×SaSalesforce Consulting Services
Salesforce consulting services help you decide what to change in Salesforce and why, before anyone starts building. We review your org, processes and licences, then give you a clear roadmap.
How we approach Salesforce consulting services
Companies usually call a Salesforce consultant when something feels off: adoption is low, reports disagree with finance, costs keep growing or a new cloud is being considered. Often the answer is not more development. It is clearer processes, better data and switching off what is not used.
We interview stakeholders across sales, service, marketing and finance, and review the org setup, automation, data quality and licence usage. We then present findings in plain language with a prioritised roadmap: quick wins, process changes, configuration work and any new products worth considering. You can implement it with your internal team, another partner or with us.
It suits companies already on Salesforce or evaluating it against alternatives.
- Processes mapped before anything is configured
- Clean, de-duplicated data migration
- Role-based training and support after launch
Working with Nians
One strategist owns your plan and brings in the specialists it needs. You hear from us every week, and every piece of work starts with an audit.
Why a Salesforce specialist matters
Our Salesforce specialists work in the platform every day, so setup, integrations and optimisation follow current best practice.
Compatibility check
We confirm how Salesforce fits your current stack before anything changes.
Integrations
Salesforce connected to your analytics, CRM and commerce tools so data flows both ways.
Safe migration
Coming to Salesforce from another tool? We plan the move so history, tracking and settings come with you.
What our Salesforce Consulting Services include
The usual building blocks. We drop what you don’t need and add what you do.
Requirements & process mapping
Your sales, finance and ops processes captured first.
Configuration
Pipelines, objects, permissions and automations set up.
Data migration
Clean, de-duplicated records moved safely.
Integrations
Website, marketing, accounting and support connected.
User training
Role-based training so adoption actually happens.
Post-go-live support
Hypercare, fixes and continuous improvement.
How we deliver
You see the plan before any work starts.
Requirements
Your sales, finance and operations processes captured first.
Configure
Pipelines, objects, permissions and automations set up.
Migrate
Data cleaned, de-duplicated and moved with checks at each step.
Train
Role-based training so people use the system from day one.
Support
Fixes and improvements after go-live, as real use shows gaps.
Platforms we use for this work
You may also be interested in
Case studies & resources
Real-world results and practical reading to help you plan your next step.
Client stories
How similar work has played out for other businesses.
Helpful resources
Guides, tools and articles our team recommends on this topic.
Questions we often hear
Straight answers to the things clients ask us most. If yours isn’t here, just ask.
What does a Salesforce consultant do?
How do we reduce Salesforce licence costs?
Which CRM or ERP is right for us?
Let’s plan your next stage of growth.
A free 30-minute session with a senior Nians strategist. You leave with a prioritised plan, whether or not you work with us.