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Salesforce consulting services built around measurable business outcomes

Plan a new Salesforce project, fix an underperforming org, connect systems, prepare for Agentforce implementation, or bring a delayed delivery back under control. Our Salesforce consulting services give you clear priorities, sound technical decisions, and a practical path from the current problem to the expected business result.
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WABCO
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CENTRAVIS logo
Arte Bunkering company logo with black and blue icon and stylized text
WABCO
Jooble logo with a blue stylized rabbit above green and blue text.
Red rectangle with the white text ZABBIX in bold font.
Thermondo company logo with circular icon and text.
Bite brand logo with white text on green background.
Elmark Automatyka logo with stylized E in red and black geometric shape.
Laude wordmark logo in pink with underline.

Salesforce consulting backed by proven delivery

160+
Salesforce projects delivered
300+
Salesforce certifications
95+
Certified Salesforce professionals
8
Salesforce Certified Architects
100+
Five-star AppExchange reviews

When companies bring in Salesforce consulting by Noltic

Companies turn to our Salesforce consulting team in the following situations.

Before a new Salesforce investment

You need to define business use cases, select the right products and licenses, set the project scope, and build a realistic delivery plan before budget is committed.

Salesforce is live but underperforming

Adoption is low, teams still rely on spreadsheets, reports cannot be trusted, or the CRM adds work instead of helping people complete it.

The org has become hard to change

Years of custom work, duplicate data, old automation, and missing documentation make even a small update risky, slow, or costly.

Systems and data are disconnected

Salesforce needs to exchange reliable data with ERP, billing, marketing, support, product, finance, or legacy systems without constant manual fixes.

A project is delayed or at risk

The scope keeps changing, responsibilities are unclear, key functions do not work, or you need an independent review of another vendor's decisions and work.

Your team is preparing for AI and Agentforce

You need to check use cases, data quality, access rules, integrations, security, governance, and likely value before putting AI into daily processes.

What you receive from our Salesforce consulting engagement

Our consultants turn a broad CRM problem into a clear set of decisions and next steps. Depending on the agreed scope, your engagement may include:

A current-state review of your CRM, business processes, users, and operating model

A list of quick wins and longer-term recommendations in priority order

A Salesforce solution and architecture blueprint

Product and license recommendations based on your actual use cases

A plan for data migration, integrations, security, access, and governance

A phased implementation roadmap and prioritized backlog

Delivery estimates, dependencies, risks, and success measures

A user adoption, training, and change plan

Executive-ready findings and recommended next steps

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Szymon Kocieba
Account Executive

Salesforce consulting services for each stage of your CRM work

Our Salesforce CRM consulting services cover strategy, technology, data, processes, and adoption. You can bring us in for one defined question or ask our team to stay through implementation and ongoing platform care.

Salesforce strategy and roadmap consulting

Turn business goals into a Salesforce plan your leaders and delivery team can use.

Business goals and use-case priorities

Product and license selection

Business case and project scope

Phased roadmap, budget assumptions, and delivery plan

Salesforce health check and optimization consulting

Find the issues that limit system value, raise risk, or make each new change harder.

Review of the org, code, automation, data, security, integrations, and usage

Technical debt and risk assessment

Quick wins and a prioritized improvement backlog

Support for remediation and platform updates

See our Salesforce health check services

Solution architecture and Salesforce integration consulting

Design a Salesforce setup that can support new teams, products, data volumes, and connected systems.

Target solution and platform architecture

Integration patterns and data-flow design

Security, governance, and performance recommendations

Technical design for APIs, middleware, and custom components

See Salesforce implementation and development services

Business process and automation consulting

Build Salesforce around the way sales, service, marketing, revenue, and operations should work.

Current and future process maps

Roles, handoffs, approvals, and ownership rules

Automation opportunities and workflow design

KPI, dashboard, and reporting requirements

Data, AI, and Agentforce readiness consulting

Choose AI use cases that are valuable, safe, and supported by the right data.

Data quality and governance review

Agentforce and AI use-case selection

Data Cloud and integration readiness

Access, security, testing, and value measurement plan

See our Salesforce Data Cloud services

Adoption and change-management consulting

Help users move from workarounds to consistent CRM use.

Stakeholder and user-group alignment

Role-based training and enablement plan

Adoption measures and feedback loops

Plan for ongoing system improvements

How Noltic's Salesforce consulting process works

Initial consultation and fit check

01.

We clarify the problem, business goals, current Salesforce state, key stakeholders, urgency, and expected outcome. We also confirm whether consulting is the right starting point.

Review and assessment

02.

Our team reviews the processes, users, data, integrations, architecture, documentation, and limits that matter to the agreed scope. The review may include interviews, workshops, system access, and existing project materials.

Recommendations and roadmap

03.

We rank the changes, define the target solution or architecture, estimate the work, and document dependencies and risks. Each recommendation is tied to a business need, not just a technical preference.

Decision and delivery planning

04.

Together, we agree on priorities, ownership, success measures, and the best implementation path. Your leaders and delivery team leave with the same view of what happens next.

Implementation or advisory support

05.

Noltic can implement the roadmap, work beside your internal or external team, or hand over the agreed documents. You choose how much delivery support you need.

Meet the Salesforce consultants who may work on your project

Your team is formed around the scope. A consulting engagement may include a business analyst, solution architect, product specialist, integration expert, project manager, developer, or QA engineer.
Andrii
Salesforce Certified Architect and Analytics lead
Andrii focuses on data architecture, Marketing Cloud, Data Cloud, CRM Analytics, Tableau, personalization, and marketing automation. He supports projects where customer data and reporting need to work across several systems and Salesforce products.
Orest
Salesforce Certified Architect and integration expert
Orest leads work related to integrations, accounting systems, and complex data exchange. He helps clients design connections between Salesforce and finance, ERP, and other operational platforms
Tetiana
Salesforce Certified Architect and Service Cloud lead
Tetiana advises clients on service processes, case management, automation, and Salesforce architecture. Her background includes large hospitality and nonprofit projects where the CRM supports many users and operational workflows.

Salesforce consulting results in real client projects

Germany
Sales Cloud

How thermondo reduced uncategorized service cases from 30-40% to 3.5% with Salesforce

thermondo is one of Germany’s largest residential heat-pump and energy-services operators. The company uses Salesforce as the main operational platform for service, sales, customer communication, and field work across a large installed base.

Ukraine

Optimizing Jooble’s customer success and sales processes with Salesforce

How a leading job board reduced manual work, improved data synchronization, and enhanced lead tracking through Salesforce integration

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Szymon Kocieba
Account Executive

Why clients choose Noltic as their Salesforce consulting partner

Summit Consulting Partner status

Noltic holds Salesforce Summit Consulting Partner status, the highest partner tier, and supports work across major Salesforce products and industries.

Senior architects involved in key decisions

Salesforce Certified Architects take part in solution design, architecture checks, risk reviews, and major delivery choices. You receive senior input where it has the most value.

Business and technical advice in one team

Our consultants look at the process, user, data, system, and delivery sides together. Recommendations are practical for the people who must approve, build, use, and maintain the solution.

Advice that can move into delivery

You can use Noltic only for an independent assessment, or keep the same partner for Salesforce consulting and implementation services, integrations, custom development, testing, training, and long-term support.

Experience with complex and at-risk work

Our team handles multi-cloud systems, legacy migrations, integrations, large data sets, technical debt, AI preparation, and projects started by another vendor.

Clear scope and useful outputs

We define what the engagement must answer, which materials you will receive, and what success looks like before the work starts. Every output should help your team make or carry out a decision.

Security and quality standards

Noltic is certified to ISO 27001:2022 and ISO 9001:2015. Security, access, testing, documentation, and delivery quality are built into the way our team works.

Proven client feedback

Noltic has more than 100 five-star AppExchange reviews. Clients can review our record as a Salesforce certified consulting partner before starting an engagement.

LinkedIn round logo in blue and white.
Szymon Kocieba
Account Executive
/ Start a Salesforce project

Lets work together

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FAQ

What is included in a Salesforce consulting engagement?
The scope depends on the question your team needs to answer. An engagement can include stakeholder interviews, business process review, Salesforce org analysis, architecture design, integration planning, data and security assessment, product and license advice, risk review, estimates, and a phased roadmap. Before work starts, we agree on the goals, activities, outputs, people involved, and decision points. You will know what the consulting work is expected to produce and how your team can use it.
When do we need consulting rather than implementation or managed services?
Start with consulting when the main need is to decide what should be built, fixed, bought, or prioritized. Implementation is the next step when the scope and target solution are clear and you need a team to build and release it. Managed services suit an existing Salesforce org that needs ongoing administration, fixes, small releases, and regular improvements. Noltic can provide one model or combine them in sequence.
Can Noltic review an existing Salesforce org or another partner's work?
Yes. We can complete an independent review of an existing org, architecture, code, automation, integrations, security, project plan, or vendor output. The goal is to show what is working, what creates risk, and what should happen next. We can limit the work to one urgent problem or review the full setup. If a project is blocked before launch, our team can also support recovery and go-live preparation.
Can Noltic advise our internal Salesforce team without taking over delivery?
Yes. Project advisory is designed for companies that already have administrators, developers, architects, or another delivery partner. Our consultants can review designs, support product choices, check architecture, assess risks, and help your leaders make key decisions. Your team keeps delivery ownership, while Noltic provides senior input and an outside view at agreed points.
How is Salesforce consulting pricing determined?
We estimate consulting after clarifying the problem, systems involved, number of teams and stakeholders, available documentation, access needs, expected outputs, and urgency. A focused assessment with one defined question requires less work than a multi-cloud review covering processes, data, integrations, security, and a full roadmap. We confirm assumptions and state what is included before the engagement begins, so the estimate is tied to clear work and outputs.
What access and information will you need from our team?
The exact request depends on the scope. We may need interviews with business and technical owners, access to a Salesforce sandbox or production org, process maps, system diagrams, integration details, reports, user feedback, backlog items, vendor documents, and known issue lists. We follow least-access principles and agree on secure access before the review. Your main task is to make the right people and current information available.
Can Noltic implement the recommendations after consulting?
Yes. Noltic provides Salesforce consulting and implementation, custom development, migration, integrations, testing, training, and managed services. You can keep the same team from assessment through delivery, or ask us to hand the roadmap to your internal team or another partner. We document the agreed decisions and next steps so the work can move forward in either model.
Which Salesforce products and industries does your consulting team cover?
Our team works with Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Data Cloud, Revenue Cloud and Salesforce CPQ, Financial Services Cloud, Nonprofit Cloud, CRM Analytics, Agentforce, MuleSoft, and custom Salesforce products. Industry experience includes technology, manufacturing, financial services, healthcare, nonprofit, education, energy and utilities, professional services, communications, retail, media, and travel. We form the team around the products and industry context involved in your project.
Do you work with clients in the USA and Europe?
Yes. Noltic supports clients in the United States, the United Kingdom, Germany, the Netherlands, Poland, Ukraine, and other markets. We have offices in the USA and Europe and work with client teams across time zones. If you are looking for a Salesforce consulting partner in the USA or a European delivery team, we can agree on working hours, communication routines, security needs, and project governance during the fit check.