Process first, then configuration.
We map lead-to-cash and ticket-to-resolution before we touch setup, so objects, fields and automation reflect how you actually work.
Salesforce practice
Most Salesforce orgs fail on fit, not features. We map your sales, service and marketing process first, configure Salesforce to match it, connect it to the systems you already run, and hand over a CRM your team logs into every day. As a product engineering company, we also build the custom apps, portals and AI agents that sit around it.
Optional: Are you new to Salesforce or already using it? (New / Existing org / Migrating from another CRM)
Why Creware
Licenses don't create value. A CRM that matches your process, connects to your stack and keeps its data clean does.
We map lead-to-cash and ticket-to-resolution before we touch setup, so objects, fields and automation reflect how you actually work.
Apex, Lightning Web Components and custom apps from the same team that builds SaaS products for our clients.
Connect Salesforce to ERP (Odoo, SAP, Zoho), payments, telephony, WhatsApp, websites and your own product through APIs, webhooks and middleware.
Einstein and Agentforce where they fit, plus our own AI voice agents that call leads and write outcomes, sentiment and next steps back into Salesforce.
Migration from spreadsheets, HubSpot, Zoho or legacy CRMs with deduplication, field mapping and validation before go-live.
Role-based training, admin playbooks, and a monthly managed-services plan for new requests, releases and fixes.
What we deliver
Discovery, org design, setup of Sales or Service Cloud, data migration, go-live and hypercare
Lead and opportunity management, territories, CPQ-style quoting, forecasts, sales dashboards
Case management, omni-channel routing, SLAs and entitlements, knowledge base, service console
Journeys, email and WhatsApp campaigns, lead scoring, campaign attribution to pipeline
Customer, partner and dealer portals connected to your CRM records
Apex, Lightning Web Components, Flows, custom objects and AppExchange-style apps
ERP, payments, telephony, WhatsApp, marketing tools and your product via REST APIs, MuleSoft or middleware
Einstein, Agentforce agents, and Creware AI voice agents connected to Salesforce
Audit of existing orgs: security, automation clean-up, technical debt, adoption gaps
Monthly admin and developer support, release management, enhancements on a retainer
Our experience
Loan and onboarding pipelines with audit trails.
Patient and referral journeys with clear ownership.
Dealer and channel visibility.
One view of the customer across store and support.
Lead routing from every portal.
Admissions and student lifecycle.
How we deliver
Process workshops, current-system audit, success metrics agreed.
Solution blueprint, data model, integration map and rollout plan.
Configuration and development in two-week sprints with demos.
Data migration, UAT with your users, go-live checklist.
Training, hypercare, then managed services.
Engagement models
A defined rollout with milestones and a fixed price.
Monthly hours for admin, development and enhancements.
Salesforce developers, admins and consultants who join your team, onboarded within 24–72 hours.
Salesforce FAQ
Sales Cloud, Service Cloud, Marketing Cloud and Account Engagement, Experience Cloud, and AI on Salesforce including Einstein and Agentforce, plus custom development and integrations.
It depends on scope. A focused Sales or Service Cloud rollout typically takes 6–10 weeks. Multi-cloud programs with integrations take longer. We agree milestones before we start.
Yes. We map fields, deduplicate, validate and run a test migration before cutover, from Excel, HubSpot, Zoho, Dynamics or a custom system.
Yes. We start with a health check, clean up automation and technical debt, then add the features, integrations or AI your team is asking for.
Yes. We integrate Salesforce with Odoo, SAP, Zoho, payment gateways, telephony and WhatsApp, and connect our AI voice agents so call outcomes land in the CRM automatically.
Yes. We deliver remotely across time zones, with teams in Bangalore and Jaipur and offices in Canada and Kenya.
Tell us where you are, new to Salesforce, mid-rollout or stuck with an org nobody likes, and we'll suggest a plan in one call.
Book a free Salesforce consultation