Expertise · Salesforce & CRM
Salesforce delivery that turns CRM into revenue
Techwaukee implements, extends and supports Sales Cloud and Service Cloud with specialists who understand both the platform and the business process behind it.
Salesforce & CRM
A CRM partner focused on adoption, not just configuration
A CRM pays off only when sales and service teams use it every day. That takes clean data, well-designed processes and integrations that put the right information in front of users.
Techwaukee has delivered over 30 Salesforce and ERP implementations. We bring administrators, developers, architects and testers who can configure and extend Sales Cloud and Service Cloud, integrate them with ERP and back-office systems, and keep the platform healthy after go-live.
Engage us for a full implementation, a defined enhancement backlog or flexible staff augmentation. Onsite and offshore resources let you scale delivery to match your release calendar.
30+
Salesforce and ERP implementations
99%
Customer satisfaction
1–2 weeks
To deploy CRM specialists
Capabilities
What our Salesforce & CRM specialists deliver
Sales Cloud implementation
Pipeline, forecasting and account management configured around how your teams sell.
- Lead, opportunity and account process design
- Forecasting, territory and quota configuration
- Reports and dashboards for sales leadership
- Data migration from legacy CRM platforms
Service Cloud implementation
Case management and service operations that improve resolution time.
- Case routing, queues and escalation rules
- Knowledge base and service console setup
- Omni-channel and entitlement configuration
- Service performance reporting
Custom development
Platform extensions for requirements that go beyond configuration.
- Apex classes, triggers and batch processing
- Lightning Web Components for tailored user experiences
- Flows and process automation
- Code reviews aligned to platform best practices
CRM and ERP integration
Connect customer, order and product data across your enterprise.
- Salesforce to SAP and ERP integration
- REST and SOAP API development
- Middleware and event-driven integration patterns
- Data quality, deduplication and synchronization rules
Testing and release management
Confident releases with structured QA across sandboxes and environments.
- Functional, regression and user acceptance testing
- Test automation for critical business flows
- Deployment pipelines and sandbox strategy
Managed CRM support
Ongoing administration and enhancement capacity after go-live.
- Administrator and developer support, onsite or offshore
- User onboarding, security and permission management
- Prioritized enhancement backlog delivery
- Release readiness for seasonal platform updates
Technologies
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Apex
- Lightning Web Components
- Salesforce Flow
- SOQL
- REST / SOAP APIs
- MuleSoft
- Salesforce DX
- SAP integration
Outcomes
What you can expect
Higher user adoption
Processes and screens designed around real workflows, so teams use the CRM every day.
Connected front and back office
Integrated CRM and ERP data gives sales and service a single view of the customer.
Proven implementation experience
Over 30 successful Salesforce and ERP implementations inform every engagement.
Flexible scaling
Add administrators, developers or testers as your roadmap changes, onsite or offshore.
Industries
Where we apply this expertise
FAQ
Frequently asked questions
Do you implement Salesforce from scratch or only support existing orgs? +
Both. We deliver new Sales Cloud and Service Cloud implementations and also take over enhancement, administration and support for established Salesforce orgs.
Can you integrate Salesforce with SAP? +
Yes. Our combined SAP and Salesforce expertise lets us design integrations for customers, orders, pricing and product data between the two platforms.
What roles can you provide for Salesforce projects? +
We place administrators, developers, technical and solution architects, business analysts and QA engineers, on contract, contract-to-hire or permanent terms.
How do you keep offshore Salesforce work aligned with our team? +
Offshore developers work from our delivery centres in India with overlapping hours, shared backlogs and a single point of contact, so progress stays visible and predictable.
Related expertise
Explore more of our practices
Insights
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Need Salesforce & CRM specialists?
Tell us what you need to deliver. We’ll come back with the right expertise and a delivery model that fits.