Salesforce
Salesforce Consulting
Cloud23 provides Salesforce consulting to banks, insurers and enterprises across Africa and beyond, covering org audits, target architecture, transformation roadmaps and Centre of Excellence design.
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Salesforce Implementation Services
Cloud23 implements Salesforce end to end for banks, insurers and enterprises, from discovery and solution design through configuration, integration, data migration, testing and hypercare.
A Salesforce implementation is the end-to-end delivery of a working platform: requirements and solution design, configuration and custom development, integration with surrounding systems, data migration, testing, training and go-live. Cloud23 implements Sales Cloud, Service Cloud, Financial Services Cloud and Experience Cloud for organisations across Africa, India, the US and beyond, with particular depth in banking and insurance.
We deliver with blended teams: architects and consultants close to the client, backed by engineering capacity in our Hyderabad and Bucharest delivery centres. That model has carried digital onboarding programmes for Standard Bank operations in Mauritius and Botswana, Capitec Business Banking and Stanbic Bank Uganda, work that involved core banking integration, regulatory checks and multi-party journeys, not just CRM configuration.
Implementations fail for predictable reasons: vague scope, integration left until late, and testing treated as a formality. Our delivery method confronts each of these early, so the go-live date is an engineering conclusion rather than an act of hope.
What you get
Deliverables
Solution design document
The agreed blueprint for the build: data model, automation approach, integration contracts, security model and the decisions behind them.
Configured and tested Salesforce org
A production-ready environment built to the design, with declarative configuration preferred and custom code held to review and coverage standards.
Integration builds
Working interfaces to core systems such as banking platforms, KYC services, document generation and identity providers, typically via MuleSoft or platform APIs.
Data migration and reconciliation
Mapped, cleansed and loaded legacy data, with reconciliation reports that prove record counts and values survived the move.
Test evidence and UAT support
Executed test cycles with traceable results, defect management and structured support for your business users through acceptance testing.
Enablement, runbooks and hypercare
Admin and end-user training, operational runbooks, and a defined hypercare period before handover to your team or our managed services.
How we work
A delivery approach built for enterprise
- 01
Discovery and design
Workshops to confirm scope, map processes and produce the solution design, so build starts against an agreed blueprint rather than a wish list.
- 02
Iterative build
Sprint-based configuration and development with working software demonstrated every sprint, keeping stakeholders honest about progress.
- 03
Integration and data migration
Interfaces and migration pipelines built and rehearsed alongside the core build, not bolted on at the end.
- 04
Testing and UAT
System, integration and regression testing followed by supported user acceptance, with entry and exit criteria agreed up front.
- 05
Deployment
A rehearsed cutover plan covering data, integrations, access and rollback, executed with your operations and change teams.
- 06
Hypercare and handover
Intensive post-go-live support with rapid defect resolution, followed by structured handover to business-as-usual or managed services.
When it fits
Consider this when
- You have bought, or are about to buy, Salesforce and need a partner to deliver it properly the first time.
- You are replacing a legacy CRM or case-management system and cannot afford a disruptive migration.
- A previous implementation stalled or under-delivered and needs to be rescued rather than restarted from zero.
- You are rolling one solution out across several countries and need a template-and-localise delivery model.
- Your programme depends on integration to core systems, and CRM-only delivery experience will not be enough.
In practice
Example engagements
- A greenfield Financial Services Cloud implementation for a bank digitising customer onboarding across retail and business segments
- A Service Cloud implementation replacing a legacy case-management tool for a several-hundred-seat customer operations team
- A rescue re-implementation of a stalled Salesforce programme, retaining sound configuration and rebuilding the rest
- A phased multi-country rollout delivering a template org in the first market, then localising it for each subsequent market
FAQ
Frequently asked questions
What is the difference between Salesforce implementation and managed services?
An implementation is a bounded project that designs, builds and launches a Salesforce solution; managed services is the ongoing operation of the platform afterwards, covering administration, enhancements, releases and support under an agreed service model. Most organisations need both in sequence, and Cloud23 provides a structured handover from one to the other.
How long does a Salesforce implementation take?
It depends on scope, integration complexity and decision-making speed. A focused single-cloud implementation is typically a matter of a few months, while multi-cloud, multi-country programmes run as phased releases over a longer horizon. Cloud23 scopes a first release narrow enough to go live quickly and prove the platform, then extends from there.
What drives the cost of a Salesforce implementation?
The main drivers are the number of business processes in scope, the volume and complexity of integrations, data migration effort, and how much custom development is needed beyond configuration. Licensing is a separate cost paid to Salesforce. A short scoping exercise produces a realistic estimate before you commit to a full programme.
Can you rescue a failed or stalled Salesforce implementation?
Yes. Rescue work starts with an honest assessment of what exists: what is sound and worth keeping, what must be reworked, and why the programme stalled, which is usually a mix of scope, architecture and governance. From there we re-plan delivery around a smaller, achievable first release rather than resuming the original plan unchanged.
Do you work alongside in-house teams or replace them?
Alongside, by preference. We structure delivery so your administrators, developers and analysts work inside the programme, and enablement is a formal deliverable rather than an afterthought. The goal is a platform your organisation can genuinely own after handover.
Keep exploring
Related services and work
Integration
MuleSoft & Enterprise Integration
Cloud23 designs and builds enterprise integration on MuleSoft, using API-led architecture to connect Salesforce with core banking, payments, identity and legacy systems for regulated businesses across Africa and beyond.
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DevOps & Release Management
Cloud23 designs and runs DevOps and release management for Salesforce and MuleSoft estates — source-driven development, automated pipelines, quality gates and governed release calendars that make deployments routine instead of risky.
Explore serviceManaged Operations
Salesforce Managed Services
Cloud23 is a Salesforce Managed Services Partner that takes ongoing accountability for clients' Salesforce estates — administration, support, development, release management and optimisation under one agreement — delivered by teams across Africa, India and the US.
Explore service- BankingMauritius
Engineering a digital corporate-onboarding journey for Standard Bank's Mauritius CIB business
Cloud23 engineered an end-to-end digital corporate-onboarding journey for Standard Bank's Mauritius Corporate & Investment Banking business, splitting external application capture from internal processing on a shared data model. The result is a real-time, transparent view of the application pipeline and a reported reduction in processing times. Salesforce Financial Services Cloud and Experience Cloud were the delivery tools; the outcome was a managed onboarding operation.
Read case study - BankingBotswana
Removing the branch visit from business-account onboarding at Standard Bank Botswana
Cloud23 engineered a digital onboarding journey for Standard Bank Botswana's business accounts, including Transact Plus and Matshelo, replacing mandatory branch visits — down to remote document execution via digital signatures. The bank reports account opening time reduced from days or weeks to hours. Salesforce Experience Cloud and Financial Services Cloud were the delivery tools.
Read case study - BankingSouth Africa
Engineering sub-five-minute business onboarding at Capitec
Cloud23 engineered a digital and assisted business-onboarding journey for Capitec's Business Banking division, integrated with core banking and governmental systems so verification runs without manual intervention. The bank reports standard onboarding completing in under 5 minutes including all necessary checks, with complex business structures onboarded within a day.
Read case study - BankingUganda
Reducing personal account opening from days to minutes at Stanbic Bank Uganda
Cloud23 engineered a mobile-first personal-onboarding journey for Stanbic Bank Uganda's Personal & Private Banking division, requiring only a valid ID, photo and digital signature and integrated with mobile money so accounts are usable on creation. The bank reports account opening times reduced from days to minutes and a significant increase in new accounts, particularly among tech-savvy and rural customers.
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Ready to talk salesforce implementation?
A short conversation with our team is the fastest way to understand whether this is the right engagement for you, and what it would involve.