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HPI Pro — Salesforce consulting and implementation
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Salesforce Services

One professional suite.
From strategy to continuous improvement.

HPI Pro provides consulting, architecture, implementation, development and support services across the Salesforce ecosystem. Every service can stand on its own or fit into a full engagement, depending on the organization's situation and needs.

Book an intro callReview an existing Salesforce system

Service pages

Choose your starting point

Consulting & discovery

Mapping the current state, the goals, the stakeholders, the processes, the systems and the data — before any technology decision is made.

Read more: Consulting & discovery

Implementation & development

End-to-end Salesforce delivery: configuration, Flows, development, testing, migration, training and a controlled go-live.

Read more: Implementation & development

Salesforce Health Check

A systematic review of an existing org to surface risks, technical debt, usability problems, quick wins and improvement opportunities.

Read more: Salesforce Health Check

Agentforce & AI

Responsible AI inside sales, service and operations — with permissions, human oversight and properly governed enterprise data.

Read more: Agentforce & AI

Integrations & data

Connecting Salesforce to the systems you already run, migrating data, improving data quality and defining an enterprise source of truth.

Read more: Integrations & data

Support & ongoing care

Maintenance, changes, development, user support and a periodic roadmap so the system keeps fitting the organization.

Read more: Support & ongoing care

Salesforce Clouds & specialised services

Eight areas with a dedicated page of their own

Sales Cloud

A consistent sales process, defined stages and a pipeline you can trust in reporting.

Full page

Service Cloud

One case, one customer view, routing and SLAs you can actually measure.

Full page

Experience Cloud

A portal for customers, partners or vendors with clear permission boundaries.

Full page

Marketing Cloud

Marketing that's connected to sales and CRM data — not a separate mailing system.

Full page

Data Cloud

A unified customer view across systems, without copying the entire organization into the CRM.

Full page

Development & Automation

A reasoned decision between Configuration, Flow and Apex — including standards and testing.

Full page

Stalled project rescue

Diagnosing why the project stalled before adding more development hours.

Full page

CI/CD & DevOps

A governed release pipeline: metadata in Git, automated tests, quality gates and a defined rollback.

Full page

User adoption & training

Role-based training, usage measurement and fixing blockers after go-live.

Full page

Who the suite fits

Four types of organizations we work with

  • Companies buying Salesforce for the first time that need full professional support.
  • Organizations with an existing system that want to reduce technical debt and move to the next phase.
  • Internal CRM teams that want an external architect, design reviews, or decision support.
  • Managers looking for a provider who owns the project end-to-end — not just development hours.

How to pick a starting point

A quick decision map

No Salesforce yet

Start with consulting and discovery, then architecture and full implementation.

Salesforce that partly works

Start with a Health Check, then fix the architecture or plan a new phase.

Salesforce in place, want AI

Check data and permission readiness through a focused Health Check, then Agentforce.

Want to connect systems

Start by scoping the core integration, then implement it.

Need short-term development only

You can enter through a support service or a focused enhancements track.

Seven layers of work

01

Strategy & Discovery

We start from the business problem.

We define the goals, users, processes, data, systems and success metrics before deciding how to build anything.

  • Discovery
  • As-Is / To-Be mapping
  • Stakeholder mapping
  • Process mapping
  • KPI definition
  • Roadmap
  • Estimation & prioritization
02

Architecture

We design a system that can keep growing.

Designing the data model, permissions, automations, integrations and components so the system stays clear, secure and maintainable.

  • Solution Architecture
  • Data Architecture
  • Integration Architecture
  • Security Model
  • Governance
  • Design Reviews
03

Implementation & Development

We turn the design into a working system.

  • Configuration
  • Salesforce Flow
  • Apex
  • Lightning Web Components
  • Custom Objects
  • Approval Processes
  • Reports
  • Dashboards
  • Experience Cloud
04

Data & Integrations

We connect Salesforce to what already exists.

  • APIs
  • ERP
  • Finance systems
  • Contact centers
  • Websites
  • Marketing platforms
  • BI
  • Migration
  • Data Cleansing
  • Master Data
05

Agentforce & AI

We embed AI inside a defined, controlled process.

  • Agentforce
  • Self-service
  • Case summarization
  • Knowledge search
  • Next Best Action
  • Routing
  • Human Approval
  • Governance
06

Adoption & Training

We make sure the system also works for the people using it.

  • Training
  • Reference materials
  • Usage scenarios
  • UAT
  • Champions
  • Adoption Metrics
  • UX improvement
07

Ongoing Support

We keep improving after launch.

  • Support
  • Maintenance
  • Enhancements
  • Release Management
  • Monitoring
  • Quarterly Roadmap
  • Technical Debt Reduction

Decision point

A 30-minute introductory call

A short conversation helps identify whether it's best to start with consulting, a Health Check, or straight into implementation.

Book an intro call

Go deeper

Guides & related services

Frequently asked questions

Salesforce services — common questions

Which Salesforce services do you provide?
A full suite — consulting and discovery, CRM architecture, Salesforce implementation, custom development, integrations and data migration, Agentforce and AI, user training and ongoing support. Every service stands on its own or fits into a broader engagement.
How do we know which service to start with?
It depends on the organization's situation. An organization buying Salesforce for the first time starts with consulting and discovery. An organization with an existing system that has lost structure starts with a Health Check. An organization that already knows what it wants to build goes straight to implementation. A short introductory call is usually enough to identify the right entry point.
Do you work alongside a client's in-house development team?
Yes. A lot of our work runs on a blended model — HPI Pro owns architecture, standards and complex components, and the client's in-house team develops alongside us to defined guidelines and joint testing.
Can we start with a small service without committing to a large project?
Yes. A Health Check, focused discovery, an architecture review or support on a single decision are all standalone services. In many cases clients start small and only later decide whether to expand.
Does the service include support after launch?
Yes, as part of our ongoing support service. It covers incident handling, small enhancements, release cycle management, monitoring, and quarterly roadmap planning. The service is scaled to the organization's usage.

Next step

Let's identify the right service to start with

A short conversation with leadership or your system owner helps determine where it matters most to begin — a Health Check, discovery, or an implementation project.

Book an intro call