Salesforce Beyond Basic Lead Management

Caravel’s practice views CRM differently. CRM should be an enabler and not an inhibitor. Most companies over-engineer their SFDC environments only to create a mountain of technical debt which creates slow, cumbersome sales related processes – the very reason why SFDC was deployed initially.


Born from its ERP practice, Caravel’s approach toward deploying SFDC focuses on business outcomes taking into consideration organizational speed, nimbleness for change, supportability and process visibility. Our clients feel comfortable knowing that their Salesforce journey will consider every aspect of their organizations not on the technology, but your people and processes. Combining our Salesforce expertise with our proven track record with integrations and back-end systems ensures that you will have a robust, scalable solution to meet your business needs.

Salesforce Consulting & Implementation Services

Caravel provides a templated model and framework to help its clients efficiently deploy and support NetSuite.

  • Advise – Help clients assess its current CRM requirements and formalize a successful implementation strategy based on priority and ability to absorb change.
  • Health Check / Remediation – Assess and make recommendations toward improving the use of SFDC to match its organizational needs.
  • Deploy – Help clients deploy SFDC from requirements gathering, design, configuration, testing and training.
  • Project Management – Help clients manage the SFDC deployment at a detailed level to ensure project objectives, expectations, timeline and budgets are met.
  • Support – Help clients support SFDC through proactive help desk support for both functional and technical needs.
  • Optimize – Help clients refine their SFDC configuration to better match a client’s evolving business model, process and requirements.

More information on our Services can be found here Product Focus

Caravel has experience in the complete product suite:

  • Sales
  • Service
  • Marketing
  • Einstein

Partner Apps

Caravel has experience in working with Salesforce’s extended partner solutions.


Would you like to know more?

Then get in touch now!