Consulting Services


Services Overview

Service Cloud
Sales Cloud
Health Cloud
Data Cloud
Field Service Lighting (FSL)
Configure, Price, Quote (CPQ)
Experience Sites
Data & Analytics

Service Cloud

  • Improved customer service and satisfaction through streamlined case management, omnichannel routing, and knowledge management, resulting in faster resolution times and increased customer retention.
  • Enhanced customer engagement with personalized interactions, proactive service, and self-service options, leading to improved customer loyalty and brand reputation.
  • Increased operational efficiency with automation of service processes, intelligent routing of cases, and comprehensive reporting and analytics, resulting in optimized resource allocation and improved service performance.
  • Improved collaboration and communication among service teams through a unified platform, enabling better coordination, faster problem resolution, and enhanced team productivity.

Sales Cloud

  • Streamlined sales processes with features such as lead management, opportunity tracking, and sales forecasting, resulting in improved sales team productivity and increased revenue.
  • Enhanced sales performance through real-time visibility into sales activities, performance metrics, and sales insights, enabling data-driven decision-making and improved sales strategies.
  • Improved customer relationship management with a comprehensive view of customer interactions, enabling personalized engagement, targeted marketing, and improved customer retention.
  • Enhanced sales team collaboration with tools for communication, document sharing, and task management, resulting in improved team productivity and sales effectiveness.

Health Cloud

  • Improved patient management and care coordination through features such as patient records, care plans, and telehealth capabilities, resulting in enhanced patient outcomes and increased patient satisfaction.
  • Streamlined healthcare workflows with automated processes for appointment scheduling, billing, and claims management, resulting in improved operational efficiency and reduced administrative overhead.
  • Enhanced patient engagement with personalized health information, self-service capabilities, and remote monitoring options, leading to improved patient satisfaction and loyalty.
  • Better compliance with industry regulations and data security with features such as data encryption, audit trails, and compliance reporting, resulting in improved data protection and regulatory compliance.

Data Cloud

  • Salesforce Data Cloud provides access to a vast repository of customer data from various sources, giving businesses a comprehensive and up-to-date view of their customers.
  • With rich customer insights, you can personalize marketing and sales efforts, tailoring messages and offers to individual preferences, thereby increasing engagement and conversion rates.
  • Salesforce Data Cloud includes data quality and enrichment features, helping you maintain data accuracy by automating data cleansing and enrichment processes.
  • Integration with Tableau licensing allows for seamless data visualization and analytics, empowering businesses to create interactive dashboards, uncover trends, and gain valuable insights from their CRM data.


  • Enhanced data security with features such as event monitoring, field audit trail, and platform encryption, helping to protect sensitive customer data and ensure compliance with industry regulations.
  • Improved visibility into data access and usage with comprehensive reporting and analytics, enabling proactive identification of potential security risks and timely remediation.
  • Advanced threat detection and prevention with AI-powered security features, helping to safeguard against internal and external security threats and protect critical business data.
  • Enhanced trust and credibility with customers and partners through robust data security measures, leading to improved customer loyalty and brand reputation.


  • Enhanced Customer Engagement: Utilize the power of OmniStudio’s unified customer view to create personalized experiences. Tailor interactions based on customer data, preferences, and behaviors, resulting in higher engagement and satisfaction.

  • Streamlined Operations: Leverage process automation features within OmniStudio to automate repetitive tasks and workflows. This streamlines your operations, reduces errors, and frees up valuable time for your team to focus on strategic tasks.

  • Rapid Application Development: Take advantage of OmniStudio’s low-code environment, enabling both developers and business users to swiftly create custom applications. Build applications faster and more cost-effectively without the need for extensive coding.

  • Intuitive Design: The drag-and-drop interface of OmniStudio simplifies application design and modification. You can easily create and adapt applications, even if you lack extensive development expertise.

  • Multi-Channel Consistency: Ensure consistency in customer interactions across various channels such as web, mobile, email, and social media. OmniStudio’s omni-channel engagement capabilities provide a seamless experience, no matter how customers choose to engage with your brand.

  • Actionable AI Insights: OmniStudio integrates AI capabilities, allowing you to gain actionable insights from customer data. Identify trends, predict customer behaviors, and make informed decisions to optimize engagement strategies.

  • Seamless Integration: Connect OmniStudio with your existing apps and data sources effortlessly. This integration capability creates a cohesive ecosystem, maximizing the value of your existing technology investments.

  • Future-Ready Scalability: OmniStudio is designed to scale alongside your business. It offers flexibility and scalability to adapt to evolving customer demands and changing business requirements, ensuring long-term success.

Field Service Lightning (FSL)

  • Optimized field service operations with features such as advanced scheduling, dispatching, and mobile capabilities, resulting in improved technician productivity, reduced service response times, and increased customer satisfaction.
  • Real-time visibility into field service activities, resource allocation, and performance metrics, enabling data-driven decision-making and improved service strategies.
  • Enhanced communication and collaboration among field service teams with tools for real-time updates, document sharing, and task management, resulting in improved team productivity and service effectiveness.
  • Streamlined field service processes with automation of work order management, parts

Configure, Price, Quote (CPQ)

  • Streamlined quote and proposal management with automated quoting, pricing, and product configuration, resulting in improved sales efficiency and accuracy.
  • Enhanced quote accuracy and consistency with guided selling, product bundling, and discounting rules, resulting in improved quote quality and increased deal size.
  • Faster quote generation and approval processes with automated workflows, quote templates, and e-signature capabilities, resulting in accelerated sales cycles and increased revenue.
  • Improved sales visibility with real-time insights into quote status, pricing analytics, and quote versioning, enabling data-driven sales decisions and improved sales strategies.

Experience Sites

  • Enhanced digital experiences for customers, partners, and employees with customized web portals, community sites, and online self-service options, resulting in improved engagement and satisfaction.
  • Personalized content and messaging with targeted marketing, branding, and user segmentation, resulting in improved customer loyalty and brand perception.
  • Mobile-optimized experiences with responsive design, mobile app integration, and seamless access across devices, resulting in improved user experience and accessibility.
  • Easy customization and configuration of web portals and community sites with drag-and-drop tools, templates, and branding options, enabling rapid deployment and flexibility.


  • Seamless integration of Salesforce products with other business applications, systems, and data sources, enabling unified data management, streamlined workflows, and improved data visibility.
  • Enhanced automation and efficiency with seamless data flow between different applications and systems, reducing manual data entry and eliminating data silos.
  • Improved data accuracy and consistency with real-time data synchronization, data validation, and data enrichment, resulting in improved data quality and reliability.
  • Enhanced data analytics and reporting with integrated data from various sources, enabling comprehensive insights, data-driven decision-making, and improved business outcomes.

Data & Analytics

  • Comprehensive data management with data cleansing, data enrichment, and data integration capabilities, resulting in improved data quality and accuracy.
  • Advanced analytics and reporting with AI-powered insights, dashboards, and predictive analytics, enabling data-driven decision-making and improved business performance.
  • Real-time data visibility and monitoring with data analytics, data warehousing, and data visualization, enabling proactive identification of business opportunities and risks.
  • Enhanced data governance and compliance with features such as data encryption, data masking, and data privacy, ensuring data security and regulatory compliance.
Extensive Salesforce Expertise

Implementation Services

Hexlit provides comprehensive Salesforce implementation services to help businesses successfully adopt and leverage the Salesforce platform. Our experienced team of Salesforce consultants works closely with clients to understand their unique business requirements, design tailored solutions, and execute efficient and effective implementations. We handle all aspects of the implementation process, including planning, configuration, customization, data migration, testing, and training, ensuring a seamless transition to Salesforce that maximizes ROI.

Proven Track Record of Success

Managed Services

Hexlit offers ongoing managed services to ensure the optimal performance and maintenance of Salesforce solutions. Our team of certified Salesforce experts provides ongoing support, monitoring, and administration to proactively manage and maintain Salesforce instances, ensuring smooth operations and addressing any issues in a timely manner. Our managed services include regular health checks, user management, security monitoring, performance optimization, and system enhancements, allowing businesses to focus on their core operations while entrusting the management of their Salesforce environment to our skilled team.

Collaborative and Client-Centric Approach

Marketing Services

Hexlit offers a wide range of marketing services to help businesses leverage the power of Salesforce for their marketing strategies. Our marketing services include Salesforce Marketing Cloud implementation and customization, email marketing automation, customer journey mapping, lead generation and nurturing, campaign management, analytics and reporting, and social media integration. Our experienced marketing consultants work closely with clients to develop and execute effective marketing strategies that drive engagement, conversion, and customer retention, leveraging the capabilities of Salesforce Marketing Cloud to achieve marketing success.