Salesforce CRM Solutions
Transforming Operations and Customer Engagement with Dynamics 365
In today’s fast-paced business landscape, leaders need more than software—they need a connected platform that empowers their teams, streamlines operations, and drives measurable business outcomes. CEI’s expertise in Microsoft Dynamics 365 unifies ERP, CRM, and AI-enabled analytics to give enterprises a single, cohesive digital core that transforms the way finance, operations, and customer engagement work together.
Realize Salesforce’s full Potential
CEI’s Infrastructure & Security solutions eliminate
CEI enables organizations to realize Salesforce’s full potential—accelerating revenue, elevating customer experience, and simplifying operations through solutions grounded in business alignment and proven results.
How We Help You Succeed with Salesforce
CEI provides flexible, outcome-focused engagement models that scale to your Salesforce journey—whether full program ownership, targeted support, or ongoing optimization—ensuring clear, governed, and measurable business impact.
Full Service — “Do It For Me”
CEI provides a complete delivery team that integrates seamlessly with your organization. We lead the methodology, project management, solution design, and build — while your team validates priorities and approves work incrementally.
Best for: Large-scale, complex, or first-time enterprise implementations; lean internal IT teams.
Assisted Service — “Do It With Me”
Your organization manages the project, while CEI supplies the additional skills, capacity, and functional/technical expertise required to execute successfully.
Best for: Existing Salesforce orgs that need modular enhancements or roadmap-driven rollouts.
Self-Service Support — “Enable My Team”
CEI supports your internal Salesforce team with on-demand advisory, training, enhancement work, research, and technical execution. Optional managed services provide proactive monitoring, maintenance, and ongoing improvements.
Best for: Organizations with a deployed CRM that need reliable, expert support and continuous optimization.
Our Salesforce CRM Services
CEI’s Salesforce services span the entire CRM lifecycle — from strategy and design to implementation, optimization, and managed services. Our teams bring an average of 15+ years of CRM domain experience and deep platform expertise.
Advisory Services
Our leadership and principal-level consultants help define CRM vision, translate business needs into technical requirements, and accelerate strategic decision-making.
- Application Platform & Provider Selection
- CRM Implementation Assessment & Recommendations
- Executive CRM Envisioning
- Road mapping
- Project Requirements & Scoping
- Solution Design & Blueprinting
- M&A Change Management
- Solution Training & Coaching
Implementation Services
Our certified Salesforce professionals deliver secure, scalable deployments while reducing dependency on internal teams and minimizing project risk.
- Sales Effectiveness & Management
- Customer Intelligence & Forecasting
- Direct Sales Commerce
- Marketing Insights & Automation
- Omnichannel Customer Support & Contact Center
- AI Adoption for CRM
- On-Prem to Online Migration
Managed Services
We keep your Salesforce environment
maintained, optimized, and aligned to business priorities — allowing your internal team to focus on strategic initiatives.
- Monitoring & Predictive Analytics
- Preventative Maintenance
- Help Desk & Advisory Support
- Knowledge Transfer
- Research
- Technical Execution
Supported Salesforce Clouds
Results Delivered
Organizations that partner with CEI achieve Salesforce outcomes that directly support revenue growth, operational efficiency, and customer experience:
+200%
Increase in Productivity
500+
Enterprise CRM Implementations
100%
Implementation Success Rate