01
Advisory & architecture
A clear direction for your Salesforce investment. Align your roadmap, data model, and security with the way your business needs to grow.
Platform assessments · Solution architecture · Roadmaps
Discuss your needs WELCOME TO YUKTI GLOBAL · OFFICIAL SALESFORCE PARTNERBuild what’s next.
Build what’s next.
On a stronger
Salesforce foundation.
Let’s make Salesforce work harder for you. We act as your enduring partner - shaping the right architecture, shipping with precision, and enhancing post-go-live so value shows up early and lasts.
Strategy. Execution. Scale.
BUILT AROUND YOUR BUSINESS
Sales & Revenue
Service & Experience
Net Zero
Platform & Integrations
WHAT WE DO · CONSULTING SERVICES
From the first decision
to what comes next.
End-to-end Salesforce outcomes: a clear roadmap and guardrails, precise delivery, and continuous improvement after go-live.
02
Implementation & integration
Turn the right design into a working platform. Connect your systems, simplify workflows, and deliver Salesforce experiences your teams can use.
Cloud implementations · Custom apps · ERP integrations
Discuss your needs 03
Managed services
Keep moving after go-live. Evolve your platform with structured releases, ongoing enhancements, and support tied to your business priorities.
Continuous improvement · Release management · Support
Discuss your needs HOW WE WORK
A clear process.
No mystery hand-offs.
From the first conversation through continuous improvement, the people who shape the solution stay close to the work.
Discover
Understand your goals, users, processes, data, and constraints. We leave the first conversation with a shared view of what needs to change.
Shape the roadmap
Translate findings into a target architecture, sequenced plan, guardrails, and measures of success your stakeholders can align around.
Build in the open
Deliver in focused sprints with early demos, documented decisions, and regular checkpoints so the solution stays close to the business.
Test and enable
Validate integrations, security, automation, and real user journeys. Prepare your team with practical training and playbooks.
Go live with care
Plan cutover, data readiness, support, and release controls so launch is a managed transition rather than a hand-off.
Keep improving
Stay with you through managed services, KPI-driven releases, and a prioritized backlog that keeps Salesforce valuable after go-live.
WHO WE HELP
When Salesforce needs to do more.
We work with growing and established teams whose Salesforce platform has become central to the business - and whose next step needs more structure.
Complex quoting and approvals
Revenue teams need a governed path from opportunity to quote, contract, and billing.
ERP and third-party integration
Your teams need one trusted picture across Salesforce, finance, operations, and customer data.
Fragmented service operations
Case intake, routing, knowledge, entitlements, field work, and self-service need to work as one.
Technical debt and adoption gaps
Automation, data quality, and release risk are slowing change or making the platform hard to trust.
Sustainability reporting
Scope 1–3 data, supplier inputs, calculations, and board reporting need a governed foundation.
SALESFORCE EXPERTISE
Built for the way
you work.
Sales, service, sustainability, and the systems that connect them. Deep platform thinking, applied to real business challenges.
Find the right solutionSales & Revenue
Give your sales team a clearer path from opportunity to revenue. Govern your pipeline, improve forecasting, and simplify quoting and billing. KPI-tied sprints and dashboards make progress visible from day one.
Sales Cloud · Revenue Cloud · CPQ & BillingService & Experience
Bring case management, routing, knowledge, entitlements, field operations, and self-service together so your customers and teams get the support they need. Design for SLAs, security, and first-contact resolution.
Service Cloud · Field Service · Experience CloudSustainability & Net Zero
Bring structure to Scope 1–3 data, auditable calculations, supplier engagement, and reporting with governed models and traceable sustainability workflows.
Net Zero Cloud · Scope 1–3 data · ESG reportingPlatform & Integrations
Build secure, enterprise-grade applications and connect Salesforce with ERP and third-party systems. Robust sharing, Flow/Apex, CI/CD, and testable patterns keep your org clean, compliant, and easy to evolve.
Custom apps · Flow & Apex · ERP integrationsPROJECT POSSIBILITIES
Real business challenges.
A clear path forward.
Illustrative engagements showing how we would approach a project. These are solution examples, not completed client case studies.
MANUFACTURING01
ILLUSTRATIVE ENGAGEMENTConnect quoting to order fulfilment
- The challenge
- Sales teams build complex quotes in spreadsheets while pricing, inventory, and order status sit in the ERP. Approvals and handoffs slow the process.
- How we would approach it
- Map the quote-to-order journey, define product and pricing rules, then connect Salesforce quoting and approvals with the ERP. Agree data ownership and exception handling before rollout.
- What we would deliver
- Solution blueprint, quoting workflows, ERP integration, and a phased rollout plan.
- Measures to agree with your team
- Quote turnaround, approval time, and order rework.
Revenue Cloud · Salesforce Platform · ERP integration
Discuss a similar project HIGH TECH & SAAS02
ILLUSTRATIVE ENGAGEMENTMake renewals easier to manage
- The challenge
- Account teams lack a consistent view of contracts, upcoming renewals, and customer support issues. Renewal preparation depends on manual follow-ups.
- How we would approach it
- Bring account, contract, and service information into a governed customer view. Design renewal ownership, reminders, and workflows, with role-based access and reporting.
- What we would deliver
- Customer data model, renewal workflows, service visibility, and account dashboards.
- Measures to agree with your team
- Renewal coverage, forecast accuracy, and time spent preparing account reviews.
Sales Cloud · Service Cloud · Workflow automation
Discuss a similar project SALESFORCE PLATFORM03
ILLUSTRATIVE ENGAGEMENTUntangle a Salesforce org that has outgrown its design
- The challenge
- Overlapping automation, duplicate records, and fragile integrations make routine changes risky. Teams struggle to trust data and release improvements.
- How we would approach it
- Assess the org and integration landscape, prioritize risks, and define a target architecture. Simplify automation and data rules in phases, with regression checks and controlled releases.
- What we would deliver
- Org assessment, remediation backlog, architecture blueprint, and release playbook.
- Measures to agree with your team
- Duplicate records, automation failures, and release reliability.
Architecture · Flow & Apex · Data governance
Discuss a similar project THE YUKTI APPROACH
Architect-led.
Personally accountable.
Work directly with Salesforce-certified architects who understand your business and guide your engagement from strategy through delivery. We cut through complexity, data issues, and adoption gaps with an architecture-led, outcomes-driven, secure-by-default model.
Meet your Salesforce partnerArchitecture before shortcuts
A defined target state guides each decision, so today’s implementation supports tomorrow’s priorities.
Security from the start
Least-privilege access, testing, and controlled releases are part of the delivery process.
Progress you can see
Early demos, documented decisions, and sprints linked to the outcomes that matter to your business.
Your team, enabled
Practical knowledge transfer and playbooks help your people take ownership after go-live.
INDUSTRIES WE SERVEHigh Tech & SaaSManufacturingFinancial ServicesPartner & channel enablementCompliant workflows
A GLOBAL DELIVERY MODEL
India-based.
Built for global teams.
Yukti Global is based in India and works with clients internationally. Our remote-first model gives western businesses access to senior Salesforce architecture and delivery with a focused, cost-efficient team - without losing direct access to the people doing the work. Onsite workshops can be arranged when the engagement calls for them.
Advisory
Architecture, assessments, and roadmaps when you need a clear next decision.
Project delivery
Scoped implementations and integrations with direct architect involvement from discovery to go-live.
Ongoing partnership
Retained managed services for enhancements, release management, support, and continuous improvement.
English-first collaboration
Clear written decisions, demos, documentation, and regular working sessions across time zones.
LET’S BUILD WHAT’S NEXT
Tell us where you are with Salesforce.
Share a little about your goals, and we’ll come back with a thoughtful next step.
Your enquiry is sent securely to the Yukti Global Salesforce team.
info@yuktiglobal.tech