Salesforce Implementation Services
Being a Salesforce certified partner, SoftTeco helps businesses leverage the full potential of Salesforce CRM through a professional package of solutions. Our Salesforce implementation services will help you ensure a seamless CRM transition, optimizing your marketing, sales and service operations.
17
Years of experience
450
Projects
300
Customers globally
500
Employees
Our Salesforce Implementation Services
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Consultation & Strategy
Whether you’re adopting Salesforce for the first time or optimizing an existing setup, we will help you with everything. Our Salesforce consultants will analyze your business needs and create a detailed roadmap to help you get the most of your Salesforce investment.
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Implementation
Our Salesforce implementation consultants will help you plan a smooth Salesforce rollout. From initial planning and full deployment to ongoing support, we’ll help you at every stage of Salesforce implementation to bring the most value to your business.
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Customization
To maximize Salesforce’s efficiency, our experts tailor the platform to fit your actual business needs. Our specialists customize objects, fields, workflows, and automation to perfectly align them with your processes, thus ensuring seamless operations.
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Integration
We will help you seamlessly integrate your Salesforce platform with needed thirty-party systems, like ERP, accounting, and ecommerce platforms. By connecting all your systems in one platform, you’ll get smooth data flow, automated workflows and deeper customer insights.
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Data Migration
We will migrate your data from legacy systems to Salesforce, ensuring a hassle-free transition. Our experts will handle the entire process, from data extraction to validation, ensuring data integrity, security and compliance to keep your business running smoothly.
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User Training
We provide teams with hands-on training, documentation, and ongoing support to simplify Salesforce adoption. Our tailored sessions cover everything from navigation to advanced features, ensuring your users gain the skills they need to drive productivity.
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After-Launch Support
After launching your Salesforce solution, we offer continuous support to ensure its uninterrupted performance. Our experts handle consistent system monitoring, troubleshooting, and enhancements to ensure well Salesforce functioning over time.
Unlock the full potential of our expert Salesforce B2B implementation services. We’ll help you empower your business with a scalable, high-performance CRM, providing ongoing support and strategic guidance at every stage.
Salesforce Products That We Implement
At SoftTeco, we implement a range of Salesforce products to help businesses leverage its power – whether it’s optimizing operations or enhancing customer relationships. Here are the core Salesforce products that our developers implement for the clients:
Sales Cloud
As part of our Salesforce services, we provide consulting to assist organizations in achieving their strategic goals. For this, our consultants determine the company’s goals, choose the right functionality, find the best-suited solution, design a user adoption strategy, or resolve existing CRM challenges.
Service Cloud
SoftTeco’s integration service aims to efficiently connect the Salesforce platform to your business-critical systems, such as ERP, ECM, BI, and processes. Our specialists ensure smooth data flow, process automation, and unified experiences, enabling you to use Salesforce’s capabilities to their fullest potential.
Marketing Cloud
We follow a structured approach to implement your organization’s processes into Salesforce successfully. Our experienced team collaborates with you to analyze your business needs, set up the Salesforce platform and ensure that it is successfully deployed and integrated with all needed systems.
Analytics Cloud
Each company has unique needs to improve its growth, and SoftTeco keeps this in mind. Our qualified Salesforce developers help companies fine-tune data, operations, and integrations in order to extend the platform’s operational capabilities in full according to the needs of each customer.
B2B Commerce
If you need a reliable company to migrate your existing program database to the cloud, SoftTeco can help you. Our experts provide flawless and effective Salesforce legacy data migration processes to minimize disruptions and ensure high performance and maximum value from Salesforce.
Einstein Cloud
Extending the Salesforce platform’s functionality may be necessary when your organization continues to grow. SoftTeco will assist with all of these. Our upgrade service offers custom add-ons that integrate with your existing CRM and integrate technical enhancements, making it more efficient.
Experience Cloud
Extending the Salesforce platform’s functionality may be necessary when your organization continues to grow. SoftTeco will assist with all of these. Our upgrade service offers custom add-ons that integrate with your existing CRM and integrate technical enhancements, making it more efficient.
CPQ Salesforce
Extending the Salesforce platform’s functionality may be necessary when your organization continues to grow. SoftTeco will assist with all of these. Our upgrade service offers custom add-ons that integrate with your existing CRM and integrate technical enhancements, making it more efficient.
Nonprofit Cloud
SoftTeco provides AppExchange development customized to your business needs. Our developers build apps that include rich features, functionalities, and advanced UI design. It allows businesses to extend their customer 360 experience across any industry, department, or product promotion.
Sales Cloud
Sales Cloud is a full-fledged platform for everyone in sales (sales managers, reps, presales specialists) that helps optimize sales operations. It provides tools for lead management, 360-degree view of customers, automation, and AI. It also helps our clients find new customers, and close the deals as fast as possible.
Service Cloud
Service Cloud is a powerful platform built to provide timely, more personalized customer support across multiple channels. It comes with features, like case and field service management, automation, Einstein AI and self-service options. By setting it up, our client has improved customer retention and increased productivity by fast service reply.
Marketing Cloud
Marketing Cloud is a platform for marketing and sales teams built to automate, personalize, and optimize marketing campaigns across many channels. It provides tools for email marketing, social media management, customer data, and AI. With it, you can engage customers at the right time, on the right channel, with the right message – increasing conversion and ROI.
Analytics Cloud
Analytics Cloud is a business intelligence (BI) and analytics platform designed to analyze huge amounts of data. It offers interactive dashboards, AI-powered analytics, and predictive modeling – all to turn raw data into actionable insights for current and future decisions. With it, our clients can proactively strategize and, when changes occur, adjust on its feet.
B2B Commerce
Salesforce B2B Commerce is a powerful platform built for (B2B) transactions. It is used for creating self-service online storefronts where businesses can buy in bulk, manage accounts, and automate purchasing processes. By integrating with Salesforce CRM, it helps sales and service teams to track and manage orders efficiently.
Einstein Cloud
Einstein cloud is an integrated set of AI tools both predictive and generative. From sales and marketing to service and support, Einstein enables data-driven decision-making for everything. It helps clients generate actionable insights, streamline operations, and personalize customer interactions within the Salesforce platform.
Experience Cloud
Experience Cloud is a platform that helps businesses securely share data and communicate with teams, customers, and partners. You can use it to build mobile apps, portals, and communities – all to manage customer interactions across different channels. It blends CRM, CMS, and pre-built apps, giving you the tools to create custom solutions for various needs.
CPQ Salesforce
Configure, Price, Quote (CPQ) Salesforce is a tool that helps sales agents automate the pricing, configuration, and quoting of their products and services. It offers features such as automated pricing, quote generation, and integration with CRM & Billing, etc. By using it, businesses can streamline the sales process and accelerate deal cycles.
Nonprofit Cloud
Nonprofit Cloud is a suite of tools and applications built for nonprofit organizations to manage operations (fundraising, grantmaking), engage with donors, and measure their impact. By integrating with various Salesforce apps and third-party tools, it enables organizations to streamline operations and maximize their social impact.
Our Salesforce Implementation Process
Implementing Salesforce solutions requires careful planning, tech expert guidance, and flawless execution to ensure it aligns with your goals and workflows. To keep you informed at every stage, we follow a well-structured and clear Salesforce implementation process.
01
Discovery
We analyze your needs and define key business challenges that Salesforce will solve. Then, we identify the right Salesforce edition, features, customizations, and integrations to fit your requirements. Afterward, we create a detailed implementation plan to ensure everything is completed on time and within budget.
02
Customization & Configuration
Our developers can tailor your Salesforce solution in two ways, depending on complexity, cost, and level of modification. For configuration, we adjust Salesforce settings using built-in tools without coding. For customization, we use coding with Apex to make deeper changes for large-scale needs. Our team will help you determine the best approach for you.
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Integration
Our certified developers flawlessly integrate your Salesforce solution with needed third-party systems, like ERP, ecommerce platforms, or payment gateways. By using APIs, middleware, or pre-built connectors, we enable real-time data sync to ensure smooth data flow and unified operations across integrated apps.
04
Data Migration
Our developers will migrate your data from legacy CRM to Salesforce without data loss, corruption, or system downtime. Before migration, we carefully analyze and structure your legacy data to keep it well-organized and ready to use immediately. We also set structuring rules to maintain your data organized, consistent, and accurate.
05
Testing & Deployment
Before going live, we thoroughly test your Salesforce solution and resolve any issues before deployment. Once everything is set, our tech specialists will deploy your Salesforce solution, either through a phased rollout or full deployment, based on your strategy. Then, we move it to User Acceptance Testing (UAT) to confirm it functions as expected. Once approved, we will launch it in the production environment and make it available to your staff.
06
Employee Training
We organize training sessions for end-users and administrators to ensure effective Salesforce adoption. This will help your users to make the most of Salesforce, automate tasks, and make data-driven decisions, improving productivity. We regularly review and optimize the platform to align with changing business needs and the latest Salesforce features.
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After-Launch support
If you want to ensure that your Salesforce solution functions properly after its deployment, SoftTeco provides after-launch support. We will monitor system performance, address potential issues, and implement necessary updates to keep your Salesforce solution running smoothly over time.
01
Consulting
Firstly, we define the idea of your application to ensure it will meet any enterprise objectives and requirements.
02
Planning
We conduct research on the existing AppExchange marketplace to understand competition and user needs. On this basis, we define your application’s tech stack, functionalities, features, and other technical requirements.
03
Development and Integration
Our qualified developers craft the app’s functionality using Salesforce’s Apex programming language and Lightning Web Components (LWC) and configure its business logic. Also, we integrate your app with external systems utilizing Salesforce APIs like REST and SOAP.
04
Testing
Next, we conduct thorough testing of the app’s functionality, including unit, integration, and user acceptance testing, to ensure its quality and compatibility.
05
Security Review
To ensure your application meets Salesforce’s security standards, we provide it for review.
06
AppExchange Listings
We help you publish your app on the Salesforce AppExchange platform and provide a detailed description and documentation to demonstrate your app’s features and capabilities.
07
Support and Updates
We continuously monitor and address user feedback and tech issues to ensure your app runs perfectly. We also release updates and enhancements to improve your app’s functionality.
SoftTeco’s Industry Experience with Salesforce
SoftTeco’s Salesforce engineers work with different domains, including:
Why Choose SoftTeco as your Salesforce Implementation Partner?
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Strong Salesforce Expertise
As an official Salesforce partner, we bring over 17 years of experience in delivering secure and high-performing software. Our certified experts, including consultants, developers, and architects, provide deep tech knowledge and follow best practices. This enables us to deliver trustworthy services to all industries regardless of project complexity.
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Client-first Approach
Every Salesforce project is unique, with various budgets, cooperation models, and project scopes. At SoftTeco, we understand this, so each developer is handpicked to work with a deep understanding of your needs. By combining your vision with our expertise, we ensure result-driven solutions that meet your goals.
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Quality & Security
As an ISO 9001 and ISO 27001 certified company, SoftTeco focuses on providing the highest security and quality standards in every solution. Our Salesforce implementation services adhere to strict industry standards and comply with international and local regulations, including GDPR and HIPAA.
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Proven Outcomes
Over the years, SoftTeco has a strong track record of delivering software, with a portfolio of 450+ successful projects, including Salesforce. Our expertise spans multiple industries, like fintech, healthcare, manufacturing, etc. This enables us to tailor our Salesforce CRM implementation services to diverse business and tech needs.
Our Client Testimonials
It was refreshing to see such level of engagement from a third-party vendor and I was seriously impressed with the results of their work.
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