Salesforce Consulting 1

Salesforce Consulting, Engineered for Revenue Teams

Most Salesforce consulting focuses on building objects and configuring workflows. But real success comes from aligning Salesforce to the way your revenue operations actually run — not the other way around.
Kaana delivers operationally grounded Salesforce consulting that eliminates complexity, streamlines processes, and ensures your instance scales with your business.
We turn Salesforce into a strategic growth engine, not a system you’re constantly fighting.

Advisory Intelligence, Built for Real Operations

Process-Aware CRM Design

Ensure Salesforce reflects how your teams actually sell, service, and collaborate. Kaana maps your workflows, handoffs, lifecycle stages, and operational patterns — then designs Salesforce around your real operating model.

No generic templates. No overengineered architecture.

Just a CRM that matches the way revenue flows through your business.

Revenue Process Optimization

Kaana analyzes your lead, opportunity, and pipeline movements to identify inefficiencies and friction points. We highlight dropped handoffs, inconsistent stages, unnecessary fields, and configuration bottlenecks — with recommendations that help teams sell sharper and faster.

Your Salesforce instance becomes cleaner, clearer, and far easier to use.

Data Quality & Governance Intelligence

Salesforce Consulting That Drives Revenue Performance

Fixes technical debt

Kaana diagnoses bloated automation, abandoned packages, unmanaged fields, and custom objects that no longer serve the business.

Streamlines GTM workflows

We simplify lead routing, opportunity management, account planning, onboarding, and handoff workflows.

Improves forecast accuracy

Kaana aligns fields, deal stages, validation logic, and reporting structures so forecasts reflect real pipeline movement.

Builds scalable automation

Flows, rules, and triggers are rebuilt into a clean, durable framework that won’t break under growth.

Optimizes integrations

Whether you use Zuora, NetSuite, HubSpot, Marketo, or custom tools, Kaana ensures Salesforce sits cleanly in your ecosystem.

Keeps Salesforce aligned as you grow

Your operating model changes. Salesforce should, too. Kaana maintains architectural alignment over time.