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Redian Software
CRM, ERP & QA expertise

Salesforce Partner — enterprise CRM built for scale

Salesforce Partner — Sales, Service, Marketing, Experience, Financial Services and Health Cloud rollouts plus Apex and Lightning Web Components development. CMMI Level 3 delivery for banks, insurers and global teams.

CMMI Level 3 Appraised ISO Certified 200+ enterprises 5 regional hubs 9+ years of delivery
Salesforce delivery, in numbers

Proof, not promises.

Real benchmarks from production engagements.

  • Partner

    Salesforce accreditation

    Implementation · Customization · Integration

  • Multi-cloud

    Implementation experience

    We've shipped on every major Salesforce cloud

  • Apex + LWC

    Custom development depth

    Beyond out-of-the-box configuration

  • Agnostic

    Vendor recommendation

    We also do Zoho · Odoo · SuiteCRM

What we deliver

The capabilities our Salesforce engineers ship.

Production patterns from real engagements — not a stack-marketing checklist.

  • 01

    Salesforce implementation

    Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Financial Services Cloud, Health Cloud — multi-cloud rollouts including org design, role hierarchy and security model.

  • 02

    Apex + LWC development

    Apex triggers, classes, controllers; Lightning Web Components; Visualforce where it still applies. Custom logic beyond Flow's reach.

  • 03

    Automation with Flow

    Screen flows, record-triggered flows, scheduled flows, platform events — automation built for performance and maintainability, not just clicks.

  • 04

    Integration & data

    MuleSoft, Heroku, REST/SOAP APIs, Outbound Messages, Platform Events. Connecting Salesforce to your ERP, payment gateway, telephony and warehouse.

  • 05

    Migration & data quality

    Migration from Microsoft Dynamics, HubSpot, Zoho, SugarCRM, in-house CRM. Data Loader, ETL pipelines, deduplication, validation.

  • 06

    Long-term managed services

    Admin, optimisation, release management, new-feature rollouts, governance — multi-year retainer engagements.

Who hires us for Salesforce

Where this stack fits best.

We've seen the patterns — match yours against the list to find the closest fit to your situation.

  • Enterprise sales orgs

    Sales Cloud + Pardot for B2B enterprise sales teams needing forecasting, pipeline analytics and account-based marketing.

  • BFSI on Financial Services Cloud

    Banks, wealth managers and insurers on FSC — customer 360, relationship groups, financial accounts, householding.

  • Healthcare & life sciences

    Health Cloud and Industries verticals — patient 360, provider/payer relationships, clinical workflows.

  • Multi-country enterprises

    Salesforce as the global CRM standard across 5+ countries with localised currency, tax, language and compliance.

  • Service-led organisations

    Service Cloud + Field Service + Experience Cloud for organisations where customer service is the brand.

  • Mid-market modernising

    Mid-market companies graduating from HubSpot or in-house systems to Salesforce as they scale.

How we engage

From brief to production.

Transparent, milestone-driven, with clear owners and timeframes at every stage.

  1. 01

    Discovery & org design

    Current-state assessment, target operating model, role hierarchy, security model, integration map. Output: written architecture and fixed-price proposal.

  2. 02

    Build & customise

    Object model, Flow automation, Apex + LWC development, integrations. Working software demonstrated every two weeks.

  3. 03

    Data migration

    Extract, cleanse, deduplicate from legacy systems. Trial migrations to UAT sandbox. Validation rules and rollback procedures.

  4. 04

    UAT & training

    User acceptance testing with your operators, role-based training, internal champions, change-management materials.

  5. 05

    Go-live

    Phased cutover by team / region / product line. Hypercare with named consultants on call. Daily standups for the first month.

  6. 06

    Run & optimise

    Quarterly business reviews, release management for Salesforce's three annual releases, new-feature rollouts and governance.

Salesforce in depth

Inside our Salesforce practice.

The long-form view of how we approach Salesforce engagements.

Redian Software is a Salesforce Consulting Partner with nine years and 200+ enterprises of production CRM delivery behind us — CMMI Level 3 Appraised, ISO 27001 and 9001 certified, with engineers who write Apex, LWC and Flow in production, not just configure clicks. We ship from Noida, Nairobi, Dubai, London and New York, with consultants embedded inside our BFSI, insurance and enterprise-operations practices.

What we deliver

  • Sales Cloud — pipeline, forecasting, quota model, opportunity workflows, territory management and revenue reporting.
  • Service Cloud — case management, telephony CTI, omni-channel routing, knowledge base, chat and case-swarming workflow.
  • Marketing Cloud and Account Engagement (Pardot) — journey design, scoring, drip campaigns and revenue attribution.
  • Financial Services Cloud — banking, wealth and insurance verticals wired to your PAS, LOS or core.
  • Health Cloud and Nonprofit Cloud for regulated healthcare and NGO customers.
  • Apex, LWC and Flow engineering — where declarative config runs out; secure, testable, packaged.
  • Data migrations — Salesforce to Salesforce, or from HubSpot, Dynamics, SugarCRM, Zoho, SuiteCRM and spreadsheets with three-cycle trial migration.
  • Integrations — telephony, marketing, billing, payments, PAS, LOS and core banking, ERP, and document AI.
  • Adoption programme — role-based training, named change champions, post-go-live coaching.

Who we build this for

  • Sales and service leaders replacing an under-adopted first-generation Salesforce
  • BFSI groups deploying Financial Services Cloud across banking, wealth or insurance lines
  • Insurers and brokers extending Sales/Service Cloud with pricing, quote-bind or claims flows
  • Enterprise IT teams consolidating a portfolio of orgs post-M&A
  • Distributed field-sales teams across India, Africa, the Middle East, the UK and North America
  • Salesforce customers looking for a partner who will actually challenge the roadmap rather than upsell

Our approach

Discovery — process interviews, current org audit (technical debt, unused features, adoption metrics), integration map and a written proposal. Design — object model, security model, automations and UX prototypes validated with operators. Build — declarative configuration and Apex/LWC engineering to the agreed design, with pull-request discipline and CI/CD. Data migration — three-cycle trial migration to UAT before live cutover. UAT and training — role-based training, adoption dashboards, named champions. Go-live and hypercare — staged cutover, named support engineers, weekly adoption readouts. Run and evolve — quarterly business reviews tied to revenue and NPS. Timeline committed at end of Discovery, in writing.

Why Redian for Salesforce

  • Consulting Partner with production engineering depth — Apex, LWC and Flow written in-house, not sub-contracted.
  • CMMI Level 3 Appraised, ISO 27001 and 9001 — governed delivery discipline most consulting partners cannot evidence.
  • BFSI and insurance depth — Financial Services Cloud implementations under RBI, FCA, IRDAI, CBK, NAICOM oversight.
  • Vendor-neutral — we also deliver Zoho, SuiteCRM, Microsoft Dynamics and Odoo; we tell you when Salesforce is not the right answer.
  • 9+ years, 200+ enterprises — the delivery playbook is real.
  • Adoption-first — training, champions and coaching in the base plan.
  • Multi-region delivery — Noida, Nairobi, Dubai, London and New York.

Where we have delivered

Salesforce programmes across India, Kenya, UAE, UK, USA, Canada and Australia, with additional work in Nigeria, Ghana, Tanzania, South Africa and Saudi Arabia. Financial Services Cloud implementations delivered under RBI, IRDAI, FCA and CBK supervision.

Working with Redian

Send us the org context — new build, replatform, migration off another CRM, or a stalled programme that needs rescue — and a senior Salesforce consultant responds inside one business day with a written first read and a phased proposal. NDAs signed on request. Start at /contact or compare against our Zoho, SuiteCRM and Microsoft Dynamics practices if you are weighing platforms.

Why Redian for Salesforce

What makes our Salesforce practice different.

Independent reasons clients pick us over freelancers, agencies and large consultancies.

  • Platform-agnostic recommendations

    We also run Zoho, Odoo, SuiteCRM practices. When we recommend Salesforce, it's because it fits — not because it's all we sell.

  • Apex + LWC depth

    Custom development beyond what config-only consultants reach. Solutions architect + senior developers on every engagement.

  • Multi-cloud experience

    Sales, Service, Marketing, Experience, Industries — we've shipped on each. Complex enterprise architectures, not single-cloud implementations.

  • Long-term engagement model

    Most clients renew into multi-year managed services. Same consultants across releases, governance and optimisation.

Tech & tools

The Salesforce stack we ship on.

Production tooling — not just languages on a CV.

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Pardot
  • Experience Cloud
  • Financial Services Cloud
  • Health Cloud
  • Salesforce Industries (Vlocity)
  • Field Service
  • CPQ
  • Apex
  • Lightning Web Components
  • Visualforce
  • Flow
  • Process Builder
  • Platform Events
  • MuleSoft
  • Heroku
  • Salesforce DX
  • Tableau
  • Slack
  • Einstein AI
  • Data Loader
  • Workbench
Proof from production

A Salesforce project we can share publicly.

Most of our work is under NDA — this is one we can share.

Financial ServicesUSA

Zoho CRM Consolidation for a USA Mortgage Services Provider

Client · USA-based retail and commercial mortgage services provider

Timeline · Phased per vertical · live across all three

  • 3 → 1

    CRMs consolidated

  • 100%

    Lead sources centralised

  • Unified

    View across loan verticals

A USA-based retail and commercial mortgage services provider consolidated three separate CRM systems into a single Zoho CRM platform — with custom workflows, automated lead-source integration and complete data migration across all loan verticals.

Tech stack

Zoho CRMZoho CreatorZoho Flow
Frequently asked questions

Everything you wanted to ask before the call.

Don't see your question? Ask us directly →

How is Redian different from a Salesforce-only partner?

We're platform-agnostic — we also run Zoho, Odoo and SuiteCRM practices. When we recommend Salesforce, it's because it fits your scale, regulatory needs and integration ecosystem — not because it's all we sell. Most Salesforce-only partners push every problem toward Salesforce.

Which Salesforce clouds have you implemented?

Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Financial Services Cloud, Health Cloud, Field Service and Salesforce Industries (Vlocity). Multi-cloud rollouts including org design, security model and integration architecture.

How long does a Salesforce implementation take?

There isn't a single answer — the shape depends on scope, clouds in play, integrations and regulator involvement. We commit to a written timeline at the end of Discovery, against your actual scope. We ship working software every two weeks regardless of total length. Phased rollouts almost always beat big-bang.

Do you migrate from HubSpot, Microsoft Dynamics, Zoho or in-house CRM?

Yes. Standard process: extract, cleanse, deduplicate, enrich, validate. Trial migration to UAT sandbox before live cutover. Rollback procedures contracted upfront.

How do you handle the three annual Salesforce releases?

Release management is part of our managed services. Pre-release sandbox testing, impact analysis, fix queue for deprecation notices, planned go-live in your sandbox before production cutover. Built into the quarterly cadence.

Can you build custom apps in Apex and Lightning Web Components?

Yes — that's where most of our enterprise value sits. Apex triggers, classes, controllers; LWC for modern UI; Visualforce where legacy components still apply. Custom logic beyond Flow's reach.

Engage Redian

Ready to ship with Salesforce?

Tell us the role, the seniority and the time-zone overlap you need — a senior engineer will send three pre-vetted profiles within a week.