Salesforce Consulting Services

Synebo — a Salesforce consulting partner, stands out as a widely recognized team of experts in the Salesforce environment. With 8+ years of experience, 1000+ projects completed, and 255+ Salesforce certifications, we offer Salesforce consulting services. We emphasize a business-oriented approach.

Сertified Salesforce partner and PDO

Synebo is proud to be a Salesforce Crest partner (formerly known as Salesforce Gold partner). This recognition highlights our proficiency as a Salesforce consultant for businesses from various industries worldwide and reflects our drive to innovate and digitalize the modern CRM landscape

years of experience

1000+

projects

160+

team members

255+

certifications

Salesforce Consulting
Is for Those Who Are

<b>New to the <br> Salesforce Platform </b> <br> <br>Businesses that are only preparing to work with a CRM or ones who are migrating from another CRM to Salesforce

New to the
Salesforce Platform

Businesses that are only preparing to work with a CRM or ones who are migrating from another CRM to Salesforce

<b>Looking to Optimize <br> Their Salesforce Flow</b><br><br>Businesses that have a working Salesforce CRM, yet, require its optimization, customization, or modernization

Looking to Optimize
Their Salesforce Flow

Businesses that have a working Salesforce CRM, yet, require its optimization, customization, or modernization

<b>In Need for Staff Training <br> on Salesforce Usage </b> <br><br> Businesses that need to ensure that their staff can use vast Salesforce functionalities in their work professionally

In Need for Staff Training
on Salesforce Usage

Businesses that need to ensure that their staff can use vast Salesforce functionalities in their work professionally

Salesforce Consulting Services We Provide

Synebo Salesforce consulting company has an extensive suite of services to offer. We aim to cover every possible need related to ensuring flawless customer interactions and workflow using Salesforce.

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Salesforce Migration

With this option, Synebo provides Salesforce CRM consulting focused on creating the strategy for Salesforce Migration. We advise and guide you throughout the process to ensure a successful transition of your workflow processes to the new CRM.

Salesforce Security Review

Within the scope of our Salesforce system and user security review service, Synebo provides all necessary aid to prepare your digital product for passing security review. Alternatively, we can independently navigate and pass the security review on your behalf.

Salesforce Application Architecture

Synebo's Salesforce architecture consulting service includes determining the best software architecture model for your product, creating a strategy for the development, and guidance throughout the process. We can also examine the existing architecture and provide recommendations

Salesforce Pre-release Consulting

As an experienced Salesforce consulting company, Synebo offers assistance with creating your pre-release strategy for a successful go-to-market. We can strategize for listing on Salesforce AppExchange or any other app marketplace

Salesforce Training & User Adoption

Synebo provides professional Salesforce user training focused on educating your personnel to work with basic and advanced Salesforce functionalities. We guide training based on current and potential workflow needs that a business has.

Client Success Stories

Salesforce development & consulting

I was impressed by their (Synebo) ability to provide the right skills at the right time and the manner in which they handled any change during the project.

Managing Partner, Tailored-ICS BV

Salesforce consulting & integration

They (Synebo) have over-delivered in whatever they promised us at every stage. The project management was effective. Their work was very effective.

Reuven Kogan, CEO, Pharmbills LLC

Service cloud

It was a true pleasure working with Synebo team for 3.5 years. The value this company gave us is priceless. Amazing People! Amazing Company.

Isahar Profis, Salesforce Delivery Manager, Lumos Global

PDO/AppExchange, Nonprofit Solutions

Their (Synebo) Salesforce skills, excellent communications, and ability to deliver on time and on budget are truly exceptional.

Representative of Professional Services Agency

Cloud Consulting & Salesforce Integration

I was quite happy how it (project) was done, it basically exceeded my expectations. I would also like to note the ability of the team (Synebo) to communicate in case of the difficulties or uncertainty.

Sergiy Lemeshko, Salesforce Consultant

Custom Salesforce development & consulting

They (Synebo) always deliver on the promise, even if it's a complex project. We are very happy with the result - this is why we continue to work with Synebo.

Eran Ben Horin, CFO, Madlan

Salesforce Products We Work With

Sales Cloud

Experience Cloud

Service Cloud

Marketing Cloud

Commerce Cloud

Salesforce Platform

Industry Clouds

Revenue Cloud

Sales Cloud

Experience Cloud

Service Cloud

Marketing Cloud

Commerce Cloud

Salesforce Platform

Industry Clouds

Revenue Cloud

Sales Cloud Core

Sales Cloud Einstein

Inbox

Salesforce Maps

Salesforce
Engagement

Einstein Sales Analytics

Experience Cloud Core

CMS

Self Service

Partner Relationship

Knowledge Base

Digital Engagement

Service Cloud Einstein

Field Service

Contact Center

Journey Builder

Email Studio

Mobile Studio

Marketing Cloud Advertising

Marketing Cloud Personalization (formerly Interaction Studio)

Marketing Cloud Account Engagement (formerly Pardot)

B2B Commerce

Order Management

Automation

Platform Development

Lightning UI/UX Development

Security & Privacy

AppExchange

Integration Services

Metadata Architecture

Finance Cloud

Health Cloud

Salesforce for Nonprofits

CPQ

When Do You Need to Involve a Salesforce Consultant in the Project?

At the Project Start

A Salesforce consultant can be engaged as early as, depending on your project, during ideation, requirements gathering, business model defining, and market researching. This ensures that the intended Salesforce implementation is aligned with business needs, allocated resources, and time constraints, at the very beginning.

During the Architecture Design

Some businesses involve a Salesforce consulting partner in a project when they are crafting the architecture design plan. It enables a consultant to provide recommendations for adjustments or changes in the design before the efforts toward one or another architecture are made and resources wasted.

Between Sprints

After the start of a project, Salesforce experts in consulting are often engaged between implementation phases, milestones, or sprints. It helps for smoother integration of a consultant in the existing process, and, often, provides some preparation time for both parties involved.

At the Deployment Stage

Right before or during the deployment phase, Salesforce-certified experts can be involved to guide the smooth implementation. Besides, they can also train staff on Salesforce usage, ensuring that no interruption in the workflow because of slow user adoption is possible.

At Any Stage, on Demand

Sometimes it’s hard to strategize for the need for Salesforce consulting, especially if the matter is urgent. In such a case, a Salesforce consultant can be requested to join the project at any stage, focusing their effort on the most pressing challenges.

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Our Portfolio

CPQ package on the AppExchange for PandaDoc

Discover how we helрed PandaDoc bring their product to the Salesforce AppExchange — mееtіng tough tech standards, wrарріng іt uр for users, and got through the challenges of the securitу review.

Read Case Study

Community and Help Center Development for AppsFlyer

AppsFlyer came to Synebo with a request for a Partner Community creation. We conducted research and designed and developed a community. As a result, AppsFlyer got an integration of the existing Zendesk Help Center with a newly built community.

Read Case Study

Salesforce Package for Fintech Provider

Synebo’s client identified the need to integrate financial data into their Salesforce platform. We developed and integrated a Salesforce package that enables the display of integrated data. We achieved increased workability and flexibility of the customer’s product.

Read Case Study

Blog Articles

18 Apr 2025

Salesforce Development

Top 8 Service Cloud Einstein Features 2

Yana Chekan

7 min

20 Sep 2024

Salesforce Development

Top 8 Service Cloud Einstein Features

Yana Chekan

8 min

Salesforce Financial Services Cloud Implementation

17 Sep 2024

Salesforce Development

Salesforce Financial Services Cloud Implementation

Sergii Romashov

10 min

Salesforce Channel Order App: How, When, and Why to Use It ‌

12 Sep 2024

Salesforce Development

Salesforce Channel Order App: How, When, and Why to Use It ‌

Yana Chekan

8 min

03 Sep 2024

Salesforce Development

Salesforce License Types: Understanding and Choosing the Right One

Yana Chekan

13 min

How Does Einstein Copilot Work: A Guide to AI-Powered Salesforce

27 Aug 2024

Salesforce Development

How Does Einstein Copilot Work: A Guide to AI-Powered Salesforce

Yana Chekan

12 min

Best Practices For Salesforce Integration with Third-Party Apps_cover

20 Aug 2024

Salesforce Development

Best Practices For Salesforce Integration With Third-Party Apps

Yana Chekan

17 min

What is Salesforce Low-Code Platform In 2024_cover

12 Aug 2024

Salesforce Development

What Is a Salesforce Low-Code Platform in 2024?

Yana Chekan

16 min

07 Aug 2024

Salesforce Development

Low Code vs No Code: Choosing the Best Salesforce Development Approach

Best AI Tools for Salesforce to Boost CRM Performance in 2024

Yana Chekan

15 min

FAQ

1. What is Salesforce Consulting?

It’s a suite of expert services helping businesses maximize the use of Salesforce CRM for improved customer communication, technology usage, operational efficiency, and business processes.

2. Is Salesforce consulting worth it?

Some of the business values of Salesforce consulting are:

Enhanced Salesforce CRM efficiency
Tailored solutions aligned with market and technology best practices
Strategic business insights and external view
Smooth implementation and integration, even in complex projects
Ongoing support and training as per industry standards

3. What sets Synebo apart from other salesforce consulting companies?

Synebo, as a Salesforce consulting partner, can be distinguished by its unique approach to Salesforce solutions, focusing on customized strategies tailored to each client’s specific needs. We can also offer extensive expertise in complex integrations and showcase a track record of successful projects. Besides, we craft complex front-end solutions, work with the community, develop Salesforce products, have experience with CPQ and Marketing Cloud, and can migrate to Salesforce from other CRM systems or set up a Salesforce environment for a customer.

4. How can Salesforce consulting services help optimize our business processes?

Salesforce consulting can optimize business processes by:

Assisting with repetitive task automation
Integrating various business systems for seamless operation
Providing comprehensive data analysis for informed decision-making
Enhancing customer relationship management

5. How can I get started with Synebo's Salesforce consulting services?

To start with Synebo’s Salesforce consulting services, follow these steps.

Reach out to us directly via the contact form on our website. Kindly provide us with basic requests and project details so we can help you more swiftly
Our experts will get back to you in the shortest time possible
We’ll schedule a meeting with you at a convenient date and time to discuss your business needs and goals
We’ll guide you through the process of developing a tailored Salesforce strategy

6. How can the Synebo Salesforce consulting team help me with AppExchage?

The Synebo team can assist you with AppExchange by:

Creating a strategy for development and listing an app on Salesforce AppExchange.
Advising on how to pass the business plan and security reviews
Helping with the selection of the right apps from the AppExchange environment
Strategizing for the listing of custom apps on AppExchange
Advising on measures to ensure seamless integration and operation of an AppExchange product with your existing Salesforce setup

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