“Access 100+ skilled Salesforce developers and consultants to build, customize, and optimize your Salesforce solutions without the hassle of traditional hiring. Save thousands of hours and seamlessly drive digital transformation with expert Salesforce services.”
Salesforce Product helps industries deploy AI agents faster, cut costs, and boost customer satisfaction
Manage leads, opportunities, accounts, and sales pipelines. → Designed for sales teams to close deals faster.
Customer service, case management, and omni-channel support. → Powering contact centers and support desks.
Automated campaigns, email marketing, journey builder, and analytics. → Personalized marketing at scale.
E-commerce solutions for B2B and B2C businesses. → Unified online shopping experience.
Customer and partner portals, self-service sites. → Branded digital experiences.
Built for banking, insurance, and wealth management. → Client-centric financial services workflows.
Care coordination, patient records, and provider management. → Tailored for healthcare and life sciences.
Donor management, fundraising, and volunteer tracking. → Empowering mission-driven organizations.
Student lifecycle management and alumni engagement. → For schools, colleges, and universities.
Product configuration, pricing rules, and quote generation. → Helps sales teams quote faster and accurately.
Manage mobile workforce, dispatching, and work orders. → Ideal for service teams in the field.
Sales agreements, account forecasting, and real-time insights. → Built for manufacturers to improve partner collaboration.
Citizen services, licensing, inspections, and case management. → Digital transformation for government agencies.
AI-powered recommendations, analytics, and automation. → Smarter business decisions with embedded AI.
Integrate Slack with Salesforce for better team workflows. → Real-time collaboration embedded in CRM.
Marketing automation, lead nurturing, campaign tracking, and ROI reporting. → Drive smarter marketing with personalized engagement and streamlined sales alignment.
Deliver personalized, compliant, and connected financial experiences at scale
✅ 360-Degree Customer View
Access a unified view of client financial data, goals, and interactions.
✅ Relationship & Household Management
Manage complex relationships between clients, households, and institutions.
✅ Personalized Engagement
Offer tailored advice and services based on real-time insights and life events.
✅ Automated Workflows & Approvals
Streamline onboarding, compliance, and service processes.
✅ AI-Powered Insights (Einstein AI)
Predict financial needs and next-best actions with intelligent recommendations.
✅ Integrated Compliance Tools
Ensure security, audit trails, and regulatory alignment in every interaction.
✅ Mobile Advisor Access
Enable advisors to serve clients from anywhere, on any device.
Looking to supercharge your Client-centric financial services
workflows with Salesforce?
👉 If you answered “YES”, it’s time to talk.
Empowering banks, insurers, and wealth managers to deliver personalized and compliant financial experiences
Set up unified profiles to manage client relationships, households, and financial goals.
Enable advisors with tools to deliver proactive, personalized investment advice.
Support customer onboarding, loan management, and relationship banking.
Streamline policyholder services, claims processing, and renewals.
Implement secure, trackable interactions that meet regulatory standards.
Build role-based dashboards for insights, pipelines, and performance.
Use predictive analytics for client needs, churn risk, and opportunity spotting.
Equip financial professionals with on-the-go tools for client interaction.
A proven, step-by-step approach to ensure smooth deployment, adoption, and ROI.
Understand your business goals, processes, and CRM needs.
Ensure the solution works as intended across all scenarios.
Map out Salesforce cloud architecture, integrations, and customizations.
Train end-users and admins for smooth adoption.
Customize Salesforce to fit your workflows — including automation, objects, and UI.
Deploy the solution, monitor performance, and offer ongoing support.
Connect Salesforce with your existing systems and securely migrate data.
We understand that no two Salesforce projects are the same. That’s why we offer flexible engagement models to ensure your requirements are met efficiently:
End‑to‑end Salesforce implementation—from business goals to a live solution.
Boost your team with skilled Salesforce experts—developers, admins, and architects. They integrate seamlessly into your existing structure.
Need a Salesforce integration, custom app, or dashboard? We deliver precise, standalone solutions.
We understand that no two Salesforce projects are the same. That’s why we offer flexible engagement models to ensure your requirements are met efficiently:
Initial Consultation- We engage with you to understand your business processes, pain points, and goals.
Requirement Documentation- Develop a comprehensive document outlining technical and functional requirements.
Solution Proposal- Create a detailed Statement of Work (SOW) covering project scope, timeline, and deliverables.
Implementation- Execute the agreed plan with agility, ensuring your project is delivered on time and within budget.
Testing & Validation- Perform rigorous testing to ensure a seamless and reliable Salesforce solution.
Ongoing Support & Maintenance- Provide continuous support to address your evolving business needs.
Our developers utilize top frameworks to create customized IT solutions for every industry
Share Your Requirements ➤
What skills do you need?
Get Matched with Expert ➤
We match vetted talent
Interview & Select ➤
Get the perfect match
Launch Development ➤
Developer locked in, starting work
Our expert developers deliver innovative, scalable solutions backed by a proven track record and dedicated support
1 - 3 Years of Experience
4 - 6 Years of Experience
6+ Years of Experience
“Check, manage, and maintain all relevant packages for seamless integration and performance.”
*Prices are indicative in USD — final cost may vary by task complexity and scope
Need quick fixes or minor updates?
Start with our 10-hour package
Need a Custom Salesforce Package?
Not Sure What’s Right for You?
Discover the benefits of partnering with us for your business needs and growth.
Our team consists of experienced, certified Salesforce professionals with deep industry knowledge.
Choose from a variety of hiring models to match your project requirements.
We have successfully delivered Salesforce solutions for businesses across multiple industries.
Our team provides expert advice tailored to your unique business challenges and goals.
Reliable, round-the-clock Salesforce support to keep your business running smoothly. Remove the customized solution section.
All packages come with certified consultants and flexible hiring models (hourly or monthly).
We assist both new and emerging startups in developing MVPs, forming teams, and gaining access to cutting-edge technologies. From application creation to modernization and maintenance, our 360° enterprise solutions cover it all.
“I’ve been working with CloudVandana team for over a year now and they’ve worked with us on a variety of projects – from data analysis to data migration, to administrative support, to custom enhancements. They were also quick to learn nonprofit models and Salesforce NPSP’s architecture. I am very pleased with their work, their responsiveness, and attention to detail. I look forward to working with CloudVandana on several of our upcoming projects!-“
“Our office has been working with CloudVandana for our Salesforce custom projects, no matter how big or small, and their service has been wonderful! CloudVandana keeps in constant communication with us regarding the status of any open project and complete projects timely. They take the time to listen to our ideas and let us know the best possible way to implement them. CloudVandana has also gone above and beyond to help me when I have questions regarding workflows and other processes that I’ve implemented myself. I would highly recommend CloudVandana for any Salesforce customization. Thank you, CloudVandana Team for all of your hard work!”
“I’ve been with CloudVandanaand his team for over 2 years. They have been instrumental in building and integrating our business processes and systems together. The dedication, communication, and support are top-notch. We meet almost weekly, changes are recorded accurately and tested well. In the rare opportunity where we’ve not got things right as a customer, they are always there to quickly amend the situation. Huge thanks to CloudVandana for helping make our company a bigger success.”
We assist both new and emerging startups in developing MVPs, forming teams, and gaining access to cutting-edge technologies. From application creation to modernization and maintenance, our 360° enterprise solutions cover it all.
We assess your business needs and recommend the most suitable cloud(s) based on industry, goals, and processes.
Yes, Salesforce Clouds are built to work seamlessly with each other for a unified business platform.
Absolutely. We offer managed services, admin support, training, and continuous optimization.
Timelines vary, but typically range from 4 to 12 weeks depending on the scope and complexity.
Yes, we provide audits, performance reviews, and enhancements for existing Salesforce orgs.
Yes. Our secure data migration services ensure accuracy, integrity, and zero data loss.
Latest Blogs
600 N Broad Street Suite 5 # 845 Middletown, DE 19709 United States Phone : +1(213)634-5362
India: C 30, RB Road, Adarsh Nagar, New Delhi – 110033
Phone: +91(782) 796-1763
Speak directly with our team to discuss your goals, timelines, and next steps.
Curious about pricing? Request a quick, no-obligation estimate based on your needs.
Purchase development hours in advance and use them as needed—no long-term commitment required.
