Apexon &

Salesforce Partner For Tailored Salesforce Consulting

Salesforce is the world’s leading Customer Relationship Management (CRM) platform with enterprise applications focused on sales, customer service, marketing automation, analytics, and commerce.

Apexon leverages its expertise on the Salesforce platform to help organizations better align business processes and technology investments with their goal of becoming more customer focused. We provide Advisory, Implementation and Support services across the full range of Salesforce-based business solutions, including Sales, Service, B2B and B2C Marketing, CPQ, Field Service, and Experience Cloud. We also focus heavily on Salesforce industry solutions for BFSI (Financial Services Cloud), Health Care (Health Cloud) and Manufacturing (Manufacturing Cloud).

We are a Salesforce Gold (Crest) level partner, a member of the Salesforce Talent Alliance, and a member of Pledge 1%.

Salesforce Gold (Crest) level partner
APEXON & Salesforce


Apexon helps businesses put their customers at the center of everything by connecting their marketing, sales, commerce, service and IT teams with a single view of their customer data, helping them grow relationships with their customers and employees.

Increase Customer Satisfaction
Increase Customer

Personalized sales and service experiences; seamless omnichannel support.

Increase Sales Effectiveness
Increase Sales

Easy access to prospect pipeline information to optimize and guide the selling experience.

Increase Marketing Effectiveness
Increase Marketing

Manage customer journeys and digitize operations to drive customer engagement; streamline lead generation, and automate campaign management across multiple channels.

Salesforce also increases employee satisfaction by equipping them with the right information and tools to effectively serve customers and add real value for the business.

Salesforce Consulting Partner
Our partnership

Meeting Customers Where They Are on Their Salesforce Journey

Many companies already use Salesforce, but are unable to leverage the platform’s full capabilities in a way that helps them achieve their business goals. This can be due to poor planning, complex integration and data mapping challenges, undefined process workflows, and a lack of expertise with the Salesforce platform.

Apexon uses its extensive experience with Salesforce to help its clients move from decentralized repositories of customer data and siloed business functions to fully integrated processes and systems that support the entire customer lifecycle – from lead generation to billing. We can make Salesforce your “Action Platform,” by aggregating data from across your enterprise, making it actionable, and introducing workflow and automation to guide your Sales, Customer Care and Marketing teams on a daily basis.

We also use AI, machine learning, and social listening efforts to help businesses provide personalized, trustworthy, and empathetic experiences for customers and employees.

Working together

Apexon Salesforce Business Solutions & Services

Apexon delivers trusted, smart, flexible and sustainable solutions built on Salesforce to transform businesses and help put their customers at the center of everything they do.

Our Salesforce solutions are designed both vertically and horizontally:

Vertical Industry Solutions for Salesforce

Healthcare & Life Sciences

Healthcare & Life Sciences

Leveraging the strong foundation of Salesforce Health Cloud and Salesforce Industries (Vlocity) solutions for Healthcare, we offer deep industry knowledge to help Payers, Providers, MedTech and Pharma companies achieve their Customer and Employee Experience goals.

We also provide Payer and Provider organizations with a consolidated 360-degree view of member/patient health and wellness journeys to improve engagement and outcomes.



We recommend, design and implement large-scale digital transformation initiatives on Salesforce Manufacturing Cloud to help manufacturers better understand customer needs while improving visibility across the entire value chain.

We can also expand core platform capabilities to channel partners and customers to enable deeper and more trusted relationships.

Financial Services

Financial Services

We leverage the power of Salesforce Financial Services Cloud to provide our Banking, Wealth Management and Insurance clients with a 360-degree view of their customers to enable consistent, proactive, and personalized end-to-end customer experiences.

Horizontal Services for Salesforce

Salesforce Advisory Services


A diverse group of business advisory and technology consultants to help define and execute your digital transformation strategy.

Salesforce Implementation Services


Agile implementation services focused on efficiency through incremental delivery cycles, enabling immediate ROI.

Salesforce Managed Services

Managed Services

A comprehensive suite of services supporting your entire technology ecosystem, including hypercare, training, and support.

Salesforce badges
We are specialists
Certified Salesforce Consultants at Apexon
Pratik Chakraborty
Pratik Chakraborty
Shawn Mccormick
Shawn Mccormick