Salesforce Solutions USA

Overview

Salesforce is #1 cloud-based CRM (Customer Relationship Management software).It makes it easier for companies to find more prospects, close more deals, and connect with customers in a whole new way, so they can provide them with amazing service at scale.

Salesforce brings together all your data, from any source. Unite your sales, service, marketing, commerce, and IT teams with a single, shared view of customer information. With artificial intelligence integrated across all products, Salesforce helps everyone in your company work more productively and better deliver the personalized experiences customers love.

Salesforce’s Industry specific solutions are created with industry experts to help you modernize your business, save time, lower costs, and come together around your customers. We specialize in Sales Cloud, Service Cloud ,Marketing Cloud, Data Cloud, Non Profit and Financial Services( Insurance, Hedge funds, RIA, Credit Unions and Banks).

Our certified Salesforce consulting company can assist in revitalizing your business strategy with these powerful tools. Our team of Salesforce certified consultants possesses the technical expertise required to help you select the ideal product that aligns with your business needs and budget, ensuring that you make the right choice on your first try.

We specialize in Agent force which allows organizations to build and manage autonomous agents for tasks across various business departments – in fact, there’s an “Agent force in every app”. There’s the potential to build Sales Agents, Service Agents, Marketing Agents, Commerce Agents, and Platform Agents.

Our Salesforce Services

Our wide range of Salesforce services are designed to help you make the most of the platform and improve your overall experience.

Salesforce Consulting

Salesforce consulting is the provision of expert services by certified Salesforce consultants to help businesses optimize their use of Salesforce products and services, with the goal of achieving their business objectives and maximizing the value of their investment in the platform.

Salesforce Administration

Salesforce administration involves the management and configuration of a Salesforce instance by a certified Salesforce administrator, ensuring the platform is set up correctly and used efficiently to support business processes. Tasks include user management, security management, data management, customization, and reporting to ensure efficient and effective use of the platform.

Salesforce Migration

Salesforce migration is the process of moving data, configurations, and customizations from one Salesforce instance to another. It involves planning, preparing, and executing a migration strategy to ensure that the data is moved accurately and efficiently while minimizing any impact on business operations.

Salesforce Implementation and Integration

Salesforce implementation and integration involve the setup and integration of Salesforce products and services within an organization's existing technology stack. This process includes customization and configuration of the platform to align with specific business needs, and integration with other systems to ensure seamless data flow and process automation.

Salesforce Support and Maintenance

Salesforce support and maintenance involves ongoing assistance and upkeep of a Salesforce instance to ensure it continues to function efficiently and effectively. It includes tasks such as user support, data management, system monitoring, and bug fixing. Regular maintenance ensures that the platform remains up-to-date and aligned with the organization's evolving needs.

Salesforce Cloud Offerings

Sales Cloud

Campaign / Lead / Account / Contact
Sales Process / Reports and Dashboards
Custom Development / LWC / VF Pages / Tiggers

Marketing Cloud

Email Studio / Journey Builder
Audience Builder / AMP Scripting
Social Studio / Automation Studion

Service Cloud

Case / Entitiement / Knowledge Management
Support Process / Communities
Omni Channel / EAC /CTI

Community Cloud

Help you create various platforms for your customers, partners
Business Integration / Personalisation
Customisation and Branding / Mobile / Lightning Bolt
Sales Force Automation / Data Sharing / Dashboards and Reports

Financial Services Cloud

Build trust with personalized interactions
Automate processeswith no or low code
Simplify service and eliminate wait times
Optimize performance with actionable insights
Deliver experiences that drive client loyalty

Health Cloud

Collaborate efficiently with your health customers
Deliver personalized and equitable care effectively
Automate health business operations effortlessly
Simplify benefits for your members

Non-Profit

Build relationships that impact change with Agent force for Nonprofits.
Empower your teams to do more, unite your siloed data, and nurture your relationships with a purpose-built CRM for nonprofits.
AI agents help meet changing demands quickly and boost data-driven decisions that can improve donor engagement and program outcomes.

Financial Services

Deliver customer experiences that fuel growth with Agent force.
Now brokers, producers, advisors, bankers, and service representatives can proactively connect with customers to deliver AI powered high value experiences.
Agents partner with your employees to take on manual work so team members can focus on growing trusted relationships and revenue.

Certinia

Certinia is a cloud-based system built on the Salesforce platform.
It provides comprehensive financial service for sales and service-oriented companies, allowing real-time collaboration across the entire services business and offering a unified approach to data access.

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Our Process for Your Success

Discover

Identify and understand customer needs and requirements

Planning

Strategize and outline the approach for service delivery

Designing

Create preliminary versions or models to visualize and refine the service

Development

Execute the planned service design and bring it to fruition

Testing

Assess the service for functionality, reliability, and user satisfaction

Delivery

Provide the finalized service to customers or end-users

Maintain

Sustain the service by providing ongoing support, updates, and improvements

Feedback

Gather input and insights from customers to enhance future iterations of the service

Our Delivery Process

Agile is an iterative method for streamlining software development and project management. Cross-functional teams must work together in sprints to speed up the process and reduce errors. collaboration on specific tasks, self-organization, and goals with a desire for less supervision. This strategy checks the functionalities of the product at every step while continuously improving on the constant feedback. Ultimately, this results in the delivery of value-based, high-performing, flexible goods for greater engagement.