We provide Salesforce Development
Service that deliver measurable business
outcomes

Previse is a trusted provider of software-managed services, specializing in the insurance, finance, NGO/non-profit, and federal markets
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Our Salesforce Services

Salesforce App
Exchange Development

Custom Salesforce apps with LWC, Apex, CI/CD, Security Review compliance.

  • Industry-specific CRM extensions
  • AI-driven automation
  • Seamless Salesforce-native integration

MuleSoft and Integration
Services

Unify Salesforce with ERP, payment, marketing & legacy systems.

  • API-led, secure & compliant (GDPR/CCPA)
  • Fault-tolerant, scalable architecture
  • Real-time data transformation



Salesforce
Implementation

End-to-end delivery for Sales, Service, Marketing, Industry Clouds.

  • Process mapping & data migration
  • Einstein AI insights & CPQ automation
  • Agile hybrid delivery model

Salesforce
Maintenance

Ongoing health, performance & security optimization.

  • Seasonal release management
  • Salesforce Shield encryption
  • Proactive org health checks

myOmniDesk CCaaS

Cloud-native, AI-driven omnichannel contact center built on Salesforce Service Cloud + AWS.

  • Intelligent routing across voice, chat, email, social, video
  • Real-time sentiment & speech analytics
  • PCI-DSS & HIPAA-ready security

Transform your business with our extraordinary expertise in Salesforce!

Industry Specific Solutions

We empower enterprises to harness Salesforce’s full potential for customer engagement, operational excellence, and digital innovation.

Insurance

We enable process automation for underwriting, claims handling, policy lifecycle management, and agent onboarding, ensuring regulatory compliance (GDPR/CCPA) and enhanced customer 360 engagement.

Financial Services

Our solutions integrate KYC/AML screening, immutable audit trails, data encryption through Salesforce Shield, and granular role-based access controls to meet stringent regulatory requirements.

NGO

We support NGOs with Salesforce portals to connect partners, manage programs and cases, and keep their CRM running smoothly.

Platform Focus

Why Previse for Salesforce development service?

We understand that no two businesses are alike. That’s why we offer tailored Salesforce development services that cater to client specific requirements. Whether it’s a custom app, a complex integration, or a complete Salesforce implementation, we work closely to understand client needs and deliver solutions that drive real results. Our developers are certified and stay up-to-date with the latest Salesforce innovations and best practices, ensuring clients benefit from cutting-edge solutions. Our approach is collaborative and transparent. From initial consultation to ongoing support, we provide comprehensive Salesforce development services that deliver results.

Book a free consultation call

Assured response in 1 Business

We understand how different industries operate and
build Salesforce solutions tailored to your needs

Insurance

We support policy automation, claims handling, underwriting, agent tools, and compliance. Everything is built around giving your team a complete customer view.

Banking & Finance

We help with loan processing, KYC/AML, portfolio tools, digital payments, and risk analysis. Our solutions also include AI-powered insights to support faster decisions.

Healthcare

From patient management and enrollment to caregiver support and mobile apps, we create tools that make healthcare interactions simpler and more personal.

Education

We build admission portals, WhatsApp integrations, and AI tools for student tracking. Everything connects to give you visibility across the entire student journey.

Manufacturing

We support planning, ERP and CPQ integrations, inventory tracking, and mobile tools for partners and operations.

Real Estate

From property listings to proposal generation and site visits, we help your team stay on top of every deal with clear, easy-to-use tools.

Retail & Distribution

We enable better tracking, distributor portals, mobile sales tools, and incentive programs that help your team stay productive in the field.

Professional Services

We make it easier to track opportunities, manage forecasts, monitor project progress, and plan resources with simple, effective tools.

Case Studies

NGO

NGO Partner Management Transformation

Powering Global Human Rights Impact with Salesforce Digital Experiences

Education

Global Student Lifecycle Management

Connecting Students, Staff, and Alumni with Integrated Higher Education Solutions

Banking

Digital Lending Platform Transformation

Simplifying Business Loan Processing with Integrated Digital Solutions

Banking

Digital Lending Platform Transformation

Simplifying Business Loan Processing with Integrated Digital Solutions

Blogs

Fresh Reads for You

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Salesforce for Nonprofits: A Guide to Ongoing Maintenance and Support

Salesforce provides nonprofits with the tools to fundraise smarter, engage donors, and deliver meaningful impact. But never mistake it for

Testimonials

FAQ’s

Select a partner with Salesforce certifications, proven domain expertise, integration capabilities, security practices, and reliable ongoing support tailored to your business.

Custom Salesforce development delivers tailored solutions using Apex, Lightning, and APIs, enhancing workflows, automations, integrations, and user experiences for unique business requirements.

Salesforce development leverages Apex, Lightning components, APIs, workflows, and configurations to create scalable, automated solutions aligned with specific organizational goals.

Salesforce implementation automates workflows, enhances customer engagement, centralizes data, increases scalability, and delivers actionable insights tailored to your business objectives.

Salesforce development services include custom applications, automation, Lightning solutions, integrations, data migration, CRM optimization, and ongoing support to maximize Salesforce platform capabilities.