Can you clean up an existing org?

Yes: 'org rescue' is a specialty. We audit your objects, automations, and data quality, retire what's dead, deduplicate what's left, and document the org so your admins can keep it clean.

Which clouds do you implement?

Sales Cloud, Service Cloud, Experience Cloud, and CPQ, plus Marketing Cloud integrations. If your roadmap spans several, we sequence the rollout so each cloud lands on clean shared data.

How long does a Salesforce implementation typically take?

A focused Sales Cloud implementation is 8-12 weeks. Multi-cloud projects, large data migrations, or organizations with complex customization needs can extend to 4-6 months. We work in sprints so you see value every two weeks.

What is Salesforce Flow and when should we use it?

Flow is Salesforce's no-code automation tool. Use it for triggered workflows (auto-routing leads, updating records), scheduled processes, and screen flows (guided user experiences). We build Flows first, reserve Apex for logic that genuinely requires code.

Do you provide ongoing support after go-live?

Yes. We offer managed support packages covering admin oversight, troubleshooting, performance optimization, and quarterly strategy reviews so your Salesforce investment keeps delivering value long-term.

Enterprise Platforms

Advanced Salesforce Consulting & Implementation that Drives Revenue

Transform Salesforce into a high-octane revenue engine through custom Apex and LWC development, automated lead routing, and adoption-driven training playbooks that get your reps selling.

Talk to an Expert

Start your project with us

Master Your Data

Salesforce is only as powerful as the workflows and data hygiene inside it. A cluttered CRM with duplicate records and complex layouts drives down team adoption and distorts sales forecasting. We design clean data architectures, build automated lead-routing flows, and deliver customized Lightning Web Components. By implementing role-based enablement, we ensure your sales reps spend their time closing deals rather than wrestling with data.

The Old Way

Messy CRM

The Intelegencia Way

Elite Salesforce

Duplicate Records

Clean Data Architecture

Low Team Adoption

Automated Lead Routing

Broken Forecasts

Accurate Forecasts

Disconnected Silos

360-Degree User View

Complex UI Friction

High-Velocity Selling

Custom Apex & LWC

When out-of-the-box Salesforce Flows hit their logical limitations, we build custom Apex triggers and high-performance Lightning Web Components. We design bespoke user interfaces and background transactional logic that fit your exact sales stages. This custom engineering keeps complex data queries running efficiently, reduces UI friction for your sales reps, and keeps every user experience responsive.

Sales & Service Cloud

Custom LWC Development

CPQ (Configure Price Quote)

Experience Cloud (Portals)

Tableau CRM Analytics

Adoption & Enablement

A highly configured CRM has little value if your sales representatives refuse to adopt it. We design custom enablement programs and step-by-step in-app guidance tailored to your team's specific daily workflows. By gamifying data hygiene and providing clean documentation, we drive active daily usage and ensure your internal administrators can sustain the system long after go-live.

Role-Based Training Paths

In-App Guidance & Walkthroughs

Data Hygiene Gamification

Admin Playbooks & Handoff

Adoption Dashboards for Leadership

Data Migration & Deduplication

Migrating your customer data from legacy tools like HubSpot, Pipedrive, or spreadsheets requires precise planning to prevent data loss. We extract, deduplicate, and map your historical opportunities, accounts, and contacts to the Salesforce schema. By running structured reconciliation validations before go-live, we ensure your sales reps can fully trust their CRM data from the very first login.

Legacy CRM Data Extraction

AI-Driven Deduplication

Opportunity & Account Mapping

Historical Forecast Preservation

Live Validation Dashboards

The Revenue Stack

Salesforce Units

Four pillars that drive revenue velocity: flow automation to save sales time, intelligent data cleansing via AI, seamless ecosystem integrations for deal context, and mobile experiences that keep field teams productive.

Flow Architect

Building zero-code automation for every team.

Data Cleanse

AI-driven deduplication and enrichment.

AppExchange

Integrating 3rd party tools seamlessly.

Mobile UI

Optimizing the Salesforce app for field teams.

Ecosystem Integration & Revenue Insights

Salesforce performs best when it is connected to your broader business stack. We integrate your email servers, marketing pipelines, support tools, and financial databases to provide a complete customer view. We then build custom dashboards that track sales velocity, customer health, and forecasting accuracy, giving leadership the real-time insight required to make strategic growth decisions.

Email & Calendar Sync Setup

Marketing Automation Integration

ERP Connection for Deal-to-Cash Visibility

Custom Sales Dashboard Design

Predictive Pipeline Analytics

The Flow

Our Salesforce Roadmap

Five steps that move you from siloed CRM to high-velocity revenue engine, covering sales audit, data design, workflow automation, ecosystem integration, and adoption-driven rollout.

Sales Audit

Mapping your sales pipeline and friction points.

Data Design

Structuring your objects for clean reporting.

Automation

Building the flows and triggers to save time.

Integration

Connecting to Email, LinkedIn, and your ERP.

Adoption Drive

Training and gamification to ensure team buy-in.

Measured Performance. Proven Growth.

Sales Velocity

Data Accuracy

User Adoption

Admin Time

Frequently Asked Questions
About Advanced Salesforce Consulting & Implementation

Here you will find answers to questions we get asked the most about our offerings.

Yes. We have deep expertise in configuring complex product catalogs and pricing rules within Salesforce CPQ.