The Salesforce foundation everything else depends on.
Sales Cloud, Service Cloud, Experience Cloud, Financial Services Cloud, CPQ, and Revenue Cloud. Deployed in banking and financial services, and led by senior architects on every engagement.
Sales, service, and the portals beyond them.
Core Salesforce is the platform work everything else depends on: Sales Cloud, Service Cloud, Experience Cloud, Financial Services Cloud, CPQ, and Revenue Cloud. LOVALTO implements and optimizes these clouds for organizations launching their first org or optimizing a mature implementation. Every engagement is led by senior architects, with no junior resources and no offshore handoffs.
More on our approach to enterprise Salesforce architecture.
Your sales process is unique, and your CRM should reflect it
We configure Sales Cloud around how your team actually sells, with pipeline stages, forecasting, and automation tuned to drive adoption and accuracy.
Pipeline & process
- Opportunity stages mapped to your actual sales methodology
- Lead scoring and routing tuned to your conversion patterns
- Forecasting and pipeline visibility leadership trusts
Adoption & productivity
- Console, mobile, and email integration reps actually use
- Quote generation and approval workflows
- Dashboards built for every level: reps, managers, and executives
Routing and resolution, not ticket volume
Great service operations aren't about adding more channels. They're about the right routing, the right information at the right time, and metrics that actually drive improvement.
Case management & routing
- Multi-channel case capture with intelligent routing and escalation
- SLA management, entitlements, and parent‑child case hierarchies
- Knowledge base that agents and customers actually reference
Console & operations
- Omni-channel workload balancing and presence management
- Service Console tuned for agent efficiency: macros, quick text, layouts
- Dashboards tracking resolution time, CSAT, and backlog trends
Portals that extend Salesforce beyond internal users
For customers, partners, or employees. We handle the parts that trip most teams up: sharing rules, external user licensing, and authentication flows.
Portal design & build
- Customer self‑service, partner, and employee portals
- Branded, responsive design with role‑based content visibility
- Case submission, knowledge access, and order tracking
Security & access
- SSO, self-registration, and user provisioning
- Sharing rules and permission sets for external users
- Portal analytics and engagement tracking
This is our home turf.
We've deployed FSC across banking, wealth management, and commercial lending, and we come from those operations. That means we configure FSC for how financial institutions actually work, not how the demo org suggests. For FSC and nCino in depth, see Financial Services Cloud consulting, and the wider practice on Financial Services.
Client & advisor
- Household grouping, relationship mapping, and financial account aggregation
- Advisor productivity: scheduling, onboarding workflows, book of business views
- Life events, goals tracking, and referral management
Banking, lending & compliance
- Commercial and retail banking workflows with core system integration
- Loan origination pipeline, credit analysis, and underwriting
- Regulatory compliance frameworks, audit trails, and data encryption
Where most implementations stall.
Real pricing is tiered, bundled, and multi‑dimensional. We configure CPQ for that complexity and help organizations transition to Revenue Cloud when they're ready. The full quoting practice is RevOps & Quote Automation.
CPQ & pricing
- Product configuration, guided selling, and discount approval workflows
- Volume-based, tiered, and multi‑dimensional pricing models
- Quote templates, contract amendments, and renewals
Revenue Cloud & billing
- Subscription billing, usage-based pricing, and revenue recognition (ASC 606)
- Order management, fulfillment workflows, and ERP integration
- CPQ to Revenue Cloud migration: assessment, data migration, and enablement
Quoting, data, or a stalled rollout?
If quoting is the bottleneck, that is RevOps & Quote Automation. If the data feeding these clouds is wrong, start with a Health Check. If a prior rollout stalled, that is Implementation Recovery. See all capabilities.
Bring us the org you have.
Let's talk about how we can help you get more out of your core Salesforce investment, from Sales Cloud to Revenue Cloud.