Expert guidance through every phase of your Salesforce journey - strategy, product selection, deployment, integration, training, and continuous innovation.
Forte Group provides Salesforce consulting services for organizations that need more than configuration support. We work with business and technology teams to align Salesforce architecture, data, and workflows with intricate operational needs.
Our consulting approach focuses on clarity and sustainability, ensuring Salesforce implementations and enhancements are easy to maintain, scalable over time, and aligned with long-term goals rather than short-term fixes.
What we do
Salesforce strategy & roadmapping
Define a clear Salesforce program aligned with business goals, user needs, and long-term platform sustainability.
Business process mapping & optimization
Analyze and optimize business processes before translating them into Salesforce workflows, automation, and data models.
Salesforce architecture & design
Design Salesforce environments that support scalability, integrations, data integrity, and governance across clouds and teams.
Cloud selection & solution design
Advise on the right Salesforce clouds and features ( B2B & D2C Commerce, Sales, Service, Experience, and more) based on use cases and operational priorities.
Data model & integration design
Design Salesforce data models and integration patterns that support reporting, interoperability, and long-term platform health.
Adoption, governance & best practices
Establish governance models, standards, and adoption strategies to ensure Salesforce continues to deliver value after go-live.
We work closely with your stakeholders to identify business challenges, analyze your current Salesforce setup, and create a comprehensive roadmap tailored to your goals.
Stakeholder workshops & business process analysis
Salesforce health check & gap identification
Detailed project plan with scope & technical requirements
Build & test
Configure, customize, and validate your solution
Our team can implement your custom Salesforce solution, migrating data, building automations, and integrating tools - rigorously testing everything to ensure it meets your requirements.
Custom configuration, data migration & integrations
Workflow automation & third-party tool setup
Comprehensive testing & user acceptance validation
Deploy & support
Launch confidently and optimize continuously
We train your team for successful adoption, deploy your solution seamlessly, and provide ongoing support to ensure peak performance and continued value.
We deliver HIPAA-compliant healthcare solutions that improve patient care, streamline operations, and enable secure, efficient data management and analysis.
Fintech /
Financial Services
From fintech startups to established banking institutions, we provide cutting-edge technology solutions to boost efficiency, compliance and customer experience.
Logistics /
Transportation
Enhancing logistics and supply chain management with innovative software solutions that improve tracking, optimize routes, and ensure timely deliveries.
Software /
SaaS
We craft high-performance, scalable software that drives innovation, improves customer engagement, and accelerates growth for businesses in the digital space.
With deep expertise across modern technologies, architectures and programming languages, our agile development approach ensures speed, quality, and flexibility at every stage.
Custom software development
Unlock performance, scalability, and reliability with Custom Software Development. We design, create, deploy, and maintain software tailored to your business needs.
Application development & modernization
Accelerate your digital transformation with Application Development Services. We design, build, and maintain custom web, mobile, and SaaS applications that deliver scalable, secure solutions.
DevOps and platform engineering
Streamline software development, deployment, and maintenance processes, emphasizing automation, continuous integration, and delivery.
Quality engineering
Elevate your software reliability with our comprehensive Quality Engineering services, ensuring flawless user experiences and robust performance.
Cloud engineering & platforms
Enhance scalability and efficiency with Cloud Engineering & Platforms. We design and manage secure cloud architectures that modernize infrastructure and support continuous innovation.
Blockchain solutions
Unlock efficiency, security and transparency with Blockchain Technology. From optimizing transactions to enhancing security, our tailored solutions drive innovation and tangible results.
Product strategy & acceleration
Deliver technology that drives real business outcomes. Our ROI-driven framework ensures every feature is tied to measurable impact, giving leaders, boards, and investors clear visibility into how every dollar translates into business value.
Turn data into a strategic asset with modern data and analytics capabilities built for scale and decision-making. We design and evolve data platforms that support analytics, AI, and real-time insights.
Data strategy & architecture
Establish a scalable foundation for your data initiatives. We define data strategies and architectures aligned to business goals and long-term growth.
Data engineering & pipelines
Build reliable, high-performance data pipelines that move and process data at scale to power analytics, reporting, and machine learning.
Data migration
Migrate data securely across platforms and cloud environments while minimizing risk, downtime, and disruption.
Data modernization
Modernize legacy data systems with cloud-native architectures and modern data platforms to improve performance and reduce technical debt.
Business & decision intelligence
Enable faster, data-driven decisions with analytics and reporting tailored to business users, delivering clear and actionable insights.
Data governance & compliance
Implement governance frameworks that ensure data quality, security, privacy, and compliance, without slowing innovation.
Design and operationalize AI with confidence. We help organizations move from experimentation to production-ready AI through strategy, engineering, and governance.
AI strategy & governance
Define how AI fits into your business and risk landscape with strategies and governance frameworks that support scalability and compliance.
Custom AI product development
Build AI-powered products tailored to your data and use cases, from generative AI applications to intelligent platforms.
AI agents & intelligent automation
Automate complex workflows with AI agents that combine language models, logic, and integrations to improve efficiency.
AI analytics, predictive insights & decision intelligence
Apply machine learning and advanced analytics to deliver predictive insights that support faster, more informed decisions.
Machine learning engineering & MLOps
Deploy and operate ML models at scale with MLOps practices that ensure reliability, monitoring, and continuous improvement.
AI-enabled software delivery (AI-augmented SDLC)
Accelerate software delivery using AI-assisted workflows to improve code quality, testing, and release velocity, without compromising governance or security.
Implement and optimize Salesforce platforms tailored to your business needs. We help teams improve customer engagement, automate workflows, and scale CRM capabilities.
Salesforce implementation services
End-to-end Salesforce implementation for B2B and D2C , delivering scalable, secure, and compliant solutions across healthcare, manufacturing, higher education, fintech, and other regulated, complex sectors.
Salesforce managed services
Flexible Salesforce managed services that provide ongoing administration, development, optimization, and support, allowing your organization to scale efficiently while maintaining platform stability and performance.
Salesforce consulting
Strategic Salesforce consultancy services to help your organization select and implement the right products, design optimal architectures, customize workflows, or integrate Salesforce seamlessly into existing enterprise ecosystems.
Custom Salesforce development
Extend your platform capabilities through advanced automation, tailored business logic, customized user experiences, and data-driven analytics aligned to your unique requirements.
Integration and data migration services
Secure and reliable Salesforce integration and data migration services, including pre-project consulting, data preparation, validation, and quality assurance to ensure accuracy and continuity across systems.
Salesforce staff augmentation
On-demand access to experienced Salesforce professionals, including administrators, developers, analysts, architects, and UX specialists, to strengthen your team across Sales Cloud, Commerce Cloud, and more.
Salesforce creative design services
Salesforce creative design services that combine discovery, strategy, solution architecture, and modern UI/UX principles to deliver intuitive experiences, maximizing long-term platform ROI.
Salesforce testing services
Advanced Salesforce testing services that combine agentic AI and expert manual QA to validate complex configurations, integrations, and releases across highly customized, enterprise Salesforce environments.
FAQs
What problems does Salesforce consulting help solve?
Salesforce consulting helps organizations align Salesforce with real business processes, improve user adoption, reduce complexity, and ensure the platform can scale as the organization grows.
Can Salesforce consulting help fix an underperforming Salesforce environment?
Yes. We frequently assess existing Salesforce implementations to identify issues with data models, processes, integrations, and governance, then recommend practical improvements.
Do you work with complex or highly customized Salesforce environments?
Yes. We support complex environments with multiple clouds, integrations, and customizations, focusing on simplifying where possible and stabilizing what must remain complex.
How do you approach Salesforce governance and control?
We help establish governance models that define ownership, change management, standards, and release practices, reducing risk while allowing the platform to evolve.
Can Salesforce consulting help improve reporting and data quality?
Yes. We assess data models, integrations, and reporting structures to ensure data is reliable, consistent, and useful for operational and leadership reporting.
Is Salesforce consulting suitable for regulated or compliance-driven organizations?
Yes. We design Salesforce solutions with data integrity, access control, auditability, and compliance considerations built into the architecture and processes.
When should we engage Salesforce consultants instead of just implementation partners?
Consulting partners are most valuable when you need clarity on strategy, architecture, process alignment, or governance, before or alongside implementation, to avoid rework and long-term inefficiencies.
How do you ensure Salesforce reflects how our teams actually work?
We start with business process mapping and stakeholder input before designing workflows, automation, and data models, ensuring Salesforce supports real operations rather than forcing teams to adapt to the tool.
Can Salesforce consulting support long-term platform scalability?
Absolutely. We design architectures and roadmaps that account for future growth, additional users, new clouds, and evolving business requirements.
Do you advise on which Salesforce clouds and features to use?
Yes. We provide guidance on Commerce Cloud, Sales Cloud, Service Cloud, Experience Cloud, and other Salesforce products, backed up by over 60 use cases and business priorities.
How does Salesforce consulting support user adoption?
Adoption improves when Salesforce is intuitive, aligned with workflows, and governed properly. Our consultants focus on design choices that reduce friction and improve usability.
How does Forte Group’s Salesforce consulting approach differ?
We focus on practicality and sustainability. Our consulting emphasizes process alignment, architectural clarity, and long-term platform health; not just configuration or short-term fixes.
Get in touch
What our experts say
Organizations are moving beyond 'implement and walk away' to recognize that continuous optimization is essential for value delivery.
As systems grow more complex and businesses migrate to the cloud, they need dedicated expertise for everything from security reviews to workflow improvements.
Those that embrace this model see better adoption, cleaner data, and platforms that actually scale with business needs.
Alex Kolesnichenko
CTO at ForteNext
What our experts say
We've built our delivery model around one principle: get the right Salesforce talent in place fast, so your projects stay on track and your platform keeps performing.
Whether you need a single specialist to close a skill gap or a fully managed team to run your Salesforce environment, we deliver certified expertise that integrates seamlessly with your operations.
Speed matters - but so does getting it right the first time.
Maksym Koval
CDO at ForteNext
What our experts say
Custom Salesforce development isn't about adding complexity, it's about removing friction.
When we build with Apex, Lightning Components, and strategic integrations, we're creating workflows that move as fast as your business does.
We focus on scalable architecture, clean code, and solutions that actually get adopted, because technology should accelerate your business, not complicate it.
Ksenia Ganchuk
Senior Salesforce Developer
What our experts say
Agentforce is rewriting what's possible in Salesforce - turning CRM from a data entry chore into a strategic advantage.
But technology alone doesn't drive transformation. You need partners who understand how to deploy it, optimize it, and ensure your teams actually adopt it.
That's where ForteNext comes in. We don't just implement Salesforce, we make it work for your business.
