1. Salesforce Implementation

Setting up Salesforce correctly from Day 1 is critical. We ensure a smooth deployment tailored to your industry.

• Sales Cloud Setup: Manage leads, opportunities, and pipelines effectively.

• Service Cloud Setup: Streamline customer support with ticketing and case management.

• Marketing Cloud: Automate campaigns and customer journeys.

2. Customization & Development

Your business is unique, and your CRM should be too. We go beyond standard features.

• Custom Workflows: Automate manual tasks and approval processes.

• Lightning App Development: Build custom apps within Salesforce to handle specific business logic.

• Dashboards & Reporting: Create visual analytics to track KPIs and team performance in real-time.

3. System Integration

Eliminate data silos by connecting Salesforce with your other business tools.

• ERP Integration: Sync orders and inventory (e.g., SAP, Oracle, Microsoft Dynamics).

• eCommerce Integration: Connect with Shopify, WooCommerce, or Magento.

• Email & Calendar: Seamless sync with Outlook and Gmail.

4. Data Migration

Moving to Salesforce from spreadsheets or another CRM? We handle your data with care.

• Secure data extraction, cleansing, and mapping.

• Duplicate removal and data validation.

• Zero data loss guarantee during transition.

5. Health Check & Optimization

Already using Salesforce but not seeing results?

• Audit: We review your current setup to find bottlenecks.

• Optimization: We re-engineer processes to improve speed and user adoption.

• Cleanup: We remove unused fields and fix broken automations.

6. Training & Ongoing Support

Technology is only as good as the people using it.

• User Training: Workshops for your sales and support teams.

• Admin Support: Ongoing maintenance, troubleshooting, and updates.