Meet our customers
The perfect blend of AI & Human
Unlock Experience with Inhouse
Experts
Seasoned & certified professionals with deep expertise in AI-powered Salesforce management.
Expert insights and customized recommendations from our dedicated team.
Unlock speed with
AI
Ready-to-deploy no-code integrations for your entire GTM tech stack
Automatically sync data from emails, call transcripts, and LinkedIn to improve data quality
Unlock Scalability with
Consulting Partner
AI-augmented workflows and a platform-driven approach for rapid scaling.
Partnered with EY to manage work for very large projects.
Unlock best practies with
Data from RevOps product
Access peer intelligence and best practices derived from our network of SaaS companies
No additional training required. Get high ROI on CRM investment.
Let’s do it
together
Hear the chorus straight from our clients
Clientell has helped us to maximize the value of our Salesforce investment. Their integration expertise and ability to customize Salesforce to our unique needs has streamlined our sales processes immensely.
Tevia Arnold
SVP, Marketing
Clientell has been a lifesaver for our revenue team, simplifying our daily workflow and allowing us to focus on what matters most - selling. We couldn't be happier with our decision
Hari Valiyath
Co-Founder, CBO
Clientell’s offerings saved us from buying 3 other products and agencies and saved us a boatload of money, this decision was pivotal to our growth. Now in wavy macroeconomic conditions, we were able to find pockets of revenue boosts.
Pavan Sondur
CEO, Co-Founder
Our Process
From SFDC implementation to management
Step-01
Automated audit process delivering results within a day.
Get a comprehensive "health checkup" of your current Salesforce implementation.
Uncover missing opportunities, identify redundant fields, and check validations and workflows.
Get detailed reports with insights into your sales & marketing pipeline, such as pacing analysis & identification of at-risk deals.
Step-02
Upon receiving the audit reports, get detailed recommendations for Salesforce implementation.
Benefit from peer-to-peer insights gathered from our extensive network of B2B SaaS companies.
Requirement-based Salesforce development approach focusing on specific needs rather than basic recommendations or analysis.
Step-03
Access Salesforce-ready templates for quick setup of automations and flows, easily customizable to your needs.
Build tailored Salesforce workflows to streamline CRM data updates, with the added convenience of a Chrome plugin.
Deploy custom sales methods like MEDDIC, MEDDPICC, etc. for improved consistency and effectiveness in sales processes.
Step-04
Fast, multiple testing cycles to ensure thorough validation.
Super-fast testing in a comprehensive Sandbox environment using AI.
Ensure seamless integration with other systems through AI-driven testing processes.
Employing AI for quick and comprehensive UAT to validate user requirements.
Step-05
Continuously monitor & automatically audit older implementations whenever new ones are added to prevent breakage.
Get expert recommendations on the best SaaS tools and methods for implementing GTM use cases.
24-Hour turnaround time and resolution for your Salesforce maintenance issues.
We make things
ridiculously easy
for you!
No problem, get even more right here!
Creating custom objects & reports
Track and measure sales KPIs like sales velocity, closure rates, and drop-off limits for data-driven decision-making.
Hygiene implementation and automation
Ensure Salesforce platform integrity by streamlining data population and reporting, optimizing workflows, and reducing errors.
Business focused custom development
Optimize operations with customization processes such as deduplication for data cleanliness, apex trigger-based events for automation, and 3rd-party integrations.
FAQ’s