Customized Solutions

Sales Cloud & CPQ/CLM
  • Lead & Opportunity Management: Lead qualification and nurturing, process automation, pipeline inspection, workflow automation and sales forecasting.

  • Enterprise Territory Management: Territory planning, assignment rules and data visibility.

  • Salesforce Maps:

  • Campaign Management: Campaign influence and ROI measurement.

  • Data Management: Deduplication and data integrity.

  • AI-Powered Insights: Salesforce Einstein features, forecasting, Next Best actions and predictive analytics.

  • CPQ & CLM: Quote and contracts management with CPQ features including Salesforce CPQ and Conga CPQ.

Experience Cloud / Customer Communities & Partner Portals
  • Customer Service: Enhance customer support and engagement.

  • Native Template Customization: Tailor default templates to fit your unique needs.

  • Mobile-First Communities: Design communities optimized for mobile devices.

  • Licensing Advisory: Expert guidance on licensing options and best practices.

  • Partner Relationship Management: Strengthen partnerships with effective management tools.

  • Vanilla Digital Experience Setup: Implement out-of-the-box digital experiences.

  • Bespoke Lightning Components: Create custom Lightning components tailored to your requirements.

  • Branding & Personalization: Use themes to personalize and brand your communities.

Lightning Development
  • System Integration: Seamlessly integrate with systems like SAP ERP, HubSpot, DataLakes, Amazon AWS, payment gateways and captive systems.

  • Implementation/Migration to Lightning Experience: Ensure a smooth transition to Lightning Experience, including component readiness and overall Lightning preparedness.

  • Product Development: Develop robust products tailored to your business needs, leveraging the power of Lightning Components.

Data Management Services
  • Migration Strategy Planning, Analysis & System Reviews: Comprehensive planning and review for seamless data migration.

  • Data Transformation: Convert data into the required format for optimal use.

  • Data Cleansing & Import: Ensure data accuracy and integrity before import.

  • Tools & Technologies: Expertise in Talend, Relational Junction, Informatica/Informatica Cloud, Jitterbit and MSSQL.

  • Data Discovery: Uncover insights and patterns within your data.

  • De-Duplication Management: Eliminate duplicate data for better efficiency and accuracy.

Customer Service & Support Solutions
  • Auto-Response Rules: Streamline responses to customer inquiries with automated rules.

  • Service Console Configuration: Optimize your service console for efficient customer support.

  • Multi-Channel Omnichannel Configuration: Seamlessly manage customer interactions across various channels.

  • Knowledge Management: Centralize and manage your knowledge base for quick and accurate responses.

  • Social Customer Service: Engage with customers on social media platforms like Facebook, Twitter, Instagram and YouTube.

  • Live Agent: Provide real-time support with live agent chat functionality.

  • Integrations: Integrate with various systems for a unified customer service experience.

  • Computer Telephony Integration: Connect your phone system with Salesforce using solutions like Five9, Knowlarity and Avaya.

  • Inbound Case Management: Efficiently handle incoming customer cases.

  • Agent Routing: Route cases to agents based on skills and capacity for optimal resource utilization.

  • SLA Compliance: Ensure service level agreement compliance using entitlements and service milestones.

  • Turn-Around-Time Monitoring: Track and manage turnaround times for customer inquiries.

  • Digital Engagement: Engage with customers through digital channels like WhatsApp and text messaging.

  • Einstein Bots & Data Set Training: Implement AI-powered bots for automated support and train data sets for improved performance.

  • API Integrations: Integrate with JIRA, external helpdesk systems and IT service management (ITSM) systems for streamlined workflows.