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Salesforce services

Salesforce implementation, customisations, and managed services, built for financial services.

We deliver Salesforce consulting, implementation, custom development, integration, migration and managed services for Financial Services and FinTech firms. Multi-cloud expertise across Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud and Salesforce Financial Services Cloud, paired with the FinServ-specialist discipline that decides which Salesforce products earn their place and which do not. The work that turns Salesforce from an expensive licence commitment into a revenue platform leadership can defend.

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TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

The challenge

Most Salesforce implementations fit Salesforce, not the business.

The standard Salesforce implementation playbook is well-rehearsed: a large systems integrator, a long implementation cycle, configurations that mirror Salesforce's standard models rather than your business's actual processes, and a managed services contract that bills against support tickets rather than against outcomes. For Financial Services firms, the model has structural problems. Salesforce's multi-cloud architecture is genuinely powerful, but only when the configuration is designed against your multi-entity reality, your regulatory perimeter and your actual revenue operating model, not against a generic enterprise template the integrator deploys to every client. We don't recommend Salesforce to sell Salesforce. We recommend Salesforce when the architecture work points to Salesforce. And when we deliver, we design the configuration against the FinServ stack your business actually runs, not against the Salesforce reference architecture that ignores the regulatory perimeter your reps actually sell inside.

What you get

  • Multi-cloud Salesforce expertise across the platform

    Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Commerce Cloud and Salesforce Financial Services Cloud delivered as a single engagement, with each product earning its place against your business model. The expertise to recommend which Salesforce clouds activate now, which activate later, and which never need to enter your stack at all.

  • Custom development, customisation and integration

    Apex, Lightning Web Components, Flow, custom objects and the full Salesforce development model. Native integration through MuleSoft, AppExchange or custom APIs. Migration from legacy CRMs and data unification across the existing stack. The engineering layer that turns Salesforce from a configuration project into a platform genuinely tailored to your business.

  • Compliance and security designed in for FinServ

    Salesforce configuration designed against FCA, Consumer Duty, SMCR, GDPR and sub-sector regulatory requirements from the first workshop. Audit trail discipline, access control architecture and data residency controls engineered in rather than retrofitted. The Salesforce delivery that withstands compliance review the first time, not the third.

  • Managed services for the long term

    Ongoing managed services that operate, maintain and continuously optimise your Salesforce platform after implementation. Release management, configuration governance, user enablement and platform evolution as the business grows. The discipline that prevents Salesforce from gradually drifting into the same configuration debt that prompted the original engagement.

Our approach

How we deliver Salesforce Services

We deliver Salesforce as a structured engagement that runs from audit through to a continuously optimising platform supporting the business at scale. Every phase is sequenced against your operational reality and your regulatory perimeter, with stage gates that protect revenue continuity through configuration, custom development, migration and rollout.

  1. Audit, architect and scope

    Full audit of current revenue technology footprint, existing Salesforce instance (if applicable), data quality, integration patterns and operational maturity. Salesforce architecture design covering which clouds and products earn their place, what configuration approach fits the business, and what custom development is genuinely required. Output: a Salesforce architecture and implementation roadmap with scope, sequencing and success criteria clearly defined.

  2. Configure, customise, develop

    Salesforce configuration across the relevant clouds, with FinServ-aware data models, process automation and user experience design. Custom development in Apex, Lightning Web Components and Flow where the use case justifies the build. Salesforce Financial Services Cloud configuration where the engagement covers FSC. Permissions architecture, audit trail design and security model designed against your sub-sector's regulatory perimeter.

    300+ systems designed and deployed. 9+ years of FinServ engineering specialism. ISO 27001 and ISO 9001 certified delivery from the first sprint.

  3. Integrate, migrate, validate

    Integration architecture connecting Salesforce to the broader stack - ERP, finance systems, regulatory reporting, sub-vertical platforms and the long tail of FinServ tooling - through MuleSoft, native connectors or custom APIs. Data migration from legacy CRMs with cleansing, transformation and validation. End-to-end testing including regulatory scenario testing and operational user testing before go-live. Documentation produced as a deliverable, not as an afterthought.

  4. Deploy, train, manage, evolve

    Phased rollout to each user audience with training built into the deployment, not bolted on after. Managed services operational from go-live, covering release management, configuration governance, user support and continuous optimisation. Quarterly platform reviews to ensure the configuration evolves with the business and the regulation it operates inside. The Salesforce platform becomes a living asset rather than a one-off project.

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See how Evara aproaches HubSpot Services

Salesforce Services is part of the broader Growth Revenue Engine: Evara's integrated framework for scalable financial services growth.

Learn About The Full System
Systems designed and deployed
ISO 27001 & ISO 9001, Certified delivery discipline
Years of FinServ engineering specialism

CASE STUDIES

Results that speak for
FinTech and Financial Services.

  • HEALTHTECH

    100%

    alignment between marketing and sales

    The integrated solution automated lead flow into Salesforce, improved segmentation and assignment, enabled instant Slack notifications, and ultimately streamlined Doctify’s operations while strengthening efficiency and alignment across the organisation.

    Read the full story

  • IT SERVICE MANAGEMENT

    200K+

    contact records migrated

    Pusher migrated from Salesforce to HubSpot in under 6 weeks, with all data intact, effective integrations, and a smooth transition. The Sales team was empowered with full visibility over the sales funnel, enabling accurate forecasting and performance measurement.

    Read the full story
See All Our Results

Ready to see how Salesforce Services would work for your business?

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All our marketing efforts can now be tied into one campaign, which helps us analyse performance effectively. The buyer persona-based approach helps us customise messaging to what is most relevant. This improves conversion rates and results in more MQLs and SQLs for the Sales Team.

Marketing Lead · IBS Intelligence

Priyanka Wani

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Showing 1 of 3

Increase in revenue within three months of implementation

Sales team expansion enabled by automation efficiencies

Increase in content engagement across the platform

FREQUENTLY ASKED QUESTIONS

Common questions about our Salesforce Solutions.

Salesforce consulting covers the discipline of designing, configuring, implementing, customising, integrating and operating Salesforce as the revenue platform for a business. Our Salesforce consulting services cover the full implementation lifecycle: discovery and architecture, configuration and customisation, custom development in Apex and Lightning Web Components, integration and migration, user enablement, and ongoing managed services. Salesforce implementation services are the build-phase work that follows architecture. Salesforce professional services and Salesforce consulting services are typically used interchangeably to describe the same engagement. We deliver across all of these as a single FinServ-specialist practice, which means the configuration, customisation and integration work designs for FCA, SMCR, Consumer Duty and sub-sector requirements from the first workshop rather than retrofitting compliance after delivery. Generic Salesforce consultancies do not build for that perimeter; we do.

We deliver across the major Salesforce clouds and products relevant to Financial Services and FinTech firms. Sales Cloud for sales process automation, pipeline management and revenue operations. Service Cloud for case management, customer support and post-sale operations. Marketing Cloud for multi-channel marketing, journey building and lifecycle automation. Experience Cloud for customer portals, partner portals and digital experiences. Salesforce Financial Services Cloud (FSC) for sector-specific functionality including wealth management, banking, lending and insurance use cases. Commerce Cloud where the engagement covers B2B or B2C commerce. We also deliver across the broader Salesforce ecosystem including MuleSoft for integration, Tableau for analytics and the AppExchange for sector-specific solutions. Selection of which clouds and products earn their place comes out of the architecture work, not out of partnership pressure.

Salesforce customisation services and custom Salesforce development services cover the engineering work that adapts the platform to your specific business needs beyond what standard configuration delivers. Customisation covers configuration-led work: custom objects, custom fields, page layouts, workflow rules, process automation through Flow, validation rules and permissions architecture. Custom development covers code-led work: Apex classes and triggers, Lightning Web Components, Visualforce where legacy use cases require it, integration APIs and the deeper engineering work that requires the Salesforce developer toolchain. For Financial Services firms, custom development typically covers regulatory reporting overlays, audit trail extensions, multi-entity data structures, compliance-aware automation and customer-facing portals where the user experience requires depth beyond standard Experience Cloud configuration. We deliver both customisation and custom development as part of the same engineering practice, with the boundary set against actual business need rather than against billable scope.

Salesforce integration services cover the work of connecting Salesforce to the broader technology stack your business runs. The integration approach depends on the use case, the systems involved and the data flow requirements. MuleSoft is the natural choice for enterprise-grade integration where the integration architecture itself is a substantial engagement, particularly across multi-system FinServ stacks with ERP, regulatory reporting and sub-vertical platforms in scope. Native Salesforce connectors (HubSpot, Marketo, Pardot, the major data platforms) cover well-defined point-to-point integration. Custom API integration in Apex covers integration with systems where neither MuleSoft nor native connectors fit the requirement. We design the integration architecture against the broader technology architecture of the business, which is why integration work typically sits inside our broader Technology & CRM Architecture practice and our Platforms Migration & Integration practice rather than being scoped as an isolated Salesforce engagement.

Yes. Salesforce migration services are one of the highest-impact engagements we deliver, particularly for FinServ firms moving from legacy CRMs (Siebel, Microsoft Dynamics older versions, sector-specific legacy systems) or from CRMs that have outgrown their original scope. Salesforce data migration services cover the cleansing, transformation, validation and migration of customer records, account hierarchies, transaction history, sales process data and the long tail of historical data that has to move with the business. For FinServ firms, migration projects have additional complexity: regulatory retention requirements affecting which data has to migrate and which can be archived, audit trail continuity across the old and new CRMs, and migration sequencing that protects revenue continuity through the cutover. We typically deliver migration as a structured workstream inside a broader Salesforce implementation engagement, with explicit stage gates protecting the business through cutover.

Have more questions about Salesforce consulting, implementation, custom development, integration, migration or managed services in regulated environments? Get in touch.

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SUPPORTING SOLUTIONS

Related capabilities across the Growth Revenue Engine.

  • TECHNOLOGY & CRM ARCHITECTURE

    Architecture decides which platform is right.

    Platform-agnostic architecture design that recommends Salesforce when Salesforce is right, and recommends a different CRM when it is not. The upstream design work this page executes against.

    Explore this solution

  • HUBSPOT SERVICES

    The other platform-specific practice.

    HubSpot-specific delivery for FinServ firms whose architecture recommendation points to HubSpot rather than Salesforce — or for hybrid stacks where both platforms earn their place. Same disciplined approach, applied inside the other ecosystem.

    Explore this solution

  • PLATFORMS MIGRATION & INTEGRATION

    The integration and migration execution layer.

    Multi-system integration builds, migration execution and the data engineering work that connects Salesforce to ERP, finance systems, sub-vertical platforms and the broader FinServ stack. The execution layer underneath complex Salesforce engagements.

    Explore thus solution

TALK TO US

Start the conversation.

Tell us about your current Salesforce instance (or your reasons for considering one), your business model and the operational outcomes you need the platform to support. We will respond within one business day with a clear next step.

No obligation · Response within 1 business day · We respect your data.

Latest Insights

New insights on Salesforce implementation, customisation, integration and managed services for regulated Financial Services are published each month. Explore more information on Growth Revenue Engine below.

See Latest Insights

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