Salesforce Consulting & Development Company

Salesforce Consulting & Development Company

Salesforce Rocket
We’re your certified Salesforce development services provider for growth. Integrate innovations into your business processes today!

Our approach is simple

As a top Salesforce solution company, we carefully collaborate with you to understand your business's goals to create the ideal solution for you. Providing outstanding customer service is our top priority! We won't be happy until you are fully satisfied with your custom Salesforce implementation.

Circle 250+ solutions delivered
Circle 4.9 customer satisfaction score
based on Clutch and Appexchange
Circle 50+ skilled engineers that hold certificates in Sales & CPQ, Service, etc.

Our Real Stories, Your Real Results

Read Routine Automation real-life cases of practical inspiration that make a difference.

MuleSoft Integration case
Energy & Utilities
MuleSoft Integration for Fuel Company: Multi-System Data Exchange Simplified  
A major fuel company in Poland was sitting at the center of everyday mobility. They provide fuel cards, payment solutions,...
Energy & Utilities
How Neova Unified Customer Data and Portals with Salesforce Lightning
Background Neova is not a typical industrial company. Their focus stretches from renewable energy to clean food, air, and water,...
Automotive
How Profil Streamlined Automotive Service with Salesforce Field Service Lightning
Most people who drive a modern car are you’re benefiting from Profil’s work without even knowing it. As a pioneer...
Integration IT & Software Development
Salesmsg: From SMS Platform to CRM Powerhouse with RA’s Help  
Case study by Routine Automation on launching Salesmsg on Salesforce AppExchange: certified integration, +27% client growth, and improved customer retention.
IT & Software Development Revenue Cloud
How E.ON One Scaled Subscription Sales with Salesforce Revenue Cloud Advanced (former Revenue Lifecycle Management, RLM) 
Case study by Routine Automation on implementing RCA in Salesforce (former RLM) for E.on One: automation of complex subscription sales...
Floral Retail HubSpot
HubSpot for Floral Retail Company
The client is an top-ranked college which implemented Salesforce
Event Management HubSpot Sales Cloud
HubSpot Event Management
German software company that builds scouting process of young football players using AI and mobile app. The company evaluates players...
Education Sales Cloud
Salesforce Certification Training
The client is an top-ranked college which implemented Salesforce
Energy & Utilities Sales Cloud
Streamlining Energy Grid Operations with Salesforce
Explore how a leading European energy infrastructure operator optimized energy grid operations by implementing a Salesforce project, focusing on advanced...
MuleSoft Integration case
Energy & Utilities
MuleSoft Integration for Fuel Company: Multi-System Data Exchange Simplified  
A major fuel company in Poland was sitting at the center of everyday mobility. They provide fuel cards, payment solutions,...
Energy & Utilities
How Neova Unified Customer Data and Portals with Salesforce Lightning
Background Neova is not a typical industrial company. Their focus stretches from renewable energy to clean food, air, and water,...
Automotive
How Profil Streamlined Automotive Service with Salesforce Field Service Lightning
Most people who drive a modern car are you’re benefiting from Profil’s work without even knowing it. As a pioneer...
See all cases

Salesforce Services

Clouds
Implementation
Integration
AI Salesforce Services
Data migration
AppExchange
Consulting & Development
Support & Maintenance

Clouds

Routine Automation provides implementation, configuration, and customization of Salesforce Clouds.

Sales Cloud

Sales and customer relationship management

Service Cloud

Client support through multiple channels

Field Service Lightning

Work order management, scheduling, and mobile workforce optimization

Marketing Cloud

Marketing automation and analytics

B2B Commerce Cloud

B2B customer experience and sales optimization.

Experience Cloud

Communities and user portals building

Analytics Cloud (Tableau CRM)

Data visualization, analytics, and forecasting

Data Cloud

Data integration, management, and real-time analytics.

Revenue Cloud

Streamlines the quote-to-cash process within one platform — no human mistake factor.

Manufacturing Cloud

Manufacturing processes and demand regulation

Health Cloud

Patient data and interaction management

Nonprofit Cloud

Volunteer and donor relationship management

See more

Implementation

Routine Automation provides implementation, configuration, and customization of Salesforce Clouds.

Sales Cloud – Centralized customer data with marketing & sales

CPQ – Quick, accurate pricing and quote generation

Service Cloud – Automated support with personalized service

FSL – Field service operations management

Marketing Cloud – Multi-channel marketing campaign coordination

Pardot – Improved B2B email marketing

Experience Cloud – Seamless collaboration for clients, partners, staff

B2B Commerce Cloud – B2B customer experience and sales optimization.

Data Cloud – Data integration, management, and real-time analytics.

Sales Engagement – Building and managing interactions with prospects and customers to drive sales.

RLM – Revenue Lifecycle Management (RLM) is a strategic approach that unifies the tools and processes needed to maximize revenue.

See more

Integration

Connecting systems and data seamlessly across platforms

Payment Service Providers

PayPal, Stripe, Square, Authorize.net

Enterprise Resource Planning (ERP)

SAP, Oracle ERP, NetSuite, QuickBooks

E-Commerce Platforms

Shopify, Magento, BigCommerce, WooCommerce

Marketing Management Systems

Pardot, Marketo, Mailchimp

Content Management Systems (CMS)

WordPress, Drupal, Sitecore, Adobe Experience Manager, SharePoint

Analytics Tools

MS Power BI, Tableau, Google Data Analytics, QlikView

Communication Platforms

Slack, Microsoft Teams, Zoom, Google Workspace, Oultook, Calendly

Project Management Tools

Monday.com, ClickUp, Severa, Trello, Asana, Jira

Customer Relationship Management (CRM)

HubSpot CRM, Microsoft Dynamics 365, Zoho CRM

Human Resource Management (HRM)

Workday, BambooHR, ADP, SAP SuccessFactors

Integration and API Management Platforms

Mulesoft

See more

AI Salesforce Services

Boost productivity across all departments with Salesforce AI solutions.

Agentforce AI

Custom AI agents for automated Salesforce workflows

Sales AI

Advanced tools for boosting sales

Customer Service AI

Automated solutions for enhanced support

Marketing AI

Smart tools for optimizing marketing strategies

Commerce AI

Automation for improving commerce operations

Einstein Copilot

Smart assistance for efficient CRM management

Einstein 1 Studio

AI insights for personalized customer interactions

Prompt Builder

Custom prompt building for tailored solutions

Low Code AI Builders

Minimal coding for solution creation

Dev and Admin AI

Efficiency in development and admin tasks

See more

Data migration

Develop a data migration plan including identifying and mapping the data to be migrated, as well as planning for extraction and transformation.
See more

AppExchange

Integration of top apps and services from Salesforce marketplace to extend your CRM.

Designing, building and publishing applications

Add apps and components to the specialized AppExchange marketplace to enhance your platform.

Security Review

Product security check and security level testing of the solution

See more

Consulting & Development

Expert reviews and advice to optimize systems and processes from top RA engineers.

Salesforce Audit

Extended audit for optimal system performance

Salesforce Consulting

Detailed plan to improve system efficiency

Salesforce Developer Services

Certified developers to build, customize, and scale your Salesforce solutions.

See more

Support & Maintenance

Ongoing help after Salesforce tools and features integration from Routine Automation skilled specialists.

Support

Reliable help for any issue resolution

Maintenance

Updates to ensure smooth system operation

Training
Empowering your team with essential skills

See more

Salesforce Products for Business

Sales
Customer Service
Marketing
IT and Development
Key Executives
Logistics and Order Management
Sales
Optimize your sales efforts with tailored Salesforce solutions. From lead management to sales forecasting, enhance your sales operations and drive growth.

Contact and Lead Management

Streamlined sales process with advanced CRM tools

  • Sales Cloud: Manage contacts, leads, and sales forecasting
  • Einstein Lead Scoring: Prioritize leads with AI-driven scoring

Sales Automation

Automate your sales tasks and improve efficiency.

  • Pardot: Automate marketing and manage lead tracking
  • Einstein Activity Capture: Automatically capture interaction data from emails
  • Sales Engagement – Improve customer interactions with automated outreach and tracking

Analytics and Forecasting

Gain insights and forecast sales with advanced analytics.

  • Einstein Sales Analytics: Deep sales data analysis and reporting
  • Tableau: Visualize sales data with interactive dashboards
Customer Service
Enhance customer service with Salesforce tools for efficient request handling and support automation. Improve customer satisfaction and streamline service operations.

Request Management

Efficiently handle customer requests across channels

  • Service Cloud: Manage requests through multiple channels
  • Einstein Case Classification: AI-powered classification for faster processing

Support Automation

Enhance support with automation and real-time assistance

  • Einstein Bots: Automate client interactions with 24/7 chatbots
  • Field Service Lightning: Optimize mobile workforce and task scheduling.

Analytics and Reporting

Analyze support data to improve service quality

  • Einstein Service Analytics: Analyze support data for better customer service
  • Tableau: Personalize insights and automate summaries
Marketing
Elevate your marketing efforts with Salesforce solutions tailored for automation and personalization. Optimize campaigns and gain insights to drive better customer engagement.

Marketing Automation

Automate marketing efforts for better engagement

  • Marketing Cloud: Personalized campaigns & client behavior analysis
  • Pardot: Manage B2B marketing campaigns and lead automation

Interaction Personalization

Customize client interactions in real-time

  • Interaction Studio: Prompt personalization of client interactions
  • Einstein Recommendations: Intelligent product and content recommendations

Marketing Analytics

Analyze marketing data to drive strategies

  • Marketing Cloud Intelligence: Integrate and visualize marketing data from various sources
  • Einstein Marketing Insights (EMI): AI-driven insights into marketing campaign performance
IT and Development
Empower your IT and development teams with Salesforce tools for custom app development, integration, and security. Enhance your tech infrastructure and streamline operations.

Development and Customization

Build and customize applications on the SF platform

  • Hire Salesforce Developers: Certified experts for custom builds and system enhancements.
  • AppExchange: Marketplace for apps and components to extend SF.
  • Salesforce Platform: Tools for custom app development

Data and App Integration

Seamlessly integrate applications and data sources

  • MuleSoft: Integrate apps and manage APIs effectively
  • Salesforce Connect: Real-time synchronization of external data with SF

Security and Compliance

Advanced tools for security and compliance management

  • Salesforce Shield: Enhanced security tools and compliance monitoring
  • Security Center: Centralized security management & threat analysis
Key Executives
Support executive decision-making with Salesforce strategic planning and productivity tools. Gain insights, manage projects, and collaborate effectively across your organization.

Strategic Planning and Analytics

Visualize and analyze data for strategic decisions

Productivity and Efficiency Management

Tools to manage projects and team collaboration

  • Salesforce Anywhere: Real-time project management & team collaboration
  • Quip: Collaborative document management
Logistics and Order Management
Streamline logistics and order management with Salesforce solutions designed for efficiency. Optimize order processing and forecast demand with precision.

Order and Logistics Management

Manage orders and optimize logistics processes

  • Commerce Cloud: Manage online stores and enhance user experience
  • Order Management: Track orders and streamline logistics

Demand Forecasting and Analytics

Analyze data for accurate demand forecasting

  • Einstein Analytics: Forecast demand and analyze supply chain data
  • Tableau: Visualize logistics data with interactive charts

Getting Started with Us

Your journey from first contact to successful cooperation

Initial Inquiry

Get started by submitting an inquiry through our contact form or requesting a call. We'll reach out to learn about your needs and objectives.
Step 1

Requirements Discussion

On an introductory call, we'll discuss requirements, pain points, and goals for your Salesforce initiative. This helps us fully understand your needs.
Step 2

Proposed Solution

We'll analyze your requirements & provide a detailed proposal outlining our recommended solution, project team, timeline, and costs.
Step 3

Collaboration & Feedback

Then, we'll have further discussions to align on the proposal and gather any additional feedback to refine the plan.
Step 4

Finalize Project Details

We'll analyze your requirements & provide a detailed proposal outlining our recommended solution, project team, timeline, and costs.
Step 5
background background

Still doing manually what Salesforce should automate?

We can help.

Comparison of delivery models

Features
Dedicated Team
Project-Based
Staff Augmentation
What We Do
Our dedicated staff works as an integrated extension of your team. We help define goals and assemble experts tailored to your workflows. Our developers operate as a seamless part of your staff.
For one-off projects, our squad handles everything required to bring your vision to life. We excel at analysis, design, development, QA, and docs while optimizing cost, time, and scope.
Scale your team with top Salesforce talent, exactly when you need it. Our experts join your in-house staff, bringing specialized skills without the long-term commitment. You maintain full control over the project, while we provide the resources to help you meet deadlines and goals.
Whom it suits
  • Organizations looking for long-term collaboration and consistent support.
  • ️Businesses seeking to extend their in-house capabilities with specialized skills.
  • ️Companies with ongoing, dynamic projects requiring continuous development and updates.
  • ️Enterprises with complex workflows that need a team fully integrated into their culture and processes.
  • Businesses with a specific, one-time project scope.
  • Startups and SMEs needing expert execution without a long-term commitment.
  • Companies requiring a rapid turnaround on a defined Salesforce solution.
  • ️Organizations with clear project requirements and a fixed timeline for delivery.
  • Companies needing additional talent to support their internal team on a short-term or project-specific basis.
  • Businesses that want flexibility in scaling resources up or down, depending on project needs.
  • Organizations with skilled teams in place but requiring niche expertise or specific technical roles to complete a project.
  • ️Firms seeking to avoid the overhead of hiring full-time staff while maintaining complete control over workflows and direction.
Project Length
From 3 month
From 80h
From 2 weeks
Team Size
From 1 FTE to max
No limits
1-2 experts
Budget Predictability
Fixed team cost (Fixed Price)
Pay as you go (T&M)
Fixed price (based on expertise and hours per specialist)
Delivery Type
Part of the client's team
Turnkey delivery
On-demand staffing
Rates
Resource dependent
Flat rate
Resource-dependent
Get in Touch!
Awards & Recognitions
We had received many awards in the past years,
one of them beeing the Clutch's Top 1000 Consulting Firms
Salesforce Partner
Salesforce Partner
Top Salesforce company
Top Salesforce company
Top CRM consulting company
Top CRM consulting company
Top IT services company
Top IT services company
Top email marketing company
Top email marketing company
Top IT services company
Top IT services company
Top digital marketing company
Top digital marketing company
Top Marketing Automation Consultants
Top Marketing Automation Consultants
See All
Our Experts

team
Salesforce Architect, FSL Specialist
Olga Shishkova
team
Salesforce Architect
Evgeniy Sukach
team
Account Manager
Hanna Biruk
team
Certified Salesforce Engineer
Nikita Lupekin
team
Salesforce Engineer, Experience cloud
Yuliya Kisliuk
team
Salesforce Senior Engineer, Salesforce Industries
Alexander Sitnik
team
Certified Salesforce Engineer
Roman Levkovich
team
Salesforce QA Engineer
Yuliya Moiseeva
team
Head of Customer Success
Vera Stepanovich
team
Salesforce Developer | Marketing Cloud
Viktor Dunaev
team
Salesforce Developer | Jitterbit
Veronika Khlopava
team
Salesforce Developer | Sales specialist
Palina Dunayeva
team
Customer Success Manager
Kate Vasiljeva
tab-team
Salesforce Architect, FSL Specialist
Olga Shishkova
Salesforce Architect, FSL Specialist
Olga Shishkova
Certificate
Certificate
Certificate
Certificate
Certificate
Experienced in budget estimation and proposal preparation, excelling in client communication. Specializes in Salesforce Sales Cloud, Field Service Lightning (FSL), Service Cloud, and Experience Cloud.
Let’s talk
tab-team
Salesforce Architect
Evgeniy Sukach
Salesforce Architect
Evgeniy Sukach
Certificate
Certificate
Certificate
Certificate
Certificate
Brings expertise in Sales Cloud, Service Cloud, Experience Cloud, and CPQ. Skilled in integration design, Apex, and LWC development, with a proven track record of optimizing SF environments and enhancing pre-sales communication.
Let’s talk
tab-team
Account Manager
Hanna Biruk
Account Manager
Hanna Biruk
Focuses on optimizing business processes using Salesforce. Has a wealth of experience in relationship building, driving customer success, negotiating partnerships, and expanding into new markets.
Let’s talk
tab-team
Certified Salesforce Engineer
Nikita Lupekin
Certified Salesforce Engineer
Nikita Lupekin
Certificate
Certificate
Certificate
Possesses domain expertise in Salesforce Service Cloud, Sales Cloud, and Experience Cloud, with additional experience in Marketing Cloud, Jitterbit, and CPQ services to deliver integrated solutions.
Let’s talk
tab-team
Salesforce Engineer, Experience cloud
Yuliya Kisliuk
Salesforce Engineer, Experience cloud
Yuliya Kisliuk
Certificate
Certificate
Certificate
Experienced in implementing Sales Cloud, Service Cloud, Experience Cloud, and Field Service. Excels in integrating with third-party services, along with proficiency in Apex, LWC, and data management.
Let’s talk
tab-team
Salesforce Senior Engineer, Salesforce Industries
Alexander Sitnik
Salesforce Senior Engineer, Salesforce Industries
Alexander Sitnik
Certificate
Certificate
Expertise in Sales Cloud, Service Cloud, Vlocity, Experience Cloud, and the Force.com platform. Skilled in Lightning & Aura frameworks, Apex, Flows, data model design, and security.
Let’s talk
tab-team
Certified Salesforce Engineer
Roman Levkovich
Certified Salesforce Engineer
Roman Levkovich
Certificate
Certificate
Certificate
Certificate
Certificate
Certificate
Certificate
Certificate
Certificate
Experienced in implementing Sales, Experience, Education, and Service Clouds. Expertise lies in Apex, LWC, Aura, and API integration, with a proven track record in delivering custom solutions
Let’s talk
tab-team
Salesforce QA Engineer
Yuliya Moiseeva
Salesforce QA Engineer
Yuliya Moiseeva
Specializes in Salesforce testing, covering Sales Cloud, Service Cloud, and Marketing Cloud. Skilled in test methodologies, bug tracking, API testing, and report generation.
Let’s talk
tab-team
Head of Customer Success
Vera Stepanovich
Head of Customer Success
Vera Stepanovich
Certificate
Certificate
Experienced in maintaining Salesforce projects, facilitating stakeholder relationships, and applying Agile/Scrum methodologies. Excels in problem-solving, resource management, and multitasking.
Let’s talk
tab-team
Salesforce Developer | Marketing Cloud
Viktor Dunaev
Salesforce Developer | Marketing Cloud
Viktor Dunaev
Certificate
Certificate
Certified Salesforce engineer skilled in Community, Marketing, Service, and Sales Clouds. Expertise in Lightning, Visualforce, design, and integration services. Experienced in solo and team-based projects.
Let’s talk
tab-team
Salesforce Developer | Jitterbit
Veronika Khlopava
Salesforce Developer | Jitterbit
Veronika Khlopava
Certified Salesforce expert with skills in FSL, CPQ, Billing, Sales, Service, and Community Clouds. Proficient in Apex, JS, SQL, APIs, LWC, and Jitterbit. Holds Platform Developer, CPQ, Admin, and AI Associate certifications.
Let’s talk
tab-team
Salesforce Developer | Sales specialist
Palina Dunayeva
Salesforce Developer | Sales specialist
Palina Dunayeva
Salesforce developer specializing in Sales and Community Clouds, LWC, and APIs. Skilled in Apex, Node.js, JS, SQL, and Heroku. Experienced in delivering solutions within a collaborative team environment.
Let’s talk
tab-team
Customer Success Manager
Kate Vasiljeva
Customer Success Manager
Kate Vasiljeva
Customer Success Manager and Business Development expert specializing in CRM and brand promotion. Skilled in Salesforce, Microsoft PowerApps, and Power BI. She enhances customer relationships through innovative strategies and data analytics.
Let’s talk

Explore how the RA team will do Automation for You

Accurate estimation
Accurate estimation

Plan confidently, we're here to guide you with clear timelines.

360-degree visibility
360-degree visibility

Stay in the loop, share your feedback, we're all ears.

Experienced engineers
Experienced engineers

Our skilled experts are all about your success.

Deep expertise
Deep expertise

We've got your back with custom solutions tailored to your needs.

Quality management
Quality management

We go the extra mile to deliver reliable, efficient and top-notch solutions just for you.

Support at every step
Support at every step

Count on us, we'll keep your Salesforce system rock-solid and secure. More about Salesforce Support

Accurate estimation
Accurate estimation

Plan confidently, we're here to guide you with clear timelines.

360-degree visibility
360-degree visibility

Stay in the loop, share your feedback, we're all ears.

Experienced engineers
Experienced engineers

Our skilled experts are all about your success.

Deep expertise
Deep expertise

We've got your back with custom solutions tailored to your needs.

Quality management
Quality management

We go the extra mile to deliver reliable, efficient and top-notch solutions just for you.

Support at every step
Support at every step

Count on us, we'll keep your Salesforce system rock-solid and secure. More about Salesforce Support

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