Salesforce Consulting Services

Salesforce

Streams provides Salesforce consulting services that help businesses plan, implement, integrate, and optimize Salesforce CRM across sales, marketing, field service, customer service, and revenue operations. Our Salesforce expertise supports successful implementations across Sales Cloud, CPQ / Revenue Cloud, Service Cloud, Commerce Cloud, Marketing Cloud, and AI-enabled workflows that help teams unlock revenue growth and operational efficiency.

Salesforce consulting services help businesses plan, configure, implement, integrate, and optimize Salesforce so sales, service, marketing, and revenue teams can manage customer data and workflows more effectively.

Streams helps organizations connect Salesforce with the broader business systems that support finance, operations, and customer experience, including Oracle NetSuite, Microsoft Dynamics 365, and proprietary integration accelerators.

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Technical Advisory

Our Salesforce team provides guidance to optimize the use of Salesforce platform, maximize ROI and achieve strategic business objectives. Streams Salesforce experts develops a strategic roadmap for leveraging Salesforce in alignment with your long-term objectives.

Consult & Implement

Our Salesforce team uses a proven and well-defined implementation methodology to ensure that the platform meets your business needs and objectives. The methodology focuses on discovery, in-depth understanding of business needs and objectives, scalable design, best-practice configuration, stakeholder testing, training and change management, deployment, post-production support, strong project management, and continuous collaboration with you.

Innovate

Our Innovate services helps the client who are already utilizing Salesforce platform and seeking to optimize their platform by resolving current pain areas from business team, extending functionality, or implementing new functionality required by business.

Managed Support

This service is focused on providing Salesforce Administration activities including resolution for production issues, access management and other activities to support your business on Salesforce platform.


Tri-Platform ERP and CRM Expertise

Streams brings Salesforce, Oracle NetSuite, and Microsoft Dynamics 365 expertise together, helping teams align CRM, ERP, finance, operations, and customer workflows instead of managing each platform in isolation.

Salesforce-NetSuite Integration Experience

For companies that rely on both CRM and ERP systems, Streams supports connected quote-to-cash, order management, reporting, and automation workflows through implementation experience and the Salesforce-NetSuite Accelerator.

AI-Enabled CRM Optimization

Our team helps optimize Salesforce with AI-enabled workflows, cleaner customer data, practical automation, and managed support so your sales, service, marketing, and revenue teams can keep improving after go-live.

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