salesforce

Streamline business operations and processes with Salesforce

Assessment
Business Process Analysis
End-to-End Implementation
Data Migration and Data Maintenance
Integrations
Salesforce Administration
Training
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Your certified Salesforce consulting partner

Unlock the full potential of Salesforce with our cross-industry expertise. Companies from various industries worldwide have entrusted us to seamlessly translate their Salesforce investments into streamlined and scalable platform implementations. Our mission is to empower you to surpass your clients’ expectations, harnessing the power of data-driven insights and optimizing your business processes for success.

At the heart of our approach lies a commitment to fostering long-lasting customer relationships. As your trusted partner, we go above and beyond to tailor business solutions that precisely align with your unique needs and timeline, ensuring your satisfaction at every step.

How we help customers make a difference

Resolute Software
Cybersecurity

Cybersecurity solutions provider AMATAS streamlines sales life-cycle processes with a custom Salesforce implementation.

Read the full story

what we do

Salesforce services

Business process analysis

Business process analysis

We conduct a thorough review of your business processes and provide expert recommendations on leveraging Salesforce to improve your operations’ efficiency and effectiveness. We then implement the proposals into the final solution that meets your unique business needs.

End-to-end implementation

End-to-end implementation

We facilitate a seamless transition of your business processes to the cloud, utilizing a range of automation tools and custom logic to configure your system.

Assessment

Assessment

We will conduct a comprehensive audit of your system, identifying any potential gaps in the setup. We provide actionable recommendations and pinpoint opportunities for improvement.
Data migration and data maintenance

Data migration and data maintenance

We help you extract and streamline data from legacy CRM systems or spreadsheets before migrating it into Salesforce while ensuring data ownership and relationships remain aligned.

Worried about the quality of your data?

We can identify gaps, develop a strategy to address issues and cleanse your data for optimal performance.

Integrations

Integrations

Struggling to build a comprehensive 360-degree view of your business operations?

Our team is here to seamlessly integrate your systems with Salesforce, including email marketing, e-signature, order management, phone systems, document management and storage, and more.

Salesforce administration

Salesforce administration

Already implemented a Salesforce product but in need of a reliable partner to administer, maintain, and introduce new functionality to your platform?

Look no further than our team of experts who can serve as your dedicated Salesforce administrator, ensuring optimal platform performance.

Training

Training

We can complement your Salesforce implementation with end-user training and user-adoption strategies or help gear up your skills for Salesforce products.

Need to train an internal Salesforce administrator?

We can provide guidance and support to help them prepare for the certification exams.

our expertise

Salesforce products

Sales Cloud

The perfect CRM solution for any company growth phase. Powered by sales tools like leads, opportunities, quotes, products, and price books.

Service Cloud

Customer support software to help you streamline service team operations. Dramatically improves customer satisfaction and problem-resolution rates.

App Exchange

The biggest enterprise app store. We can help you install, configure and leverage any app from the AppExchange store.

Account Engagement (Pardot)

A marketing automation platform designed for B2B. It allows companies to find leads, track marketing campaign engagement and provide adequate and fast prospect follow-up.

Financial Cloud

World’s #1 CRM solution reimagined for financial services. Banks, wealth management, and insurance companies can benefit from add-ins like financial accounts, assets, households, and goals.

Marketing Cloud

A digital marketing platform for social media, mobile and email marketing, online advertising and marketing automation. It empowers businesses to create personalized, omnichannel user journeys.

Nonprofit Cloud

The Nonprofit Success Pack helps NGOs manage their programs, constituents, donations and grants, fundraising events, beneficiaries and others.

Salesforce Platform

We can leverage the basic Salesforce platform to build your custom app if the standard Salesforce objects and functionalities do not fit your business model.

Field Service Lightning

An onsite job management platform with real-time collaboration capabilities. From installations and repairs to professional services and maintenance, FSL streamlines the customer and field agent experiences.

our process

Salesforce project lifecycle

Prepare

  • Planning & kick-off meeting
  • Team, goals, responsibilities

Design

  • Business process review
  • Notes/findings review

Build

  • Internal testing
  • User acceptance
  • Resolve & review
  • Training preparation

Deploy

  • End-user training
  • Go live
  • User adoption

Maintain

  • Support services
  • Enhancement & further development
  • Continued success
1

Prepare

  • Planning & kick-off meeting
  • Team, goals, responsibilities
2

Design

  • Business process review
  • Notes/findings review
3

Build

  • Internal testing
  • User acceptance
  • Resolve & review
  • Training preparation
4

Deploy

  • End-user training
  • Go live
  • User adoption
5

Maintain

  • Support services
  • Enhancement & further development
  • Continued success

integrations

Third-party knowledge

There are over 3,400 different AppExchange integrations available today. We can help you pick the right third-party tools to deliver a seamless, efficient Salesforce experience.

Letʼs talk about your technology requirements.