Salesforce Consulting for RevOps Teams

Salesforce Consulting, Engineered for Revenue Teams

Most Salesforce consulting focuses on objects and workflows.Real performance comes from aligning Salesforce to how your revenue operations actually run.
Kaana delivers operationally grounded Salesforce consulting that eliminates complexity, streamlines execution, and keeps your CRM aligned as your business scales.
We turn Salesforce into a revenue engine — not a system your team works around.

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 lead, opportunity, and pipeline flow to uncover friction across handoffs, stage progression, and ownership.

We identify where deals stall, where process breaks down, and where Salesforce no longer reflects how revenue actually moves — then design fixes that improve speed, clarity, and conversion.

The result: a Salesforce instance your teams trust and actually use.

Data Quality & Governance Intelligence

Kaana continuously monitors data quality, field usage, and lifecycle integrity across Salesforce.

We surface inconsistencies, stale records, misaligned stages, and governance gaps — then recommend targeted fixes that protect forecast accuracy and operational trust.

Salesforce becomes a reliable system of record, not a reporting liability.

Salesforce Consulting That Drives Revenue Performance

Eliminates Salesforce technical debt

Kaana identifies bloated automation, abandoned packages, unmanaged fields, and custom objects that no longer serve the business — then removes or refactors them without disrupting revenue teams.

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.