We implement Salesforce CRM solutions by analyzing business requirements and creating technical specifications. Our comprehensive guide enhances business processes and efficiency within Salesforce while clearly defining product boundaries. We produce, document, and analyze data-driven steps for Salesforce implementation based on your business needs and requirements.
Customization & configuration of your Salesforce CRM leveraging Sales Cloud, Service Cloud, Marketing Cloud, and more. We offer varying levels of platform modification based on your Salesforce decision, considering complexity and cost. Users can utilize the CRM system and make full-scale customizations themselves, including adding new fields, formulas, or rules.
We offer expert consultancy, onboarding, and 1:1 training throughout the implementation and integration phases. We focus on supporting sales, marketing, and customer needs while clarifying business frameworks and objects. Our Salesforce implementation service enhances team productivity, reduces sales cycles, and fosters customer relationships. By implementing processes and setting fixed budgets, we make reaching business goals more straightforward and practical with Salesforce consulting.
Elements.cloud faced the task of constructing a secure and scalable Salesforce managed package and deploying it to the AppExchange.
Our team built a faultless AppExchange package that passed security reviews, enabling seamless integration between Salesforce and Elements. This achievement was driven by our deep understanding of Salesforce, streamlined data processing, optimized queries, and detailed monitoring with AWS CloudWat.
The project posed a technical challenge due to its complex logic and compatibility requirements with both the Classic and Lightning interfaces. However, we swiftly delved into the details and completed the initial scope of urgent changes ahead of the client's estimated timeframe.
We introduced a dedicated Salesforce developer to optimize and fix bugs in the existing codebase, gradually expanding to develop new features, integrate with third-party systems, and conduct research. Our technical expertise, systematic approach, and strong project management practices enabled the growth of the Atamis product.
The implementation of the GDPR policy by the EU posed a significant challenge for Salesforce marketers, particularly in ensuring data consistency.
The MagicFuse team designed and released a comprehensive app on AppExchange, enabling company-wide compliance with privacy regulations and GDPR. This app included features such as permission tracking, Data Protection request processing, marketing integrations, data expiration management, Customer360 consent view, and preference center setup.
Create managed package enabling seamless B2B and B2C commerce management within Salesforce Service or Sales Cloud for customer service agents.
Limio for Salesforce went through various iterations, resulting in a highly scalable and customizable version using Salesforce Flows, Apex, and LWCs. Integrated with Limio Commerce and third-party payment systems, Limio provides agents secure visibility into customer history, tracks subscription changes, and offers flexible payment processing. Custom Objects enable customers to customize components to their preferences.
The client requested two things: integrating their real-time verification solution into Salesforce for universal customer usage and extending standard objects' functionality with dynamic custom objects for increased flexibility.
We tackled the challenge of bidirectional custom authorization between Salesforce and ID-Pal, ensuring high-security data retrieval and presentation within Salesforce. Our managed package facilitates user-friendly review and updates of personal data in both directions, while also supporting dynamic interactions between main and custom objects through backend and LWC components.
The duration of the implementation process can vary depending on the complexity and scope of your project. Our experienced team will provide an estimated timeline based on your specific requirements.
Our Salesforce implementation services typically include discovery and requirement gathering, planning and design, data migration, configuration, customization, testing, training, and post-implementation support.
Yes, we provide data migration services to transfer your existing data from other systems to Salesforce, ensuring a seamless transition.
Absolutely! Our team has expertise in integrating Salesforce with various third-party applications, such as ERP systems, marketing automation tools, and more.
Yes, we offer comprehensive training sessions to ensure your team is well-equipped to utilize Salesforce effectively and make the most of its features.
We offer ongoing support to address any issues, answer questions, and provide guidance as your team adapts to using Salesforce.
Yes, Salesforce implementation is scalable and can be tailored to meet the needs of both small and large businesses.
Absolutely! Our Salesforce implementation services include customizing the platform to align with your unique business workflows and requirements.
To begin, simply reach out to us through our website or contact information. Our team will schedule a consultation to understand your needs and provide a tailored plan for a successful Salesforce implementation.