Salesforce

Why Salesforce with Catch Advisors?

Salesforce is more than a CRM - it’s become a business platform that touches sales, service, marketing, and analytics. But maximizing ROI from Salesforce requires thoughtful strategy, clean implementation, and strong integration with your broader technology ecosystem. That’s where we come in.

Our Salesforce Capabilities

CRM Strategy & Implementation

We approach Salesforce implementation from a business process perspective first, technology second. This ensures the platform supports how your organization actually works rather than forcing workarounds.

• Requirements analysis - Map business processes to Salesforce capabilities
• Architecture design - Object model, automation, and integration architecture
• Data migration - Clean, validated data migration from legacy CRM or spreadsheets
• User adoption - Training programs and change management for successful rollout

Integration & Data Architecture

Salesforce rarely operates in isolation. We design integration architectures that connect Salesforce with ERP, marketing automation, support platforms, and data warehouses.

• API integration - REST/SOAP integrations with enterprise systems
• Middleware design - MuleSoft, Dell Boomi, or native integration approaches
• Data synchronization - Real-time and batch sync strategies for data consistency
• Single source of truth - Master data management across Salesforce and other systems

Analytics & Optimization

We help organizations unlock the analytical power of their Salesforce data for better decision-making and forecasting.

• Reports & dashboards - Executive-level visibility into pipeline, revenue, and customer metrics
• Einstein Analytics - AI-powered predictions and recommendations
• Data quality - Deduplication, enrichment, and governance processes
• Performance optimization - Governor limit management, query optimization, and scalability

Who This Is For

IT and business leaders who need to:

• Implement Salesforce for the first time or migrate from another CRM
• Integrate Salesforce with existing enterprise systems
• Improve CRM adoption and data quality
• Build analytics capabilities on top of customer data