Salesforce Customization

Salesforce Managed Services

Unlock the full potential of Salesforce

Elevate your sales, service, marketing and customer experience with our expert consulting services

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Salesforce Consulting

Dominate Sales, Transform Service, Supercharge Marketing, and Deliver Unmatched Customer Experiences all Powered by Our World class Consulting Services.

Customization

As your trusted Salesforce customization partner, we tailor Salesforce CRM to align with your specific business needs, optimizing workflows and enhancing operational efficiency. We address key challenges, including user adoption, data management, system integration, and complex configurations. Partnering with us equips your business for sustainable growth, operational excellence, and long-term success.

Customization

Customization of different Salesforce products

Salesforce Sales Cloud

Custom Apps for Specific Needs: We create bespoke apps to streamline lead capture and real-time data entry for field sales teams, empowering them to close deals efficiently.
Custom Visuals with Lightning Web Components: Develop interactive dashboards with real-time updates to keep your sales team informed and aligned.
Einstein AI Integration for Predictive Analytics: Leverage AI-driven insights to forecast sales and predict lead conversion, driving faster and more informed decision-making.
Custom Apex Triggers and Workflows: Create custom triggers and workflows using Apex to automate advanced tasks beyond Salesforce’s standard capabilities.
Salesforce Flow for Complex Automations: Automate intricate lead nurturing and qualification processes with simple drag-and-drop functions in Salesforce Flow.

Service Cloud

Custom Omni-Channel Routing: Develop custom routing logic and integrate chatbots to handle customer interactions across various channels effectively.
Knowledge Base with AI-Powered Search: Boost your knowledge base with AI capabilities, allowing customers to easily find solutions through natural, conversational search.
Case Management Workflows with Dynamic Actions: Build dynamic workflows that adapt in real-time to customer interactions, ensuring seamless and timely service delivery.
Service Level Agreement :Create and monitor custom SLA models with real-time dashboards, enabling proactive management of service cases.
Gamification for Agent Engagement: Implement gamified elements like leaderboards and rewards to foster healthy competition and enhance agent engagement.

Salesforce CPQ

Custom Product Bundles: Create predefined product bundles with tailored pricing rules for faster, more accurate quotes.
Advanced Validation Rules: Set up custom validation rules to ensure product configurations meet specific requirements, reducing errors.
Automated Quote Generation: Automate the creation of quotes using predefined templates to streamline the quoting process and accelerate deal closure.
Approval Workflows: Configure automated routing and notifications to simplify quote approvals, enhancing workflow efficiency.
Integrate with Sales Cloud :Ensure seamless data flow between CPQ and Sales Cloud to maintain a comprehensive view of your sales pipeline.

Experience Cloud

Layouts and Design:Customize your community’s design to reflect your brand identity, building trust and encouraging user interaction.
Self-Service Options: Provide searchable knowledge bases, FAQs, and downloadable resources to empower users with self-service capabilities.
Dynamic Content Delivery: Display personalized content based on user profiles to maintain engagement and provide a tailored experience.
Event Management: Streamline event management with custom registration forms, event calendars, and communication tools for seamless user interaction.
Community Forums: Develop branded online communities for users to connect, share knowledge, and collaborate, reducing the need for direct support requests.

Marketing Cloud

Enhanced Email Campaigns with Dynamic Content: Customize your email campaigns to reflect each recipient’s individual purchase history or website activities. Personalized emails are designed to elevate user engagement and foster higher conversion rates.
Streamlined Email Automation: Initiate automated email campaigns for various customer actions such as welcoming new subscribers, sending reminders for abandoned shopping carts, or celebrating special occasions like birthdays. These automated emails keep your brand fresh in the minds of consumers, encouraging them to complete their purchases.
Customizable Landing Pages: Optimize your landing pages to change content based on where each visitor comes from. This personalization enhances the likelihood of transforming site visitors into leads or confirmed customers.
Immediate Customer Interaction: Implement real-time behavioral triggers to engage customers instantly. Utilize on-site chat features to connect with users the moment they appear uncertain, improving their decision-making process and your conversion rates.
Omnichannel Personalization Tactics: Develop a seamless customer experience across multiple platforms including emails, social media, and text messages. Utilize data from previous interactions to craft personalized recommendations that resonate with customers on every channel.

Salesforce Sales Cloud

Custom Apps for Specific Needs: We can build you bespoke apps to capture lead data on-the-go. A field sales rep can capture lead data in real-time which can be valuable to closing the deal.
Custom Visuals with Lightning Web Components: We Develop an interactive dashboard that updates in real-time. The system updates sales charts in real time as data flows into it.
Einstein AI Integration for Predictive Analytics: We can integrate AI models to generate sales forecasts and predict lead conversion. Your sales rep can close deals more faster than ever with AI powered insights.
Custom Apex Triggers and Workflows: We can create custom triggers and workflows using the Apex programming language. You can automate tasks that go beyond Salesforce standard capacity.
Salesforce Flow for Complex Automation: We can help you automate complex lead nurturing or qualifying processes. You can address any complex process with just simple drag and drop functions.

Service Cloud

Custom Apps for Specific Needs: We can build you bespoke apps to capture lead data on-the-go. A field sales rep can capture lead data in real-time which can be valuable to closing the deal.
Custom Visuals with Lightning Web Components: We Develop an interactive dashboard that updates in real-time. The system updates sales charts in real time as data flows into it.
Einstein AI Integration for Predictive Analytics: We can integrate AI models to generate sales forecasts and predict lead conversion. Your sales rep can close deals more faster than ever with AI powered insights.
Custom Apex Triggers and Workflows: We can create custom triggers and workflows using the Apex programming language. You can automate tasks that go beyond Salesforce standard capacity.
Salesforce Flow for Complex Automation: We can help you automate complex lead nurturing or qualifying processes. You can address any complex process with just simple drag and drop functions.

Salesforce CPQ

Custom Apps for Specific Needs: We can build you bespoke apps to capture lead data on-the-go. A field sales rep can capture lead data in real-time which can be valuable to closing the deal.
Custom Visuals with Lightning Web Components: We Develop an interactive dashboard that updates in real-time. The system updates sales charts in real time as data flows into it.
Einstein AI Integration for Predictive Analytics: We can integrate AI models to generate sales forecasts and predict lead conversion. Your sales rep can close deals more faster than ever with AI powered insights.
Custom Apex Triggers and Workflows: We can create custom triggers and workflows using the Apex programming language. You can automate tasks that go beyond Salesforce standard capacity.
Salesforce Flow for Complex Automation: We can help you automate complex lead nurturing or qualifying processes. You can address any complex process with just simple drag and drop functions.

Experience Cloud

Custom Apps for Specific Needs: We can build you bespoke apps to capture lead data on-the-go. A field sales rep can capture lead data in real-time which can be valuable to closing the deal.
Custom Visuals with Lightning Web Components: We Develop an interactive dashboard that updates in real-time. The system updates sales charts in real time as data flows into it.
Einstein AI Integration for Predictive Analytics: We can integrate AI models to generate sales forecasts and predict lead conversion. Your sales rep can close deals more faster than ever with AI powered insights.
Custom Apex Triggers and Workflows: We can create custom triggers and workflows using the Apex programming language. You can automate tasks that go beyond Salesforce standard capacity.
Salesforce Flow for Complex Automation: We can help you automate complex lead nurturing or qualifying processes. You can address any complex process with just simple drag and drop functions.

Marketing Cloud

Custom Apps for Specific Needs: We can build you bespoke apps to capture lead data on-the-go. A field sales rep can capture lead data in real-time which can be valuable to closing the deal.
Custom Visuals with Lightning Web Components: We Develop an interactive dashboard that updates in real-time. The system updates sales charts in real time as data flows into it.
Einstein AI Integration for Predictive Analytics: We can integrate AI models to generate sales forecasts and predict lead conversion. Your sales rep can close deals more faster than ever with AI powered insights.
Custom Apex Triggers and Workflows: We can create custom triggers and workflows using the Apex programming language. You can automate tasks that go beyond Salesforce standard capacity.
Salesforce Flow for Complex Automation: We can help you automate complex lead nurturing or qualifying processes. You can address any complex process with just simple drag and drop functions.

Salesforce Customization and Configuration Services

Access Management and Data Visibility
We will configure user accounts, roles, profiles, and permission sets to ensure that the appropriate individuals have access to the right data and functionality.
User Interface Optimization
Our team will enhance your user interface (UI) and user experience (UX) by redesigning page layouts, fields, and related lists to improve intuitiveness and ease of use.
Workflow and Process Automation
We specialize in automating workflows and approval processes, including setting up email alerts, to streamline operations and boost efficiency.
User-Centric Interface
Enhance user experience with Lightning components, providing sleek, custom interfaces for a more engaging and streamlined experience.
Data Integrity Assurance
We will implement data validation rules and processes to ensure your data remains accurate, reliable, and consistent.
Enhanced Communication Configuration
Our services include configuring email templates, letterheads, and communication settings to help improve your outreach and engagement efforts.
Data Analysis and Reporting
We will develop customized reports and dashboards to facilitate data analysis and visualization, enabling better insights and decision-making.
Sales Process Management
We can simplify and optimize your sales process by configuring lead assignment rules, opportunity stages, and conversion workflows to align with your business requirements.
Sales Territory Management
We will assign accounts and opportunities to specific sales territories, ensuring organized and efficient management of sales efforts.
Salesforce Data Migration Services
Our team will design and implement data import/export processes, along with mapping rules, to ensure seamless data migration and integration across platforms.
Automated Lead and Case Management
We will create customized web forms for your website to automate the collection of leads and support cases, streamlining the management and follow-up processes.

Add Custom Object
We create custom objects to capture and manage unique data, tailored to your specific business requirements.
Tailored Data Fields
Enhance data management by adding custom fields to standard or custom objects, providing a more comprehensive view of your information.
Custom Workflows
We design and implement custom workflows, triggers, and automation to automate repetitive tasks and boost efficiency.
User-Centric Interface
Enhance user experience with Lightning components, providing sleek, custom interfaces for a more engaging and streamlined experience.
Salesforce Integration Services
Our Salesforce integration services ensure seamless synchronization across your systems, streamlining workflows and enhancing data flow.
Advanced Reporting
We create customized reports using Apex code, Visualforce, and Lightning components to provide detailed insights into your business operations.
Custom Salesforce App Development
Our developers build tailored Salesforce apps using Apex and other third-party tools, addressing your specific business needs efficiently.
External Data Exchange
We utilize APIs for real-time data exchange, ensuring smooth communication between Salesforce and external systems.
Mobile Experience
We customize Salesforce mobile apps for an optimized, user-friendly experience, ensuring access and functionality on the go.
Visualforce & Lightning Components
Our team designs custom UIs and interactive elements to create visually stunning and functional pages tailored to your needs.