Manufacturing · British Columbia
Sales Cloud implementation and ERP integration
Replaced spreadsheets and a legacy CRM with Sales Cloud, integrated with the company's ERP for live inventory and pricing, and migrated ten years of account history.
Salesforce consulting · Canada & India
We implement, integrate and support Salesforce for growing companies, so your team gets a system it actually uses rather than one it works around.
Who we are
Saksha Consulting is a Salesforce consulting firm. We have spent years as administrators, developers and architects inside real Salesforce orgs, and we bring that hands-on experience to every engagement. We build for the people who will use the system every day, and we stay to make sure it works.
Services
New Sales Cloud, Service Cloud or Experience Cloud set up around your processes. Objects, automation, permissions and reporting, configured properly the first time.
Apex, Lightning Web Components and Flow where configuration runs out. Clean, documented and built to survive future releases.
Connect Salesforce to your ERP, marketing, finance and support tools. Data migration and clean-up so the org starts with records you can trust.
Audit of an existing org: technical debt, unused automation, security and performance. A prioritised plan to fix what matters.
Ongoing administration, enhancements and user support from a team that already knows your org, with coverage across Canadian and Indian hours.
What you get
by your team, because the system mirrors how they already work instead of forcing a new process on them.
data and reporting, because records are clean, fields are governed and automation does what it says.
for years, because everything is documented and built on platform features, not workarounds.
Approach
Workshops with the people who will use the system. We map your processes, data and integrations and agree what success looks like.
Configuration and development in short sprints, with working demos every week so nothing is a surprise at the end.
Data migration, training and go-live, then hypercare and ongoing support from the same team that built the org.
Selected engagements
Client names withheld. Details available on request.
Manufacturing · British Columbia
Replaced spreadsheets and a legacy CRM with Sales Cloud, integrated with the company's ERP for live inventory and pricing, and migrated ten years of account history.
Financial services · India
Audited an org with years of accumulated technical debt, retired unused automation, rebuilt case management on Flow and cut average handling time for the support team.
“Our previous partner built what we asked for. Saksha Consulting asked why first, then built something our team actually uses every day. Adoption went from a problem to a non-issue.”
Two cities
Contact
Tell us about your org, or the one you are planning. We reply within two business days, and the first conversation is free.
hello@sakshaconsulting.com