce approach that fits it.
Salesforce + Engineering
Salesforce expertise combined with broader custom software and API development capability.
Integration Mindset
We treat Salesforce as one system among several — built to work with ERP, APIs, databases and custom applications.
AI + Data Capability
Salesforce initiatives connect naturally with the analytics, AI and automation work we already do.
Custom Product Engineering
When Salesforce alone isn't the complete answer, we build the surrounding application.
End-to-End Delivery
Consulting, architecture, implementation, integration, testing, deployment and support, from one team.
Our Process
Our Salesforce Delivery Approach
Discovery & Business Understanding
Understand your current process, systems and goals before proposing a solution.
Salesforce Assessment
Review your existing Salesforce setup, or evaluate fit if you're starting fresh.
Solution Architecture
Design the Salesforce configuration, customization and integration approach.
Implementation & Development
Configure, build and customize Salesforce according to the agreed architecture.
Integration & Data Migration
Connect Salesforce with other systems and migrate existing data safely.
Testing & User Validation
Validate functionality and workflows with the people who will actually use them.
Deployment & Training
Go live, with training so your teams can use Salesforce confidently from day one.
Optimization & Ongoing Support
Monitor, refine and support the environment as your business evolves.
Representative Salesforce Projects
Illustrative Salesforce Project Experience
Several Salesforce engagements we've worked on are covered by client confidentiality agreements, so we can't publish names, logos or live links. The scenarios below are anonymized and illustrative — built from the kind of Salesforce work described in our services above — so you can see the type of scope, technical depth and outcome language to expect. They are not presented as publicly verifiable case studies.
For verifiable proof of our broader engineering work, see Exergy case studies.
Telecom Enterprise
Salesforce Sales Cloud Implementation & Billing System Integration
Business Challenge
- Sales teams tracked leads and renewals across spreadsheets and a legacy CRM with no shared pipeline view.
- Regional sales managers had no consistent way to forecast against quota.
- Customer and billing data lived in a separate telecom billing system with no link to sales records.
Scope of Work
- Salesforce Sales Cloud configuration for lead, opportunity and account management
- Custom objects and validation rules for telecom-specific sales processes
- REST API integration with the billing/OSS system for account and usage data
- Territory-based lead routing and assignment rules
- CRM Analytics dashboards for pipeline and quota tracking
- Data migration from legacy CRM and spreadsheets, with UAT and phased rollout
Business Outcome
- Centralized pipeline visibility across regional sales teams
- Reduced manual data entry between sales and billing records
- More consistent sales forecasting
Client identity and project details are withheld under NDA.
Healthcare Services Provider
Service Cloud & Experience Cloud for Patient and Provider Support
Business Challenge
- Patient and provider support requests arrived through phone, email and a generic web form with no unified queue.
- Support staff had no visibility into case history when a patient called back.
- There was no self-service option for common, non-clinical requests.
Scope of Work
- Service Cloud configuration for case management and omnichannel routing
- Experience Cloud portal for self-service requests and status tracking
- Case assignment and escalation automation
- Knowledge base setup for common, non-clinical support topics
- Read-only integration with the patient record system for case context
- Role-based access rules and agent console customization
Business Outcome
- Single, unified view of support cases across channels
- Faster first-response time on incoming cases
- Reduced repeat-contact volume through self-service access
Client identity and project details are withheld under NDA.
B2B SaaS Company
Marketing Cloud & Account Engagement Rollout for Lead Nurturing
Business Challenge
- Marketing and sales teams used disconnected tools for email campaigns and lead follow-up.
- Leads were not scored or prioritized before being handed to sales.
- There was no visibility into which campaigns influenced closed deals.
Scope of Work
- Marketing Cloud Account Engagement (MCAE) setup for lead nurturing and scoring
- Lead scoring and grading model aligned to sales-qualification criteria
- Automated nurture journeys for trial and free-tier users
- Sales Cloud integration for lead handoff and campaign-influence tracking
- Custom fields and page layouts for marketing-qualified lead data
Business Outcome
- Clearer handoff between marketing and sales on lead readiness
- Improved lead prioritization for sales follow-up
- Better visibility into which campaigns contribute to pipeline
Client identity and project details are withheld under NDA.
Retail & E-Commerce Business
Data Cloud & Customer 360 for Unified Customer Profiles
Business Challenge
- Customer data was split across an e-commerce platform, a POS system and Salesforce, with no single customer view.
- Marketing could not segment customers using purchase history from the e-commerce platform.
- Duplicate and inconsistent customer records made reporting unreliable.
Scope of Work
- Data Cloud configuration to ingest and harmonize customer data from e-commerce and POS sources
- Identity resolution rules to unify customer records
- Customer 360 profile setup across sales, service and marketing
- E-commerce platform integration via API for order and purchase history
- Data quality rules, deduplication logic and segmentation setup
Business Outcome
- A more complete, de-duplicated view of each customer
- Improved segmentation for marketing campaigns
- More consistent customer reporting across channels
Client identity and project details are withheld under NDA.
Manufacturing Company
Salesforce & SAP Integration for Quote-to-Order Accuracy
Business Challenge
- Sales quotes in Salesforce had no visibility into real-time inventory and pricing held in SAP.
- Order confirmations required manual re-entry from Salesforce into SAP.
- Finance had no reliable way to reconcile Salesforce opportunities with SAP order records.
Scope of Work
- Middleware-based integration between Salesforce and SAP using MuleSoft
- Real-time inventory and pricing lookups from SAP inside Salesforce quotes
- Automated order creation in SAP from won Salesforce opportunities
- Field-level data mapping, error handling and retry logic for failed syncs
- Integration monitoring and logging setup
Business Outcome
- Reduced manual re-entry between sales and ERP systems
- More accurate quoting using live inventory and pricing data
- Easier reconciliation between sales and finance records
Client identity and project details are withheld under NDA.
Financial Services Organization
CRM Analytics & Tableau Reporting for Relationship Managers
Business Challenge
- Relationship managers had no consolidated view of client portfolios and servicing history.
- Leadership relied on manually assembled spreadsheets for pipeline and performance reviews.
- Data definitions were inconsistent across regional teams.
Scope of Work
- CRM Analytics dashboards embedded directly in Salesforce for relationship managers
- Tableau dashboards connected to Salesforce data for leadership-level reporting
- Standardized metric definitions and reporting hierarchy across regions
- Role-based dashboard access aligned to reporting lines
- Scheduled data refresh and validation checks
Business Outcome
- Consolidated portfolio and pipeline visibility for relationship managers
- Reduced manual effort in assembling leadership reports
- More consistent reporting definitions across regional teams
Client identity and project details are withheld under NDA.
Logistics & Supply Chain Company
Service Cloud & Field Service for Delivery Exception Handling
Business Challenge
- Delivery exceptions and customer complaints were logged inconsistently across email and phone.
- Field technicians had no mobile access to service case details while on-site.
- Dispatch scheduling was managed manually, causing delays in exception resolution.
Scope of Work
- Service Cloud case management for delivery exceptions and customer complaints
- Field Service scheduling and dispatch configuration for technician assignment
- Mobile-friendly case access for field technicians
- Automated case routing based on region and issue type
- Reporting on case resolution time and technician utilization
Business Outcome
- Faster routing of delivery exceptions to the right team
- Improved visibility into field technician scheduling
- More consistent case logging across support channels
Client identity and project details are withheld under NDA.
Professional Services Organization
Agentforce Pilot for AI-Assisted Internal Workflows
Business Challenge
- Client-facing teams spent significant time manually summarizing case and engagement history before client calls.
- Partners wanted faster, AI-assisted responses to common client and internal queries grounded in CRM data.
- Existing Salesforce data was not structured in a way that AI tools could use reliably.
Scope of Work
- Data Cloud configuration to prepare and harmonize Salesforce data for AI use
- Agentforce agent configuration for internal query assistance, scoped to defined guardrails
- Prompt and grounding design tied to Salesforce engagement and account data
- Access controls limiting agent actions to approved data and workflows
- Pilot testing with a limited user group before wider rollout
Business Outcome
- Faster preparation time ahead of client meetings
- More consistent, CRM-grounded answers to common internal queries
- A tested foundation for expanding AI-assisted workflows over time
Client identity and project details are withheld under NDA.
FAQ
Frequently Asked Questions
Let's Discuss Your Salesforce Project
Whether you're planning your first Salesforce implementation, untangling an existing org, or looking to connect Salesforce with the rest of your technology stack, we're glad to start with a conversation.