We Provide Salesforce
Implementation Services
Our Expert team will work with your stackholders and get understanding on business requirements and provide scalable solutions. we facilitate working session for complex requirements discovery and solution design to define the new business processes and system architecture with Salesforce Implementation. we create solution design document to review with stackholders and create POC whenever needed.
Key Features
Our team identify key features of implementation for Salesforce Implementation project
Sales Cloud Implementation
- Lead & Opportunity Management – Streamline the sales process by capturing, tracking, and managing leads and opportunities efficiently.
- Sales Automation & Workflow Customization – Automate repetitive sales tasks, approvals, and follow-ups to enhance productivity.
- Pipeline & Forecasting Management – Gain real-time visibility into sales pipelines and use predictive analytics for accurate forecasting.
- Integration with Third-Party Apps – Seamlessly connect Sales Cloud with marketing, ERP, and communication tools for a unified workflow.
- Customization & Scalability – Tailor Sales Cloud features such as custom fields, objects, and reports to align with business requirements.
- Reporting & Analytics – Utilize AI-driven insights and customizable dashboards to track sales performance and drive data-backed decisions.
Service Cloud Implementation
- Case Management – Setup of Web-to-Case, Email-to-Case, Live Agent (Chat), social media & Phone support, Efficient case routing and prioritization for faster resolution, Integration with third-party telephony (CTI) and chatbot solutions
- Case Automation – Custom case workflows, SLAs, and escalation rules, AI-driven automation with Einstein Bots & Service Cloud Voice, Setup quick actions for improved agent productivity
- Knowledge Management & Self-Service – Configure Knowledge Base for efficient issue resolution, Build and customize Customer Community & Self-Service Portals
- Service Analytics & Reporting – Real-time dashboards for case tracking, agent performance, and SLA monitoring, Generate Custom reports to gain actionable insights into customer service trends
- Entitlement & Milestone Management – Define customer entitlements, SLAs, and service contracts, automate case escalations and milestone tracking, Improve compliance with service-level agreements
- Training & Post-Implementation Support – Hands-on training for agents, managers, and admins, Ongoing support for enhancements and optimizations, best practices to improve agent efficiency and customer satisfaction
Marketing Cloud Implementation
- Cross-Channel Campaign Management – Coordinating marketing efforts across email, social media, SMS, and more to ensure a unified customer experience.
- Data Integration – Consolidating customer data from various sources to create a comprehensive view for targeted marketing.
- Automation of Marketing Processes – Streamlining repetitive tasks such as email sends, social media posts, and ad placements to increase efficiency.
- Personalization Strategies – Utilizing customer data to deliver personalized content and offers, enhancing engagement and conversion rates.
- Analytics and Reporting – Implementing tools to measure campaign performance and inform data-driven marketing strategies.
- Integration with Sales and Service Clouds – Ensuring seamless collaboration between marketing, sales, and service teams for a cohesive customer journey.
Pardot Implementation
- Lead Generation and Management – Setting up systems to capture, score, and nurture leads effectively.
- Email Marketing Automation – Designing and automating email campaigns to engage prospects and customers
- Alignment of Sales and Marketing – Facilitating collaboration between sales and marketing teams through shared insights and integrated tools
- ROI Tracking and Reporting – Implementing analytics to measure the effectiveness of marketing efforts and inform strategic
Salesforce CPQ Implementation
- Understand your Product Structure – In-depth assessment of your sales process and pricing structure and Strategic CPQ roadmap tailored to your business needs
- Product & Pricing Configuration – Configure Bundle Products, Configure Usage based products, Create Price rules and Product rules for the automation.
- Quote Generation – Configure QLI Editor, design customised Quote Templates, Renewals and Amendments
- Approval Automation – Utilize Salesforce Standard Approval process, Configure Advance Approvals
- Integration with third-party Systems – Connect CPQ with Order Provisioning and billing systems, like NetSuite. Automated data sync for accurate reporting and forecasting.
- User Training & Adoption – Hands-on workshops for CPQ administrators, Ongoing support to ensure smooth adoption and efficiency
Looking for an experienced
Salesforce team?
Featured Services
Our Efficient & Exclusive
Process to deliver
Transparency
Based on project delivery, we define clear goals and realistic timelines, ensuring they align seamlessly with our customers' expectations and requirements.
Choose Correct Feature
Based on customer requirements and business processes, we suggest Salesforce features most suitable for your business.
Design Data Model
Our data expert team designs highly scalable and efficient architecture diagrams, which seamlessly sync with your business process.
Build a POC
To get valuable and precious feedback from our customers, we build a proof of concept, which helps us make consistent progress in the correct direction.
