Salesforce Solutions We Implement

We set up Sales Cloud to turbocharge your sales team’s productivity. Lead and Opportunity management, Pipeline forecasting, and custom dashboards are configured to help you close deals faster and get complete visibility into your sales funnel.

Deliver world-class customer support with Service Cloud. We implement case management, knowledge bases, and omni-channel support (email, phone, chat) so you can resolve issues quickly and keep customers happy. Automation like Lightning Flow for Service and Einstein Bots can deflect routine inquiries and free up your agents for high-value interactions.

Leverage Salesforce Einstein AI for predictive insights and automation. We set up Einstein Lead Scoring, Opportunity Insights, and bots, as well as custom analytics dashboards that help you make data-driven decisions. Get answers to questions like “Which deals are likely to close?” or “Which customers are at risk?” – so you can take action proactively.

Additionally, reports and dashboards to give quick insight into your KPIs.

Reclaim your team’s time by automating repetitive tasks. We are experts in Lightning Flow, Approval Processes, and macro automations. From automating lead assignments and follow-up emails to complex multi-step workflows, we make Salesforce do the heavy lifting so your team can focus on high-value work.

Have unique business processes or need a custom app? Our developers build custom solutions on the Salesforce Platform. This could include custom objects and fields to model your data, Apex triggers for advanced logic, or even building a completely custom application in Salesforce for your industry. If you can dream it, we can build it – fully integrated within your CRM.

We connect Salesforce to external systems and APIs. Common integrations include accounting systems (e.g. QuickBooks, NetSuite), e-commerce platforms (e.g. Shopify), texting systems (e.g. Mogli), e-signature tools (DocuSign), giving tools (e.g. Anedot) and Workato and Zapier + more.

Our integration experts ensure data syncs reliably between systems, eliminating double data entry and keeping all your teams in sync.

Guiding clients through the complex process of data migration, we offer meticulous data cleansing and formatting to enhance data quality. Our experts will map and transform data from legacy systems to fit within Salesforce, ensuring a seamless transition. Through the use of data loading tools, we'll import data efficiently and accurately. Post-migration, we'll perform thorough data validation to guarantee that the data remains intact and accurate in the new system.

We understand that user adoption is essential to the success of Salesforce for your company. We’ll provide comprehensive training to users and administrators to ensure they make the most of Salesforce's capabilities. Additionally, We offer ongoing support and troubleshooting services as needed for the support that each of your team members need.