- Organization set up
- Lead management
- Sales process
- Client on-boarding process
- Initial data upload/migration
- Security settings
- Training for users
- Training for admin
Analysis & Optimization
- Overall architecture
- Data integrity
- Record types
- Page layouts
- Fields utilization
- Lightning components
- Professional support for the fraction of full time employee
- Plans for any budget
- On-Demand package
- Direct connect with SF Developer
- 20/6 availability
- Response time under 2hrs with completion under 24hrs
- Custom builds
- Custom UI
- Custom validations
- Aligning Salesforce with your current Business Processes
- Nurture leads, track opportunities and watch your sales pipeline grow with the #1 Sales CRM platform in the world
- Empower your sales force with real-time access to customer data and improve their productivity
- Deliver accurate quotes, proposals, and contracts with automated billing and subscription management
- Boost customer satisfaction with personalized support across support channels
- Empower your support agents with complete case details and customer insights at a single glance
- Use mobile-enabled field service apps and build self-service portals to expedite case resolution
- Seamlessly integrate your marketing outcomes into the sales funnel with high-quality leads
- Close deals faster with AI-powered lead qualification, automated lead nurturing and personalized email campaigns
- Track marketing campaigns with customizable dashboards and measure the ROI accurately
- Close the loop by integrating existing email and marketing automation tools with Salesforce CRM
- Track responses to email campaigns, clicks and bounce rates in real-time and run automated follow-up campaigns
- Create effective landing pages, track user behavior in real time and pass captured leads to sales CRM systems effortlessly
Certified ResourcesExclusive Salesforce CRM certified resources for all CRM project implementations
Extensive Industry experienceDomain experts to ensure business objectives are clearly defined and met
Program ManagementProficient managers to ensure timely turnarounds and manage project risks
Post Deployment SupportHandholding and Change management to boost CRM solution adoption in your enterprise
Meet and Greet
- We learn about your business.
- We learn about your pain points.
- Execute agreements.
- Statement of work.
- We gather technical and functional requirements.
- We uncover information to be tracked in Salesforce.
- We collect user stories.
- We identify legacy systems processes.
Configuration & Development
- Sandbox configuration and development based on requirements.
- Multiple reviews and approval with client.
- Integration with existing business tools.
Deploy to Production
- Once your solution is developed and approved, we deploy it to production.
- Fine tune and make last minute changes.
- Migrate existing data from existing business tools and databases.
Reports & Dashboards
- We create reports and dashboards based on your requirements.
- We schedule reports and dashboards to arrive in your inbox automatically.
End User Training
- We provide virtual/remote or on-site training.
- We show your end user how Salesforce can improve their productivity.
- We support you every step of the way.
- We maintain your solution.
- We do heavy lifting (complex developments and integrations).