Salesforce CRM Best Practices – Designed & Built for your business

Salesforce is great tool to build your CRM strategy. It can make your sales and service functions effective and competitive. However, adapting Salesforce to your business requires careful analysis of how you do business, design the right automation and integration with your existing systems and chaperone end users with the change systematically.

Sarvaha Advantage

  • We pride our success on how well the end users are using the Salesforce systems to carry out their functions. Our associates have requisite certifications and experience of having solved the problems in diverse situations to conceptualize right models and processes for a given business. Some of our associates have worked as evangelists for Salesforce itself and have advocated adoption of Salesforce for different businesses. Another associate has provided support for technical issues raised with Salesforce by developers. This mix of end to end Salesforce skills gives us a unique understanding of how different stakeholders view Salesforce roll-outs and hold different expectations.
  • We have worked with non-profits to large organisations on their Salesforce implementation. This has trained us in offering solutions to fit the time and cost budgets for every business.
  • We offer a month of free consulting for all our clients to check out our skills and acumen and at the same time get something solid done. This could be a quick PoC, a detailed analysis of business processes or solve a snap integration problem.

It’s not just an app, it’s your business!


Competitive world demands responsive organization. Aquire new customers, keep existing customers engaged and bring out true value of your enterprise


Key stakeholders get complete 360º view of the business. Learn of distress and correct before it’s too late.


Different parts of the organisations need to interoperate. Stitch diverse processes and systems in one well-oiled and aligned force.

Technology Landscape

Our current technology skills are listed below. However, our primary skill is Problem solving. And we learn whatever it takes to solve the problem.

Sales, Service and Health Cloud

Configuration and deep customisation

Workflow, Process Builder, Triggers, Email and SMS workflows

Built for mobility and sharing

Service Snap-ins, responsive UX

Wave and Einstein based smarter CRMs

Integration with common enterprise systems

Oracle ERPs, WordPress