CRM Customization

We have been helping companies in implementing, enhancing and integrating their CRM ( Salesforce, Hubspot ) and aligning their Marketing Process with their business workflow

Chatter One Screen Sales Process Customization

For a US based Client, we extended the salesforce capability to track the Leads inflow/progress of Customer details, Sales Pipe-line, Quote management and Case Management. ​

DEMO Available on request

GIS Sales Process Automation

For a leading GIS service firm based in USA we extended Salesforce to have products associated with contracts, price books, creation of AMC quotes, and create an order once contract is signed.

DEMO Available on request

Donor Management Module for Non Profit

Using Salesforce cloud – we automated process of a leading NGO to streamline their donor management, tracking sources & channels, Payment, Bank reconciliation, Receipts, Donor journey, Child/Product mapping with donors across multiple countries.

DEMO Available on request

SFPF Application

A Lightning SFPF application is configuration standard and custom object with health cloud objects and building custom settings reports, dashboard.

DEMO Available on request

Car Rental Management App

A custom Lightning page, surfaced in Lightning Experience, the Salesforce App, and a Lightning application, that enables sales associates to enter information about their customers’ car . Enable team members to post comments and ratings about their experiences. The custom search engine to filter the list of car based on car type (such as Roadster, Hatchback, Sport, Luxury) in order to match customer requests with the car inventory.

DEMO Available on request

Inventory Management App

Automated the routine of Salesforce-based maintenance system. Integrate Salesforce with back-office system that keeps track of warehouse inventory. This completely separate system needs to sync on a regular basis with Salesforce. Synchronization ensures that HQ knows exactly how many spare parts are available when making a service request, and alerts them when they need to reorder equipment parts.

DEMO Available on request

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Learn how we can transform your CRM Strategy