Our Expertise

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We help our customers belonging to different business verticals with Salesforce CRM setup & enhancements. Our services provide tailored solutions for your business needs. We will work with you to identify your requirements, design and customize the platform that meets your specific needs.

Our Salesforce Implementation services include;

• Configuration
• Security setup (Users, Profiles, Roles, Permission Sets, Sharing settings, etc.)
• User interface setup (both classic and lightning)
• Reports and Dashboards
• Data management, Data migration
• Automation (Flows, Processes, Validations, Rules, Approvals, etc.)
• Integrations with 3rd party apps on AppExchange
• Providing end-to-end implementation
• Documentation
• Enhancements
• Consulting and Support

With experience in working on multiple  Salesforce Nonprofit Success Pack (NPSP) or Nonprofit Cloud implementation projects for Nonprofit organizations across the globe, we help you setup & manage the project from start to finish, ensuring timelines and budgets are met.

Our Nonprofit services include;

• Setting up Salesforce NPSP pack or Nonprofit Cloud from scratch or making enhancements to an existing setup
• Helping nonprofit orgs to use Salesforce to manage fundraising, membership/grant, campaigns, volunteers, events, and the programs and services you provide to your clients. 
• Creating responsive & multi-page forms using Form builder applications like FormTitan, FormAssembly, Formstack, etc., to capture various programs/memberships/events related details to and fro
• Creating custom buttons in Salesforce to launch the forms from within the app
• Setting up Automation flows and automated Email notifications
• Syncing the data back into Salesforce
• Payment integration through Stripe, Authorized.Net, etc.
• Setting up Event Registration, Check-in, Waitlist, Payment, Cancellation & Refund
• Website integration for Forms using WordPress

Our Cloud Migration services help your business transition to the cloud smoothly and efficiently. We will assess your current systems, design a migration plan, and implement the solution to ensure a seamless transition.

Our CPQ Implementation services include;

• Setting up product catalog and pricing
• Configuring Bundle products, features and options
• MDQ products
• Configuration Attributes
• Block pricing, other pricing methods
• Price Rules, Product Rules, Lookup Queries, Summary Variables, Discount Schedules
• Guided Selling, Custom Actions, Search Filters
• Advanced Approvals
• Contracts, renewals and amendments
• Order management
• CPQ & Advanced Approvals package level settings
• Quote Templates and Quote Document Generation
• Documentation
• Enhancements
• Consulting and Support

We provide Salesforce Integrations with 3rd party apps like FormTitan (Titan Web), FormAssembly, Formstack, Power Bi, Stripe, Slack, Twilio, Rollup Helper, Adobe Sign, DocuSign, Tableau, Gimbal Barcode, and many more!

We help businesses and individuals create and optimize their online presence by designing responsive, visually appealing and user-friendly websites for them.

Providing services like;

• Search engine optimization (SEO)
• Domain setup
• Responsive design
• Theme-based websites, etc.

Our IT Training and Support services ensure your employees are trained and supported in the use of your technology.

We offer training sessions, technical documentation, user guide, and ongoing support to help your business succeed!