SALESFORCE IMPLEMENTATION

Implementation is more than account setup it’s about translating your business logic into scalable, automated, and actionable CRM experiences. This implementation allows businesses to capture, track, and analyze customer data directly from their website, streamlining sales processes and improving customer relationships. 

We align Sales Cloud with your sales strategy and operating model. Lead routing, opportunity management, and forecasting are built to match how your teams drive revenue, delivering trusted visibility and a scalable sales engine.

• Rules based Lead Scoring
• Campaign Influence
• Integration with Salesforce Pardot B2B Marketing automation
• Customizable sales processes
• Offline Mobile Functionality
• Configure, Price, Quote
• Billing
• Partner Management
• Chatter – Social network for the Sales Org

We implement Service Cloud to unify channels, streamline case handling, and surface knowledge when it’s needed. Support teams respond faster, maintain consistency, and spend less time on manual steps.

• Social Customer Service
• Live Agent Chat
• Self Service
• Digital Channel
• Field Service
• Omni Channel Routing
• AI for Customer Service
• CTI integration

We configure Experience Cloud to securely extend Salesforce to customers, partners, and employees, creating portals and communities that feel effortless while maintaining data control and governance.

• Create Customer Portals
• Partner Portals
• Knowledge Base / Help Center
• Community Forums
• Experience Builder Customization
• Secure Data Access
• Automation
• Mobile Responsive Design