Sales Cloud Implementation
Lead, opportunity and account management configured to your sales stages, with territory rules, forecasting, quote workflows and pipeline dashboards that give leadership an accurate, real-time view of revenue.
Salesforce Consulting Services
Salesforce Implementations That Your Teams Actually Adopt
RixlSoft plans, configures and rolls out Sales Cloud, Service Cloud, Marketing Cloud and Experience Cloud around how your revenue and service teams really work, so Salesforce becomes a daily tool rather than an expensive database.
6wks
Typical time to a live Sales Cloud rollout
30%
Target reduction in manual admin effort
48hrs
Target turnaround for admin requests
Salesforce ConsultingImplementation & optimization
Tech we use
19+ tools
SalesforceApexMuleSoftTableau
Slack
Mailchimp
Zendesk
Intercom
Twilio
DocuSign
Looker
Power BI
Google Analytics
OpenAI
BigQuery
Jira
GitHub
GitHub Actions
NotionSalesforce Consulting
Salesforce Configured Around Your Process
Many Salesforce orgs fail quietly: fields nobody fills in, reports nobody trusts and licences nobody uses. RixlSoft starts with discovery workshops that map your pipeline stages, service queues and handoffs, then configures objects, page layouts, automation and dashboards that mirror those workflows. The result is a clean, well-documented org that sales and service teams adopt from the first week.
We also take over existing orgs. Our health checks surface technical debt, security gaps and unused licences, and our admin-as-a-service retainer keeps the platform evolving with your business after go-live, without the cost of a full-time in-house administrator.
- Discovery-led, process-first configuration
- Org health checks and cleanup
- Licensing and edition guidance
- Ongoing admin-as-a-service retainers
6wksTypical time to a live Sales Cloud rollout
What We Offer
Salesforce Consulting Services
Comprehensive capabilities covering every stage of your Salesforce Consulting journey — delivered by senior specialists.
Service Cloud Setup
Case management, omni-channel routing, entitlements, knowledge bases and SLA tracking configured so support agents resolve issues faster and managers see queue health at a glance.
Marketing Cloud and Account Engagement
Email journeys, lead scoring, nurture programmes and campaign attribution set up in Marketing Cloud or Account Engagement, with clean handoffs from marketing-qualified leads to sales reps.
Experience Cloud Portals
Branded customer, partner and self-service portals built on Experience Cloud, giving external users secure access to cases, orders, documents and knowledge articles without extra systems.
Org Health Checks
A structured audit of your existing org covering security settings, data quality, automation conflicts, unused fields and licences, delivered as a prioritised remediation roadmap with effort estimates.
Admin-as-a-Service
A flexible monthly retainer for user management, new fields, reports, flows, release reviews and small enhancements, so your org keeps pace with the business without a full-time hire.
Why RixlSoft
Why Choose Us for Salesforce Consulting
Senior engineers, transparent delivery and AI-first thinking — the difference between shipping software and building an asset.
Process Before Platform
We document how your teams sell and serve customers before touching configuration, which keeps the org lean and avoids building features nobody will use.
Honest Licensing Advice
We are not incentivised by licence resale, so our edition and add-on recommendations are based purely on what your users need today and next year.
Adoption Built In
Role-based training, in-app guidance and short video walkthroughs are part of every rollout, because a Salesforce org only delivers value when people actually use it.
Cost-Effective Global Delivery
Remote-first delivery with overlapping hours for US, UK, GCC and European clients gives you senior Salesforce expertise at a fraction of typical onshore consulting rates.
Our Process
How We Deliver Salesforce Consulting
A proven, transparent process with clear deliverables at every stage — so you always know what's done, what's next and why.
01
Discovery and Process Mapping
Workshops with sales, service and marketing stakeholders to capture current workflows, pain points, reporting needs and success metrics for the implementation.
Process MapsRequirements BacklogSuccess KPIs
02
Solution Design
We design the data model, security model, automation approach and integration points, and confirm the right editions and licence counts before any build begins.
Solution BlueprintData ModelLicence Plan
03
Configuration and Build
Iterative configuration in a sandbox with fortnightly demos, covering objects, layouts, flows, reports and dashboards, so stakeholders shape the org as it takes form.
Configured SandboxSprint DemosChange Log
04
Data Migration and Testing
Legacy data is cleansed, mapped and loaded, then validated through user acceptance testing with real scenarios from each team before cutover is approved.
Migration ScriptsUAT Sign-OffCutover Plan
05
Go-Live and Adoption
Production deployment, role-based training and hypercare support, followed by adoption tracking and a roadmap of enhancements for the next quarter.
Training MaterialsAdoption DashboardEnhancement Roadmap
Technology Stack
Tools & Platforms We Master
Proven, production-grade technology chosen for your requirements — never for hype.
SalesforceApexMuleSoftTableauSlackMailchimpZendeskIntercomTwilioDocuSignLookerPower BIGoogle AnalyticsOpenAIBigQueryJiraGitHubGitHub ActionsNotionEngagement Models
Flexible Ways to Work Together
Choose the model that matches your scope, budget and pace — and switch as your needs evolve.
Fixed-Scope Implementation
A defined rollout of one or more clouds with agreed scope, milestones and price, ideal for first-time Salesforce adopters.
Discuss this modelOrg Health Check
A short fixed-fee audit of an existing org, delivering a prioritised remediation plan you can execute with us or internally.
Discuss this modelAdmin-as-a-Service Retainer
A monthly block of admin and consulting hours for continuous improvements, user support and release management after go-live.
Discuss this modelIndustries
Industries We Serve
Banking & Fintech
Payments, lending & financial platforms
Healthcare & Pharma
Digital health & clinical platforms
Real Estate Tech
PropTech, CRM & valuation tools
Retail & E-Commerce
Commerce platforms & automation
Startups
MVPs & rapid launches
Enterprises
Modernization at scale
FAQs
Frequently Asked Questions
Everything you need to know about our Salesforce Consulting services. Can't find an answer? Talk to our team.
Ask an ExpertHow much does a Salesforce implementation cost?
Cost depends on the number of clouds, users, integrations and the volume of data to migrate. A focused Sales Cloud rollout for a single team is a modest fixed-scope project, while multi-cloud programmes with portals and integrations cost more. We provide a fixed quote after a short discovery phase, separate from your Salesforce licence fees.
How long does it take to go live on Salesforce?
A standard Sales Cloud or Service Cloud implementation typically goes live in six to ten weeks. Programmes that combine several clouds, complex data migration or Experience Cloud portals usually run for three to five months, delivered in phases so teams gain value early rather than waiting for one large launch.
Can you fix an existing Salesforce org rather than starting again?
Yes. Most organisations do not need a rebuild. We begin with an org health check that identifies redundant automation, unused fields, security gaps and data quality problems, then prioritise fixes by business impact. Rebuilding is only recommended when the underlying data model genuinely blocks your processes.
Which Salesforce edition and licences should we buy?
It depends on your user roles, automation needs, API usage and reporting requirements. We review how each group will use the platform and recommend the edition and licence mix that fits, including cheaper platform or community licences where full seats are unnecessary. We do not resell licences, so our advice stays independent.
What support do you provide after go-live?
Every implementation includes a hypercare period for fixes and user questions. After that, most clients move to our admin-as-a-service retainer, which covers user management, new reports and fields, flow changes, review of Salesforce seasonal releases and a steady pipeline of enhancements agreed with your stakeholders each month.
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