Salesforce:
Transform your business with and unlock innovation with CoreTech and Salesforce.
As a leading Salesforce partner with over a decade of experience in Salesforce implementation and consulting, we’re dedicated to delivering real value to our clients. Our solutions are built on Salesforce Industry Clouds, leveraging the latest predictive analytics and GenAI-powered Data Cloud technology.
Salesforce is a diverse system of cloud-based platforms and products that seamlessly connects your organization to all these parties to drive meaningful interactions, deliver exceptional experiences, and enable you to achieve your desired business goals. Your success with Salesforce must align with your specific business needs, processes, technologies, and people, leveraging very comprehensive capabilities from Salesforce.
Our team of certified Salesforce consultants and technologists partner with you to help you realize Salesforce’s full potential. We are committed to understanding your specific business needs and applying our knowledge of Salesforce to provide you with lasting business value.
Coretech Salesforce Services
Here is an overview of how our tailored suite of Salesforce services assists in empowering your business to leverage the full potential of data, fostering transformative capabilities.
Salesforce Implementation
Whether this is a first-time implementation, advancing your current usage, or even a re-implementation, you need a partner who can quickly and effectively understand your business and its many nuances and help you achieve your business objectives.
Our Salesforce team specializes in:
· Sales Cloud
· Service Cloud
· Community/Experience Cloud
· CPQ
· Financial Services Cloud
· Analytics Cloud, Einstein
· Marketing Cloud
· Lightning Migration
· Marketing Cloud Account Engagement (Pardot)
· Tableau
· MuleSoft
· Salesforce Integrations with non-Salesforce products
Salesforce Integration
Salesforce integration services aim to enable seamless connection of Salesforce solutions to your other business-critical systems. CoreTech applies 11-year experience in CRM services to help companies solve integration challenges of any complexity and build cost-effective Salesforce integrations.
Our Salesforce integration consultants advise on an optimum integration plan and assist with projects of any complexity, including solving the following challenges:
· Integration with multiple systems provided by different vendors.
· Integration of cloud-based Salesforce to on-premises systems.
· Integration with complex custom solutions.
· Integration of several CRM solutions across regional branches.
· Complex integration scenarios that require flexible and scalable solutions.
· Need for full visibility of information flows between integrated applications.
· Real-time data synchronization.
Salesforce Customization Services
One-size-fits-all solutions are a myth. Any process, procedure, or technology needs some amount of customization to truly work for its intended environment and purpose. It is the same for Salesforce customization.
The platform’s out-of-the-box functionality acts as a starting point to tailor its technology to meet the needs of your business, your customers, and users.
At CoreTech, we know that successfully customizing Salesforce solutions is more than just combining technical knowledge and incredible software. A powerful digital transformation is only as good as its people and their processes. That’s why our team applies years of consulting experience and Salesforce expertise to solve critical business challenges across industries, verticals, and systems.
Customization services include but not limited to:
· Development Of Visualforce Pages and Custom Dashboards
· Data Flow & Processes Automation
· Add/Manage/Modify Existing Application Features
· Development Of Custom Consoles and Custom Calculators
· Custom Email Template
· Customize Einstein AI to Complement Your Salesforce CRM
· Salesforce Integration with Third-Party Applications
· Creation Of Client-Oriented UI Design in The Lightning Framework
· Customization Of the Salesforce1 Mobile App.
Salesforce Data Cloud Services
In today’s data-driven world, businesses are inundated with vast amounts of information from various sources. This data, if not managed effectively, can lead to missed opportunities, inefficiencies, and a lack of actionable insights. The CoreTech Services’ Salesforce Data Cloud solutions empower your organization to overcome these obstacles and transform your data into a strategic asset.
Key Challenges Addressed by Data Cloud Services
· Data Fragmentation
Many organizations struggle with data spread across disparate systems, leading to incomplete and inconsistent information. Our Salesforce Data Cloud services integrate and unify your data, providing a single source of truth for more accurate decision-making.
· Inaccurate, Duplicate, and Outdated Data
Maintaining up-to-date and accurate data is crucial for operational efficiency and customer satisfaction. We implement robust data cleansing, deduplication, and enrichment processes to ensure your data is always current, reliable, and harmonized.
· Lack of Actionable Insights
To target your marketing efforts effectively, you need accurate segmentation. Our Salesforce Data Cloud services help you segment your audience based on comprehensive and unified data, enabling more precise and impactful marketing campaigns.
· Real-Time Personalization
Delivering personalized customer experiences in real-time requires seamless data integration and processing. Our solutions enable real-time data streaming and analysis, ensuring you can provide timely and relevant interactions.
· Scalability Issues
As your business grows, so does your data. Our scalable data solutions are designed to grow with you, ensuring that your data infrastructure can handle increasing volumes and complexity without compromising performance.
Our Salesforce Data Cloud Services
· Data Integration and Unification
Seamlessly connect data from various sources, creating a comprehensive and unified view of your business information.
· Data Quality and Governance
Implement data cleansing, enrichment, and governance practices to maintain the integrity and accuracy of your data.
· Advanced Analytics & Insights
Utilize cutting-edge analytics tools to transform your data into actionable insights, enabling data-driven decision-making.
· AI and Machine Learning
Leverage AI and machine learning capabilities to predict trends, automate processes, and enhance customer experiences.
· Compliance and Security
Ensure your data management practices comply with relevant regulations and protect sensitive information with robust security measures.
Salesforce Analytics Services
Data is the “New Oil”.
Harness the power of data to drive actionable insights and smarter decision making. Leverage the trailblazing abilities of Salesforce to create magic with Tableau and Einstein Analytics. Tableau empowers businesses to see mission-critical data while Einstein Analytics leverages AI to discover business insights, predict results, and drive efficiencies. Our experts help organisations with Einstein Analytics and Tableau to get insights into the why and how of marketing, sales, supply chains, services, and operations, while offering actionable insights into the data for faster and smarter decision making.
How do we help?
Making data-driven decisions is the key component to building seamless digital experiences. But that’s only possible when you have full visibility into your customer data and reporting structure. Work with our team to understand performance and how customers are engaging with you through Salesforce analytics consulting.
· Sales Analytics
AI-driven sales insights to unlock relevant explanations and recommendations
· Service Analytics
Capture, process, and analyze data to create value for customers and providers
· Marketing Analytics
Explore potential business outcomes with Einstein’s ML prediction builder
· Customer 360
Out-of-the-box analytics with data security
· Tableau for Enterprise BI
Create and customise dashboards with single click automation
Salesforce Managed Services
With our primary focus on Salesforce, we support the needs of many industries. Enhance your business, power your digital transformation, and maximize your investment in the platform. Salesforce Managed Services is a flexible, scalable, and economic solution to maintain and realize your investment — without the need to hire additional full-time, dedicated employees.
What’s included with Salesforce Managed Services?
· Strategic planning: From executive goal setting workshops to business process reviews, building out a Salesforce Org is serious business. We’ll help you from mapping to long-term value realization.
· Salesforce optimization: You’ve had Salesforce for a few years and you have technical debt, unused functionality, and numerous missed opportunities. Let us help you merge new functionality with old to harmonize your business processes.
· Ongoing enhancements: You’ve implemented a process that has evolved, your Salesforce org should too. We can manage your backlog refinement, streamline business processes, and oversee continuous delivery so you can provide more transparency to leadership and beyond.
· The migration to Lightning doesn’t have to be big and complex. You can keep it small, or you can comprehensively transform your business. Either way, with managed services you can choose how to manage the impact of the transition on your organization.
· Integration updates and support: Don’t wait for updates when real-time synchronization is at your fingertips. We can help with integration monitoring, troubleshooting, custom API integrations, and more.
· Center of excellence: Putting structure around how organizations align IT strategy with business strategy is no small task. Our team can help build out a COE that ensures you can stay on track to achieve your goals and measure performance with valuable KPIs.
· Drive productivity and eliminate overhead with Salesforce DevOps best practices. Our Salesforce DevOps maturity model guides you through the stages of crawl, walk, and run in support of your entire Org.
