Salesforce Services 

Gruve delivers outcome-driven Salesforce services tailored to your needs when you need them. We align with your business goals, focus on measurable impact, and build lasting partnerships that grow with your success.

Salesforce Advisory Services

Unlock the full potential of your Salesforce investment

01

Strategic Alignment for AI and CX 

We help align your AI and data-driven customer experience strategies with core business objectives for maximum impact. 

02

Salesforce Licensing Optimization

Our comprehensive licensing review ensures you get the most value from your Salesforce investment while minimizing unnecessary costs.

03

Architecture Assessment 

We evaluate your current system architecture to identify opportunities for improved scalability, security, and AI readiness.

04

Innovation Roadmap Review

By aligning your Salesforce roadmap with industry best practices, we ensure a smooth transition to new innovations.

05

Org Check & Best Practices

We analyze your Salesforce environment to uncover inefficiencies and recommend best practices that enhance performance, compliance, and user adoption.

Salesforce Professional Services

Expert Salesforce implementation which delivers for your organization.

1 End-to-End Salesforce Implementation

We design, implement, and deploy Salesforce solutions tailored to your organization, leveraging efficiency gained through our proprietary AI tooling and data-driven insights.

2 Workflow Automation & Efficiency

Streamline operations using AI and Salesforce Flow to improve internal processes and customer engagement.

3 System Integration

Seamless system integration, enabling real-time data exchange across Data Cloud, AI-driven analytics, and third-party platforms.

4 Lightning Migration

Build scalable solutions with Apex and LWC, and modernize legacy systems through seamless lightning migration.

5 Org Restructuring 

Support complex org splits, merges, and migrations to align Salesforce with evolving business structures.

6 Analytics & BI Enablement

Empower decision-making with Tableau dashboards and AI-driven insights, tailored to industries like automotive and financial services.

7 Future-Proof Solutions Across Salesforce Clouds

Deliver scalable, intelligent solutions that enhance CX and operational performance across the full Salesforce ecosystem.

How We Work
01

Use Cases

Identify AI use cases which align to your business objectives

02

Pilot

Run a small pilot focused on a narrow audience and minimal customer impact.

03

Measure

Instrumentation which provides meaningful metrics to measure the success of AI.

04

Incremental Improvements

Identify what worked and what did not, adjust and continue to roll out improvements.

Security & Compliance

Safeguarding Your Salesforce Environment with Enterprise-Grade Protection

01

Comprehensive Salesforce Security Strategy

We deliver end-to-end protection for sensitive customer and financial data through secure, compliant, and resilient Salesforce environments. 

02

SAML/SSO Configuration

Simplify access management and enhance authentication security with single sign-on across systems.

03

Security Design & Role-Based Access Control

Implement robust configurations to ensure data protection, compliance, and proper access governance. 

04

Access Audits & Risk Mitigation

Identify vulnerabilities, misconfigurations, and excessive permissions to reduce risk and ensure industry compliance.

05

Security Hardening & Data Protection

Tighten sharing rules, encryption, and security settings to defend against unauthorized access and cyber threats.

06

AI Trust Layer Compliance

Ensure secure, compliant AI experiences within Agentforce and Data Cloud using.

Managed Services

Proactive Support & Continuous Optimization for Your Salesforce Ecosystem

01

Ongoing Salesforce Administration

We manage users, security settings, and system configurations to ensure smooth, day-to-day Salesforce operations.

02

Responsive Ticketing & User Support

Resolve issues quickly with dedicated support for troubleshooting, user guidance, and minimizing downtime. 

03

Proactive Organization Maintenance

Maintain performance and security through regular health checks, data hygiene, and system optimization. 

04

Release Management & Feature Adoption

Stay ahead of Salesforce updates with expert testing, integration, and enablement of new features and security enhancements.

05

AI & Industry-Focused Managed Services

Leverage deep expertise in AI, Data Cloud, and vertical-specific solutions to drive long-term growth and customer success. 

Managed Package Development

Scalable, secure, and market-ready Salesforce solutions

01

End-to-End Package Development 

Design, build, and deploy scalable, secure, and high-performance Salesforce apps aligned with business goals and platform best practices.

02

1GP & 2GP Packaging Support 

Support both First- and Second-Generation Packaging for ISVs and enterprises, tailored to custom apps, industry solutions, or AI extensions.

03

AppExchange Listing & Security Review 

Guide clients through AppExchange listing and Salesforce’s security review to ensure compliance, performance, and faster approval.

04

Ongoing Maintenance & Upgrades 

Provide continuous support to keep packages current with Salesforce updates, security patches, and new features. 

Learn more about our capabilities

Our Capabilities arrow icon

Success Stories

Improving Customer Data Accuracy and Digital Engagement for an Automotive Leader

Challenge:
Inconsistent data accuracy and fragmented customer engagement tools across corporate Salesforce systems.

Solution:

Built a scalable CRM with improved UI/UX, surveys, and consent management, leading to the highest operational stability and better engagement.

Rolling Out a Retail Experience Platform for a Global Automotive Firm 

Challenge:

Need to unify retail customer experience across regions with real-time sales visibility and local compliance.

Solution:

Implemented RCXP with NAFF (Kakao) integration and migrated historical DMS data to Salesforce, aligning with regional needs.

Modernizing Global Sales and Marketing for an Automotive Subsidiary

Challenge:

Legacy Siebel system limited scalability and hindered Europe-wide CRM expansion.

Solution:
Migrated to Salesforce with Informatica integration and Marketing Cloud, enabling automation, better validation, and scalable operations.

Transforming Customer Experience with Salesforce for a Global Automotive Firm

Challenge:

Disparate customer management systems and rising IT costs reduced efficiency.

Solution:
Unified systems into Salesforce with Sales, Marketing, and Service Clouds, plus LMS/DMS integrations, driving efficiency and cost savings.

Modern CRM & Revenue Operations

Challenge:
Legacy CRM, poor data quality, and manual processes hindered growth and partner management.

Solution:
Migrated to Salesforce Sales Cloud, integrated key tools, and automated sales workflows for scale and efficiency.


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