Certified Salesforce Consulting Services
Whether you need help configuring, customizing, or integrating Salesforce, we can help.
Implementations | Migrations | Integrations | Strategy | Process Automation | Customization | Development | Analytics
Request Your Free Consultation
Submit your info below to request a 15-30 minute chat with one of our Salesforce experts.
We help companies fully utilize Salesforce with expert implementation, integration, and strategic guidance. Complete the form to schedule your free Salesforce consultation today.
Discover How Affirma's Salesforce Consulting Team Can Transform Salesforce Into a Powerful Engine for Growth.
Affirma is a Certified Salesforce Partner
Sales Cloud
Service Cloud
Create custom dashboards and reports to give you real-time visibility into performance and key metrics.
Streamline workflows, reduce manual tasks, and improve team efficiency by automating Salesforce tools.
Provide ongoing support and continuous improvements so your platform evolves with your business.
Protect your data and meet industry standards.
Drastically improve ROI, generating increased revenue
Scale Salesforce across your organization with governance, best practices, and a roadmap that aligns with your business goals.
Affirma uses Salesforce to your competitive advantage.
Featured Case Study: How Affirma Optimized SYKES Salesforce
The Project
A $1.5B leader in enterprise Business Process Outsourcing, SYKES came to Affirma for support in completely redesigning their Salesforce environment and business process across a global user base. Their Salesforce environment had been implemented and maintained with poor architecture, weak data integrity, and a fragmented user experience.
What We Did
Capturing and defining business/functional requirements from 40 immediate stakeholders to support hundreds of end users.
Technical Approach & Architecture Design: Full redesign of Sales Cloud, migration from existing org to new org along with conversion from Classic to Lighting Experience.
Salesforce redesign, development, integration, deployment, and end user change management.
Ongoing Quality Assurance & UAT Support; Training for business leads, developers, and end users.
Ongoing managed service support with Business Analyst, Technical Lead, and Development teams.
Ready to start your own project?
"My firm worked with Affirma for the implementation of HubSpot and a significant update to Salesforce.com. One of their key strengths is that they have strong expertise in both technologies, so (for example) they understand how implementing a lead generation process in HubSpot must flow through to Salesforce.com to be successful. They worked across a number of projects for us, including significantly updating renewal practices for Sales and creating a lead-generation process for Marketing. They take customer service seriously and it has been good to work with them."
- Bruce Lovett, RBMedia
