RBMSoft Home
Contact us
Contact us

Expert Salesforce Implementation Services: Streamline Your Enterprise's Complex Systems

Unlock the full potential of your CRM with a certified Salesforce implementation partner, focused on delivering scalable and integrated solutions that translate your complex business goals into a cohesive and future-proof solution.

Consult Our Experts

Successful Salesforce Consulting and Implementation Services to Increase Customer Engagement

Enterprises often struggle while realizing the full value of salesforce investments. Complex legacy integrations, broken customer data, and inconsistent adoption across teams limit platform effectiveness. For successful salesforce implementation, clarity with architecture, execution and aligned platform capabilities with business process is essential. 

  • Disconnected systems, custom legacy applications and inconsistent data models complicate Salesforce integration resulting in data silos, and synchronization issues. 
  • Over customization, unmanaged extensions and poorly governed configurations increase the technical expenses, limit scaling and make platform enhancements difficult to sustain. 
  • Without clear workflows, training, and ownership, teams struggle to adopt Salesforce fully, limiting productivity and expected business outcomes.
BigLots
ToysRUS-1
Plantronics (Poly)
PetMeds
DSW
Fleet Farm
beach-body-new.png
Spikestream png

Engineering Business Value with Our Full-Spectrum Salesforce Implementation Services

We engineer a comprehensive suite of Salesforce consulting and implementation services tailored to handle your deployment and complex operational needs. Spanning foundational setup, complex integrations, development, and support, our salesforce crm implementation services establish a robust foundation for your business.

Turn your sales ops into a unified, automated, AI-powered platform with our Salesforce expertise. Our certified Salesforce implementation specialists deliver bespoke sales cloud solutions that empower your sales team, struggling with pipeline visibility. 

  • Lead & Opportunity Management
  • Forecasting & Pipeline Visibility 
  • AI-Driven Insights with Einstein
  • Custom Automations & Integrations 

We engineer world-class, intelligent, and scalable Salesforce Service Cloud implementation solutions that not only enhance operational efficiency but also empower your customer support teams to augment customer satisfaction and experience.

  • Omni-Channel Case Management
  • Self-Service Portals & Chatbots
  • Knowledge Management
  • Field Service Optimization

We tailor Salesforce CPQ implementation services to your complex finance and sales operations that require stringent compliance. Our certified Salesforce implementation consultants, through their strategic intel, optimize your entire deal-to-cash process with a precisely engineered unified platform for seamless CPQ, billing, and subscription management.

  • Revenue Recognition & Compliance
  • Salesforce CPQ Implementation
  • Automated Billing & Invoicing
  • Subscription Lifecycle Management

Our custom AI-powered data cloud services empower your marketing & analytics team with a unified Salesforce data ecosystem. Our bespoke data solutions not only deliver hyper-personalized engagement but also accelerate quick integration, activation, and smarter business decisions. 

  • Unified Customer Profiles
  • Real-Time Event Data Ingestion
  • Audience Segmentation & Activation
  • AI-Driven Personalization
  • Integration Across Salesforce Clouds

As a leading Salesforce implementation consultant in the AI-driven space, we leverage Agentforce to integrate the frontier of Gen AI into your services and everyday workflows. Our secure, scalable smart solutions ensure seamless customer interactions and unprecedented productivity gains.     

  • AI-Powered Agent Assistance
  • Automated Summaries & Responses
  • Intelligent Case Resolution
  • Custom AI Prompts & Workflows
  • Integration with Existing Apps & Data

Ready to Maximize Your Salesforce Investment?

Engage with a certified Salesforce consulting and implementation services firm to architect a scalable solution that aligns with your 5-year growth strategy.

Strategize Your Salesforce Implementation

Driving Measurable ROI: Use Cases for Enterprise Salesforce Implementation Services

As a premier Salesforce consulting agency, we are committed to delivering tangible outcomes. Our certified Salesforce implementation specialists meticulously design every Salesforce implementation service with the ultimate precision to resolve your critical enterprise challenges.

Global Sales Operation Consolidation

Challenge:

Typically, multinational businesses use five disparate manual systems, resulting in inconsistent reporting, data silos, and reduced visibility into forecasted revenue.

Solution:

In this scenario, we implement global data standards and automate the quote-to-cash process using Salesforce CPQ, along with integrated Salesforce CRM implementation services.

Outcomes:

100% Unification of all sales data

Likely to increase the accuracy of the forecast by 35%

Likely to improve the quote generation time by 15 %

Solving Low User Adoption and System Complexity

Challenge:

Sometimes, business units experience a complicated, poorly set-up Service Cloud environment, resulting in low user adoption, high agent turnover, and slow case resolution.

Solution:

Our top Salesforce implementation consultant led an organizational transformation management initiative, along with a complete Service Cloud redesign, centered on user-friendly UX, streamlined workflows, and individually tailored user training.

Outcomes:

Likely to move the user adoption rate up to 90%

Likely to improve workflow and productivity by 35%

Likely to reduce average case handling time (AHT) by 22%

Failure to synchronize ERP Data with Legacy ERP

Challenge:

The existing SAP ERP system for Industrial clients stores critical inventory and billing information. Still, it cannot synchronize with their new Salesforce Sales Cloud, leading to quoting errors and delays.

Solution: 

In this scenario, our certified Salesforce implementation experts leverage MuleSoft as the integration hub, creating robust, asynchronous, bidirectional data streams to ensure real-time synchronization between Salesforce and the ERP.

Outcomes:

Likely to remove manual data entry by 99.99%

Likely to eliminate the manual error rate by 99.99%

Likely to reduce order-cleaning time by 45%

Insufficient Customization to Regulated Workflows

Challenge:

Financial services firms want to automate their processes to a high level. Still, regular Salesforce functionality cannot provide this, as it is too complex due to regulatory demands and security measures.

Solution:

In this scenario, our certified Salesforce implementation consultants leverage Apex and Visualforce to develop fully compliant custom risk-assessment and approval processes, as well as external security systems.

Outcomes:

100% seamless implementation of a compliant Salesforce solution

100% delivery of a fully automated solution

40% reduction in manual data auditing and entry.

Ineffective Customer Journeys

Challenge:

In general, our e-commerce clients experience disaggregated customer information across their site, loyalty program, and even their call center. This results in broad targeting and low conversion rates.

Solution:

We provide Salesforce Marketing Cloud implementation services, integrating Marketing Cloud and Data Cloud to enable real-time profile integration. This allowed hyper-segmentation and live content personalization of email and mobile channels.

Outcomes:

Likely to reduce customer service resolution time by 35%

Likely to achieve a 28% rise in email CTR

Likely to increase CLV by 15%

Inefficient Partner Relationship Management

Challenge:

Our multinational clients face challenges onboarding and training their large base of B2B distributors, resulting in price inconsistencies, slow order processing, and high support costs.

Solution:

In this scenario, we adopted a personalized solution: a Salesforce Community Cloud (Experience Cloud) implementation, which offers self-service tools, integrated documentation, and combined order submission, all connected to our Salesforce B2B implementation services to ensure precise pricing.

Outcomes:

Likely to cut onboard time by half.

Likely to decrease support cases served by internal teams by 30%.

Likely to Increase Revenue from Faster Order-to-Cash Cycle by 15%

The Absence of a Real-Time Predictive Forecasting

Challenge:

Our SaaS clients used spreadsheets they manually updated quarterly for forecasting, resulting in high variance and forecasts that underperformed targets and did not instill investor confidence.

Solution:

In this scenario, we implement Salesforce Data Cloud and Sales Cloud Information to consume the usage metrics and external market indicators. We also leverage the Einstein Prediction Builder to create weighted real-time forecast scenarios.

Outcomes:

Likely to reduce the time spent on manual reporting by 65%

Likely to increase the accuracy of the forecast by 18%

Likely to improve resource allocation and decision-making from 5% to 23%

Inefficiency in the Dispatch and Scheduling

Challenge:

Our utility suppliers’ clients sometimes experience time wastage due to field agents’ manual scheduling, poor route optimization, and a lack of real-time monitoring of parts inventory and job status.

Solution:

As a leading Salesforce implementation services company, we implement Field Service Lightning, configure intricate service territories, use its optimization engine to generate automated smart scheduling, and arm mobile agents with the tools they need to operate in real time.

Outcomes:

Likely to raise the number of jobs completed per technician per day by 1.5

Likely to diminish the distance covered during travel by 18

Likely to reduce the operational cost by 25%

Multidimensional Subscription Management and Billing Error

Challenge:

Our clients in the media subscription business sometimes find it difficult to handle highly complex, multi-year contracts, usage-based billing, and proper ASC 606 compliance for revenue recognition.

Solution:

We provide specialized Salesforce CPQ implementation and modification services, as well as Salesforce Billing that automates complex pricing regulations, subscription renewals, and integrates the process with a combined revenue recognition module.

Outcomes:

Likely to shorten financial closing time from months to days

Likely to remove manual errors in billing calculations by 99.99%

Guarantee 100% regulatory compliance to speed up the visibility of cash flow

Sector-Specific Expertise: Salesforce Implementation Services Tailored For Your Industry

Our team of certified Salesforce implementation specialists understands industry nuances—from complex healthcare operations to FinTech compliance—so we tailor your Salesforce architecture to your industry. We leverage our extensive industry knowledge to ensure that your Salesforce implementation and deployment services are delivered with high performance.

Retail & E-Commerce

Our focus is on delivering the customized customer experience and optimizing sales channels through the implementation of Salesforce Marketing Cloud services and Commerce Cloud solutions.

Creating hyper-personalised, multi-channel customer experiences in Marketing Cloud.

Unifying Sales, Service, and Commerce Clouds to have a customer perspective.

Use Data Cloud to analyze and segment customer behavior in real-time.

Banking & Insurance

Our CRM solutions offer high-end capabilities in wealth management, commercial banking, and insurance, and we are laser-focused on keeping our clients and their sensitive data out of harm’s way, ensuring they remain compliant with regulations. We help make your platform become the high-trust, compliant client-engagement hub of your site by:

Developing KYC (Know Your Customer) and AML (Anti-Money Laundering) systems.

Installing modern data encryption and access control measures.

Optimizing digital and secure client onboarding and servicing of accounts.

Education & EdTech

Our offerings include specialized solutions to manage donor relationships, increase alumni engagement, and track constituents effectively, based on specific Salesforce Community Cloud implementations.

Automating and consolidating donor management and fundraising campaign monitoring.

Creating both private and public alum networking and engagement portals.

Enforcing powerful data models of constituent tracking and constituent segmentation.

Travel & Hospitality

The travel industry needs highly integrated CRM solutions to manage intricate booking cycles, reward programs, and to respond quickly to service failures. The systems enforced by RBM Software include a unified traveler profile during search and post-trip feedback.

Adopting personalized itinerary suggestions with Data Cloud and AI.

Simplifying the process of reserving, booking and intricate payment procedures through integrations with the platform.

Provision of immediate, omni-channel support for seamless disruption and recovery management.

Healthcare & Life Sciences

Focusing on automating patient interactions, clinical trial operations, and sophisticated regulatory reporting, RBM Software ensures your operations comply with requirements such as HIPAA and GDPR.

Maximizing the management of the relationship with patients and individual communication.

Quickening the acquisition, monitoring, and reporting of clinical trials.

Creating regulatory reporting and audit-compliant data models.

Enterprise Software

Our proficiency accelerates the subscription management process, streamlines product launch pipelines, and expands global support operations to meet the demands of a fast-growing business.

Installing Revenue Cloud to handle automatic subscription billing and renewal.

The development of a single environment to deal with product feedback and launch pipelines.

Scaling Service Cloud worldwide, 24/7 technical support, and escalating.

Restaurant & Hospitality

The guest experience and loyalty drive revenue in this highly competitive market. Marketing Cloud allows hospitality enterprises to centralize guest data, manage operations across multiple locations, and execute highly personalized service campaigns.

Integrating Guest 360 profiles, preferences and visit history to enable customized service delivery.

Implementing a loyalty management system and an automated system of tracking rewards.

Optimized the event management, booking in groups, and combined venue scheduling processes.

Entertainment

The entertainment business, sports, media, and live events depend on the commercialization of fans and the management of intricate sponsorship channels. We implement our solutions on establishing direct-to-consumer and maximizing revenue streams.

Individualizing fan and attendee experiences with complex segmentation of ticketing and merchandise packages.

Application of Sales Cloud and CPQ to monitor, administer and report on sophisticated sponsorship ROI and agreements.

Implement forecast analytics to mitigate churn and retain subscribers and fans.

Real Estate & Construction

Our Salesforce implementation company offers solutions that are specific to long and complex sales and project lifecycles of real estate and construction. Our applications are designed for pipeline visibility, tracking project milestones, and efficient tenant/community management.

Establishing end-to-end pipeline visibility of the original lead to the end lease or property sale.

Combining sales and service information with project management milestones to track them properly.

Implementing tenant/homeowner self-service maintenance and community management through the deployment of Experience Cloud portals.

What Our Clients Say About Our Impact as Certified Salesforce Implementation Experts


"The team absolutely responded to our needs."

“RBM Software Inc.'s project management approach was nothing short of impressive. Throughout our collaboration, they consistently delivered items on time, if not ahead of schedule. Their organization and attention to detail ensured that every milestone was met without any delays. What truly stood out was their responsiveness to our needs.”
─ By Brian S

"The most impressive part about the company is its people."

“The team was very proactive and humble. From initial planning to final deployment, the team was consistently available and achieved milestones as planned. As domain experts, the team was well versed with the technology know-how and future impact/ change.”
─ By Martin R

"The team delivered on time and was responsive to our needs."

“RBM Software Inc. helped us launch our customer transactional emails for global operations. Their team completed the tasks as scheduled and responded well to our custom needs. They also demonstrated flexibility, openness, and high skill levels. Moreover, they communicated via email.”
─ By Eoin R

"Their ability to adapt to changes and proactively manage potential roadblocks is commendable."

“RBM Software Inc. helped us launch our customer transactional emails for global operations. Their team completed the tasks as scheduled and responded well to our custom needs. They also demonstrated flexibility, openness, and high skill levels. Moreover, they communicated via email.”
─ By Sudip R

Ready to Witness Successes in Your Sector?

Let our certified experts take the reins to optimize your platform, drive user adoption, and begin writing the next major success story for your sales and operations team.

Start Your Success Story

Why Industry Leaders Trust RBM for Salesforce Delivery Excellence

At RBM, Salesforce implementation is not treated as a one-time deployment. We approach Salesforce as a core business platform that must align with processes, data, and teams. Our consulting-first, delivery-driven model ensures Salesforce implementations are stable, scalable, and built for long-term adoption and performance

01

Consulting-First Salesforce Alignment

We begin with business context before configuration. Our teams align Salesforce architecture, workflows, and integrations with enterprise goals, existing systems, and operational realities to reduce rework and implementation risk.

  • Business-aligned Salesforce roadmapping
  • Process and data model alignment
  • Integration-aware platform design

02

Outcome-Driven Salesforce Delivery

Our Salesforce engagements are structured around measurable business outcomes, not feature rollouts alone. We focus on improving visibility, productivity, and operational efficiency across sales, service, and customer operations.

  • Faster time-to-value from Salesforce investments
  • Improved process efficiency across teams
  • Consistent performance across Salesforce modules

03

Cross-Industry Salesforce Expertise

We apply proven Salesforce delivery practices across BFSI, Healthcare, Retail, Travel, EdTech, ISVs, and more. This cross-industry experience enables us to anticipate challenges, apply best-fit configurations, and reduce execution risk.

  • Industry-specific Salesforce implementations
  • Compliance-aware platform design
  • Proven delivery patterns across domains

04

Intelligence-Enabled Salesforce Support Model

We embed governance, automation, and performance monitoring into Salesforce environments to ensure reliability beyond go-live. Our support model focuses on stability, optimization, and continuous improvement as business needs evolve.

  • Ongoing performance monitoring and optimization
  • Structured release and change management
  • Secure, governed Salesforce operations

Our Strategic Partnerships That Enable Transformation at Scale

Our strategic partnerships give you access to modern platforms, accelerated solution delivery, and capabilities tailored to your industry. We collaborate with leading technology providers to reduce implementation risk, shorten time-to-value, and ensure every solution is scalable, secure, and future-ready.

Salesforce

AWS

GCP

Coveo

Azure

Algolia

Lucidworks

Shopify

Our Battle-Tested Roadmap For Predictable and Scalable Salesforce Implementation

Our certified Salesforce implementation specialists leverage an accelerated methodology that goes beyond simple deployment. This structured model ensures an end-to-end development, integration, and support framework that minimizes risk and maximizes speed.

1

Step 1

2

Step 2

3

Step 3

4

Step 4

5

Step 5

Phase 1 - Discovery & Strategy

We provide rigorous training to selected stakeholders that helps us map out your business’s strategic objectives and the vast possibilities of Salesforce. This synchronization will guarantee that all technical choices promote a quantifiable return on investment (ROI) and provide a clear directional path for change, creating scope transparency and avoiding the exorbitant turns further down the cycle.

  • We conduct deep-dive analysis to ensure platform capabilities align with specific business KPIs and revenue targets.
  • Our senior Salesforce implementation consultants define the scope, success criteria and a measurable ROI roadmap.
  • We also perform a thorough technical audit of available systems (ERP, data warehouses) to inform future integration plans.
  • We identify solution design priorities by identifying key user groups and process friction points.
  • We complete the project charter and governance structure for the remaining phases.

Phase 2 - Design & Architecture

This is the transition to a strategy for technical blueprinting, in which the Design and Architecture phase focuses on developing a secure, scalable, and future-proof CRM solution. Our Salesforce implementation professionals design the system architecture, data management policy, and solution to ensure it scales dynamically for your enterprise in the future.

  • Designing a scalable, multi-cloud system with system maps and process diagrams.
  • Establishing the data model, security environment, and sharing design to satisfy complicated organizational and regulatory demands.
  • The choice of the best combination of declarative tools (Flows) and the programmatic development (LWC, Apex).
  • Developing the integration plan and API contracts that will enable the system to connect with the external Tier 1 systems easily.
  • Developing wireframes of the User Experience (UX) and User Interface (UI) of the major end users.

Phase 3 - Development and Integration

This stage entails Agile, iterative development of the solution through rigorous quality assurance and continuous integration practices. We execute our development by certified professionals who will not only work on the code’s functionality but also strive to achieve scalability, performance optimization, and the critical migration of legacy data.

  • We build sprints that are agile and iterative, focused on continuous delivery and the feedback loop.
  • Our testing is tightly integrated with external systems (MuleSoft, ERPs) to ensure data synchronization and reliability.
  • Our high-performance components are custom-built on Lightning Web Components (LWC) and Apex.
  • We perform robust data migration, including cleansing, transformation, and validation processes.
  • We use CI/CD pipelines to enable rigorous application lifecycle management (ALM).

Phase 4 - Deployment & Adoption

Deployment is a carefully planned, step-by-step implementation that aims to ensure high user adoption and reduce business impact. This is a critical stage; it involves extensive training, organizational change management (OCM), and careful data validation in the production environment to ensure a controlled, confident go-live.

  • Planned stage transition go-live to mitigate risk and ensure business continuity for the global units.
  • Training programs are comprehensive and role-based, with personal user guides to achieve high adoption rates.
  • Preparation of teams for new processes and technologies through organization Change Management (OCM).
  • Eventual system validation, security audit and production performance benchmarking.
  • Formal shift to the Hypercare stage, where special care teams exist.

Phase 5 - Hypercare & Optimization

The Hypercare & Optimization phase is a time-sensitive, focused effort to stabilize the environment and address emergent problems. In addition to stabilization, we set up a formal roadmap for the platform’s sustained evolution to keep your Salesforce solution in line with business growth.

  • Additional post-launch assistance and resolution of the P1/P2 problems immediately during the stabilization phase.
  • Extensive monitoring and optimization of the performance of the system to achieve optimum speed and resource efficiency.
  • Recovery of end-user feedback to know quick-win improvements and overcome adoption barriers.
  • Formulation of a long-term optimization roadmap of feature expansion, new cloud adoption and future Salesforce implementation services project.
  • Official information transfer to the client’s internal IT and COE (Center of Excellence).

Our Robust Ecosystem: Salesforce Implementation Tech Stacks

Our decade of domain excellence and tech proficiency extends beyond the core functionalities. We specialize in integrating Salesforce with Tier-1 ERPs such as SAP and Oracle, leveraging advanced CI/CD tools and robust APIs. This assures that our deep mastery of the entire technology landscape propels your implementation.

Lightning Web Components (LWC)

Visualforce

Visualforce

Flows

Apex

Mulesoft

Mulesoft

Heroku

Heroku

REST/SOAP Applications

REST/SOAP Applications

Git

Git

VS COde

VS CODE

Jenkins

GitLab

GitLab

Gearset

Gearset

Copado

Copado

Data Loader

Data Loader

Informatica

Informatica

Talend

Ready to Scale? Initiate Your Strategic Salesforce Implementation Discussion

Connect directly with a senior Salesforce implementation consultant. Let us analyze your current CRM landscape and propose a strategic roadmap for your enterprise salesforce implementation services. This is the last hurdle. Fill in your details below so we can get in touch with you.


    * Your project is secure under a signed NDA.​

    RBMSoft Home
    RBMSoft Home

    Frequently asked questions

    It will depend very much on scope, complexity (e.g., the number of clouds, the level of integration required, etc.), and any customizations required. We have three levels, Essential, Strategic, and Enterprise, which makes us a versatile Salesforce implementation company, matching cost with the preferred business results. We will always start with a comprehensive discovery session to provide a fixed-scope estimate.

    1. Basic MVP: $25,000 to $50,000 
    2. Medium Complexity: $60,000 to $100,000
    3. Advanced Enterprise: $200,000 to $400,000+

    The duration of projects varies widely, with the average for a single-cloud implementation at 12 weeks and for a multi-cloud enterprise implementation at 9+ months. During the initial Discovery phase, a team of senior Salesforce implementation consultants will give a detailed roadmap in phases.

    We are characterized by being a mature Salesforce implementation specialist targeting the five main phases: 

    1. Discovery and Strategy
    2. Design and Architecture
    3. Development and Integration
    4. Deployment and Adoption
    5. Hypercare and Optimization

    When assessing Salesforce implementation firms, the emphasis should be on Certified Salesforce Experts with solid industry experience and a track record. Seek a Salesforce implementation partner that will be a strategic salesforce implementation consultant and not a vendor, but one that is ROI-oriented and provides end-to-end support after the implementation. This end-to-end commitment is what makes us the best Salesforce implementation company.

    We offer full-scale post-go-live support unlike other Salesforce implementation firms. We are long-term Salesforce execution consultants and help you to constantly optimize the process. This encompasses minor configuration tweaks for specialized clouds, such as Salesforce Community Cloud implementation services, as well as large-scale additions to Salesforce Service Cloud implementation services.

    Ready to Execute Your Salesforce Roadmap?

    Partner with our certified Salesforce implementation specialist team to ensure a predictable, high-quality project lifecycle.

    Detail Your Project Scope
    FAQ Schema Services Schema


      * Your project is secure under a signed NDA.​

      Vision. Expertise. Results.

      We don’t just build solutions—we are the engineers behind game-changing digital innovations.
      250+ Tech Experts

      Our team guarantees exceptional results.

      500+ Process Optimized

      We've streamlined processes to maximize efficiency.

      50+ Recurring Clients Globally

      We are the trusted choice for repeat clients worldwide.

      Plantronics (Poly)
      DSW
      PetMeds
      BigLots
      beach-body-new.png
      Fleet Farm


        * Your project is secure under a signed NDA.​


          * Your project is secure under a signed NDA.​

          Connect with Our Experts For Media Inquiries

          SaaS, IT, and Digital Transformation coverage? Our subject matter experts are ready to provide the first-hand insights and high-value collaboration you need. Let’s create compelling content together and deliver maximum value to your audience.

          Plantronics (Poly)
          DSW
          PetMeds
          BigLots
          beach-body-new.png
          Fleet Farm


            * Your project is secure under a signed NDA.​


              * Your project is secure under a signed NDA.​

              Covering SaaS, IT, or Digital Transformation?

              We are available to collaborate and offer the following to journalists, bloggers, influencers, and speakers:

              First-Hand Expertise

              Direct access to authoritative and unique insights.

              2. Compelling Content

              Collaborative support to create value for your audience.

              3. Prompt Response

              Guaranteed resources when you need them most.

              Plantronics (Poly)
              DSW
              PetMeds
              BigLots
              beach-body-new.png
              Fleet Farm


                * Your project is secure under a signed NDA.​

                The Quest for Talent: We Found You.

                Your Next Chapter Starts Here. Fill out the application below and join the team to shape your future.

                Thanks For Reaching Out!

                We’re mobilizing the right person to connect with you. While we prep, come hang out on our social pages!

                Linkedin Facebook Instagram