Tag: Salesforce Consultant

The benefits of hiring a Salesforce Consulting Partner
Salesforce Consulting

The Benefits of Hiring a Salesforce Consulting Partner

Salesforce is a big platform. It presents a broad range of products and services that boost the efficiency and flexibility of business operations.

Salesforce’s scale and robustness have one effect, which is that its design, deployment, maintenance, and use can all be quite complicated. 

If you want to make the most of this CRM, you might want to hire a qualified and experienced Salesforce consultant.

Whether you are an established business, an existing user, or someone considering getting a CRM for the first time, you need a consultant if you want to get the most of it. 


Benefits of Hiring a Salesforce Consulting Partner

Discover the benefits of CEPTES‘ consultancy services and how they can assist you in achieving those CRM milestones.


Insightful Business Assessment

Our best-in-class Salesforce consultants are well-versed in company operations, KPIs, objectives, and specifications. They assess your present state, discuss the challenges, evaluate your capabilities, and then recommend the best features and product combinations for you to have the premium Salesforce experience.


Save time & Resources

By hiring a Salesforce consultant, you can be confident that you are effectively using your time and resources. CEPTES focuses on making the client experience cost-effective and rewarding through the service of certified experts and well-tailored resources. Our specialists are well versed in all the technical nuances related to the setup and optimization of cloud services. Such assistance ensures timely task completion.

Easy customization 

Businesses evolve throughout time. Their objectives and requirements likewise change. It’s possible that some of the cloud capabilities they currently use become irrelevant to them. Their upcoming endeavors may require additional Salesforce solutions.

We love seeing our clients going above their capabilities and achieving heights of success.  

CEPTES has assisted numerous businesses in augmenting their business processes and updating their workflows, empowering them to dominate their respective markets.


Utilizing the Salesforce Platform to its fullest extent

Complex systems like Salesforce can create advanced situations and challenges of many types. It requires a lot of strategy development to use. A consulting partner at your side will guarantee that necessary actions are taken to solve the issues and maintain the system’s functionality. They’ll use the newest technologies to boost productivity, which can enhance ROI for the business.


We have experience working with a variety of industry sectors, so we are aware of what may and cannot be successful. This ecosystem knowledge will ultimately prove to be quite advantageous for the company.


Long-Term Connections and Services

Salesforce is a long-term project. It is expected to progress with use and time. 

CEPTES offers ongoing, round-the-clock support and assistance as needed. We will support you through upcoming updates and modifications.


How to Choose the Best Salesforce Consulting Partner?

One of the main challenges for a business is to find a competent Salesforce consultant. 

Consider certain factors while seeking the right partner:

  • Relevant business experience
  • Expertise & Qualifications of the team (Salesforce Certifications)
  • Customer reviews
  • Customer service & support structure

With all the above factors in play, your ideal destination is CEPTES. With over 12 years of expertise and a team of seasoned specialists, we have the precise skills you require. Our consultation services will help you to cut costs, free up resources, and get a competitive advantage over your competition. 

Connect with us today!

Salesforce Consultant
Salesforce, Salesforce Consulting

Why You Should Hire Salesforce Consultant for Your Business?

Salesforce is without a doubt, one of the most widely utilized business software platforms today. For businesses looking to manage their business solutions seamlessly, Salesforce offers a wide range of products and services – that can do just that and more. It’s a one-stop solution for companies to manage their CRM, marketing, and all of their data in the cloud form.

However, many businesses today cannot get the most out of what the application has to offer. What goes wrong, you might wonder? What could be the potential flaws in their Salesforce implementation? To start, the software’s size and robust features mean one thing: it can be challenging to design, install, maintain, and use. 

Therefore, considering hiring a trained and experienced Salesforce consultant to assist you to get the most out of this CRM, is not a bad idea. Doesn’t matter if you are a small business or a big company with thousands of employees, hiring professionals with a significant level of experience, skill and insight can only take your business up. A reliable and cost-efficient way- if you ask us. 

In this article, we discuss a list of reasons explaining why your business should right away invest in a Salesforce Consultant. However, before attempting to understand all the benefits, let’s take a look at Salesforce as a platform.  

What is Salesforce?

Salesforce is one of the world’s leading cloud computing services as a software (SaaS) firm and specializes in customer relationship management (CRM). Be they Fortune 500 corporations or small startups, every business today is acquainted with the functionalities and benefits of the software.

Some of its most products are :

  • Salesforce Sales Cloud
  • Pardot
  • Salesforce Marketing Cloud
  • Salesforce Service Cloud

Benefits of Hiring Salesforce Consultants

  • Get experienced professionals

Salesforce experts, without a doubt, have more expertise and knowledge of the Salesforce platform than your admin team. A Salesforce consultant can assist you in overcoming frequent roadblocks that they have when using the software for the first time as well as regularly. 

They offer a well-established methodology with a broad viewpoint, so you can see how your consumers’ needs relate to your business more clearly. With the skills and experience of skilled Salesforce consulting teams, you won’t have to worry about losing time with Salesforce implementation.

  • Avoid the most common blunders

Prevention is better than cure- businesses know this saying all too well. Even a rapidly growing successful business can become prey to internal technical issues, resulting in huge losses. Salesforce being a vast platform, it does leave space for such issues to arise in the future.

When you hire a Salesforce Consultant, you get to gain a comprehensive understanding of the issues that might develop with any CRM system, such as the fact that a specific solution does not suit your firm despite suiting other companies in your industry.

  • Stay updated with all the features

Salesforce keeps launching updates, add-ons, and features, increasing the utility and efficiency of the platform. Salesforce consultants stay up to date on all the newest Salesforce platform updates, adds-on, and best practices. 

They work with a large number of clients regularly and are well-versed in innovations as they emerge, keeping them updated on how to best use those changes to meet the enterprise’s goals. In short, hiring a Salesforce consultant makes sense because they are always working on the platform and can maximize Salesforce capabilities.

  • Support is always one click away

You can always have access to the consultants in case any technical problem related to CRM occurs, and know that they are the best people to deal with it.  

You can confidently transfer over support to the consulting firm once the project is concluded. Then you and your workers can focus on tasks that provide results rather than system maintenance and administration. 

  • Save time and resources

Time is money in business and nothing is more frustrating in business than wasted potential. A Salesforce consultancy will ensure you are efficient with your time and resources. The professional consultants are experts at providing your business with tailored resources in a manner that is cost-effective and worth your time. Ultimately, when Salesforce is used properly, it can help you save time and resources across the board.

  • Save money

Cost, maintenance, and human resources are all major determining elements that might result in a variety of charges. A Salesforce consultant does not have to work for your company full-time. You can employ Salesforce consultant(s) for specific project requirements, who are billed by the hour, whether you are a small business, a startup, or a huge corporation. 

You may then use the Salesforce consultant’s experience for your specific needs. Further, there is no need for you to hire a full-time employee or team of employees as Salesforce admin, thus again saving you a lot of money.

  • Train your internal staff

With the Consultant’s experience and expertise in this technology, a certified Salesforce consultant can also train your internal team and gain knowledge about the in and outs of the platform. A qualified consultant will also be able to assist you with future Salesforce projects, training, support, and issue resolution.

To Sum Up

We hope this article has given you an insight into how hiring a Salesforce Consultant can have many advantages. Let us know your thoughts on the same in the comments below!

Salesforce Managed Services
Salesforce, Salesforce Managed Services

Why should you Hire Salesforce Managed Services Experts?

When looking for the most versatile and powerful business tools online, Salesforce is often the first resort. The world’s leading customer relationship management (CRM) platform offers a host of functionalities, features, tools, services, products, and sources for seamless business management. 

However, this same expanse of the platform often poses a significant challenge to users, who might not understand and implement the platform’s vastness thoroughly. While Salesforce is simple and automated to a great extent, its development and implementation might turn out to be complicated. 

Third-party consulting partners like Ceptes emerge as a reliable alternative in this scenario, enabling the business to explore the unlimited potential of the platform. While ensuring rapid growth and customer satisfaction, these Salesforce consulting firms are equipped with a diverse team of experienced experts to serve your needs. 

Here are the top 6 benefits of hiring a third-party consultant for Salesforce Managed Services if you are giving it a thought.

  • A Cost-Effective Alternative 

As the cutting-edge SaaS platform, Salesforce can be handled only by highly-trained specialists. Hiring a full-time, on-premises consultant for taking the platform would require you to regularly pay them a fixed salary, no matter whether you need their services every day or not. Let there be no doubt that Salesforce professionals are highly in demand and, therefore, could cost you a moon.

Hiring a third-party consultant could prove to be a much more cost-effective solution instead. Salesforce-managed service providers need to be hired (and paid) only when their services are required.

  • Niche Expertise at Your Call 

Salesforce consultancy firms comprise not just coders or developers. Instead, their team consists of a well-balanced team of experts on business processes, KPIs, goals, data analysis, and more. 

Simply put, hiring third-party Salesforce consultants enables you to access analytical and problem-solving niche expertise so that you can easily map your business objectives with Salesforce features. From anticipating and mitigating risks to improving business operations for greater efficiency, you have a team of experts with diverse backgrounds and unique awareness domains at your disposal. 

  • No Expenses on Training 

The Salesforce CRM platform boasts continuous and frequent updates to its feature and architecture. Therefore, any Salesforce professional needs to equip themselves with the latest and accurate information. 

If you end up hiring an in-house Salesforce consultant, you would also be required to bear additional expenses on their training to stay abreast of the latest trends and technological advancements related to the platform. 

On the other hand, hiring a third-party consultant firm saves you from all the time, effort, and money you would have to put into such a training exercise. Salesforce-managed service providers keep themselves updated and trained in the expertise they are selling, and you get to stay ahead of the curve automatically. 

  • Remote Services Available 24/7

While in-house consultants would be available only during fixed working hours and might take short or long leaves from time to time, third-party consultants are never unavailable. Most Salesforce managed service providers, including us at Ceptes, offer 24/7 all-day-round support to clients. All you need is to get in touch to have your queries answered or problems resolved. 

Another advantage of hiring a third-party consultant is the option of availing their services remotely. You do not have to build additional on-premises infrastructure for procuring such a service with outsourced consultants. Salesforce, after all, is a cloud-based platform that can be managed remotely with ease. You are promised speed and efficiency of service and a proactive consultant at your disposal. 

  • Instant Scalability and Flexibility 

Hiring an in-house consultant restricts you from scaling up operations unless you hire additional resources. After all, there is only so much responsibility that you can thrust upon an individual at your firm. Once hired for a particular set of roles, it is challenging to scale their services up or down flexibly. 

This is not the case with a third-party consulting firm, partnering with which gives you the convenient option of scaling services up and down overnight. It is the responsibility of the consultant to adjust their services as per your needs and demands. You might even choose to hire a bigger team of consultants that provides you comprehensive services in a single package.  

  • Seamless Collaboration 

With the array of services that a Salesforce Consultant like Ceptes provides, businesses can expect more straightforward and hassle-free collaboration among their own team. This is because everyone can be on the same page, with the consultant relaying information to all members. Once different staff members have access to unified data and understanding of the Salesforce platform, the room for seamless collaboration is already built. 

  • Leverage the Benefits of Salesforce Managed Service Providers Today!

While Salesforce enables businesses a robust digital transformation, an experienced Salesforce consultancy firm helps you supercharge your experience and understanding of the platform. At Ceptes, we are helping our clients achieve exactly that, offering fully customized Salesforce implementation enhancing critical business procedures and workflows. 

As experts in Sales, Service, and Marketing Clouds, our team enables your business to seamlessly integrate various solutions and analytics to uncover actionable business insights. We also offer end-to-end Salesforce solutions tailored for niche industries along with opportunity evaluation for the entire lifecycle. 

Are you interested in extending your team with our certified Salesforce managed services? Request a consultation today, and explore the benefits of hiring us as your strategic partner!

Top 6 Reasons I Love to Work at CEPTES

Top 6 Reasons Why I Love to Work at CEPTES

CEPTES is flourishing! The past decade’s growth has been phenomenal, and the company is heading for unprecedented growth soon, despite the pandemic. We all aspire to do something genuinely great and fulfilling. Having spent almost 2.5 years on the job here, I have been excited, appreciated, and inspired by the wonderful people I call my colleagues here! This fast-growing Salesforce company offers immense opportunities for growth and success for Salesforce professionals like me.

Using technology for innovation, CEPTES is the best place for all brilliant minds with out-of-the-box thinking. Let me quickly sum up some of the most incredible reasons why I love to work at CEPTES?


Grow with the organization

CEPTES is growing at a fantastic pace compared to other companies of the same strength. Working at such a company can mean you are ready to soar high on the clouds of success, and your career is on the right track. Here, I have many opportunities to learn, improve, and work with experienced resources, which are quite cooperative and helpful. I am ready to make significant strides in my career with the swiftly growing CEPTES.

Grow with the organization

Learn to innovate

After joining CEPTES only, I realized that innovation could be taught, and people can learn to be innovative, thanks to the beautiful environment and the culture that nurtures and encourages innovation without any biases. Irrespective of your organization’s position, you can share your innovative ideas, and the best part is you can share these ideas without fear of any kind. 

The seniors are highly supportive, and the management is highly encouraging to all those who want to contribute through innovation. The ultimate goal of all this is to make CEPTES a more welcoming and friendly workplace for the employees and a perfect outsourcing destination for clients looking for outstanding Salesforce solutions.

Also Read: How CEPTES Balances its Employees’ Work Life?


Learn to Innovate

CEPTES wears its core values up its sleeve 

The company maintains complete transparency throughout the processes, and as an employee, I can say that CEPTES wears its values right on its proverbial sleeve. 

Furthermore, CEPTES ensures that its core values don’t just stay there on the wall. The values are applied across its operations and the company culture. So, we all strive to achieve common organizational goals, and being part of this company is a fantastic feeling for me.


Work with supportive colleagues and management

The people here are just incredible, and they have imbibed the company culture in their routine. Even when I was hired, I faced some incredibly different and unique questions during my manager interview. This was perhaps the first glimpse of how amazing it’s going to be once I get to work here. And, luckily, I am here and enjoying every single day of my employment here since then! The agreement, mutual support, and innovation culture encourage everyone to support one another, bearing only the common goals and organizational growth. 

Work with supportive colleagues and management

Thriving culture

A winning culture can be your ultimate launch pad to success, no matter whether you are a Salesforce developer, Salesforce consultant, designer, or expert in any other domain. CEPTES is an organization where growth, success, rewards, and recognition will fall in your lap, provided that you also give your 100% to your job!

Try and try until you succeed 

Are you afraid of failures? Do you think you’ll be out of the organization if you fail? Well, at CEPTES, you get all the support and guidance needed to ensure success in your career as long as you are willing to put your best efforts, learn from feedback & criticism, and innovate!


Try and try until you succeed


Wrapping Up

In short, CEPTES is where you ought to be if Salesforce is your passion and unique work culture is your dream. We cater to a wide range of industries, from the titans to the fledgling firms and all those in-between. Are you ready to achieve excellence in your career? Take a giant leap in your Salesforce career with the experts at CEPTES – the fast-growing Salesforce Silver Partner! Check our latest job openings to be a part of CEPTES!

Milestones, Salesforce

CEPTES is now a proud Salesforce Silver Consulting Partner

We are pleased to announce that CEPTES Software is now an official Salesforce Silver Consulting Partner. The recently designated status exhibits our commitment to Salesforce and expertise in the Platform. It’s been an amazing journey for us and this achievement will boost our confidence to accomplish more accolades in the upcoming months.

Salesforce partner program identifies their partner’s commitment & contribution towards the ecosystem through various courses. The partner level is defined based on the number of certified resources, sales performance, and customer satisfaction ratings. We have been working extremely hard to offer the best Salesforce solutions and achieve the highest customer success. CEPTES has been continuously growing and receiving accolades for our accomplishments. We are now a team of 70+ certified resources (80% of our total resources) and with a CSAT score of 9.29 after serving customers spanning over various industries.

We would like to take this opportunity to say a BIG Thank You to our entire #CEPTES Ohana for their stringent commitment and passion towards CEPTES and the Salesforce technology. With a great team of consultants, architects, analysts, project managers, sales, marketing, support, and delivery, we are set to achieve higher accomplishments. We would also like to thank each and every one of our customers and partners for all the support. You have been our backbone and we are committed to serving you better every time.

The journey will continue

CEPTES has been working with various enterprises for over 8 years, solving complex business challenges by leveraging cutting-edge Salesforce solutions. We will continue our journey to transform our customer’s various business verticals and work harder to become a Gold Partner in 2019!

Stay tuned for more exciting news!



CEPTES is a global IT service provider & a Salesforce focused organization. We enable customers to solve complex technological challenges with innovative Salesforce solutions. With over 8 years of experience, we drive efficiency to optimize the way businesses operate. We are present in the US, India & New Zealand.

With our multi-industry expertise, we deliver transformational outcomes for a demanding new age digital world by offering Salesforce Integration, Digital Transformation, Lightning Enablement, Einstein Analytics, AppExchange Development, Big Data & Vision API Solutions. With a whopping customer retention rate of 99%, most of our clients settle a long-standing alliance with us engaging in subsequent and multiple projects.

New Trailblazer

Meet Our New Trailblazer: Arun R.

Hello Ohana. We are delighted to introduce our new trailblazer Arun. Arun has joined CEPTES as a Project Lead & he is from Kerala, popularly known as God’s own country. Arun has done some amazing work in his career and it’s a pleasure having him in our team of Salesforce experts.

Arun has worked with some of the premium Salesforce partner companies and carries over 6 years of experience & 5 certifications in the Salesforce ecosystem. He has successfully led projects and developed 15+ enterprise solutions for various industries like Telecom, Semiconductor, Mass media etc. While having excellent command over Lightning, Visualforce & Apex, Arun has a high level of expertise in Sales Cloud, Service Cloud, Marketing Cloud, and Community Cloud implementation.

Arun is passionate about working with businesses looking to get the most out of the Salesforce platform as he understands the many platform benefits first hand. He always looks to deliver high-quality solutions using best practices. Arun loves playing badminton and prefers taking his bike out to explore new places. He is highly excited to be a part of CEPTES as a Project Lead where he looks to expand his project delivery experience and gain more knowledge & expertise on the platform.

Welcome to the CEPTES family, Arun!

Industry Expertise

Mass media


Sales Cloud
Marketing Cloud
Service Cloud
Community Cloud
Salesforce solutions


salesforce_certified_platform_developer_i  salesforce sales cloud consultant  service cloud consultant

salesforce_certified_platform_app_builder  salesforce adminstrator

Salesforce Consulting

Why you need the best Salesforce Consulting firm for your CRM Implementation?

Regardless of the industry you are operating, or the size of your business, customer relationship is a critical factor to achieve business success. Building and maintaining firm relationships with customers is one of the core business goals of any enterprise. The idea of a CRM (customer relationship management) system is certainly easy to agree with, however implementing it in your business model is a big leap.

When it comes to implementing the most powerful CRM system, it is an easy pick for any business to go for Salesforce, world’s #1 CRM provider. Salesforce CRM can supercharge your business by offering an intelligent approach to store and manage your customer and lead information. It supports your sales and marketing team to increase lead pipeline to acquire new customers quickly. This also helps your service team deal with your customers in a more efficient way to keep them engaged. In a nutshell, Salesforce CRM does it all in one integrated platform by keeping your entire business connected with a very minimum IT involvement and driving your business quickly towards growth.

As valuable a CRM system can be, implementing it into any business model can sometimes be tricky. This involves risk, time and cost. And that’s where the need of a top-notch Salesforce consulting firm comes in.

Salesforce CRM implementation involves multiple steps. You need enterprise-level expertise to follow these steps for a seamless implementation. A typical Salesforce CRM implementation involves below steps;

  • Planning the integration process
  • Educating your team
  • Preparing data
  • Migrating data
  • Tracking progress
  • Updating and communicating

All these six steps can be summarized in 4 processes: (i) Prepare, (ii) Set-up, (iii) Engage and (iv) Extend. Implementing any new software always face some bumps as it takes some time for a team to adapt. This transition becomes smooth with a registered Salesforce consulting partner firm who can help your business as well as your team to get through this process.

The implementation process with the best Salesforce consultant begins with exchanging ideas and setting up goals. The consultant meets with your project team to determine your company’s specific goals and requirements. It is very important to set your goals from the very beginning, as well as to make your Salesforce consultant understand what are your expectations from this implementation. This process is typically called an information gathering process. A Salesforce expert can help your team identify processes which can be streamlined or refurbished to ease the transition to a more advanced work environment. Only a Salesforce expert can better able to help you understand the various functionalities of the CRM and will help you choose the most suited features for your business.

Each system transition differs from business to business. Even the CRM features that one enterprise require may not be essential for some other enterprise. Only a Salesforce consultant has the CRM knowledge, expertise, industry experience, and technical understanding to take you through this journey. A registered Salesforce partner company or a certified Salesforce consultant can ensure relevant actions has been taken to mitigate any kind of risk involved during the data migration or CRM integration.

A certified Salesforce consultant will set clear milestones which will help you track your progress and this will also accelerate the work so that the implementation can be done within the predefined time. Once you are done with the implementation, the most challenging work for a Salesforce consultant starts. Initially it could be a big task for your team to work effectively with the new CRM. As we know no one like changes at the beginning, there is always a risk of losing productivity. A Salesforce consultant and his support team can offer crucial post-implementation training and support to help your team understand the CRM and its functionalities. This will help you accelerate the CRM adaption process and will make your team productive.

Salesforce consulting companies can help you in setting up the dashboard, automating the system, project tracking, email setup, lead management process etc. They can also help you customize features as per your specific requirements. The best part is the support service. An efficient Salesforce partner company offers support services which can help your IT team and admin tackle any kind of issues when occurred.

You can experience a smooth transition and get the best out the world’s #1 CRM with the help of the best Salesforce consulting firm. This will enable your company to enhance business efficiencies, reduce operational costs, improve customer service, and will empower you to face the complex challenges in today’s ever-changing business world.

CEPTES – A Registered Salesforce Consulting Partner

With our 10+ years of Salesforce platform experience and after delivering 250+ projects across the globe, we are the first choice registered Salesforce consulting partner for Salesforce CRM implementation for enterprises across varied industries. Our team of Salesforce experts has proven expertise and experience to manage complex implementation projects. With over 80% certified Salesforce professionals, CEPTES can help you in a smooth Salesforce CRM implementation. Get in touch today to avail a free consulting session.

CRM, Salesforce

CEPTES: Expands Its Operations in USA

Santa Barbara, CA, August 18, 2017 – CEPTES, a Salesforce certified partner with pure focus on AppExchange solution development, building enterprise end-end solutions, third-party integration with various ERP solutions with Salesforce is truly a Salesforce development entity catering currently to various US and European customers. With its increase in footprints in USA, CEPTES plans to be more closer to its clients by registering its new office in Santa Barbara, California. This would help CEPTES to engage with its customers more frequently and able to expand its presence in USA region. The increasing adoption of Salesforce by its various enterprise customers, CEPTES will focus more on the areas of Wave Analytics and Salesforce Einstein implementation to Salesforce customers.

CEPTES have extensively worked with financial healthcare, life-science, retail and manufacturing and would be predominantly focusing more on providing better solutions on all these domains.

CEPTES USA office would invest more on sales and marketing and with its best practices in product development, enhancements, deployment would help to provide great value add to its existing and new potential customers. Their service model would be provide quality solutions, timely delivery, cost saving through faster deployment

Co-Founders of CEPTES, Mr. Harish Kumar Poolakade said, “Our strategy is to move more closer to our customers to understand their business better thereby providing better service excellence.”

Co-Founders of CEPTES, Mr. Priya Ranjan Panigrahy said, “We keep on expanding our network through quality Salesforce services. Our mantra is to achieve quality service and also turning Data into Insight.”

Established in the year 2010, CEPTES today is one of the leading and esteemed IT solutions provider focusing only on salesforce platform product development and consulting. CEPTES has an established track record of over seven years for 100% successful execution of all projects, satisfied customers and 90% retention of its existing customers.

Today, the brand is all set to move on to the next level with a well-planned competitive stand backed by the professional delivery approach. The journey of CEPTES is summed up as the one ‘from conviction to accomplishment’ and considered as a genuine success story in the genre of IT Solutions.

CEPTES stands as the undisputed leader in keeping up to the latest in the technology by investing on Centre of Excellence within its organisation and nurturing talents wherein our team are ready to work on the cutting edge technology like lightning-ready app development, building enterprise solutions on lighting and Salesforce 1, Third-Party Integration with its vision to continue being the most preferred partner in times to come. It is a definite step in the future and a promising move towards an intention to serve more customers with high-quality solutions. Headquartered in India, CEPTES is also branching out to New Zealand.