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20+ certifications Admin, Dev, AI, Data Cloud
10+ years of Salesforce experience
Salesforce Consulting Partner

Senior Salesforce advice, before you commit.

Talk to someone who has actually shipped what you're scoping. No deck-only engagements. No exploratory retainers that drift for six months. Most of our consulting calls end with a specific decision or a scoped recommendation.

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First hour is free  ·  No follow-up sales sequence  ·  Senior consultants only
Sales Cloud Service Cloud Marketing Cloud Account Engagement Commerce Cloud Agentforce Data Cloud Experience Cloud MuleSoft Nonprofit Cloud Education Cloud Einstein AI Sales Cloud Service Cloud Marketing Cloud Account Engagement Commerce Cloud Agentforce Data Cloud Experience Cloud MuleSoft Nonprofit Cloud Education Cloud Einstein AI
The honest question

Is your Salesforce actually working for you?

You invested in Salesforce. Your team got trained. The system went live. And six months later your reps are tracking deals in spreadsheets, your pipeline data is unreliable, and your dashboards take an hour to load.

This is the most common Salesforce story — and it's not a technology problem. It's a consulting problem.

Most Salesforce orgs we audit were built by teams who knew the platform but didn't understand the business. The result: technically clean configuration that doesn't fit how anyone actually works.

We approach consulting differently. We start with your business goals, not Salesforce features. We map your real workflows before touching a single configuration. And we don't recommend changes until we understand what the team is already working around.

Signs your Salesforce isn't delivering:

Reps still keep their pipeline in Excel or a separate tool

Adoption stalled around 60% and never recovered

Reports take too long, or nobody trusts the numbers

You're paying for licenses your team doesn't actually use

The last consulting partner disappeared after go-live

Custom code breaks every Salesforce release

What we do

A senior Salesforce consultant in the room.

We get hired when the right decision matters more than the cheapest opinion. Usually that's a leadership team trying to decide if Salesforce is the right platform, an existing customer trying to figure out why their org isn't delivering, or a team scoping a multi-cloud rollout that wants a senior architect in the room before signing the SOW.

We don't run six-month consulting engagements that produce nothing but slides. Every conversation ends with a specific decision, a document, or an architectural recommendation. If you should build, we'll tell you how. If you shouldn't build it yet, we'll tell you why.

The senior consultant on your call is the same person who would design and build the project if it goes ahead. There's no consulting team handing your problem to a delivery team later.

What's included

Six things on every engagement.

01

Platform fit assessment

Is Salesforce actually right for your stage and budget, or would HubSpot or Dynamics serve you better. Honest answer, not a sales pitch.

02

Cloud selection

Which Salesforce clouds solve your problem, and which ones you don't need yet. Most companies are licensed for more than they use.

03

Architecture review

Audit of existing orgs covering data model, automation, technical debt, and what's slowing your team down today.

04

Roadmap planning

6, 12, and 24-month plans with realistic timelines and budget guidance. Phased so the team can actually deliver.

05

Build-vs-buy

Recommendations on AppExchange apps and custom development. When to extend Salesforce, when to install a package, when to rebuild from scratch.

06

License optimisation

Audit of your current Salesforce spend. Most clients save 15-30% on annual licenses after we review what they're paying for.

Who this is for

Three situations we hear most often.

Pre-purchase

Founders and COOs deciding on Salesforce

You're evaluating whether to invest in Salesforce or stick with what's working. Big spend, big commitment. Want a senior outside opinion before you sign.

  • Platform vs. alternatives
  • Total cost of ownership reality
  • Implementation effort estimate
Underperforming org

VPs whose Salesforce isn't delivering

You own a Salesforce instance that should be working harder. Adoption is patchy, reports don't match reality, the team works around it. Need to know what to fix first.

  • Adoption diagnostic
  • Technical debt audit
  • Phased remediation plan
Renewal time

Finance and procurement teams at renewal

Annual Salesforce renewal coming up. You're paying for licenses, add-ons, and editions. Suspect you're over-licensed but don't know what's safe to cut.

  • License utilisation audit
  • Edition right-sizing
  • Renewal negotiation prep
Why Clotus for consulting

Three things that make the difference.

Senior-only calls

Every conversation is with a Salesforce-certified senior consultant. No sales reps, no SDRs, no qualification round before you get to the technical conversation.

No retainer minimums

Buy two hours or twenty. Pay only for what you use. We don't lock anyone into long-term retainers when a few sessions would do.

Decisions, not hours

We measure success by what gets decided, not how long the call ran. Most clients close their initial engagement in 4-8 hours.

Domains we work in

Salesforce consulting for your industry.

Generic Salesforce implementations underperform because they ignore how different industries operate. We bring domain knowledge specific to your sector — and to the regulatory and operational reality around it.

Financial Services & FinTech

Banks, NBFCs, wealth managers, and FinTech firms. Compliance-ready workflows, KYC/AML integration, client 360 views, and advisor productivity tools for regulated environments.

  • Financial Services Cloud
  • KYC/AML
  • Advisor Tools

Healthcare & Life Sciences

Patient engagement, care coordination, clinical trial management, and pharma sales ops. HIPAA-aligned data models, provider-payer workflow automation, and real-time compliance dashboards.

  • Health Cloud
  • HIPAA alignment
  • Patient 360

Real Estate & PropTech

Developers, brokerages, and property managers with long sales cycles and complex relationships. Lead-to-closure pipelines, investor relations portals, off-plan tracking, and post-sale engagement.

  • Lead-to-closure
  • Investor relations
  • Experience Cloud

Manufacturing

CRM connected to production reality. Sales forecasts aligned with capacity, real-time ERP integration, and Experience Cloud portals giving channel partners and distributors live visibility.

  • Manufacturing Cloud
  • ERP integration
  • Partner portals

Education & EdTech

Universities, K-12 schools, and EdTech companies. Student lifecycle management, admissions tracking, alumni engagement, fundraising automation, and multi-campus reporting.

  • Education Cloud
  • Student lifecycle
  • Admissions pipeline

Retail & E-commerce

Unified customer profiles across online and offline. Loyalty automation, personalised marketing journeys, and omnichannel reporting through Commerce Cloud, Marketing Cloud, and Data Cloud.

  • Commerce Cloud
  • Loyalty Management
  • Omnichannel

Nonprofits & NGOs

Donor management, grant tracking, volunteer coordination, and impact reporting. Recurring gifts, fund restrictions, and audit-ready dashboards built for nonprofit accountability.

  • Nonprofit Cloud
  • Donor management
  • Grant tracking

Professional Services

Consulting firms, law practices, staffing agencies, and accounting firms. Client relationships, project pipelines, billable resource management, and recurring engagement tracking.

  • Client management
  • Resource planning
  • Revenue Cloud
How we deliver

Our consulting process, step by step.

Every engagement follows a structured process designed to minimise risk, maximise adoption, and get you to value faster. Here's exactly what to expect.

01
Week 1

Discovery & business analysis

We map your current processes, interview key stakeholders across sales, service, and operations, and identify the gaps between where you are and where you need to be. No assumptions. No reusing templates from another client.

02
Week 2

CRM strategy & architecture design

A Salesforce architecture designed around your specific workflows — data model, automation logic, integration points, user roles, and permission structure. This blueprint is your reference document for the rest of the engagement.

03
Week 3

Data audit & cleansing

Before any configuration, we clean and structure your existing data. Bad data in equals bad decisions out. Every record validated, every duplicate flagged, every field mapped to the right destination.

04
Weeks 4–6

Configure, build & test

Salesforce configured to match your blueprint. Multiple UAT rounds with your team. Iterations based on feedback. Nothing goes to production until your stakeholders sign off on what they've seen working in sandbox.

05
Weeks 6–7

Training & change management

Technology adoption fails without people adoption. Role-specific training, internal champion programs, and change management materials so your team actually uses the system after we leave.

06
Week 8 onward

Go-live & ongoing support

We manage your go-live to minimise disruption. Post-launch we stay engaged — monitoring performance, resolving issues, and continuously optimising. No disappearing act after launch.

Transparent pricing

What Salesforce consulting actually costs.

Salesforce consulting costs depend on scope, complexity, and engagement model. Here's a working framework — and where our India-based delivery sits relative to US and UK partners.

Engagement type
Typical cost range
Best for
QuickStart Implementation 3–4 weeks
$2,500–$8,000
Small teams, basic configurations, single-cloud rollout
Mid-Market Implementation 8–14 weeks
$12,000–$50,000
Growing businesses with custom workflows and integrations
Enterprise Implementation 4–6 months+
$100,000+
Complex multi-cloud, multi-system, multi-region projects
Monthly Managed Services Ongoing
From $1,000/mo
Ongoing administration, support, and quarterly optimisation
Hourly Consulting (T&M) Flexible
$75–$150/hour
Flexible engagements, advisory work, code reviews
India delivery, global quality.

Our India-based delivery model lets us deliver Salesforce work at rates roughly 30–50% lower than US or UK-based partners — without compromising certification levels, process discipline, or deliverable quality. For global businesses, the cost difference adds up significantly over the lifetime of a Salesforce program.

Credentials

Salesforce certifications on every engagement.

Every project is led by Salesforce-certified consultants. Active certifications, renewed every release cycle. No junior-only delivery teams.

Service Cloud consultant Active & verified
CPQ Specialist Coming 2026
Platform User Experience Designer In progress
Platform Administrator In progress

Active consultant certifications on our team

Salesforce Certified Administrator
Advanced Administrator
Sales Cloud Consultant
Service Cloud Consultant
Marketing Cloud Administrator
Marketing Cloud Email Specialist
Platform App Builder
Platform Developer I
Platform Developer II
Pardot Specialist
Pardot Consultant
Experience Cloud Consultant
Data Cloud Consultant
AI Specialist
Agentforce Specialist
Nonprofit Cloud Consultant
Education Cloud Consultant
CPQ Specialist
JavaScript Developer I
Business Analyst

20+ active certifications across our delivery team. Renewed every Salesforce release cycle (three times a year).

Client Stories

In our clients' own words.

“
The CLOTUS team was extremely helpful, creative, and responsive. Their ability to assess our needs and create both custom solutions as well as deploying existing Salesforce tools was strategic and cost effective. They were able to assist our team in transforming our analog and paper processes to one that shares information real-time, with added automation and needed checks and balances. They were always willing to jump on a call to explain different aspects of the new aspects and even created video tutorials as needed. Regardless of timezone they were able to adjust to our executives' schedules. Their pricing was fair and they worked hard to build trust with the team. We have already begun discussions on the next phase of development and CLOTUS will be our go-to partner going forward. I highly recommend their services.
CS
Christine SimmonsCOO · Elite Auto Network
Process automationOperational system
“
Clotus Infotech has been an outstanding partner in our Salesforce Sales Cloud implementation. Their expertise, tailored solutions, and seamless execution streamlined our sales processes and exceeded expectations. We highly recommend them for reliable and skilled Salesforce support.
MM
Murugan MahesaClew Pouches
Sales Cloud Implementation
“
Have been working with the Clotus team for years and couldn't have asked for a better partner. Well versed in the nuances of Salesforce, very supporting and highly flexible when it comes to projects and timelines.
MJ
Muath Jamala PATH
Long-term partner Multi-project
“
Very knowledgeable and great communication. They take the time to understand your business and your needs. Highly recommend Clotus!
BB
Brian Bennett Roadex
Discovery-led Salesforce consulting
“
Very responsive. Met deadlines. Easy to work with. Knowledgeable.
AP
Anthony Parenti Indigo USA
Responsive delivery On-time
Get in Touch

What can we help you with? Salesforce, mostly.

Question about your org? Project you're scoping? Just want to talk options? Send a message. We reply in a day.

Reach us directly

How to reach us.

Email, phone, or set a time that works for you. We respond to all of them within a day.

hello@clotus.tech Replies inside a day
+1 443-332-2799 US line, sales and partnerships
+91 91226 62688 India line, delivery centre and technical
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Reply in one day. We don't spam, and the call is optional.

Free first hour

Talk to a senior Salesforce consultant.

The first hour is free. No follow-up sales sequence, no obligation, no commitment. Just a senior consultant ready to answer your questions.

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Common questions

Salesforce FAQs

The questions buyers ask before hiring a Salesforce consultant. Real answers, no marketing copy.

What does Salesforce implementation typically cost?

Salesforce implementation costs vary widely — from $5,000 for a small Sales Cloud Essentials setup to $500,000+ for an enterprise multi-cloud rollout. For Clotus, typical Sales Cloud implementations range from $5,000 quick-starts up to $250,000+ multi-cloud enterprise rollouts. Most projects land between $25,000-$100,000. Use the Request a Quote form for a number specific to your project.

How long does a Salesforce implementation take?

Most implementations run 8-14 weeks. Quick-start packages can be done in 2-4 weeks. Enterprise multi-cloud rollouts go 4-9 months. Before any of that, do a 2-week discovery sprint. Most of the projects that blow past their timeline didn't do one.

What's the difference between Sales Cloud and Service Cloud?

Sales Cloud is for sales teams: pipeline, opportunities, forecasting, lead-to-cash. Service Cloud is for support teams: case management, knowledge bases, omni-channel. Most businesses need both, with shared customer data.

Is Clotus a Salesforce Partner?

Yes. Clotus has been a Salesforce Consulting Partner for over a decade. Salesforce was the founding service. The team holds 20+ certifications: Admin, Platform Developer, AI Specialist, Data Cloud Consultant, and others.

What is Agentforce and do we need it?

Agentforce is Salesforce's autonomous AI agent layer. Honest answer: most businesses aren't ready for it. Agents need clean, unified data (Data Cloud) to work. Skip that step and they'll confidently produce wrong answers. We start most AI conversations with a data audit before talking about agents.

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