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Mumbai is embracing Salesforce at a record pace to boost customer engagement, streamline operations, and scale digital transformation across industries. From BFSI and healthcare to logistics, retail, and media, organizations are investing in Salesforce CRM to unlock data-driven insights and automation.
But successful implementation isn’t just about the software—it’s about partnering with the right experts. Choosing a Salesforce consulting firm in Mumbai with AI expertise, industry experience, and proven delivery capabilities can make the difference between a system that drives ROI and one that underperforms.
This guide highlights the 10 best Salesforce consulting firms in Mumbai for 2025. Whether you’re a small business or a large enterprise, these partners combine technical expertise and industry alignment to deliver scalable, impactful CRM success.
The Role of a Salesforce Consulting Firm
Their services typically include:
- Implementation & Customization: Deploying Sales Cloud, Service Cloud, Marketing Cloud, Financial Services Cloud, and other Salesforce solutions tailored to your workflows.
- Systems Integration: Connecting Salesforce to ERP, HR, accounting, and custom applications for seamless data flow.
- Data Migration & Compliance: Ensuring secure, compliant migration in line with Indian data protection laws and global regulations like GDPR.
- End-User Training & Adoption: Delivering workshops, role-based learning paths, and change management to drive adoption.
- Automation & AI Enablement: Leveraging tools like Einstein AI for predictive insights, workflow automation, and advanced analytics.
- Managed Services: Providing continuous support, enhancements, and optimization after go-live.
Also Read – Best Salesforce Consulting Companies in India
Key Factors to Consider When Choosing a Salesforce Consulting Firm
- Salesforce Certifications & Multi-Cloud Expertise: Look for official Salesforce certifications, including Admin, Developer, Architect, and multi-cloud specializations.
- Industry Experience: BFSI, manufacturing, media, healthcare, and logistics projects require domain-specific knowledge.
- Local Success Stories: Case studies from Mumbai clients prove their ability to navigate the city’s business environment.
- Delivery Methodology: Agile, hybrid, or phased approaches impact speed, cost, and adaptability.
- Transparent Pricing & ROI Focus: Detailed proposals with cost breakdowns and expected ROI help avoid scope creep.
- Local Presence & On-Site Support: In-person workshops and cultural understanding build stronger collaboration.
- Post-Implementation Commitment: Evaluate their managed services, SLAs, and capacity for long-term support.
Tip: Always request a demo or pilot project to evaluate their approach before signing a long-term contract.
Top Salesforce Consulting Firms in Mumbai
1. GetGenerative.ai
GetGenerative.ai is the first AI-native registered Salesforce consulting partner, reshaping implementation by combining 80% AI automation with 20% expert-led strategy. Unlike traditional firms, it integrates intelligent agents across the Salesforce lifecycle, automating repetitive tasks and accelerating time-to-value by 10 times.
AI Agents Driving Implementation Efficiency:
- Pre-Sales Agent – Auto-generates proposals, effort estimates, and scope plans
- Design Agent – Converts business inputs into solution architecture and user stories
- Build Agent – Produces implementation workbooks and task breakdowns
- Code Agent – Generates Apex classes, triggers, and Lightning Web Components
- Test Agent – Automates test case creation, execution, and defect tracking
- Support Agent – Automates issue resolution by using historical project context
Client Benefits:
- 80% Efforts saved in Proposal Creation
- Enterprise-grade traceability with built-in documentation and metadata linkage
Industries Served:
- Salesforce Data Cloud and Agentforce
- Salesforce Industries Clouds
- Core Clouds
📞 Phone: +61 466 149 529
📧 Email: himanshu@getgenerative.ai
Explore GetGenerative.ai’s Salesforce Consulting Services
2. Kandisa Technologies
Kandisa Technologies has built a reputation for tailored Salesforce solutions and long-term global client partnerships, including Fortune 500 companies.
Key Highlights:
- Location: Goregaon (East), Mumbai
- Certifications: Certified Salesforce professionals with multi-cloud expertise
- Clients: Fortune 500 enterprises, 5+ year relationships with brands like Parallels
- Specialties: CRM setup, integration, AppExchange app development
- Unique Edge: Active member of Salesforce’s PLEDGE 1% philanthropy initiative
3. Satrang Technologies
Since 2010, Satrang Technologies has delivered strategic, end-to-end Salesforce solutions as a Registered Cloud Alliance Partner.
Key Highlights:
- Location: Mumbai
- Certifications: Force.com Certified Developers, Sales Cloud Consultants
- Clients: ProEst, Irvin Simon Photographers
- Specialties: AppExchange development, Force.com expertise, go-to-market strategy
- Track Record: 7+ major projects for long-term clients since inception
4. YES CRM Consultants
Founded in 2012 by Zarna Naik, YES CRM specializes in Salesforce and Zoho CRM solutions, with deep domain expertise in healthcare and SaaS.
Key Highlights:
- Location: Andheri East, Mumbai
- Clients: Aditya Birla Group, Saint Gobain, Mondo, Zilingo
- Specialties: Healthcare CRM, offshore services, remote Salesforce administration
- Unique Edge: International project experience across Indian and U.S. markets
5. Thinqloud Solutions
Established in 2016, Thinqloud Solutions blends technical depth with business process re-engineering, serving multiple industries from BFSI to manufacturing.
Key Highlights:
- Locations: Mumbai, Pune, Eugene (Oregon), New York
- Certifications: Registered Salesforce Partner
- Clients: Banking, insurance, healthcare, retail, non-profits
- Specialties: Productivity, mobility, collaboration, AI-driven solutions
- Reputation: Known for delivering controlled, automated processes that enhance customer experience
6. DhruvSoft
With operations in Mumbai since 2010, DhruvSoft is known for its quick deployment capabilities and strong regional presence across Maharashtra, Gujarat, and Central India. The firm understands Mumbai’s diverse industrial landscape, tailoring Salesforce solutions for sectors such as finance, textiles, chemicals, and petrochemicals.
Key Highlights:
- Location: Mumbai-based operations across the western and central regions
- Certifications: Experienced Salesforce team with rapid mobilization for client projects
- Clients: Prominent players in BFSI, manufacturing, and chemical industries
- Unique Edge: Dedicated local representative for personalized CRM assistance
7. Gravity Infosolutions
Gravity Infosolutions is a Salesforce Partner focused on digital transformation and optimizing Salesforce investments for Mumbai businesses. The firm’s approach emphasizes data quality, automation, and measurable business outcomes.
Key Highlights:
- Location: Mumbai
- Certifications: Recognized Salesforce Partner with broad digital capabilities
- Specialties: Consulting, customization, integration, training, and support
- Unique Edge: Expertise in eliminating manual processes and improving operational efficiency
8. Oak Tree Software
Established in 2016, Oak Tree Software delivers high-tech Salesforce implementations alongside web, mobile, and hybrid app development. With 300+ team members (including 50+ Salesforce experts), the company operates a Mumbai office to support Fortune 500 clients.
Key Highlights:
- Location: Mumbai and Indore headquarters, with global reach
- Certifications: Salesforce developers skilled in AI/ML and cybersecurity
- Clients: Fortune 500 companies with 100% satisfaction rate
- Unique Edge: Recognized for 99% delivery accuracy across 400+ projects
9. Manras Technologies
Manras Technologies is a certified Salesforce Partner with a Mumbai presence, offering a broad portfolio of services from consulting to managed support. Their industry coverage spans manufacturing, retail, healthcare, and BFSI.
Key Highlights:
- Location: Mumbai operations
- Certifications: Team of certified engineers, coordinators, and administrators
- Specialties: Migration, integration, managed services, and compliance
- Unique Edge: Flexible managed services that reduce costs without hiring full-time staff
10. Stetig Consulting
Founded in 2023, Stetig Consulting is a Salesforce Summit Partner taking a process-first approach to CRM implementation. Despite being newer, they have completed 500+ successful projects.
Key Highlights:
- Location: Mumbai presence as part of India operations
- Certifications: Salesforce Summit Partner, certified Marketing Cloud partner
- Specialties: Sales, Service, Marketing Clouds, custom development, community building
- Unique Edge: Proven expertise in improving lead conversion and deal closure rates
Also Read – Best Salesforce Consulting Companies in USA
Tips for a Successful Salesforce Implementation
- Define Clear Objectives & KPIs: Tie your Salesforce rollout to measurable business goals.
- Involve Stakeholders Early: Include sales, service, marketing, and IT teams in planning.
- Ensure Data Readiness: Clean and standardize data before migration to prevent downstream issues.
- Tailor Training to Roles: Custom sessions for admins, sales reps, and service agents improve adoption.
- Adopt a Phased Rollout: Start small, gather feedback, and scale without disrupting operations.
- Maintain Strong Consultant Partnership: Keep communication open and leverage post-go-live optimization services.
Also Read – Best Salesforce Consulting Companies in Japan
Conclusion
The right Salesforce consulting partner in Mumbai can accelerate your CRM success—bringing local market understanding, industry expertise, and proven methodologies. From AI-native innovators like GetGenerative.ai to veteran consultancies with decades of combined experience, Mumbai offers a diverse ecosystem of partners.
Whether your goal is rapid deployment, AI integration, or long-term digital transformation, these top firms provide the skills, tools, and local insight needed to turn Salesforce into a true growth engine.
Next Step: Explore the profiles above, shortlist based on your industry and project scope, and engage with a partner who aligns with your vision for scalable, ROI-driven Salesforce success.
