Salesforce Services at a Glance
Platform Design & Implementation
- Architecture and configuration of Salesforce CRM, CSM, and MarTech platforms.
- Data Cloud and CDP setup for real-time customer unification and activation.
- Seamless integration across your stack using Sitecore, ZoomInfo, and third-party systems.
AI Agent Services (Agentforce)
- AI-driven sales, marketing, and service agents trained on your Salesforce workflows.
- Real-time coaching, process adherence, and SPICED/MEDDPIC capture.
- Automated pipeline creation, follow-up, case handling, and customer insights.
Workflow & Business Process Optimization
- Salesforce-based automation of critical sales, service, and marketing operations.
- Personalization triggers, lifecycle workflows, and low-code process orchestration.
Search & Findability
- Improve user and internal experiences by enabling advanced, Salesforce-powered search tools.
- Provide seamless engagement by combining taxonomy strategy and Sitecore personalization.
Platform Support & Maintenance
- Ongoing optimization and admin services for Salesforce platform stability and scale.
- SLA-backed support, release readiness, and roadmap planning.
Personalization Services
- Hyper-targeted messaging and content delivery using Salesforce Marketing Cloud and Account Engagement (Pardot).
- CDP-driven segmentation and testing by connecting personalization to business goals.
Data Enablement & Analytics
- Setup and optimization of Salesforce Data Cloud and dashboards for actionable insight.
- Alignment of KPIs with GTM strategy and stakeholder goals across departments.
Migration & Lift-and-Shift
- Transition from legacy CRMs or point solutions into Salesforce environments.
- Ensure continuity, security, and data integrity throughout platform shifts.