Advisory & Consulting Services

We empower your business with insights and strategies that turn challenges into opportunities, ensuring sustainable growth and lasting success​

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Why Choose Us?

At Appstrail, we understand the unique challenges businesses face in harnessing the full potential of Salesforce's suite of products. That's why our team of certified consultants works closely with you to assess your requirements, identify pain points, and design customized solutions that align with your business objectives.

Expertise That Speak Volumes

Our team's deep-domain knowledge ensures you're always steps ahead of the competition.

Customized Strategies

We believe in a tailored approach. Your business is unique, and so should be the strategies that drive it forward. Our solutions are designed to fit your specific needs, ensuring maximum impact and return on investment.

A Proven Track Record

With a history of 200+ transforming businesses into market leaders, our consulting services are your gateway to joining the ranks of our success stories. Our strategies don't just promise growth; they deliver it.

Our Implementation Service Approach

Our implementation approach is designed to ensure seamless integration, efficiency, and alignment with your business goals. We follow a structured, collaborative process that prioritizes understanding your unique needs and delivering tailored solutions that drive long-term success

Discovery & Planning
We start by understanding your business needs, processes, and goals.
Customization & Configuration
Using the insights gathered, we customize and configure the solution to align with your business workflows.
Data Migration
We handle the migration of your existing data into the new system, ensuring accuracy, security, and completeness.
Integration
We integrate your chosen platform with existing systems such as ERP, CRM, and other business tools.
Training & Adoption
Our comprehensive training programs are designed to empower your team to use the new system effectively.
Ongoing Support & Optimization
Our commitment doesn’t end with implementation. We provide ongoing support, optimize performance, and help you make the most of new features and updates, ensuring sustained value over time.

Brief overview of Project

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Project Team Research

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Comprehend Needs & Budget

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Timeline with Payment docs

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Project Initiation with Proposal

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Success

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Consulting Models

To meet diverse client needs, we offer flexible consulting models, each designed to deliver value through a customized approach based on specific project requirements, client preferences, and business goals.

Flash Delivery Model​

Alignment on SOW and business understanding​

Demonstration and alignment on the solution​

Pre-Written Draft BRD preparation for early sign-offs by the clients​

Wireframes and screenshots to be kept ready​

User Persona mapping and Go-Live strategy prep​

*Take feedbacks from clients for future development and enhancements​

Aim:
Reduce Discovery Phase duration from​3-4 Weeks to 5 days​

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Subtitle

Why choose Appstrail

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Thoroughly Understand Business Requirements

of the client, along with their goals and challenges, to document detailed business requirements and translate them into Salesforce solutions.

Collaborate with Stakeholders

and maintain an open communication with them throughout the project lifecycle. Involve stakeholders in requirement gathering sessions, solution design reviews, and user acceptance testing to ensure alignment and buy-in.

Embrace Agile Project Management Principles

to deliver iterative, incremental solutions. Break down requirements into user stories, prioritize them based on business value, and regularly review and adapt to changing needs.

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Embrace Agile Project Management Principles

to deliver iterative, incremental solutions. Break down requirements into user stories, prioritize them based on business value, and regularly review and adapt to changing needs.

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Certified Experts

All of Our Salesforce® Expert Consultants are trained to the highest level

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Salesforce Admin

Sales Cloud Consultant

Salesforce Associate

Salesforce AI Associate

Six Sigma Green Belt

Sales cloud consultant

Sales cloud consultant

Sales cloud consultant

Don’t just take our word for it!

Discover what it's like to partner with appstrail from those who know best - our valued clients

“The Appstrail team we worked with was very co-operative, having good Salesforce product knowledge and proactive in providing solutions to the business requirement. We worked with them to implement Customer360 a Must appreciate their quick Turnaround time in providing the customized solutions.”

Neha more

Deputy manager. 
Panasonic Life Solutions

“Our experience with Appstrail Technology Pvt. Ltd. in implementing the Data Governance App in CRM Salesforce has been exceptional. The implementation was smooth, and the project was successfully completed in July 2024. The Data Governance App interface and robust features have significantly enhanced our data management capabilities.
 We highly recommend Appstrail Technology Pvt. Ltd. for their efficiency and reliability.”

Sachin Sawant

Salesforce Administrator at ACG World, ACG World

“We are extremely pleased with the services provided by Appstrail as our Salesforce implementation partner. Their commitment to timely delivery, exceptional teamwork, and deep industry knowledge in the 2-wheeler electric vehicle automotive segment has been truly impressive. Thanks to their Salesforce delivery expertise, we've achieved a successful Salesforce implementation. we highly recommend Appstrail for their outstanding performance and dedication to our project's success.”

Anshuman singh

Manager Sales, Ather energy

"Understanding of the problem statement & its delivery was inline with the business outcome. We recommend Appstrail for the salesforce implementation they had good understanding of salesforce product. Delivery process is also smooth and very open for the feedbacks and incorporation . Quick turn around on blockers & problems. We are engaging on more projects with them . Team is very energetic & transparent."

Pradhumna Joshi

Bike Bazaar

"We required a CRM module to bridge gap in cross-sell. After evaluating few solutions we settled at Salesforce and Appstrail as implementation partner. Appstrail was chosen as they understood pain point and were able to demonstrate SF solution to address the pain point. The scope documentation is another good part which Appstrail played very-well. Technical team at Appstrail is proactive and open for discussion and changes at any time. Seeing to successful launch of SF-Sales cloud, we are exploring other modules with the help of Appstrail."

Imran Khan

Senior manager at Protean Egov technologies Ltd

"We are very Much Satisfied with the Services provided by Appstrail. The entire Team is Excellent. Appreciate the teams efforts to help us out with our requirements. They Understand the Requirement very well & then work out well on the requirements."

Mrunalini Bankar

Asst Manager - Business Developments, Risha Aquapruf Infrastructures LLP

"It has been a pleasant experience working with the Appstrail team. They have been successful so far in translating our business requirements into system-level and feature mapping. Some of the customized solutions bought to the table from them have been a value addition. Look forward to working with Satish and the team on upcoming phase of implementations."

Akhilesh R

Sales operation manager, Cashfree Payments India Private Limited

"We evaluated multiple technologies other than Salesforce to build our new LOS. We had options available right from out of the box and to build custom from ground up; however, Appstrail consulted us and proved why Salesforce is the right platform and designed and reimagined our new LOS from ground up. Their consulting approach, strong design knowledge and expertise on roll out strategy has really helped deliver the right product. Our business has improved post go live and would highly recommend Appstrail to other customers."

Yogesh Bade

Deputy General Manager, Technology
Wheels EMI

"Entire process was seamless and well managed. Team is very courteous, kind, and knowledgeable."

Samir Pandya

Global Head - Business Development,
Jai Research Foundation

"Appstrail did a thorough job for us and designed an elegant, helpful solution that will save time and allow better reporting. They communicated effectively and delivered on schedule, while being accommodating. Their suggestions were useful, knowledgeable, and steered us to the best outcome. I highly recommend working with Appstrail, they are a skilled and efficient team!"

Leah Lindsay

Lead, R&D Science Philanthropy at Takeda

"Product Expert team, efficient & timely delivery, great support"

Sayali Aklekar

Head IT & Digital,
Cleantech Solar

"I appreciate that they future proofed and put in extra work to make sure that we wouldn't have to spend extra on the next development cycle. Which is helping us out now a lot. Putting our convenience and cost and first over their profit is something that is most"

Yash Dodia

Executive Director,
Windoors International Ltd

FAQs

Explore our comprehensive list of commonly asked questions. Rest assured; we've got the answers you need.

What Salesforce services do you offer?

Appstrail is specializes in a full range of Salesforce consulting services, including implementation, customization, integration, and ongoing support. We help businesses maximize their Salesforce investment by delivering tailored solutions that meet specific business needs.

Which industries do you serve with Salesforce solutions?

Our expertise covers various industries, including finance, retail, manufacturing, healthcare and technology. We understand the unique challenges and opportunities within each sector and deliver Salesforce solutions that drive industry-specific results.

What is your approach to Salesforce implementation?

We follow a structured approach to Salesforce implementation, starting with a thorough analysis of your business requirements. We then design and deploy customized solutions that align with your goals, ensuring seamless integration with your existing systems and processes.

How do you ensure the success of Salesforce projects?

Success is ensured through meticulous planning, stakeholder engagement, and rigorous testing. We also provide training and support to ensure that your team can fully leverage the new Salesforce solutions. Our focus is on delivering solutions that provide long-term value and drive measurable business outcomes.

What makes your firm stand out in Salesforce consulting?

Our firm is distinguished by our deep Salesforce expertise, industry knowledge, and commitment to client success. We are a certified Salesforce partner with a proven track record of delivering high-impact solutions. Our client-centric approach ensures that we deliver personalized service and exceptional results.

Can you provide examples of successful Salesforce projects?

Yes, we have a portfolio of case studies that highlight our success in implementing Salesforce solutions across various industries. These case studies demonstrate our ability to deliver significant business improvements and can be shared upon request.

How do you price your Salesforce consulting services?

Our pricing is flexible and transparent, with options including fixed fees, hourly rates, and value-based pricing. We work closely with you to define a pricing structure that aligns with your budget and ensures a strong return on investment.

What is the typical timeline for a Salesforce project?

Timelines vary depending on the complexity of the project, but we work efficiently to meet your deadlines. A typical Salesforce implementation or customization project can range from a few weeks to several months. We collaborate with you to establish a realistic timeline that meets your business needs.

Do you offer post-implementation support for Salesforce?

Yes, we provide ongoing support and maintenance services to ensure the continued success of your Salesforce solutions. This includes regular updates, troubleshooting, and additional consulting as needed to adapt to changing business requirements.

How can we get started with your Salesforce consulting services?

Getting started is easy—simply contact us to schedule an initial consultation. We’ll discuss your business needs, explore how Salesforce can help you achieve your goals, and outline the next steps for implementation.

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