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.