Simplify your Salesforce implementation with our specialized Salesforce consulting services, ensuring smooth deployment from start to finish. From lead generation to deal closure, we help you leverage the latest updates, including AI-driven insights with Einstein and automated workflows, ensuring your sales teams work smarter, not harder.
Maximize Salesforce’s value through expert implementation, seamless data migration, customizations, and continuous process optimization.
Our Salesforce consultants initiate discussion to understand your business, challenges, and goals. We explore the potential benefits of a Salesforce implementation and gather high-level requirements.
Based on the gathered requirements, we create a comprehensive solution design. This includes mapping business processes to Salesforce features, identifying customizations, integrations, and data migration needs.
Configure and customize the Salesforce platform according to the solution design. This may involve creating custom objects, fields, workflows, reports, dashboards, custom applications, and integrations.
Our Salesforce experts clean, map, and migrate existing data from legacy systems into Salesforce, ensuring data integrity and continuity.
We perform comprehensive testing, including functional, integration, and user acceptance testing. Address any issues or gaps identified during this phase.
Deploy the Salesforce solution into the production environment after thorough testing and user acceptance. We provide post-implementation support and maintenance services.
Our Salesforce consultants conduct regular reviews and optimization to identify opportunities to streamline processes, leverage new Salesforce features, and align with evolving business needs.
We integrated Salesforce Sales Cloud to help one of our clients get a real-time view of their entire sales team’s comprehensive forecast and observe adjustments as soon as they are made. It supported them in making forecasts for the most complex sales territories and tailor them to fit their specific needs. The solution facilitated them to increase their business productivity, improve their process quality and enhance the buying experience of their customers. It also helped them gain better visibility to potential clients and convert their potential leads into opportunities and close the deals.
Softweb Solutions developed a DealMaker application with Salesforce integration for Fujifilm that helps them in reducing sales cycle and improving customer relationships by backing up data securely. The application also enables Fujifilm in efficient management of their inventory with instant messaging and pipeline reporting functionality.
Softweb Solutions helped the client to successfully migrate from their existing SugarCRM and Salesforce Professional systems to a unified Salesforce Ultimate Edition environment. We also provided them with a custom CPQ module with multicurrency and multilingual support, advanced search functionality, approval process for opportunity, and enhanced lead and task functionality.
Our client was facing challenges in the management of their systems for supporting sales, installation and service. They were struggling with their tedious and time-consuming process of field service. We designed a solution using Salesforce Field Service Lightning to overcome these challenges. The solution enabled their field service workers to deliver faster service with improved efficiency. It also led to a significant growth in their business by increasing the number of jobs handled by technicians.
Being one of the leading Salesforce implementation companies, we offer a comprehensive solution for your unique business requirements. Key advantages of partnering with us include:
Implement Salesforce to design and develop nex-gen solutions for your business success
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