CRM/ Development:

Salesforce® allows Sales/CSR’s, Managers and Executives can easily and successfully manage their entire process across multiple departments – from generating leads to closing deals through billing, delighting customers. Our CRM/Salesforce® services include:

Process Design:

  • Align your business processes with processes
  • Configuration & Customization: Implement your business processes on platform
  • Custom Development & Integration: We create custom modules, reports and integration using Apex/Visualforce.

Process Design and Optimization:

  • As it stands today to where it will rest
  • Mapping Processes to Salesforce and gap/fit analysis
  • Work flow design
  • User security and role design
  • Lead generation, conversion, opp management, Product and Pricing management, Quote Creation, Account Management, Product Management and Upgrades
  • Custom screen, external client portals, module design
  • Report and Dashboard design and automation- auto generated WIP and Funnel Reporting

Setup, Configuration and Customization

  • Salesforce set up and configuration from cradle to full maturity
  • Full Security Analysis
  • Work Flow setup
  • Report Set up
  • Data Migrations
  • Staging of Production Setups and Sandbox testing

Customization and Custom Development

  • Apex Triggers
  • Visual Force Custom Pages and Screens
  • Integration with 3rd party applications Heavy Focus on PBX Integrations
  • Data extraction and synchronization with reporting
  • Private Labeling of Salesforce Platform with Custom App Development

Support and Administration