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Publicly listed on BSE · ISO 27001 & SOC 2 Type II certified
Publicly listed on BSE · ISO 27001 & SOC 2 Type II certified
Salesforce Consulting Partner
Implement, integrate, modernize, and scale Salesforce around your business processes, data, integrations, and operating requirements, with senior consultants accountable for architecture, quality, security, and production readiness.
Select your priority to find the right starting point.
Recommended:
Salesforce & Agentforce Discovery Workshop
Define your processes, data, integrations, automation, agent use cases, and implementation roadmap.
Get StartedService Positioning
As a Salesforce consulting company we provide services for mid-market and enterprise organizations that need to connect customer-facing teams, trusted data, business workflows, applications, and AI agents within one governed operating environment.
We work as your Salesforce integration partner when you want to connect Salesforce to ERP, finance, and support systems that are already running your business.
Reconfigure objects, page layouts, automation, and permissions around how your sales and service teams actually work today.
Integrate Salesforce with ERP, finance, support, and marketing platforms so every team, and every agent, works from one customer record.
Configure Agentforce Sales around your pipeline, forecasting, territory, approval, and seller workflows without disrupting processes that already work.
Configure Agentforce Service with case management, routing, knowledge, and self-service workflows. Where appropriate, Agentforce can support routine interactions while defined escalation paths keep complex or sensitive cases with human teams.
Build self-service experiences on Experience Cloud connected to live CRM data.
Connect Salesforce sales and marketing capabilities with Data 360 and the appropriate integration layer so campaign, engagement, and pipeline data can be used across teams.
Assess your data model, permissions, knowledge, integration dependencies, security controls, and use cases before introducing agents into production workflows.
Use Salesforce managed services for administration, enhancement delivery, release management, and continuous platform improvement after launch.
Our Salesforce implementation services are designed to align the platform with how your teams sell, support customers, manage data, automate work, and operate across connected systems.
Reduce unnecessary data entry, handoffs, and process friction through structured lead routing, pipeline workflows, approvals, and automation.
Improve how cases are routed, prioritized, escalated, and resolved using connected service workflows, knowledge, automation, and clearly defined human handoffs.
Improve the data foundation used for reporting, forecasting, automation, and AI through structured data management, cleansing, deduplication, and migration governance.
Reduce repetitive operational work with Salesforce workflow automation across sales, service, and marketing processes.
Reduce data silos by connecting Salesforce with ERP, finance, support, marketing, and other business-critical systems.
Support platform stability through structured administration, release testing, enhancement management, documentation, and ongoing governance.
CORE CAPABILITIES
Our capabilities are organized around the systems, teams, and lifecycle stages involved in running Salesforce as core business infrastructure.
Assess your current org, processes, architecture, data, integrations, technical debt, and future requirements before defining the implementation or modernization approach.
Configure and deploy the Salesforce products required by your operating model, with workflows, permissions, data, integrations, and release planning structured around your requirements.
Extend Salesforce with Flow, Apex, Lightning Web Components, APIs, custom logic, and Salesforce workflow automation where standard configuration is not sufficient.
Define, configure, evaluate, and deploy Agentforce use cases when AI agents are part of the agreed scope and the required data, licensing, permissions, and security foundations are in place.
Connect Salesforce with the systems your teams depend on so customer data and business processes remain consistent across applications.
Cleanse, map, deduplicate, migrate, and govern Salesforce data so users, reporting, automation, and AI operate on a more reliable foundation.
Configure reporting, dashboards, and analytics around the operational visibility required by sales, service, and business stakeholders.
Support rollout through UAT coordination, role-based guidance, documentation, and adoption planning so teams understand the workflows introduced through the implementation.
Support the platform after go-live through administration, enhancements, release management, issue resolution, and continuous optimization.
Agentforce
Agentforce is native to the Salesforce platform layer, so when we implement Sales Cloud, Service Cloud, Revenue Cloud, or Marketing Cloud, agent capability is part of the scope from day one, not a separate follow-on project.
What this looks like in your implementation:
Configure Service Agent to handle routine case triage, routing, and resolution alongside your human support team, grounded in your live Salesforce data.
Deploy SDR and Sales Coach agent use cases for lead qualification, objection handling, and rep enablement, working from real pipeline and account data.
Automate complex quoting, pricing approvals, contract renewals, and subscription management with AI agents that accelerate deal execution and streamline revenue operations.
Configure campaign automation that personalizes outreach based on real CRM and engagement data.
Configure Service Agent to handle routine case triage, routing, and resolution alongside your human support team, grounded in your live Salesforce data.
Deploy SDR and Sales Coach agent use cases for lead qualification, objection handling, and rep enablement, working from real pipeline and account data.
Configure Service Agent to handle routine case triage, routing, and resolution alongside your human support team, grounded in your live Salesforce data.
Deploy SDR and Sales Coach agent use cases for lead qualification, objection handling, and rep enablement, working from real pipeline and account data.
Automate complex quoting, pricing approvals, contract renewals, and subscription management with AI agents that accelerate deal execution and streamline revenue operations.
Configure campaign automation that personalizes outreach based on real CRM and engagement data.
Delivery Process
01
Assess your current org, operational workflows, external data, integration dependencies, implementation priorities, and Agentforce readiness where relevant.
02
Establish the target Salesforce architecture, data model, permissions, integration security, deployment approach.
03
Iteratively configure automation, integrations, Apex, Lightning Web Components, and Agentforce AI agents in controlled environments using structured release management.
04
Execute end-to-end integration testing, data migration reconciliation, user acceptance testing (UAT), and Agentforce evaluation against defined behaviors, access boundaries, and guardrails.
05
Deploy validated changes to production, execute approved data migration, coordinate launch activities, support user adoption, and activate approved AI-agent capabilities with appropriate human oversight.
06
Monitor platform performance, manage Salesforce releases, resolve issues, deliver enhancements, and evaluate deployed AI agents.
01
Assess your current org, operational workflows, external data, integration dependencies, implementation priorities, and Agentforce readiness where relevant.
Capital Numbers is trusted by mid-market and enterprise teams for engineering and platform delivery work.
Client StoryThey were very transparent and highly adjustable to our needs.
Nikola Pejak
Salesforce Product Owner, Veolia Middle East (Dubai, UAE)
What impressed us most about Capital Numbers was their professionalism, trustworthiness, and consistency.
Stevie Haughey
Managing Director, Emerald Green Media
Capital Numbers has been responsive and has worked to our requirements very accurately.
Steve Carlsson
Director & Owner, Trade Radar
They were very transparent and highly adjustable to our needs.
Nikola Pejak
Salesforce Product Owner, Veolia Middle East (Dubai, UAE)
What impressed us most about Capital Numbers was their professionalism, trustworthiness, and consistency.
Stevie Haughey
Managing Director, Emerald Green Media
Capital Numbers has been responsive and has worked to our requirements very accurately.
Steve Carlsson
Director & Owner, Trade Radar
Engagement Models
Strengthen your internal team with certified Salesforce admins, developers, Data 360 specialists, and Agentforce experts who integrate directly into your existing development workflows.
Best when:
You have internal platform leadership and need immediate, specialized capacity to accelerate delivery.
Platform Expertise
Industries We Serve
Our Salesforce-certified experts at Capital Numbers have delivered secure, compliant, and scalable Salesforce solutions for organizations in different industries.
Implement Agentforce Health (Health Cloud) and Experience Cloud to unify patient records, coordinate care teams, automate appointment triage, and streamline provider communications under HIPAA-compliant data governance.
Configure Agentforce Financial Services (Financial Services Cloud) and Shield to automate client onboarding, loan processing, wealth management workflows, and compliance auditing with enterprise security controls.
Connect Marketing Cloud, Commerce Cloud, and Data 360 to build unified customer profiles, automate cross-channel engagement, and deliver real-time personalized shopping experiences.
Implement Energy & Utilities Cloud and Agentforce Net Zero to automate asset management, streamline complex energy contracts, and deliver real-time carbon accounting across your operations.
Implement Agentforce Health (Health Cloud) and Experience Cloud to unify patient records, coordinate care teams, automate appointment triage, and streamline provider communications under HIPAA-compliant data governance.
Configure Agentforce Financial Services (Financial Services Cloud) and Shield to automate client onboarding, loan processing, wealth management workflows, and compliance auditing with enterprise security controls.
Implement Agentforce Health (Health Cloud) and Experience Cloud to unify patient records, coordinate care teams, automate appointment triage, and streamline provider communications under HIPAA-compliant data governance.
Configure Agentforce Financial Services (Financial Services Cloud) and Shield to automate client onboarding, loan processing, wealth management workflows, and compliance auditing with enterprise security controls.
Connect Marketing Cloud, Commerce Cloud, and Data 360 to build unified customer profiles, automate cross-channel engagement, and deliver real-time personalized shopping experiences.
Implement Energy & Utilities Cloud and Agentforce Net Zero to automate asset management, streamline complex energy contracts, and deliver real-time carbon accounting across your operations.
The Capital Numbers Advantage
Work with a publicly listed organization backed by transparent governance, financial stability, and long-term business continuity.
Experienced Salesforce architects and consultants remain accountable for data architecture, security, and production readiness throughout every engagement.
Protect your CRM data, integrations, and AI agents through SOC 2 Type II compliance and ISO 27001 and ISO 9001-certified delivery practices.
Implement Sales Cloud, Service Cloud, Revenue Cloud, Marketing Cloud, and Agentforce as one connected platform.
Choose staff augmentation, a dedicated Salesforce team, fixed-scope delivery, or ongoing managed services based on your needs.
Leverage our years of engineering and consulting experience delivering CRM platforms for mid-market and enterprise organizations worldwide.
Work with a publicly listed organization backed by transparent governance, financial stability, and long-term business continuity.
Experienced Salesforce architects and consultants remain accountable for data architecture, security, and production readiness throughout every engagement.
Work with a publicly listed organization backed by transparent governance, financial stability, and long-term business continuity.
Experienced Salesforce architects and consultants remain accountable for data architecture, security, and production readiness throughout every engagement.
Protect your CRM data, integrations, and AI agents through SOC 2 Type II compliance and ISO 27001 and ISO 9001-certified delivery practices.
Implement Sales Cloud, Service Cloud, Revenue Cloud, Marketing Cloud, and Agentforce as one connected platform.
Choose staff augmentation, a dedicated Salesforce team, fixed-scope delivery, or ongoing managed services based on your needs.
Leverage our years of engineering and consulting experience delivering CRM platforms for mid-market and enterprise organizations worldwide.
Explore our latest guides on Salesforce architecture, Agentforce implementation, data management, and platform automation.
We provide end-to-end Salesforce implementation services covering new implementations, existing-org modernization, customization, integration, data migration, automation, reporting, Agentforce where appropriate, and ongoing managed services across the Salesforce products required by your environment.
Cost depends on the number of clouds involved, customization scope, integrations, data migration complexity, and engagement model. Following a discovery phase, we provide a recommended approach and commercial estimate.
Implementation timelines depend on org complexity, product scope, integrations, data quality and volume, customization, testing requirements, and organizational readiness. We define the delivery plan after discovery and may use phased releases for larger or more complex Salesforce programs.
Yes. Our Salesforce integration services connect CRM with ERP, finance, support, marketing, and other enterprise systems using appropriate APIs, middleware, and integration patterns so data and workflows can operate across systems.
Yes, when Agentforce is appropriate to the business use case and included in the agreed scope. We assess licensing, data readiness, permissions, integrations, security boundaries, agent actions, evaluation requirements, and human handoffs before production deployment.
Yes. Our Salesforce data migration services can cover data cleansing, deduplication, mapping, validation, and migration from legacy CRM systems, spreadsheets, or other agreed sources into Salesforce.
Yes. Salesforce managed services can cover administration, release testing, issue resolution, enhancement delivery, platform maintenance, and continuous optimization after go-live.
We establish access, environment, change-control, and delivery responsibilities according to the engagement and client requirements. Confidentiality requirements can be addressed through an NDA, while project-specific data access, credentials, environments, intellectual-property terms, and production permissions are defined through the applicable engagement and governance process.
Publicly Listed
Technology Company
600+
Engineering Professionals
14+ Years
of Enterprise Delivery Experience
SOC 2 Type II, ISO 9001, ISO 27001
Certified
500+ Client Reviews
Across Global Platforms
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Expert guidance you can trust. No pitch, just expert solutions.
Trusted By Global Brands, Growth Companies, And Enterprise Teams
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CNBC TV-18 Most Trusted Brands India 2021
The Manifest - Most Reviewed Software Developers 2024
Financial Times - High-Growth Companies Asia-Pacific 2024
ET NOW - Best Tech Brands 2024
TIMES - Business Awards 2025 - Excellence in AI Solutions
ET Edge - Best Tech Brands 2025
NASSCOM - SME Inspire 2025 - Growth Leadership in Tech Services
ET NOW - Best Brands 2025
Clutch - Global Winner 2026
CNBC TV-18 Most Trusted Brands India 2021
The Manifest - Most Reviewed Software Developers 2024
Financial Times - High-Growth Companies Asia-Pacific 2024
ET NOW - Best Tech Brands 2024
TIMES - Business Awards 2025 - Excellence in AI Solutions
ET Edge - Best Tech Brands 2025
NASSCOM - SME Inspire 2025 - Growth Leadership in Tech Services
ET NOW - Best Brands 2025
Clutch - Global Winner 2026
CNBC TV-18 Most Trusted Brands India 2021
The Manifest - Most Reviewed Software Developers 2024
Financial Times - High-Growth Companies Asia-Pacific 2024
ET NOW - Best Tech Brands 2024
TIMES - Business Awards 2025 - Excellence in AI Solutions
ET Edge - Best Tech Brands 2025
NASSCOM - SME Inspire 2025 - Growth Leadership in Tech Services
ET NOW - Best Brands 2025
Clutch - Global Winner 2026
CNBC TV-18 Most Trusted Brands India 2021
The Manifest - Most Reviewed Software Developers 2024
Financial Times - High-Growth Companies Asia-Pacific 2024
ET NOW - Best Tech Brands 2024
TIMES - Business Awards 2025 - Excellence in AI Solutions
ET Edge - Best Tech Brands 2025
NASSCOM - SME Inspire 2025 - Growth Leadership in Tech Services
ET NOW - Best Brands 2025
Clutch - Global Winner 2026
