SALESFORCE CONSULTING

We adapt the  Salesforce Platform for your needs

Salesforce consulting services are aimed to support your sales, marketing and customer service needs. We apply our ample CRM consulting experience to help the enterprises in professional services, retail, IT, manufacturing, finance and banking, healthcare, and other industries benefit from Salesforce use.

A few things we’re great at

We’re helping businesses take advantage of all that the world’s #1 CRM has to offer. Our focus is to create a roadmap that helps you achieve your unique business goals using the Salesforce platform.

Salesforce Consulting Services

Implementation & Migration

Managed Service & Support

Strategic Consulting & Staffing

The World’s #1 CRM: Salesforce Solutions we are Supporting

Find the right mix of solutions for any domain or industry.

Sales Cloud

Grow faster with the most complete CRM for sales organisations of any size and business model. Let us prove it to you.

Service Cloud

Salesforce Service Cloud enables organisations to work with customers and channel partners to provide excellent service efficiently.

Marketing Cloud

Salesforce Marketing Cloud develops marketing automation and analytics software for email, mobile, social and online marketing.

Commerce Cloud

Salesforce’s Intelligent Customer Success Platform includes solutions for customer service, marketing, and more. The platform is considered as the number one solution for retailers, as it provides them with the ability to deliver unique shopping experiences.

Platform Cloud

Salesforce Sales Cloud is a customer relationship management (CRM) platform designed to support sales, marketing and customer support in both business-to-business (B2B) and business-to-customer (B2C) contexts.

Integration

A Salesforce integration solution is a piece of software that establishes and manages communication between Salesforce CRM and other systems, using APIs to interpret messages that systems exchange.

Our Salesforce Consulting process

As Salesforce Consulting Partner, we are empowering business owners to make smart technology investments as well as improve systems which in turn leads to saving time and money

STEP 1: FEASIBILITY AND PLANNING

We help companies determine whether a CRM project makes sense in the first place and in what form. This includes helping define the business case, estimate cost and resource requirements, evaluate different options and identify key implementation considerations.

STEP 3: DESIGNING & IMPLEMENTATION

The design & implementation phase is where the consultants play a vital role as project managers, or mentoring the client’s project manager, who may not be versed in managing CRM projects. We follow agile based process methodologies to speedup the implementation process.

STEP 2: DEFINING REQUIREMENTS

We help defining the exact requirements for a CRM system, re-engineering or introducing new business processes in order to benefit from the technology and helps to choose the Right technology.

STEP 4: INTEGRATION & VALIDATION

A significant chunk in CRM consultant involvement is brainstorming with businesses over replacing an existing system. Re-implementing current software can be economical than buying a new system.

Industry Portfolio

Salesforce also offers industry-specific products. These are developed to transform each aspect and facet of your business processes and meet your specific challenges using products built in Salesforce. Here are Salesforce’s industry products

Salesforce Financial Services Cloud

Powered by Einstein artificial intelligence and Lightning, it empowers financial institutions to deliver experiences that are smarter and more connected. It supports banking and wealth management for wealth advisors, bankers, business executives, insurance agents, service operations, and IT executives.

Salesforce Health Cloud

This gives you individual profiles of patients such as demographics, clinical and nonclinical data, communications, membership and claims systems, EHR information, medical devices, and wearables, among others. This patient engagement software streamlines secure communication, reminders, schedules, and patient registration.

Salesforce Government Cloud

Its single, integrated platform speeds up access to information, simplifies workflows, and improves internal and external communication for government agencies to offer better transparency and convenience to customers. It is used by federal, state and local, government contractors and defense agencies.

Salesforce Philanthropy Cloud

This global platform connects employees, partners, and customers to charitable causes they care about. For instance, you can easily connect employees to causes and volunteer activities according to preference, philanthropic history, and location.

Salesforce Commerce Cloud

Salesforce Commerce Cloud is an ecommerce platform that helps your brand grow faster and convert more leads into customers. It unifies the purchasing experience of customers as it integrates all touchpoints. This gives you a 360-degree view of your inventory, orders, and activities, among others. It also offers mobile commerce with mobile-first capabilities such as one-touch payment and optimized micro-moments.

Salesforce IoT Cloud

It lets you connect your data with your IoT products, sensors, and devices in real-time. With its accessibility to anyone, those who are not programmers can quickly build, test, and iterate business ideas without using code. It also gives you complete visibility over your real customers’ product usage and performance. Additionally, you can develop and create meaningful customer experiences in real-time across your integrated apps.