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Redian Software
CRM, ERP & QA expertise

Salesforce — implementation, customisation, integration

Salesforce consulting and implementation across Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud and Industries (Financial Services Cloud, Health Cloud). Multi-region rollouts and migrations from legacy CRM.

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CMMI Level 3 Appraised ISO Certified 200+ enterprises 5 regional hubs 9+ years of delivery
Salesforce delivery, in numbers

Proof, not promises.

Real benchmarks from production engagements.

  • Enterprise

    Salesforce tier

    Sales · Service · Marketing · Industries clouds

  • Multi-cloud

    Implementation experience

    We've shipped on every major Salesforce cloud

  • Apex + LWC

    Custom development depth

    Beyond out-of-the-box configuration

  • Agnostic

    Vendor recommendation

    We also do Zoho · Odoo · SuiteCRM

What we deliver

The capabilities our Salesforce engineers ship.

Production patterns from real engagements — not a stack-marketing checklist.

  • 01

    Salesforce implementation

    Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Financial Services Cloud, Health Cloud — multi-cloud rollouts including org design, role hierarchy and security model.

  • 02

    Apex + LWC development

    Apex triggers, classes, controllers; Lightning Web Components; Visualforce where it still applies. Custom logic beyond Flow's reach.

  • 03

    Automation with Flow

    Screen flows, record-triggered flows, scheduled flows, platform events — automation built for performance and maintainability, not just clicks.

  • 04

    Integration & data

    MuleSoft, Heroku, REST/SOAP APIs, Outbound Messages, Platform Events. Connecting Salesforce to your ERP, payment gateway, telephony and warehouse.

  • 05

    Migration & data quality

    Migration from Microsoft Dynamics, HubSpot, Zoho, SugarCRM, in-house CRM. Data Loader, ETL pipelines, deduplication, validation.

  • 06

    Long-term managed services

    Admin, optimisation, release management, new-feature rollouts, governance — multi-year retainer engagements.

Who hires us for Salesforce

Where this stack fits best.

We've seen the patterns — match yours against the list to find the closest fit to your situation.

  • Enterprise sales orgs

    Sales Cloud + Pardot for B2B enterprise sales teams needing forecasting, pipeline analytics and account-based marketing.

  • BFSI on Financial Services Cloud

    Banks, wealth managers and insurers on FSC — customer 360, relationship groups, financial accounts, householding.

  • Healthcare & life sciences

    Health Cloud and Industries verticals — patient 360, provider/payer relationships, clinical workflows.

  • Multi-country enterprises

    Salesforce as the global CRM standard across 5+ countries with localised currency, tax, language and compliance.

  • Service-led organisations

    Service Cloud + Field Service + Experience Cloud for organisations where customer service is the brand.

  • Mid-market modernising

    Mid-market companies graduating from HubSpot or in-house systems to Salesforce as they scale.

How we engage

From brief to production.

Transparent, milestone-driven, with clear owners and timeframes at every stage.

  1. 01Weeks 1–3

    Discovery & org design

    Current-state assessment, target operating model, role hierarchy, security model, integration map. Output: written architecture and fixed-price proposal.

  2. 02Weeks 4–14

    Build & customise

    Object model, Flow automation, Apex + LWC development, integrations. Working software demonstrated every two weeks.

  3. 03Weeks 8–16 (parallel)

    Data migration

    Extract, cleanse, deduplicate from legacy systems. Trial migrations to UAT sandbox. Validation rules and rollback procedures.

  4. 04Weeks 16–18

    UAT & training

    User acceptance testing with your operators, role-based training, internal champions, change-management materials.

  5. 05Weeks 18–20

    Go-live

    Phased cutover by team / region / product line. Hypercare with named consultants on call. Daily standups for the first month.

  6. 06Ongoing

    Run & optimise

    Quarterly business reviews, release management for Salesforce's three annual releases, new-feature rollouts and governance.

Salesforce in depth

Inside our Salesforce practice.

The long-form view of how we approach Salesforce engagements.

Salesforce, delivered

Salesforce is the enterprise CRM standard — but the value depends entirely on how it's implemented. We've spent years delivering Salesforce across Sales Cloud, Service Cloud, Marketing Cloud and the Industries verticals — paired with deep customisation in Apex, Lightning Web Components and Flow.

Salesforce clouds we implement

  • Sales Cloud — pipeline, forecasting, lead scoring, mobile sales, partner relationship management
  • Service Cloud — case management, omnichannel, knowledge base, field service
  • Marketing Cloud + Pardot — email, journeys, lead nurture, account-based marketing
  • Experience Cloud — branded customer and partner portals
  • Financial Services Cloud — banking, wealth management, insurance verticals
  • Health Cloud — healthcare and life sciences customer 360
  • Salesforce Industries (Vlocity) — CME, utilities, public sector

What we add on top

  • Apex + Lightning Web Components custom development beyond out-of-the-box
  • Flow + Process Builder + Apex Triggers automation
  • Heroku + MuleSoft integration for complex enterprise architectures
  • Migration from Microsoft Dynamics, HubSpot, Zoho, SugarCRM or legacy CRMs

We are platform-agnostic — we also run Zoho, Odoo and SuiteCRM practices, so when we recommend Salesforce, it's because it's the right fit — not because it's all we sell.

Why Redian for Salesforce

What makes our Salesforce practice different.

Independent reasons clients pick us over freelancers, agencies and large consultancies.

  • Platform-agnostic recommendations

    We also run Zoho, Odoo, SuiteCRM practices. When we recommend Salesforce, it's because it fits — not because it's all we sell.

  • Apex + LWC depth

    Custom development beyond what config-only consultants reach. Solutions architect + senior developers on every engagement.

  • Multi-cloud experience

    Sales, Service, Marketing, Experience, Industries — we've shipped on each. Complex enterprise architectures, not single-cloud implementations.

  • Long-term engagement model

    Most clients renew into multi-year managed services. Same consultants across releases, governance and optimisation.

Tech & tools

The Salesforce stack we ship on.

Production tooling — not just languages on a CV.

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Pardot
  • Experience Cloud
  • Financial Services Cloud
  • Health Cloud
  • Salesforce Industries (Vlocity)
  • Field Service
  • CPQ
  • Apex
  • Lightning Web Components
  • Visualforce
  • Flow
  • Process Builder
  • Platform Events
  • MuleSoft
  • Heroku
  • Salesforce DX
  • Tableau
  • Slack
  • Einstein AI
  • Data Loader
  • Workbench
Proof from production

A Salesforce project we can share publicly.

Most of our work is under NDA — this is one we can share.

Financial ServicesUSA

Zoho CRM Consolidation for a USA Mortgage Services Provider

Client · USA-based retail and commercial mortgage services provider

Timeline · Phased per vertical · live across all three

  • 3 → 1

    CRMs consolidated

  • 100%

    Lead sources centralised

  • Unified

    View across loan verticals

A USA-based retail and commercial mortgage services provider consolidated three separate CRM systems into a single Zoho CRM platform — with custom workflows, automated lead-source integration and complete data migration across all loan verticals.

Tech stack

Zoho CRMZoho CreatorZoho Flow
Read the full case study All case studies
Frequently asked questions

Everything you wanted to ask before the call.

Don't see your question? Ask us directly →

How is Redian different from a Salesforce-only partner?

We're platform-agnostic — we also run Zoho, Odoo and SuiteCRM practices. When we recommend Salesforce, it's because it fits your scale, regulatory needs and integration ecosystem — not because it's all we sell. Most Salesforce-only partners push every problem toward Salesforce.

Which Salesforce clouds have you implemented?

Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Financial Services Cloud, Health Cloud, Field Service and Salesforce Industries (Vlocity). Multi-cloud rollouts including org design, security model and integration architecture.

How long does a Salesforce implementation take?

Sales Cloud SMB: 10–14 weeks. Mid-market multi-cloud: 16–20 weeks. Enterprise multi-region with FSC or Industries: 6–12 months. We ship working software every two weeks regardless of total length.

Do you migrate from HubSpot, Microsoft Dynamics, Zoho or in-house CRM?

Yes. Standard process: extract, cleanse, deduplicate, enrich, validate. Trial migration to UAT sandbox before live cutover. Rollback procedures contracted upfront.

How do you handle the three annual Salesforce releases?

Release management is part of our managed services. Pre-release sandbox testing, impact analysis, fix queue for deprecation notices, planned go-live in your sandbox before production cutover. Built into the quarterly cadence.

Can you build custom apps in Apex and Lightning Web Components?

Yes — that's where most of our enterprise value sits. Apex triggers, classes, controllers; LWC for modern UI; Visualforce where legacy components still apply. Custom logic beyond Flow's reach.

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Ready to ship with Salesforce?

Tell us the role, the seniority and the time-zone overlap you need — a senior engineer will send three pre-vetted profiles within a week.

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