We Provide The Following
Salesforce® CRM Services
Various Approaches to Modifications
We can assist you with modifying your Salesforce solution by using default point-and-click tools (by configuration) or custom code-based development using the Lightning Platform (by customization) for creating necessary Salesforce functionality like new objects, fields, tabs, validation rules etc.
Security & Permissions
By permissions as well as by auto-sharing configurations, you will be able to make records private but also auto-share other records based on certain field criteria. Our Salesforce experts will help you create org-wide sharing or group sharing rules and roles as well as field-level security.
System Integration
We will integrate your Salesforce solution with third-party systems like ERP (Enterprise Resource Planning), payment processing systems, social media, etc, via REST/SOAP API web services, default tools like Files Connect or custom coding, and any custom systems that matter for you.
Task Automation
We will automate daily and mundane tasks like sending email notifications or assigning follow-up tasks with Workflow rules, Process Builder, and Apex triggers to reduce time spent on manual duties.
UI Optimization
The standard Salesforce interface is one of the major platform weaknesses mentioned by users. Our team of Salesforce consultants will tailor your Salesforce interface to fit your business needs by creating fields, changing field labels, modifying the page layouts, reorganizing tabs, etc
Email Templates
We will create custom email templates and set up email integrations with either Outlook or Gmail. Also, you will be able to manage email attachments easier via Salesforce customization.
Salesforce Einstein AI
Our team will complement your Salesforce instance with Einstein AI that will help you to achieve better insights into your sales, marketing and service activities while also predicting their success.
Data Import & Modeling
We can help design rules for initializing data imports from spreadsheets or a previously used system and for organizing the way your data will be stored.
Bulk Data Processing
We enable bulk processing by building rules for mass updating records based on actions in the system via Process Builder, Flow Builder, and bulk triggers.
Approval Processes
We will set up and automate Salesforce approval processes and approval reminders based on your organization's demands and requirements.
Reports and Dashboards
We can build custom reporting functionality and dashboards for you to get better visibility into specific data that can't be achieved with standard reporting functionality.
