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Salesforce Expertise at Your Fingertips

Revolutionize Your Business with Salesforce Solutions that Deliver Results

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What our Customers say?

client1
rating
Regional Bank in USA

SVP, Head of Salesforce Platform 

Our bank has been using Salesforce and nCino for over seven years, and during that time, we have worked with several Salesforce/nCino implementation partners. However, our experience with Lakeworth Digital over the past year has been exceptional The team assigned has been outstanding, , demonstrating a deep . . . . . .

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client2
rating

Fluid Gear Products Manufacturing

Founder and CEO

Lakeworth Digital was referred to us by a Salesforce contact and I am glad we decided to work with them. The consultants they assigned understood our requirements quickly and made valuable suggestions along the way to make best use of licenses we purchased for our Sales team. They were   . . . . . .

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client3
rating
Regional Bank in USA

Director of Salesforce Platform 

We recently partnered with Lakeworth Digital (VK and team ) for an engagement focused on FSC Continuous Delivery. Our experience has been excellent particularly with the Architects assigned to our engagement, they have brought strong technical and domain knowledge based on the work they have done at other Financial Services firms . . . . . .

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Accelerate Growth with Our Services
Strategic Consulting

We drive business success by aligning Salesforce capabilities with organizational goals, ensuring seamless transitions and long-term efficiency. Our strategic consulting services help you unlock the full potential of Salesforce by optimizing processes, planning roadmaps, and change management.

  • Business Process Optimization :Enhance operational efficiency by aligning business goals with Salesforce best practices.
  • Roadmap Planning : Develop a tailored Salesforce implementation roadmap to achieve strategic objectives.
  • Change Management : Empower your teams to adapt to new tools and workflows through structured change management strategies.
Expert Services

Our Expert Services are designed to provide advanced support for optimizing Salesforce environments, ensuring maximum efficiency, seamless integration, and long-term adoption. Whether you need assistance with system audits, configuration, or training, our team ensures that your business gets the most out of the platform.

  • System Audits : We conduct in-depth Salesforce audits to identify improvement opportunities.
  • Customization & Configuration :Tailor Salesforce to meet unique business needs through expert configurations.
  • Training & Enablement : Empower teams with the knowledge and skills to maximize Salesforce ROI.
Implementation Services

Our Salesforce Implementation Services ensure the smooth deployment of Salesforce solutions, driving innovation, efficiency, and scalability across your organization. From custom implementations to seamless data migration and system integration, we help businesses leverage Salesforce to its full potential.

  • Custom Implementations : Deliver end-to-end Salesforce implementations tailored to specific business requirements.
  • Data Migration : Ensure seamless migration of data from legacy systems to Salesforce with minimal downtime.
  • System Integration : Integrate Salesforce with existing platforms to create a unified ecosystem.
AppExchange Development

Whether you’re looking to build a new product, enhance an existing solution, or integrate your services with Salesforce, our expertise ensures your app meets AppExchange compliance standards while delivering seamless functionality.


  • Custom App Development : Build scalable, AppExchange-compatible applications for diverse use cases.
  • Compliance & Security : Develop apps adhering to Salesforce security and compliance standards.
  • App Deployment Support :Provide end-to-end support for app listing and marketplace deployment.
Engagement Model

Our Engagement Model is designed to provide businesses with flexible collaboration options, ensuring a seamless partnership. Whether you require end-to-end project execution, dedicated expert resources, or ongoing support, our engagement approach is tailored to deliver maximum value and measurable results.

  • Flexible Engagements : Choose from project-based, retainer, or time-and-material engagement models.
  • Dedicated Teams : Leverage skilled Salesforce experts as an extension of your team.
  • Transparent Communication : Ensure clarity and progress through regular updates and reporting.

Grow Customer Relationships Via Our Solutions

In-App Ideas

In-App Ideas empowers Salesforce users to submit, prioritize, and collaborate on business needs, aligning technology solutions with real-time business objectives.

  • User-Centric Idea Submission
  • Feedback Mechanism
  • Prioritization Cycles
  • Implementation Roadmap Alignment
Sample Management Solution (SMS)

It efficiently tracks and manages samples, offers real-time inventory updates, and provides insightful reporting for optimized operations.

  • Tracks and manages samples
  • Real-time inventory
  • Order processing
  • Insightful reporting
Loan Origination System (LOS)

It simplifies and automates the entire loan process by handling credit checks, collecting applications, and storing necessary documents.

  • Streamlines loan process
  • Handles credit checks
  • Collects applications
  • Stores documents
Dealership Management Solution (DMS)

It streamlines operations by tracking sales, integrating inventory and leads, and providing real-time insights for improved decision-making.

  • Tracks sales
  • Integrates inventory and lead
  • Streamlines operations
  • Real-time insights

Product Area

Product Area
Financial Services Cloud,
nCino Commercial Lending,
Data Cloud, CRM Analytics
Mulesoft Integration with Core Banking

Industry

Manufacturing

Project Length

3 months

View on App-Exhcnage

Our bank has been using Salesforce and nCino for over seven years, and during that time, we have worked with several Salesforce/nCino implementation partners. However, our experience with Lakeworth Digital over the past year has been exceptional. The team assigned has been outstanding, demonstrating a deep understanding of our business and acting as true thought partners in designing technology solutions that align perfectly with our needs. Lakeworth Digital has been instrumental in helping us optimize our use of Financial Services Cloud (FSC) and the nCino Banking Solution. While every project encounters challenges, Lakeworth Digital’s leadership stayed actively engaged, mitigating risks proactively including a resource swap with minimal disruption to our project. I highly recommend Lakeworth Digital, particularly for organizations looking to maximize their Salesforce technology investments. Their expertise, professionalism, and commitment to delivering value has set them apart.
Regional Bank in USASVP, Head of Salesforce Platform

Product Area

Product Area
Sales Cloud
Platform Integrations
Shopify
Fishbowl Inventory Management

Industry

Financial Services

Project Length

5 months

View on App-Exhcnage

Lakeworth Digital was referred to us by a Salesforce contact and I am glad we decided to work with them. The consultants they assigned understood our requirements quickly and made valuable suggestions along the way to make best use of licenses we purchased for our Sales team. They were able to get Salesforce configured, data loaded and running within weeks. Apart from being experts in Salesforce, they knew how to make Salesforce work with our ERP system and Shopify portal. They also configured some complementary utility apps that I believe are from the marketplace. The project team went above and beyond our expectations and ensured our team was well set for using both desktop and mobile apps. We now have engaged Lakeworth Digital on a retainer contract to continue making enhancements and provide support on-demand. I would highly recommend this vendor.
Fluid Gear Products Manufacturing in USAFounder and CEO

Product Area

Product Area
Financial Services Cloud,
Sales & Service Cloud,
Marketing Cloud,
Multi-Cloud Integration,
CRM Analytics

Industry

Manufacturing

Project Length

3 months

View on App-Exhcnage

We recently partnered with Lakeworth Digital (VK and team ) for an engagement focused on FSC Continuous Delivery. Our experience has been excellent particularly with the Architects assigned to our engagement, they have brought strong technical and domain knowledge based on the work they have done at other Financial Services firms. This has helped to increase speed in the definition and design of solutions that have provided high relevance and value to our ecosystem. From day one Lakeworth Digital has provided exceptional service collaborating optimally with our in-house team, internal stakeholders and other vendors to make sure that the most strategic outcomes were realized in an accelerated manner. Based on this experience we now have engaged Lakeworth Digital on a couple of other strategic initiatives at the Bank.

Below are some key differentiators worth highlighting:
- high focus on customer success and strategic objectives
- effective collaboration, shared values and goals
- accelerated value realization for our investment in Salesforce technology
- very responsive & committed team with high accountability
Regional Bank in USADirector of Salesforce Platform