Sales force
Salesforce Salesforce Consulting Partner

Salesforce implementations built around your data model -- not the defaults

We design the Salesforce data architecture before touching the org. Every implementation starts with an ERD, not a login. Certified admins, architects, and developers across Sales Cloud, Service Cloud, and Einstein.

25+
Salesforce orgs delivered
SF Certified
Admins & architects
8 wks
Avg Sales Cloud go-live
Zero
Data lost in migrations
Salesforce dashboard
Sales force

Certified & partnered

Salesforce Consulting Partner
Salesforce Certified Administrator
Salesforce Certified Platform Developer
Salesforce Certified Sales Cloud Consultant
Salesforce Certified Service Cloud Consultant
Salesforce Certified Data Architect
Einstein Analytics Certified

What we deliver

What we deliver in Salesforce

Full-cycle Salesforce delivery from architecture through adoption. We do not cut corners on the data model.

Sales Cloud
Lead, opportunity, and pipeline management configured for your real sales process.
Service Cloud
Case management, omni-channel routing, and knowledge base implementation.
Einstein AI
Lead scoring, opportunity scoring, and Next Best Action -- properly calibrated.
Data Cloud
Unified customer profile across all Salesforce clouds and external systems.
Revenue Cloud
CPQ, billing, and contract lifecycle management for complex sales.
Experience Cloud
Partner portals, customer communities, and self-service implementations.
Flow Automation
Complex business process automation without APEX where possible.
Data Migration
Zero data loss migration from any legacy CRM into Salesforce.

Why clients choose us

Why teams choose Celumai for Salesforce

01

Data model before config

We produce an ERD and field architecture document before logging into your org. Most partners start configuring and document later. We never do.

02

Einstein actually calibrated

We configure Einstein Opportunity and Lead Scoring against your actual historical data -- not the defaults that every partner switches on and calls done.

03

Zero data loss migrations

Every Salesforce migration starts with a full data audit, deduplication pass, and rollback plan. We have delivered migrations with millions of records without losing a single one.

04

Adoption built in

We include role-based training, change management, and 30-day hypercare in every implementation. Adoption above 85% is a delivery requirement, not a nice-to-have.

Sound familiar?

Problems we fix on
Salesforce

Salesforce is live but adoption is below 50%
01 — Salesforce is live but adoption is below 50%

Salesforce is live but adoption is below 50%

Reps log deals in spreadsheets. Fields contain dummy data. Leadership cannot forecast. We audit the root cause -- usually a data model that does not match the real sales process -- and fix it.

Einstein scores nobody trusts
02 — Einstein scores nobody trusts

Einstein scores nobody trusts

Einstein was switched on with default settings. Scores have no correlation with actual conversion. Reps ignore them. We reconfigure against your historical data until the scores mean something.

The Salesforce data model is a mess nobody understands
03 — The Salesforce data model is a mess nobody understands

The Salesforce data model is a mess nobody understands

300 custom fields, no naming convention, 50 automations nobody can explain. We audit the org, document everything, and remediate the architecture without disrupting live operations.

Salesforce and the ERP show different numbers
04 — Salesforce and the ERP show different numbers

Salesforce and the ERP show different numbers

Sales and finance report different revenue figures from two systems. We build the bidirectional integration with full field mapping, conflict resolution, and real-time sync.

Client outcomes

What we have delivered with

All case studies →
How a Wealth Management Firm Turned a Broken CRM Into a £14M Cross-Sell Engine
£14M cross-sell pipeline identified

How a Wealth Management Firm Turned a Broken CRM Into a £14M Cross-Sell Engine

Independent Wealth Management Firm

A wealth management firm with 420 advisors had Salesforce configured for a business it used to be. Client…

£14M
Cross-sell pipeline
91%
Advisor adoption
£2.1M
New revenue Q1
18 wks
Delivery time
Read full case study →
CRM Migration for a Global Insurance Broker — Zero Pipeline Loss Across 8,400 Active Accounts
340,000 records — zero data loss

CRM Migration for a Global Insurance Broker — Zero Pipeline Loss Across 8,400 Active Accounts

Global Insurance Broker

A global insurance broker migrating from a legacy CRM to Salesforce had 8,400 active accounts, 340,000 activity records,…

8,400
Active accounts migrated
0
Records lost
92%
Post-migration data quality
180
Active renewals preserved
Read full case study →
AI-Powered Lead Scoring That Increased Sales Qualified Lead Accuracy by 340%
MQL-to-SQL conversion 11% → 49%

AI-Powered Lead Scoring That Increased Sales Qualified Lead Accuracy by 340%

B2B Enterprise Software Company

A B2B software company was passing 180 MQLs to sales every month. Conversion to SQL was 11%. Sales…

11%→49%
MQL-to-SQL conversion
68%
Unqualified lead time saved
1.8x
Revenue per rep
90 days
Time to result
Read full case study →

FAQ

Salesforce questions answered

Everything you need to know about working with Celumai on Salesforce.

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