Enterprise or Customer 360
From robust Enterprise CRM to purpose-built apps
Marketing
Lead to Opportunity
Enhance lead generation through precision targeting of prospects across inbound and outbound marketing channels. Understand your customer through intelligent insights across the journey and deliver highly customized experiences across channels through a unified customer engagement platform.
Pardot (B2B)
Streamline lead management and generate intelligent leads through email marketing, sales alignment, insightful analytics. and advanced AI. Enable your marketing and sales teams to drive highly effective campaigns.
In 10 days, we will configure Pardot to meet your B2B sales and marketing needs.
We will provide a questionnaire to gain an understanding of your day-to-day Sales and Marketing operations and generate an implementation plan, perform tracking code implementation on your website, email authentication, and creation of vanity domains, install and configure Pardot connector, create and map Custom fields on CRM objects to Pardot, and provide training on Marketing Assets and Pardot features.
Marketing Cloud (B2C)
A customer engagement platform built on the world’s #1 CRM that enables you to tailor customer experiences at scale across channels and across the entire customer journey through a unified view of the customer and advanced AI and analytics.
In 10 days, we will understand your marketing needs and configure Marketing Cloud to meet those needs to create a fully-functional customer engagement journey.
We will modify page layouts on Salesforce objects (users, contacts, and leads) to show tracking details, install and configure marketing cloud connector, create synchronized data sources, configure campaigns, assign users to campaign roles, create up to 2 template-based emails using content builder and required data extensions, and undertake automation activities such as SQL queries or Filters.
Cohesive Cloud Integration
Holistic implementations spanning multiple clouds.
As a Salesforce Consulting and ISV partner, we're well-versed in implementing all Salesforce products. Our implementations have spanned multiple clouds, providing a 360° view of the customer. Salesforce becomes the front-end application for the users with seamless integration to internal and external systems. We modernize and reengineer processes to simplify the application landscape through retirement of legacy and bespoke systems.
Get help managing a complex sales process through a simpler product catalog, increased visibility, and easier quoting and order management. Reach larger demographics, deliver more targeted sales journeys and buying experiences to your customers and equip your sales teams to improve conversion rates and close deals faster.
To learn more about our Sales Cloud Accelerator, get in touch.
Reach customers instantly on whichever channel they prefer, provide support and answer queries with greater speed and accuracy through unified access to customer data for agents and self-service for customers in portals and communities, increase agent productivity and improve quality of customer care through insights and prediction.
To learn more about our Service Cloud Accelerator, get in touch.
Increase efficiency and convert browsers to buyers with custom built functionalities, optimized daily commerce functions, access to 360˚ customer data, assistance and guidance through Communities, AI-powered personalization, and multi-device support on a Salesforce platform that combines CRM, commerce and customer platforms to create a truly powerful solution for commerce needs that handles multicurrency payments and your taxation needs with ease.
To learn more about our Commerce Cloud Accelerator, get in touch.
With an integrated platform that delivers keen client insights, advanced engaged tools and a 360° view of existing opportunities and managed and held away assets, focus less on admin tasks and more on client relationships. Manage regulatory compliance requirements effortlessly.
To learn more about our Financial Services Cloud Accelerator, get in touch.
Our Salesforce Products
Expertly crafted products to expedite implementations.
Our years of experience with businesses across various industries have led us to develop specific products to cater to your Salesforce needs. With the ultimate goals of efficiency, expediency, and relevance, we've created products that can greatly ease transitions and complex implementations, transforming your business.
Automated Lightning Migration Solution
We speed up your migration from Salesforce Classic to Lightning, with huge savings on time (60%) and money (70%).
Learn more
Our platform for managed and flexible spaces
Drive sales and business efficiency through next-gen real estate and property management CRM.
Learn more
Single touchpoint for all your travel customers
End-to-end customer and enterprise-facing services with an integrated process for disruption management.
Learn more
Salesforce Toolkit
Leverage expert Salesforce products with precision.
With our understanding of industry and a laser focus on your specific business needs, we leverage the best that Salesforce has to offer to transform your business into the best version of itself.
Use data to uncover deep insights and build great experiences for your customers, make astute and incisive predictions about business outcomes, and suggest the right next steps to your employees and customers.
Build rock-solid customer relationships while prioritizing security and compliance. Create memorable, personalized customer experiences and automatically sync data between your custom apps and Salesforce.
Integrate any system onto a unified platform, whether Salesforce or not. Be flexible and agile with API-led connectivity and reusable integration assets. Enable partners, customers, and developers to access core capabilities.
- Apollo Hospitals is the biggest multispecialty healthcare provider in India with a capacity of over 12,000 beds across 72 hospitals. Apollo has 4,500+ pharmacy outlets, over 120 primary care clinics and 700+ diagnostic clinics.
- Empower Federal Credit Union, a full-service financial institution streamlined its customer dispute management with Salesforce Financial Services Cloud and Experience Cloud.
- End-to-end automation of work order assignment and execution that helped Penumbra ensure easier audit and compliance, centralized data repository, greater inventory visibility, and transparent information flow between field sales & back-office.
- Deployed best-of-the-breed tools for a premier wealth management firm to provide efficient and seamless service with a focus on customer relationships, powered by Salesforce Financial Services Cloud and Orion Connect.
- Fast track sales force automation, customer service, and business process integrations to various systems for Visby Medical to market launch their FDA-approved Covid-19 PCR testing device.
- Avail Medsystems pioneered technology to make it easier and more efficient for physicians to collaborate with peers and industry experts anytime, anywhere, without the hassle, risks, and costs of travel.
- We built an e-commerce platform for medical device company Penumbra to support all aspects of sales and order management for their innovative Virtual Reality therapy device.
- We merged two complex Salesforce instances for a global mid-market investment bank with over 600 users, with no disruption to business and increased productivity while eliminating the risk of violating data privacy.
- Love to Rent is a UK-based property business that specializes in marketing purpose-built rental-only developments. We developed a solution that matched high quality rental properties with the renters looking for them.
- We built the Perfect Match™ platform for Ever After, bringing together wedding planning, event logistics, travel and honeymoon destinations onto one platform as a marketplace for all vendors.
- We built a high-performance content delivery backend for the vast variety of content types and formats that the go90 digital channels required, creating a highly interactive experience for subscribers.
- We successfully re-engineered the support processes and online knowledge base of a hi-tech Fortune 50 company, migrating and deploying over 15,000 assets in 8 different languages to the Salesforce platform.
- Using Flash, our automated conversion solution, we migrated the Sales Cloud and Service Cloud customizations of a 130-year-old leading Insurance business to Salesforce Lightning in 12 weeks flat.
- From designing, building, migrating data, testing and training to deploying into production in 18 weeks - a new wealth management platform on Salesforce Financial Services Cloud for Plancorp.
- We developed a unified provisioning application on Salesforce for Zenefits. This system streamlined assignment, management, tracking and reporting of all provisioning activities for client onboarding.
- Streamlined the document creation, storage, and retrieval process during customer interactions for wealth management advisor Plancorp, reducing operational costs by >60% and increasing advisor productivity.
- Using Salesforce Marketing Cloud, we enabled personalized, time-driven journeys for Seven Corners' customers, resulting in better customer engagement, higher satisfaction, and growth in revenue.
- Seamlessly migrated Salesforce Classic to Lightning for a hi-tech Fortune 50 client with 1000+ users in 6 time zones with no disruption to business.
- Businesses need to modernize their contact center operations by breaking down silos and unifying disparate systems and channels.
- Modernized the warranty management process for a Fortune 50 company for use in 11 support centers used to process 100,000+ transactions and over 30,000 claims globally.
- We migrated a Salesforce Classic Knowledge Base - customized to support 3000+ products and 12000+ articles in 11 languages - to Lightning for a Fortune 50 company.
- A compliance management solution on Salesforce to manage the entire customer lifecycle for Gordian Compliance Solutions.
