Salesforce Consulting Services by Jade Global
Whether your business has a modern engagement platform or a prioritized roadmap driven by Sales, Customer Success, and Product teams, Jade partners with you to deliver value and predictable outcomes. We provide CRM strategy to address specific challenges and identify key value drivers for increasing revenue and decreasing costs (both transactional and IT). Jade Global, a Salesforce Consulting Partner, delivers best practice solutions through in-depth analysis, assessments, solution design, development, and readiness cycles. Our Salesforce consultants guarantee outcomes in cloud readiness, AI adoption, M&A consolidation, Salesforce health checks, performance optimizations, migrations, and more.
Jade Global as a Salesforce Summit Partner
100+
Clients
900+
Certifications
400+
Projects
350+
Associates
~4.9/5
CSAT Rating with Salesforce
20+
Prebuilt Solutions & Accelerators
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How does Jade Global help Your Business with Salesforce Consulting?
Jade Global’s Salesforce Consulting services help businesses optimize their Salesforce platform and drive digital transformation. From product selection to organizational change management, we provide end-to-end solutions tailored to your unique business needs.
Product Selection
With so many choices in many areas, including app exchange packages vs custom development or integration tech stack, eg, Mulesoft, Boomi, Celigo, Oracle, or Informatica.
Salesforce Implementation
Deploying Salesforce to meet business requirements, including gathering requirements, configuring Salesforce, migrating data, and providing user training and change management.
Salesforce Managed Services
Provide ongoing support for Salesforce environments to ensure smooth operation. Services include monitoring system performance, resolving issues, implementing enhancements, and managing security and backups.
Salesforce Configuration
Involves setting up Salesforce with specific customizations to align with business requirements. It includes configuring custom objects, fields, page layouts, and business processes like workflow rules and approval processes, ensuring the platform works as needed for the organization.
Salesforce Account Relationship Management (ARM) Transformation
Move beyond transactional quoting to a unified, relationship-driven revenue model with Salesforce ARM. Enable a connected experience across Sales, Finance, and Service while managing the complete account lifecycle, from opportunity to contract, billing, renewals, and expansion, within a single intelligent ecosystem.
Salesforce Instance Customization Services
Jade Global’s services help businesses reset CRM health, optimize system performance, and drive the next wave of digital growth by enhancing Salesforce transaction efficiency and streamlining workflows.
Salesforce Development Services
Custom application development on the Salesforce platform. This includes creating custom Apex code, Visualforce pages, and Lightning components, as well as API integrations with external systems.
Salesforce Marketing Automation
Streamlines marketing processes using Salesforce tools through Salesforce Marketing Cloud. Automate lead nurturing, email campaigns, and customer journey management.
Salesforce Lightning Migration
Transition from Salesforce Classic to Lightning Experience provides an enhanced user interface and experience, improved productivity features, and better mobile responsiveness.
Salesforce Security
Ensures that Salesforce environments are secure and compliant with industry standards. This includes managing user access, data encryption, and regular audits to meet compliance requirements like GDPR, safeguarding both customer data and organizational integrity.
Salesforce Data Management
Focuses on maintaining data quality within Salesforce. Key activities include data migration, cleansing, validation, and ensuring data integrity.
M&A Consolidation
Let our experts translate your M&A plans into a phased implementation IT roadmap to streamline processes, reduce complexities, and manage TCO.
Advanced Analytics
With the integration of Tableau into Salesforce, numerous opportunities arise to deliver faster and more effective analytics capabilities to executives and representatives, enabling quicker deal closure or resolution of cases.
Salesforce Agentforce
Build your own autonomous agents with Salesforce Agentforce and drive customer success across sales, services, and more. Powered by the Einstein Trust Layer, these agents seamlessly execute pre-defined tasks and manage them independently, ensuring efficiency and reliability.
Salesforce Products We Specialize In
Success Stories
25% boost in data quality for Cake4Kids with custom Salesforce interfaces
The Secret to Glassdoor's 13% Annual Membership Renewals.
Hydrafacial's Sales Cycle Got a Face Lift with Salesforce and Jade
Awards & Recognitions
Featured In AVASANT RadarView
- Disruptors in Salesforce services Rader View 2023
- Challengers in Digital CX Services 2023 RadarView
Featured In ISG Surveys
- Rising Star in ISG’s Implementation Services for Core Clouds Midmarket - Salesforce Ecosystem partners 2024
- Product Challengers in ISG’s Implementation services for Marketing Automation - Salesforce Ecosystem partners 2024 - Challengers in ISG's Implementation Services for Core Clouds Midmarket 2023
- Challengers in ISG's Implementation Services for Marketing Automation Midmarket 2023
- Challengers in ISG's Managed Application Services for Midmarket 2023
FAQ
Jade Global’s Salesforce consulting services help reduce technical debt by implementing efficient system designs, proactive problem-solving, and regular optimizations. The Jade consultants follow the best practices by minimizing unnecessary complexity, streamlining customizations, and avoiding inefficient code.
Yes, Jade Global can definitely help with multi-cloud Salesforce consultation. We specialize in providing tailored Salesforce solutions across various cloud products.
Jade Global accelerates Salesforce transformation by providing a collaborative approach that combines two decades of experience along with deep expertise and strategic support. They began by understanding the complete business goals, processes, and pain points to create a comprehensive, tailored Salesforce strategy.
Jade Global is a Summit-level Salesforce partner with 20+ years of experience. We offer AI-driven solutions, multi-cloud expertise, and custom Salesforce implementations. Our end-to-end support ensures fast deployment and long-term success, delivering scalable, efficient solutions tailored to your needs.
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Find out more about how we can help your organization navigate its next. Let us know your areas of interest so that we can serve you better.