Salesforce Consulting
AQBEE provides strategic Salesforce consulting services that go beyond implementation. Our certified architects and consultants advise on CRM strategy, evaluate org health and technical debt, design multi-cloud architectures, plan platform roadmaps, and guide organisations through mergers, acquisitions, and digital transformation initiatives. We help leaders make informed decisions about their Salesforce investment.
What We Deliver
CRM Strategy & Roadmap Planning
Assess business objectives, current technology landscape, and market trends to develop a phased CRM strategy and Salesforce roadmap aligned to growth goals.
Org Health Assessment
Evaluate existing Salesforce orgs for technical debt, security vulnerabilities, governor limit risks, automation conflicts, and adoption gaps — with prioritised remediation recommendations.
Architecture Advisory
Review and design multi-cloud, multi-org, and hybrid architectures with certified Technical Architects, ensuring scalability, security, and alignment with Salesforce well-architected framework principles.
Centre of Excellence Design
Establish Salesforce Centres of Excellence with governance frameworks, release management processes, coding standards, and organisational structures for sustainable platform management.
M&A Technology Due Diligence
Assess Salesforce environments during mergers and acquisitions, plan org consolidation strategies, and execute post-merger integration to unify CRM landscapes.
How We Apply It
Multi-Cloud Architecture for Financial Services Group
A diversified financial services group engages AQBEE to design a multi-cloud architecture spanning banking (Financial Services Cloud), insurance (Service Cloud), and wealth management (Experience Cloud) — with shared Data Cloud and a unified integration layer.
Architecture includes AI strategy for Einstein deployment across business units, Data Cloud as the unified AI feature store, and governance framework for responsible AI use.
Post-Merger CRM Consolidation
Two mid-market companies merge and need to consolidate four Salesforce orgs into one. AQBEE assesses all orgs, designs the target architecture, plans data migration, and executes the consolidation over six months.
Einstein AI duplicate management powers the data merge strategy, while Einstein Discovery identifies conflicting automation logic across orgs.
CoE Establishment for Global Enterprise
A Fortune 500 company establishes a Salesforce Centre of Excellence with AQBEE's guidance — defining governance processes, release management, demand intake, architecture review boards, and a shared services model across 8 business units.
AI governance framework includes guidelines for Einstein AI model deployment, prompt template management, and Data Cloud data stewardship across the enterprise.
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