Our solutions Salesforce Consulting

Transform your Salesforce instance into a powerful and efficient platform.
Diagnosis, optimization, and strategic support with certified specialists.

Performance, security, and efficiency for your Salesforce instance

At Biz2People, we specialize in customized solutions and technical audits for Salesforce environments. We act as an end-to-end Salesforce consultancy, delivering enhanced performance, governance, and security to your operations. With our expertise, your business maximizes the platform’s value — with an agile, results-driven approach.

We work with Salesforce’s main clouds, such as Sales Cloud, Service Cloud, Vlocity, and Experience Cloud, all of which are supported by a network of multidisciplinary certified and fully-certified consultants. We also offer the exclusive Orgaudit 360™, our exclusive and specialized audit, to ensure your Salesforce instance is secure, efficient, and sustainable.

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Strategic solutions for every stage of your Salesforce journey

Technical support and continuous development

Does your company already use Salesforce but face challenges maintaining and evolving the platform? We offer specialized technical teams for administration, development of new features, and continuous improvements.

Complete and custom implementation

For companies just starting with Salesforce, we handle implementation from the ground up: customizing business rules, creating tailored workflows and integrations, training your team, and ensuring everything aligns with Salesforce's best practices.

Why hire a Salesforce consultancy?

Our specialized consulting services allow you to avoid common pitfalls, follow industry best practices, accelerate results, and count on in-depth knowledge of platform architecture and limitations. Our approach reduces rework, improves adoption rates, and ensures scalability.

Common Questions About Salesforce

Explore answers to frequently asked questions about our solutions, processes, and how we can support your business goals.

What benefits can I achieve with Salesforce customization?

Customising Salesforce provides solutions tailored to your business’s specific processes. This can increase operational efficiency, improve user experience, and deliver consistent results. A specialized Salesforce consultancy ensures these customizations follow platform best practices and generate real value for your company.

We start by comprehensively mapping your business needs. Then, we configure a customized Salesforce solution and guide your team on best usage practices. We focus on delivering an agile, secure implementation aligned with your strategic objectives.

Yes. We provide consulting services to integrate Salesforce with ERP systems, marketing platforms, legacy CRMs, and other enterprise tools. We create robust solutions focusing on scalability and governance using APIs, native connectors, and low-code technologies.

The timeline depends on the project’s complexity and the number of integrations and customizations required. However, our agile methodology ensures efficient planning and quick delivery, prioritizing quality and maximizing ROI.

We offer tailored Salesforce training programs designed to meet the specific needs of each team. Our specialists train users to fully utilize the platform, promoting efficient adoption and ensuring a fast return on investment.

Recomended Solution

Check out our Orgaudit 360 for those who already have Salesforce solutions implemented in their company.

Talk to a
Salesforce Expert

Fill out our form and discover how our CRM Salesforce consulting and development solutions can transform customer management and drive sustainable business growth.

Our relationship with Biz2People has been ongoing for year.

We’ve always worked with highly qualified professionals in the CRM field who deliver exceptional results.

We’ve never felt unsupported. There’s real partnership, with active listening, transparency, and a focus on continuous improvement.

Grupo Primo 🇧🇷 Said El Hajj

Biz2People took the time to understand my business needs and process flow to ensure the solutions we put in place on the project met not only our current needs but also where our business was headed strategically.

If something our team requested could not be done, they took the time to explain why, what the limitations were and suggest alternate solutions to try to meet our business needs.

Very professional team who works hard, communicates well and wants to help their business partners achieve their goals.

Fluence 🇺🇸 Rebecca Cole

Partnering with Biz2People gives Softventure rapid, streamlined access to skilled tech talent, which guarantees nimble delivery and the flexibility crucial for our strategic initiatives.

Softventure 🇵🇹 Ricardo Souza

What our clients say

Our relationship with Biz2People has been ongoing for year.

We’ve always worked with highly qualified professionals in the CRM field who deliver exceptional results.

We’ve never felt unsupported. There’s real partnership, with active listening, transparency, and a focus on continuous improvement.

Grupo Primo 🇧🇷 Said El Hajj

Biz2People took the time to understand my business needs and process flow to ensure the solutions we put in place on the project met not only our current needs but also where our business was headed strategically.

If something our team requested could not be done, they took the time to explain why, what the limitations were and suggest alternate solutions to try to meet our business needs.

Very professional team who works hard, communicates well and wants to help their business partners achieve their goals.

Fluence 🇺🇸 Rebecca Cole

Partnering with Biz2People gives Softventure rapid, streamlined access to skilled tech talent, which guarantees nimble delivery and the flexibility crucial for our strategic initiatives.

Softventure 🇵🇹 Ricardo Souza