🧠 Salesforce Consulting & Strategic Roadmapping

We don’t just implement Salesforce — we help you design a clear, strategic path to growth. Our consultants work with your stakeholders to translate business goals into scalable Salesforce solutions that deliver measurable results.

🔧 Key Services

Whether you're starting fresh or scaling your Salesforce investment, our consulting services ensure every decision aligns with long-term success. We guide you through best practices, platform selection, automation opportunities, and phased rollout strategies.

01
🎯 Strategic Salesforce Planning

  • Define your business goals, KPIs, and system objectives

  • Recommend the right Salesforce products (Sales, Service, Health, Marketing Cloud, etc.)

02
🗺️ Custom Roadmapping

  • Phased implementation approach for immediate wins and long-term ROI

  • Timeline planning, stakeholder alignment, and budgeting support

03
🔍 Process Discovery & Gap Analysis

  • Review current workflows, data structure, and pain points

  • Identify automation opportunities and improvement areas

04
🤝 Cross-Team Collaboration

  • Workshops with sales, service, and ops teams to unify CRM goals

  • Documentation of aligned processes and system flows

05
🚀 Change Management Support

  • Help with adoption strategy, internal communication, and training plan

  • Ensure seamless rollout with minimal disruption

⚙️ Our Consulting Process

1

🧭 Business Discovery

We listen, analyze, and understand your operational model and goals.

2

📊 Platform Evaluation

We assess which Salesforce solutions best fit your business model.

3

🧠 Solution Design

We create an implementation roadmap with custom workflows, automation, and integrations.

4

📅 Execution Plan

We outline a step-by-step strategy that includes phases, resources, and timelines.

5

📈 Performance & Growth Tracking

We establish KPIs and dashboards to monitor progress and adjust strategies as needed.

🔒 Why Choose Coders Region?

Certified Experts
Proven Track Record
Client-Centric Approach
Transparent Process

🧰 Our Work Samples

  • 🔄 Salesforce & Kipu: Seamless 2-Way Patient Data Synchronization 🧑‍⚕️

    Real-time 🔁 integration keeps patient records, allergies, and treatment plans in sync 💾—streamlining behavioral health workflows ⚙️ and eliminating silos 🔗.

  • 🔁 Salesforce & Customer.io Integration

    A real-time integration that syncs Salesforce data with Customer.io to power personalized campaigns, dynamic segmentation, and a unified customer journey across platforms.

  • 💰 Project Financial Overview Component

    A dynamic, custom-built Salesforce UI component that displays a detailed breakdown of services and deliverables across multiple months. This solution pulls in data from various related objects, performs real-time backend calculations, and rolls up the total cost for each line item and the overall project—providing clients and internal teams with instant financial clarity and improved forecasting.

  • 📍 Proximity-Based Center Locator in Salesforce

    A custom-built Salesforce Lightning component that fetches data across multiple objects to calculate real-time distances between a client’s location and nearby centers. The solution visualizes results on an interactive Google Map, shows current center capacity, and dynamically recommends the best available options — enhancing decision-making for healthcare and counseling workflows.

  • 🕒 Custom Timesheet & Task Tracking in Salesforce

    A robust, fully customized Lightning component designed for time tracking across projects and milestones. This tool enables users to log billable and non-billable hours, associate time entries with actions and milestones, and view progress over a weekly calendar. Data is stored and synced across multiple Salesforce objects to support audit trails, reporting, and time-based KPIs — streamlining resource management and project accountability.

  • 📚 Salesforce Custom Knowledge Base

    A user-friendly, searchable Salesforce Knowledge Base built using native Lightning components. It enables efficient article tagging, favoriting, emoji-based feedback, and intuitive content management. Optimized for both internal teams and client self-service portals, improving knowledge accessibility and support resolution time.

  • 🧾 Court Case Management Component (Salesforce)

    A fully customized Salesforce Lightning component designed to streamline court case management. It tracks compliance documents, discovery materials, and video evidence statuses with dynamic toggles and data inputs. Built for precision, transparency, and legal team productivity.