With years of proven expertise and a strong grasp of evolving technology trends, Lean IT empowers businesses to achieve measurable success. We have partnered with organizations across industries, helping them navigate complex IT challenges while ensuring growth, efficiency, and innovation.
Salesforce
We deliver Salesforce services—Managed, Outsourcing, Customization, Integration, and Lightning Migration—to streamline operations and boost customer experiences.
Our clients remain at the core of everything we do. At Lean IT, we go beyond expectations by building long-term relationships rooted in trust, transparency, and open communication. Our track record demonstrates consistent delivery of tangible results that drive real business impact.
From Consulting and Implementation to App Development, Data Migration, and QA Testing, Lean IT delivers scalable Salesforce solutions tailored to your business.
Our Salesforce Offerings
Sales Cloud
Scalable Heroku
Marketing Cloud
Service Cloud
Non-Profit Cloud
Health Cloud
CPQ Consulting
Experience Cloud
Pardot
Mule Soft
Field Service Lightning
Einstein Analytics
Advanced Analytics and Insights
Lightning Migration
Consulting
Implementation
Data Migration
Staff Augmentation
QA and Testing
Appexchange App Development
Advanced Analytics & Insights
Driving Innovation Across Industries
Case Study
Empowering a Leading Financial Services Firm with Lean IT Expertise
A leading Indian financial firm partnered with Lean IT to digitize its retail loan process through a B2C model.
A leading Indian financial firm partnered with Lean IT to digitize its retail loan process through a B2C model.
-
Implemented fully digital loan process
-
Integrated APIs for real-time eligibility checks
-
Automated Salesforce sales lifecycle and docs
-
Enabled data verification and instant disbursal
Delivering Next-Gen Solutions for a Top Financial Services Client
Lean IT delivered Loan, Insta Credit Card, and Reward Redemption modules, boosting efficiency, customer experience, and competitiveness.
Developed Insta Credit Card for instant virtual cards and no-cost EMI
Implemented fully digital loan process, reducing time and paperwork
Automated Salesforce sales processes for higher efficiency and accuracy
Enabled credit limit reappraisal and secure reward points redemption
Salesforce implementation for a Talent Assessment Firm
A company offering assessment and hiring solutions, serving major IT clients like Accenture and Cognizant.
Executed Salesforce implementation for B2B model with data migration from VTiger
Designed data architecture and system setup aligned with business needs
Implemented validation rules and automation to improve data quality and sales efficiency
Transforming CRM for Smarter Sales and Business Success
Driving Sales Efficiency and Business Growth with Salesforce Automation.
Efficient lead and opportunity lifecycle management with strong Salesforce adoption
Built custom solutions for 360° visibility and real-time status updates for managers
Implemented marketing automation via Active Campaign with detailed analytics in Salesforce
Developed custom order & invoicing module and integrated Salesforce with ERP for revenue tracking
