Salesforce Consulting Services

Suma Soft’s Salesforce consulting service focuses on helping organizations implement, customize, and optimize the Salesforce CRM platform. Our Consulting Services help leverage various Salesforce tools and technologies to develop tailored solutions that improve sales, customer relationships & productivity. Our certified Salesforce consultants possess in-depth knowledge of the platform’s architecture, data modeling, security, and customization capabilities. As a Salesforce Consulting Service Provider, We collaborate with clients to create and implement Salesforce solutions. We also offer training and support. Lastly, we guarantee the CRM is used efficiently to boost business growth and success.
The Salesforce CRM boasts a thriving ecosystem of more than ten products, over 150,000 satisfied customers, and 1,800 collaborative partners. The Salesforce CRM platform enables enterprises to effectively manage customer relations and streamline sales processes by bringing together all relevant organizational stakeholders, including employees, leaders, customers, prospects, and the business. Companies can expect an increase in sales and profits. Optimized workflows and personalized marketing will improve ROI. Companies will have a higher overall value proposition through better customer insights and collaboration enabled by Salesforce CRM.

Digital Transformation with Salesforce

Suma Soft offers consulting services to organizations seeking digital transformation using Salesforce. Our end-to-end consulting services ensure our clients achieve their business objectives and maximize their returns on investment.
The implementation of Salesforce constitutes a significant investment for any organization. Our consulting services facilitate deploying the Salesforce CRM platform, enabling businesses to centralize their critical business activities and communication.
Organizations have different needs and processes. These must be met by the standard features that Salesforce provides. Our Consulting services empower businesses by unleashing the Salesforce CRM platform’s full potential, enabling them to achieve their strategic growth objectives.
We help you customize Salesforce page layouts, create objects, automate workflows, set validation rules, and configure security settings and integrations. Unlock greater business value with Suma Soft’s Salesforce Configuration Consulting Services.
Suma Soft guides organizations through the entire Salesforce development process, from requirements gathering to deployment. Our Consultants provide valuable insights and recommendations on designing, implementing, and customizing the Salesforce solution best suited for you.
We collaborate with clients to comprehend their business needs and assess their technology infrastructure for valuable insights to optimize their Salesforce CRM. We identify gaps, present bespoke recommendations to address them, scrutinize data quality and security measures, and offer tailored improvements for a robust system.
We help you identify the best integration approach that meets your business requirements. Our consulting services ensure seamless data exchange for robust and reliable Salesforce CRM integration with other systems.
We offer comprehensive data migration assistance, enabling a smooth transition from Classic to Lightning. Our team of experts possesses a deep knowledge of the complexities involved in the migration process, ensuring that our clients receive tailored advice and support.
Our consultants ensure that your Salesforce system stays up-to-date and maximizes your ROI by providing expert advice, troubleshooting, and issue resolution. We offer vigilant support, closely monitoring the system’s performance and taking a pre-emptive approach to address potential issues before they can disrupt business operations.
Suma Soft’s consulting services for Sales Cloud are aimed at helping businesses optimize their sales processes and improve their sales performance. We help companies to manage their sales processes and customer relationships effectively. Salesforce Sales Cloud provides tools for lead and opportunity management, sales forecasting, contact and account management, collaboration, and analytics. We analyze business requirements and advise businesses on configuring and integrating the Sales Cloud platform with other systems.
Marketing Cloud advisory enables businesses to create and manage personalized customer journeys across multiple channels like email, mobile, social media, and web. It offers a wide range of tools for campaign management, audience segmentation, email marketing, social media marketing, and marketing analytics.
Get expert guidance on – customer support case management, omnichannel support, customizable dashboards and reports, knowledge management, case routing and escalation, and field service management. Streamline support operations, improve agent productivity, and enhance overall customer experience.
Our team of experienced Pardot consultants assist with various aspects of marketing automation, like lead scoring, email marketing, landing page builder, web form builder, and lead nurturing. We provide recommendations that enable them to generate more leads, improve engagement, and increase revenue. With our expertise in Pardot, we can assist businesses in optimizing their marketing campaigns and achieving better results. We focus on providing quality services and tangible results, making us stand out.
Create custom dashboards that provide real-time insights into their sales and marketing data. Get guidance regarding various aspects of dashboard development, including data modeling, visualization, and integration with other Salesforce products. We help businesses create custom dashboards that are intuitive, visually appealing, and optimized for their specific needs. Our Salesforce Lightning Custom Dashboarding Consulting services help organizations make data-driven decisions.
Our Salesforce consulting services assist in developing scalable & customized Salesforce mobile apps that suit your business. Further, we assist in integrating the Salesforce mobile app with other Salesforce products, such as Sales Cloud and Service Cloud. This creates a unified customer experience. Our expert guidance ensures that the Salesforce mobile app meets industry standards and is secure.
Enhance community engagement, improve customer and partner relationships, and increase productivity and efficiency. Get expert guidance on integrating your community with social media platforms to engage with customers and partners. We help set up collaboration tools such as chat, forums, and messaging to enhance communication within the community. Create self-service portals that allow customers and partners to find the information and support they need. Personalize the community experience based on user roles, preferences, and history. Get precise recommendations on collaborating with partners through community portals, and manage partner relationships effectively.
Our consultancy services help organizations gain real-time visibility into field operations. They can track technician locations, work orders, inventory and service delivery status. This enables businesses to stay up-to-date and in control. Optimize the workforce by automating and optimizing scheduling and dispatching. Enable field technicians to access customer information, work orders, and inventory from their mobile devices.

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The Suma Soft Advantage

  • Domain Expertise
  • Faster Implementation
  • Salesforce Best Practices
  • Reduced Risks
  • Data Security
  • Improve User Adoption
  • Scalable Salesforce CRM Solution
  • Reduced Cost
  • Higher ROI
  • Mobile Access

How do we get started?

To start with Suma Soft’s Salesforce consulting services, go to Suma Soft’s website and fill out the contact form. We’ll schedule a consultation to discuss your business needs and provide a custom solution that meets your goals and budget. With a track record of success, businesses of all sizes have achieved their objectives through the expertise of our certified Salesforce consultants. Let Suma Soft help you unlock the full potential of Salesforce for your organization.

Salesforce Consulting FAQs

What is your experience in implementing Salesforce?

We have over ten years of Salesforce Consulting experience. We have successfully implemented Salesforce for clients in healthcare, financial services, retail, and other industries. Can you give some stats on how Salesforce has increased value for enterprises?

  • A study by Nucleus Research reveals that companies that use Salesforce CRM can see an average ROI of 34%.
  • On average, companies that implement Salesforce CRM experience a 25% increase in revenue, according to a study by Salesforce.
  • Salesforce customers report a 26% increase in productivity and a 32% increase in customer satisfaction, according to a study by Salesforce.
  • Salesforce conducted a study that showed an impressive improvement in customer metrics. Lead volume increased by 41%, and win rates rose by 38%.
  • Companies that use Salesforce Marketing Cloud see an average ROI of 25%. - Nucleus Research
  • Forrester found that companies using Salesforce Service Cloud see an average ROI of 528%.
  • Salesforce customers have seen a 27% increase in marketing campaign effectiveness and a 32% increase in customer retention, according to a study by Salesforce.
  • According to a study by Salesforce, companies that use Salesforce Sales Cloud can experience a 44% increase in productivity.
  • Salesforce Pardot for marketing automation see an average ROI of 3.4 times their investment.
  • Salesforce customers report an average of 25% reduction in IT costs and a 35% reduction in hardware costs, according to a study by Salesforce.

All CRM Services

Here to Help with Your Every Business Need

Revitalize your Business with Suma Soft's Salesforce Expertise. Propel Growth with Expert Consulting.

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