---
type: "Service"
title: "Salesforce consulting"
description: "We connect Salesforce to your marketing data and simplify setups that have grown too complex."
url: "https://www.roicool.com/en/services/salesforce-consulting"
lang: "en"
dateModified: "2026-10-21"
expert: "Zehra Adaş"
resource: "https://www.roicool.com/en/services/salesforce-consulting"
alternates:
  tr: "https://www.roicool.com/hizmetler/salesforce-danismanligi.md"
generated: { by: "process:roicool-cms", at: "2026-10-21T19:11:05.617Z" }
related:
  - { title: "SESTEK", resource: "https://www.roicool.com/en/projects/sestek.md" }
  - { title: "All projects", resource: "https://www.roicool.com/en/case-studies.md" }
  - { title: "CRM consulting", resource: "https://www.roicool.com/en/services/crm-consulting.md" }
  - { title: "HubSpot consulting", resource: "https://www.roicool.com/en/services/hubspot-consulting.md" }
  - { title: "Zoho CRM consulting", resource: "https://www.roicool.com/en/services/zoho-crm-consulting.md" }
  - { title: "Bitrix24 consulting", resource: "https://www.roicool.com/en/services/bitrix24-consulting.md" }
  - { title: "Microsoft Dynamics 365 consulting", resource: "https://www.roicool.com/en/services/dynamics-365-consulting.md" }
  - { title: "Pipedrive consulting", resource: "https://www.roicool.com/en/services/pipedrive-consulting.md" }
  - { title: "CRM migration", resource: "https://www.roicool.com/en/services/crm-migration.md" }
---

# Salesforce consulting

Salesforce consulting covers configuring Salesforce CRM (Sales Cloud in particular) around a company's sales process, auditing and simplifying an existing setup, and integrating it with marketing, advertising and analytics tools. Roicool focuses on the data flow between Salesforce and marketing, and on getting the sales team to adopt it.

- Salesforce has grown complex over the years; nobody knows what each field is for.
- The source of marketing leads gets lost in Salesforce.
- Opportunity data isn't used for ad optimisation.
- The sales team uses Salesforce only because it has to.

### Audit and simplification

Review of objects, fields, page layouts, flows and reports; removing what isn't used.

### Sales process

Lead conversion, opportunity stages, assignment rules.

### Marketing integration

Web forms, ad lead forms, campaign and source fields; opportunity data fed back to ad platforms.

### Reporting

Marketing and sales reports; a [marketing data warehouse](https://www.roicool.com/en/services/marketing-data-warehouse) where needed.

### Adoption

Role-based training and usage tracking.

1. **Audit (2 weeks)**
2. **Priority list and design**
3. **Implementation and integrations**
4. **Training and monitoring**

- Audit report and simplification plan
- Configuration and integrations
- Reports
- Training

## Work we did in this area

- [SESTEK](https://www.roicool.com/en/projects/sestek)
- [Lin Clinic](https://www.roicool.com/en/projects/lin-clinic)
- [All projects](https://www.roicool.com/en/case-studies)

## More services in CRM consulting

- [CRM consulting](https://www.roicool.com/en/services/crm-consulting)
- [HubSpot consulting](https://www.roicool.com/en/services/hubspot-consulting)
- [Zoho CRM consulting](https://www.roicool.com/en/services/zoho-crm-consulting)
- [Bitrix24 consulting](https://www.roicool.com/en/services/bitrix24-consulting)
- [Microsoft Dynamics 365 consulting](https://www.roicool.com/en/services/dynamics-365-consulting)
- [Pipedrive consulting](https://www.roicool.com/en/services/pipedrive-consulting)
- [CRM migration](https://www.roicool.com/en/services/crm-migration)

## FAQ

### Who is Salesforce right for?

Organisations with complex sales processes, many users and a high need for customisation and integration. For small teams with simple processes, setup and maintenance costs can be high.

### How do you connect Salesforce to marketing data?

We set up the flow of web forms and ad leads into Salesforce, the source fields, and the sending of opportunity stages back to Google Ads and Meta as conversions.

### Do you audit existing Salesforce setups?

Yes. We review objects, fields, automations, reports and user adoption, then recommend how to simplify and improve them.

### Do you do Salesforce development (Apex)?

Our focus is configuration, automation, integration and marketing-sales alignment. When something needs code, we say so clearly and, if needed, work with a specialist development partner.

### Should we move from Salesforce to another CRM?

That decision should rest on an analysis of cost, usage and needs. For teams that use only a small part of Salesforce, a simpler CRM can make sense; we factor in the cost of the move too.

Breadcrumb: [Home](https://www.roicool.com/en) › [Services](https://www.roicool.com/en/services) › [CRM consulting](https://www.roicool.com/en/services/crm-consulting) › Salesforce consulting

Source: https://www.roicool.com/en/services/salesforce-consulting · Last updated: 2026-10-21