Services

Four ways to work
with Appluent.

From your first strategic assessment to a long-term optimization partnership — we meet you where you are and grow with you.

How We Engage

Every client relationship is different. Here’s how most begin.

01
Strategy & Discovery

Before recommending a platform or writing a line of code, we invest time understanding your business — your goals, your gaps, and your current systems. The output is a clear roadmap, not a sales pitch.

Business process reviews
Current system assessments
AI readiness assessments
Technology roadmap development
Cross-system architecture planning
02
Implementations

We implement the platforms your business runs on — configuring, customizing, and integrating them so they work the way your teams actually work. Certified experts across every platform we support.

SalesforceHubSpotCongaIntellistackAccounting SeedTaskRayAgentforceRevenue CloudData Cloud
03
Strategic Managed Services

This isn’t a ticket queue. Our managed services model is built around monthly sprints — architecture, governance, optimization, and continuous improvement delivered by a dedicated team that knows your org.

Dedicated sprint-based delivery
Architecture & governance oversight
Proactive system optimization
Administration & user support
Continuous improvement backlog
04
AI Advisory

We help you build an AI strategy grounded in your business reality — governance, adoption, technical debt prevention, and process optimization across platforms.

AI governance frameworks
Adoption strategy & change management
Technical debt prevention
Business process optimization with AI
AI readiness assessments
How Managed Services Works

Instead of a reactive ticket queue, we work in structured monthly sprints — so your team always knows what’s happening, what’s coming, and what’s been delivered.

01
Week 1
Sprint Planning
Define goals, prioritize backlog, align on deliverables for the month ahead.
02
Week 2+
Development & Standups
Weekly check-ins, active development, transparent progress updates.
03
Week 3
Testing & Training
QA, user training, and release notes drafted before deployment.
04
Week 4
Deploy & Refine
Deployment, documentation, and backlog refinement for next sprint.

Technologies

Click any technology to learn more about how we work with it.

Salesforce
Salesforce
→
Sales Cloud, Service Cloud, and Experience Cloud - configured for how your teams actually work.
Sales CloudService CloudExperience CloudData 360
Configure · Price · Quote
CPQ Solutions
→
Multiple CPQ platforms to automate pricing, configuration, and quoting - matched to your business complexity.
Revenue CloudConga CPQSteelbrick
Artificial Intelligence
AI Solutions
→
We work across multiple AI platforms - helping organizations implement AI safely with best practices, guardrails, training, and integration.
AgentforceIBM WatsonGoogle GeminiAnthropicOpenAI
Contract Lifecycle Management
CLM & eSignature
→
End-to-end contract management from creation to signature - across multiple CLM and eSignature platforms.
Conga ContractsConga CLMConga AdvantageIntellistack CLMRevenue Cloud AdvCongaSignDocuSignIntellistack Sign
CRM & Marketing
HubSpot
→
Full HubSpot suite implementation - connected to your Salesforce ecosystem for unified revenue operations.
Marketing HubSales HubService HubData HubContent HubCommerce HubAEO
Forms & Documents
Intellistack
→
Salesforce-native forms, document generation, and workflow automation built for modern business operations.
Forms for SalesforceDocs for SalesforceStreamline
Finance & ERP
Accounting Seed
→
Salesforce-native ERP connecting your financial operations to your customer data - no reconciliation headaches.
Revenue RecognitionGeneral LedgerBillingPayables
Project Management
TaskRay
→
Project delivery and work management inside Salesforce - where your customer data already lives.
Project ManagementOnboardingDelivery
Ongoing Partnership
Strategic Managed Services
→
Sprint-based architecture, governance, optimization and administration - delivered month over month by a team that knows your org.
SprintsGovernanceOptimizationAdministration

Not sure where to start?

Tell us about your business and we’ll recommend the right engagement for where you are today.