In-depth consultation to understand business needs and align them with Salesforce capabilities. Salesforce readiness assessment and gap analysis. Roadmap development for Salesforce implementation and optimization.
Customizing Salesforce functionalities to suit unique business requirements. Developing custom objects, workflows, and automation solutions. Apex and Visualforce development for enhanced Salesforce capabilities. Lightning Component development for creating user-friendly interfaces.
Seamless integration of Salesforce with third-party systems (ERP, HRM, marketing automation, etc.). Real-time data synchronization between Salesforce and other enterprise applications. API integration to connect external systems and applications with Salesforce. Integration of Salesforce with cloud platforms such as AWS, Azure, and Google Cloud.
Building custom applications for Salesforce that can be listed on AppExchange. Developing robust, scalable apps to extend Salesforce functionalities. End-to-end development, testing, and deployment of AppExchange apps.
Smooth migration of data from legacy CRM systems to Salesforce. Ensuring data accuracy, integrity, and security during migration. Migrating metadata, data models, workflows, and reports from old systems to Salesforce.
Custom API development for enhanced interaction between Salesforce and external systems. Secure REST/SOAP API implementation for improved data flow and automation. Creating middleware solutions for complex API integrations.
Transitioning from Salesforce Classic to Salesforce Lightning. Developing custom Lightning components and apps. UI/UX enhancements to improve user experience and productivity. Comprehensive training for users on the Lightning experience.
Configuration, Pricing, and Quoting (CPQ) system setup for streamlining sales processes. Custom CPQ development tailored to complex product and pricing models. Integrating CPQ with Salesforce to automate pricing, discount approvals, and proposals.
Integrating Salesforce CRM with Salesforce Marketing Cloud. Synchronizing customer data for personalized marketing campaigns. Automating customer journeys, lead scoring, and segmentation.
Setting up Salesforce Einstein Analytics for advanced data insights and predictive analytics. Custom dashboards and reports for actionable insights into sales, marketing, and customer service. Integration of Einstein Analytics with third-party data sources for enhanced data visibility.
Building custom-branded communities for customers, partners, and employees. Enhancing customer service through knowledge-sharing platforms. Creating collaborative environments for partners to share resources and data.
Setting up Service Cloud to enhance customer support services. Automation of case management, ticketing, and support workflows. Integration with communication tools such as chat, email, and phone systems for omnichannel support.
Customizing Sales Cloud to streamline sales processes. Automating lead-to-cash workflows for better lead management and conversion tracking. Developing reports and dashboards for sales performance monitoring.
Data cleansing, enrichment, and management within Salesforce. Data governance and security solutions for maintaining compliance and accuracy. Automation of data entry, deduplication, and segmentation.
Providing end-user training and adoption programs. Continuous support for Salesforce implementation, upgrades, and troubleshooting. Admin and developer training for custom development and Salesforce management.
Continuous integration and continuous deployment (CI/CD) for Salesforce development. Automating deployment processes using tools like Salesforce DX. Version control management and automated testing for Salesforce apps.
Integrating Salesforce with Pardot for streamlined B2B marketing automation. Synchronizing lead data between Pardot and Salesforce for improved lead nurturing and scoring. Customizing Pardot for advanced email marketing, lead tracking, and campaign reporting.
Integrating Salesforce CRM with Commerce Cloud for a unified e-commerce experience. Syncing customer data, order history, and marketing efforts across platforms. Personalizing online shopping experiences based on customer profiles within Salesforce.
