AdVic Consulting Services AdVic Consulting Services AdVic Consulting Services AdVic Consulting Services

Salesforce Consulting

Multi-Cloud Consulting that Turns
Potential into Profits

Thoughtfully tailored Salesforce services perfect for aligning teams, upgrading processes, achieving profit objectives, and positioning a business to flourish.

What's Your Struggle?


You need a solution that enables you to work smarter, eliminate waste, and reduce technology spending.


You need to streamline processes, align your teams, and company-wide connectivity. This will free your teams to focus on higher-level projects and ultimately claim victory over strategic initiatives.


Technology should not limit current or future capabilities. Instead, it needs to accelerate your achievements so you can take strategic leaps that land you where your vision can take you.


You need a process framework that guides you down a more productive pathway, one that banishes manual processes, and aligns your teams.


You need a tailored technology to collect and utilize your data so your team can deliver the kind of customer support and personalization customers expect at all stages of their journey.

Scalable Multi-Cloud Solutions

Sales Cloud™
(CRM, Salesforce Maps)
Service Cloud™
(Field Service)
Experience Cloud™
(Customer Portal, Partner Portal)
Commerce Cloud™
(B2C, B2B)
Marketing Cloud®
(Automation Studio, Customer Journey)
(Tableau CRM™, Tableau™)
QTC/Revenue Cloud
(CPQ, Billing)

Salesforce Consulting that Builds Your Future

We form deep relationships with clients that go beyond the initial Salesforce® professional services project or MuleSoft engagement. Many clients view us as an extension of their business—a true partner who takes the time to gain a deep understanding of your current challenges and tomorrow’s objectives. We’re the partner who has the expertise to get your business on a road to success and keep you there.

Salesforce and MuleSoft Partner
Strategic Roadmapping
Strategic Roadmapping

Ad Victoriam's consultants specialize in developing and implementing a technical blueprint that defines the structure of your platform for optimizing processes and productivity, which will allow your organization to achieve your goals.

Technical Guidance
Technical Guidance

Choosing, deploying and adopting the right software solutions can be difficult. Based on your unique needs, our technology strategists will identify your software needs, and create a personalized blueprint of the optimal solution for your business.

Salesforce Implementation
Salesforce Implementation

Above all, you want your Salesforce be done right the first time, on-time and on-budget. In addition, Ad Victoriam forms deep relationships with our clients that go beyond the initial project. We’ll design a strategic technical roadmap to streamline your operations, accelerate your sales, and provide your business with a long-term scalable solution.

We’ll do that by addressing your complex challenges through cloud, integration, and data expertise. Read more about implementation.

Salesforce Integration
Salesforce Integration

Make Salesforce even better: integrate it with the systems you already use. From operations to sales to marketing and beyond, connect your Salesforce org to the other software tools you need to run your business.

Our Salesforce integration professionals are known for crafting innovative and effective integration strategies, especially for complex projects. Read more about integration.

Data Solutions
Data Solutions

Whether you need to migrate your data from one environment to another, ensuring a seamless, secure, and streamlined transition, or need the peace of mind that your data is clean -- accurate and complete -- the Ad Victoriam team has the expertise to improve your data, and more importantly, your results. We’ll implement a solution that automatically and continuously updates and enriches data to drive your most important sales and marketing processes.

Meet Our Team

Salesforce Consulting Team
AdVic has become a true business partner for us. They have been able to dive into complex / convoluted business processes that were difficult to translate into SFDC. From there, they were able to provide suggestions on streamlining the business process itself as well as technically implementing the new approach in SFDC. We are seeing improved sales rep morale due to system simplicity, speed of execution for quoting, and accuracy of data entered into the system. Every interaction with the team has been positive and their work is top notch.
Ryan Hesske,
Sales Operation Manager , ConnectWise

Want to be One of our Happy Customers?