Salesforce consulting
Needs assessment, process review and a realistic roadmap for teams already working with Salesforce or planning to grow on it.
Salesforce and technology consulting
Salesforce consulting, CRM automation and integrations for companies operating across real business complexity.
We help teams turn commercial and operational needs into implementable solutions across Salesforce, CRM and custom software, with a focus on process automation, systems integration and long-term continuity.
Salesforce
CRM automation
Integrations
Continuity
Services
Services for companies that need Salesforce consulting, CRM development and systems integration.
We design flexible engagements for teams that need to organize a commercial operation, automate processes or extend Salesforce with real technical judgment and execution.
Salesforce development
Design and implementation with Apex, Lightning Web Components, Visualforce, Flow Builder and CRM automation.
CRM process automation
Redesign and automation of commercial and operational workflows to reduce friction and manual work.
Salesforce systems integration
Integration of Salesforce with forms, internal platforms, commercial tools, legacy systems and external services.
Custom software development
Complementary development when the solution needs layers outside the CRM or specific operational tools.
Continuity and technical leadership
Senior support to keep the solution ordered, scalable and governable after production release.
Method
A simple process for Salesforce, CRM and integration projects where improvisation is expensive.
We work through visible and actionable stages. The goal is not to add bureaucracy, but to make better decisions for automation, integration and delivery with less risk.
Understanding
We clarify context, goals and the real operating constraints.
Synthesis
We translate the challenge into scope, priorities and decisions.
Implementation
We execute with close follow-up and a constant focus on business value.
Technical handoff
We leave an ordered base prepared for continuity and growth.
Value
What changes when CRM, Salesforce and delivery are properly led.
Less noise in CRM and technology decisions
We ground the conversation so business, technology and operations can move forward with the same reading of the problem.
More structure to automate and integrate without slowing the business
We organize the project enough to move with direction, without turning it into a heavy process.
Consulting that also takes responsibility for implementation
We do not stop at strategy. We also participate in execution so the solution actually reaches production.
“Synesis exists to help companies implement Salesforce, automate processes and integrate systems with the kind of technical judgment that actually reaches production.”
Experience
More than a decade turning technical and commercial challenges into solutions that reach production and stay operable.
Synesis is backed by real experience across consulting, pre-sales, solution design, development and implementation for critical platforms supporting operations, sales, automation and commercial management.
Executive and technical experience in the same layer
The experience behind Synesis combines business, consulting leadership and hands-on technical execution. For ten years it helped shape a Salesforce partner consultancy, structuring services, projects, pre-sales and custom solutions for real clients.
Proven Salesforce and CRM specialization
Design, implementation and optimization of native and custom solutions using Apex, Lightning Web Components, Visualforce, SOQL, Salesforce DX, Flow Builder and CRM automation.
Real trajectory in web, e-commerce and integrations
Participation in e-commerce, marketplaces, electronic invoicing, sales channels, internal systems, payments and integrations using Ruby on Rails, PHP, Java, JavaScript and relational databases.
Cross-functional capacity for complex projects
Experience across front-end, back-end, databases, cloud, methodologies and operating follow-up, allowing intervention from analysis through implementation and future evolution.
Technologies and platforms with applied experience
How that experience translates into client value
- Translate business goals into grounded, executable solutions.
- Reduce technical risk before it becomes operating cost.
- Organize projects with scope, priorities and real follow-up.
- Participate in both strategic decisions and implementation.
- Design sustainable solutions for continuity and growth.
That trajectory allows Synesis to join projects not just as a technical provider, but as a layer of judgment, faster decisions and reliable execution for initiatives that cannot afford improvisation.
FAQ
Frequently asked questions about Salesforce consulting and integrations.
These are some of the questions that usually come up when a company evaluates external support for CRM, automation and development.
What does a Salesforce consulting company do?
It helps diagnose processes, design solutions on Salesforce, implement customizations and organize CRM evolution so the platform genuinely supports the business.
When does it make sense to develop on Salesforce?
When operations need automations, custom objects, flows, components or integrations that cannot be solved with standard configuration alone.
Can Salesforce be integrated with other systems?
Yes. Salesforce can be connected to web forms, ERP platforms, internal systems, commercial tools and external services to reduce manual work and duplicated data.
What kinds of processes can be automated in a CRM?
Commercial follow-up, lead assignment, approvals, reminders, operational tasks, routing and workflows that currently consume too much time from the team.
Contact
Let’s talk about the challenge that needs more clarity today.
Initial diagnosis
Tell us briefly about the context, the kind of project and what needs to be clarified first.
Clear response
The goal is to quickly define whether the challenge calls for discovery, implementation or technical support.