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Transform All Customer Relations with
AI-enabled Salesforce
Maximize your investment in Salesforce with a Summit Partner who has
been working with enterprises for more than a decade. By leveraging our
skills in Salesforce, AI, Data Cloud, Financial Services Cloud, and
enterprise integration services, we help organizations transform their CRM
systems, processes, and interactions.
Salesforce Consulting

The Salesforce intelligent customer platform helps organizations connect with their customers, partners, and employees. The consulting services provided by us help integrate Salesforce into your business strategy, process, and technology infrastructure to generate business value.

Regardless of whether you’re implementing Salesforce, expanding its functionality, or upgrading from a legacy system, we provide expert consulting to help you accelerate your journey and generate lasting business value through strategic advisory and AI-based solutions.

Summit
PARTNER TIER (HIGHEST)
Top 1% of Salesforce partners globally
50 +
CERTIFIED CONSULTANTS
Across all major Salesforce clouds
200 +
IMPLEMENTATIONS
From startup to Fortune 500
11 +
CRM AND SALESFORCE
Over a decade of experience
Salesforce Implementation
No matter if you are setting up your first Salesforce project or building upon a pre-existing implementation, or if you’re modernizing your current CRM landscape, our AI-driven Salesforce solutions will help drive your long-term business success.
01
Sales Cloud
Increase sales productivity with lead management, opportunity management, forecasting, and sales automation capabilities.
02
Service Cloud
Deliver connected service experiences with case management and omnichannel engagement.
03
Marketing Cloud
Enable your customers to experience personalized journeys through campaign management on email, mobile, social, and digital channels.
04
Experience Cloud
Enable connected, secure customer, partner, and employee experiences with self-service portals.
05
Data Cloud
Unify enterprise data into a customer profile that provides you with AI-driven personalization.
06
Einstein AI
Enhance your team’s capabilities with predictive analytics, AI assistants, automation, and actionable recommendations.
07
MuleSoft
Connect Salesforce to enterprise applications and APIs using integrations.
08
Tableau
Convert enterprise data into visual dashboards and real-time analytics.
Salesforce Integration
Our Salesforce integration solutions can help you integrate your enterprise applications and data platforms in order to build a consolidated ecosystem which is more efficient and gives data visibility in real-time for growing businesses.
  • Multiple vendor integrations
  • Cloud-to-On-Premise integrations
  • Complex custom integrations
  • Multi-region CRM synchronization
  • Scalable integration architecture
  • Enterprise Information Hub
  • Real-time data synchronization
Salesforce Customization
Each company has its own peculiarities. Through our Salesforce customization services, we adapt the platform for your business processes and ensure easy-to-use interfaces, smart automation, and scalability to bring you maximum value.
Visualforce pages and
dashboards
Workflow and process
automation
Data management and
application enhancements
Custom consoles and
calculators
Custom email
templates
Einstein AI
customization
Third-party application
integration
Lightning Experience
customization
Salesforce mobile app
customization
Salesforce Data Cloud Services
Salesforce Data Cloud converts disconnected data assets into an integrated customer intelligence platform. We assist organizations in integrating, governing, and activating trusted data to drive personalized engagements, intelligent insights, and better decisions.
01
Data Fragmentation
Connect disconnected data across
enterprise systems into one source of
customer truth.
02
Inaccurate, Duplicate or Outdated Data
Cleanse, de-dupe, enrich and govern data for improved quality.
03
Lack of Actionable Insights
Convert integrated data into customer insights and segmentation.
04
Real-Time Personalization
Drive real-time personalization via stream data and AI across all customer touchpoints.
05
Scalability
Create a scalable and secure data infrastructure that scales as you grow.
Salesforce Analytics
Get valuable insights from your enterprise data using Salesforce Analytics, Tableau, and Einstein AI. We assist companies in finding insights, predicting results, and making fast and data-based business decisions.
Sales Analytics
Use AI for sales insights, forecasting, and opportunity insights.
Service Analytics
Analyze service efficiency for improved performance and better customer experience.
Marketing Analytics
Evaluate marketing campaign success using insights and customer analytics.
Customer 360
Bring together customer data into one safe and complete view of all interactions.
Tableau Enterprise BI
Create interactive dashboards, enterprise reporting, and business intelligence.
Salesforce Managed Services
The managed services we offer include continuous optimization, governance, and strategic support to help your organization optimize their investment in Salesforce, innovate, and deliver business value.
S
Strategic planning
Executive workshops, business process assessments, and Salesforce value realization plan development.
O
Optimization
Continuous optimization of the Salesforce platform, process improvements, and reducing technical debt.
E
Enhancements
Backlog grooming, feature enhancements, and innovations on the Salesforce platform.
L
Lightning migration
Migration to Lightning Experience without business disruption.
I
Integration updates
API Integrations, maintenance, and updates.
C
Center of Excellence
Governance structures that bridge the gap between your business and IT strategies.
D
DevOps
Salesforce DevOps to ensure smooth releases and delivery.
Ready for an AI revolution in your Salesforce environment?
Enhance your teams’ performance with AI-powered Salesforce solutions that foster growth, improve
efficiencies and deliver excellent customer experience.
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