Salesforce CRM enables you to acquire, nurture and serve your customers better, resulting in your customers themselves becoming references for future opportunities and revenue.

Objectives

Before Salesforce Implementation

Optimizing Salesforce for Exceptional Outcomes

After Salesforce Implementation

Integration Solutions Offered

Salesforce integration is the act of connecting two or more systems, enabling you to automate distinct tasks. Think about the instances in your own organization when data is stored in one system but needed in another. Through our integration, you may simply handle all the information by combining it to perform several business processes on various systems.

Types of Salesforce Integration Architectures

Multiple Integration Options Available:
Application Programming Interfaces (APIs)
Salesforce’s AppExchange

Overall, Salesforce’s integration capabilities empower businesses to create a unified ecosystem, centralize data, and optimize processes, ultimately leading to enhanced productivity and a better understanding of customers’ needs.

What can Infocareer do?

Our Salesforce Services

Tailored Multi-cloud Implementation:

Enhance your business processes and workflows through our customized multi-cloud implementation, meticulously planned for seamless execution. Our highly qualified teams possess expertise spanning from planning to flawless project implementation.

End-to-End Salesforce Implementation and Migration Support:

Experience a smooth transition without data loss, as our Data engineers employ advanced migration techniques to ensure data quality, integration, and migration.

Integration Services:

Effortlessly connect your external systems to Salesforce with zero interruptions and flaws using our proven approach, ensuring a hassle-free experience. Our teams will adeptly guide you through integrating enterprise applications, maximizing the effectiveness of the Salesforce platform.

Customized Solutions:

Our Salesforce and digital transformation specialists will carefully analyze your business objectives and requirements, tailoring solutions that seamlessly integrate into your existing workflow.

Admin & Developer Support:

Count on our well-equipped experts with the right attitude to provide 24×7 administrative and personalized support during and after the implementation, responding promptly to your needs.

Expert Hiring:

Extend your teams with our qualified Salesforce experts to receive ongoing assistance, knowledge training, and more during and after the implementation. Our experts will guide and support you in achieving your business’s long-range goals.

Our Salesforce Implementation Process

Our Salesforce Implementation Process

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Discovery & Analysis

In the initial stage, our team of consultants deeply engages with all relevant teams and stakeholders to identify the pain points and challenges hindering the achievement of business goals.

Business-focused Demo

Moving to the second stage, we use the insights gained from the discovery phase to provide a high-level demo tailored to address the customer’s specific pain points and business needs.

Customization, Configuration & Integration

During the third stage, we proceed with customization and configuration of the Salesforce org according to the agreed-upon roadmap. Our focus is on meeting the unique requirements and preferences of the business, whether they involve straightforward adjustments or more intensive customizations that can impact timelines and budgets.

Quality Analysis

In the fourth stage, we conduct rigorous testing in a sandbox environment—a mirror image of the future org. Feedback from core user groups and testers drives modifications and corrections. Once the org meets the solution that addresses the needs, challenges, and business goals, it is transferred to the User Acceptance Testing (UAT) environment.

Launch & Go-Live

The highly anticipated stage for everyone involved is the org’s official launch after receiving the green signal from the client. This moment marks the culmination of weeks or months of work and brings a sense of pride and joy.

Customized Training

To ensure successful user adoption, we provide customized and interactive training sessions for different personnel and teams. Experienced trainers lead these engaging sessions, with the option for refresher training courses as needed.

Post-Implementation Support

Our commitment to support continues after deployment. Post-implementation services ensure the org functions smoothly, timely upgrades and modifications are made, glitches are resolved, and the client’s team can focus on their core business activities. High user adoption and motivation are key objectives in this phase.

Our Expertise In Various Clouds

Sales Cloud

Salesforce Sales Cloud is an effective tool that can help you increase revenue, streamline customer interactions, and optimise your sales processes. Our expertise lies in effectively implementing Salesforce’s Sales Cloud and integrating it to your existing systems, which will revolutionise your sales processes and achieve customer success.

Features:

  • Account & Contract Management
  • Pipeline Management
  • Sales Forecasting
  • Sales Rep Commission Tracking
  • Email Integration
  • Track Sales Activity
  • Sales Path
  • Lead Conversion
  • Reports and dashboards
  • Products and Price Books
  • Lead management
  • Account and Contact Management
  • Opportunity Management
  • Tasks and Events Management
Service Cloud

Salesforce Service Cloud is a robust platform that facilitates excellent customer service, increases customer satisfaction, and creates enduring connections. Our expertise lies in integrating Salesforce Service Cloud to enhance team productivity, provide customised support, and generate outstanding experiences.

Features:

  • Case Management
  • Knowledge Articles
  • Live Agent Chat
  • CTI/Phone Integration
  • Customer Portal
  • Support Through Social Media
  • Omni-Channel Routing
  • Lightning Service Console
  • Knowledge Base
  • Process and Routine Automation
  • Agent Workspace
  • Einstein Bots
  • App Builder
Marketing Cloud

Leverage the potential of Salesforce Marketing Cloud by creating tailored solutions that facilitate timely, individualised, and targeted marketing campaigns through a variety of media. We are your go-to marketing automation partner, helping you with everything from implementation to continuous support.

Features:

  • Lead Management
  • Campaign Management
  • Lead Scoring & Routing
  • Email Marketing
  • Marketing Tools Integration
  • ROI Calculation
  • Journey Builder
  • Automation Studio
  • Email Studio
  • Marketing Cloud Connect
  • Interaction Studio
  • Social Studio
Community Cloud

Establish community areas in your CRM platform so that your company can communicate and work together with its staff, business partners, and clients. Maintain constant communication no matter where you are, and create a unique brand experience by giving your customers the data they require. By exchanging information with the members of your Salesforce Communities, you can gain more understanding of them.

Features:

  • Partner Deal Registration
  • Share Partner Specific Resources
  • Loyalty & Incentive Programs
  • Self-Registration
  • Help Articles & Case Submission
  • Discussion Forum
  • Drive Employee Productivity and Engagement
  • Accelerate Sales Channels for Partners
  • Enhancing the Experience of the Customers
  • Create Fully Branded Portals
Nonprofit Cloud

With a focus on nonprofits, Salesforce Nonprofit Success Pack (NPSP) is a full-featured solution that will transform your organization’s operations, interact with supporters and donors, and increase your influence. In order to meet your specific needs, our skilled and knowledgeable team will tailor the Sales Cloud solution, guaranteeing a smooth implementation that will increase sales.

Features:

  • Fundraising Management
  • Program Management
  • Outcome Management
  • Case Management
  • Project Management Tracking
  • Marketing & Communications
  • Accounting
  • Grants Management
  • Reporting and Analytics

Frequently Asked Questions (FAQ)

How is Infocareer affiliated with Salesforce?

Infocareer is an accredited Salesforce Consulting Partner. In essence, we collaborate closely with Salesforce to assist businesses in customizing its products to suit their unique requirements. Our services encompass adept implementation, comprehensive training, and ongoing support to familiarize you with the software. Moreover, we excel in crafting bespoke solutions on the Salesforce platform, tailored precisely to meet your organization’s distinct needs.

Does Infocareer provide custom solutions for Salesforce?

Certainly! We boast of a team of skilled consultants, architects, and developers who create tailored solutions within Salesforce, catering to your specific requirements.

What are the advantages of working with a Salesforce Partner?

Insufficient expertise and technical capabilities can significantly hinder business operations, leading to disruptions. Collaborating with a Salesforce-certified company, backed by a track record of customizing, implementing, and integrating Salesforce solutions, can aid organizations in mitigating risks and overcoming challenges during the adoption of Salesforce and transitions to newer versions.

Does Salesforce work for small businesses?

Certainly! Salesforce’s products effortlessly scale to cater to businesses of all sizes, from sole proprietorships to global enterprises. Regardless of your company’s size, you can leverage the benefits and advantages offered by every Salesforce product.

What are the benefits of using Salesforce?

Salesforce empowers companies to enhance efficiency and productivity, leading to increased revenue and growth through streamlined data organization and automated business processes. Here are several compelling reasons why you should consider using Salesforce:

  • Increase deal closures
  • Generate more leads
  • Enhance data management
  • Achieve greater efficiencies with automation
  • Strategically up-sell and cross-sell
  • Execute more effective marketing strategies
  • Deliver a superior customer experience
  • Foster improved team collaboration
  • Attain enhanced visibility into operations
  • Gain crucial insights for better decision-making
What Is the Role of a Salesforce Consultant?

The primary responsibility of this role involves actively engaging and communicating with all relevant teams within the business. Through this interaction, the aim is to gain a comprehensive understanding of their needs, challenges, and pain points. Subsequently, the individual or team in this role collaboratively brainstorms and devises a comprehensive action plan. This plan encompasses the implementation of a range of tech tools, customized to address the identified pain points effectively, and to equip the business for future endeavors.

Can a Salesforce Partner help to assess Salesforce Org health?

Regular maintenance and performance audits are essential for keeping a live Salesforce instance running smoothly. To assess the operational efficiency and security of their CRM, businesses can utilize the Security Health Check tool provided by Salesforce. Engaging with a Salesforce Partner allows for a more comprehensive analysis of the Salesforce deployment, identifying potential vulnerabilities in password policies, network access rules, and session settings. Following the health check-up, the partner will provide a detailed assessment report of the system’s condition, along with recommended actions for improvement.

Reach out to us today to know more – info@infocareerindia.com
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Since 2008, Regional Director of Infocareer Pvt. Ltd, Responsible for Project Management Training and consulting.

Trained more than 50,000+ project managers and Project Leaders in the last 14+ years and assisted them to achieve PMP Certifications successfully

Thanks & Regards

Mr. G L Sekhar
PMP, ITIL-F, PRINCE2-F, PMI-SP, PMI-PBA, Hybrid
Agile Micro-Credential
+91 9840020019

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