CiiAction

Salesforce
Implementation Services

CiiAction Partners in the US and Canada

#1 Salesforce CRM Implementation, Customization, and Integration Services

Highly effective and Quicker Salesforce Implementation, Development, Customization, Integration for Businesses, Government, Banking & Finance, Education, and Nonprofits.

Tell us about your Project

Salesforce Implementation Services & Support

We Implement Custom Salesforce CRM for Your Specific Business Needs.

Salesforce is a powerful full-featured Customer Relationship Management CRM technology with numerous possibilities. The key challenge lies in knowing how to best use it.

CiiAction offers Salesforce Implementation Services for Salesforce Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Eduction Cloud, and Analytics implementation services for medium and large businesses across all industries. Our team has extensive experience in multiple end-to-end implementations, maintenance, migration, integration, support & end-user training projects.

Whether your business growth strategy is, our team of Salesforce and implementation experts can build the right solution for your specific business needs and train your users and leaders to use Salesforce to its full capacity.  Our Teams can work with  

Salesforce Implementation Services

Make the Most of Your Investment

Maximize your usage of Salesforce and Grow your Business Faster with our Full-Service Salesforce Implementation Services.

Salesforce Implementation Project in Action

Our Service Offerings:

CiiAction Salesforce Team

Project Planning

The process of our Salesforce implementation services starts by scanning current business processes and gathering and finding out the client’s specific needs. The requirements are analyzed and prioritized to ensure that the most relevant functionality is provided first. This helps our Salesforce teams design the right Salesforce environment, custom application features, and recommendations that will improve efficiencies and drive user adoption. 

Salesforce Implementation

We create reliable high-end applications in 3 phases to ensure effective Salesforce implementation. First, We create an initial framework, one prototype “Sandbox” or more for configuration, development, testing, and training purposes. When the sandbox is accepted, we launch the 1st production platform that contains the Salesforce default capabilities. Finally, we deeper tailor the platform with Apex code to meet our client objectives.

Salesforce Implementation Services 2

Data Modeling and Migration

It’s not just loading data into Salesforce. We look into your data and investigate the various relationship types, including Master-detail, Lookup, Self, External, and Indirect Lookup. Then we design a well-architected data model balancing the right mix of standard and custom objects. We also help migrate in-&-out massive or small data from 3rd party CRM or ERP to Salesforce.

Salesforce.com Integration with Third-party Solutions

An integral part of our Salesforce implementation services is to integrating Salesforce with your other systems to enhance productivity and decision-making process. We can help you integrate with third-party applications to pass data back and forth via Middleware and integration tools in real-time or batch. Whether you’d like to establish a connection between in-house databases, flat files, legacy applications, or other platforms, we got you covered. Salesforce Integration Examples with Third-party Solutions:

  • Salesforce QuickBooks integration
  • Salesforce Magento eCommerce platform integration
  • Salesforce HubSpot integration
  • Salesforce integration with ERP systems
  • Salesforce integration with Web Apps and websites 

Salesforce Reports and Dashboards

Another essential part of our Salesforce implementation services is building your reports and dashboards. Our Salesforce team will work with your team to build your reports and dynamic dashboards to ensure meaningful analytics in an effective presentation from your salesforce data. We can help you track progress at all levels from individual to departmental and company levels.

Quality and Testing

We have a range of testing and quality assurance measures, including data unit quality, application tests, and code reviews by Salesforce QA specialists, to ensure the excellence and consistency of our Salesforce applications.

End-users Training

Finally, at the end of our Salesforce implementation services, training will be available for end-users to enhance their responsiveness and acceptance of the implemented applications. We’ll provide your team with the necessary tutorials, training materials, and workshops to help improve salesforce usage and internal adaptation.

CiiAction

Start your Salesforce Project

Supercharge your sales team with Salesforce faster and more effectively. In our Salesforce Implementation Services, we’ll configure it carefully so it syncs perfectly with your day-to-day operations and empowers your teams to work at maximum efficiency.

Salesforce Business Solutions

Salesforce Sales Cloud CRM

Salesforce Sales Cloud is ideal for businesses that want to standardize and automate their sales process for a growing customer base. With well-structured user journeys and sales processes, we build Salesforce Sales Cloud applications to be more user-friendly and quick to respond to changes. 

Our implementation focus on helping your sales managers and teams accomplish more with salesforce and be more effective by managing pipelines, automate workflows, generating quotes, and adding a custom touch that’s unique to your business to help you close deals faster.

Salesforce Service Cloud

Salesforce Service Cloud enables businesses to streamline and automate their customer service processes to make customer support quick and efficient. We help you build an agile customer support process, automate case management, and improve customer experiences with a powerful & easy to use Service Cloud.

Salesforce implementation services 2

Application Development

Our Salesforce developers create user-friendly and modern applications for all your business requirements on the Salesforce platform Classic and Lighting. The Lightning experience combines the new Lightning Design System, Lightning App Builder, and Lightning Components to enable anyone to easily create modern enterprise applications.

Salesforce Dashboard Implementation

Marketing Cloud in Salesforce

Building an effective Salesforce Marketing Cloud platform will help Marketing teams create and manage their winning marketing campaigns. We build it to be a great and efficient solution for customer journey management, email automation, Social Media management, content creation, paid campaign management, and marketing analysis.

Salesforce CPQ Implementation

CPQ, Configure, Price, Quote Software, is a salesforce automated tool for companies to generate accurate quotes and pricing with any given product configuration scenario taking into account features like quantities and discounts. It efficiently accelerates the quoting process and can be easily integrated into Salesforce CRM saving a lot of time for the sales team. Our salesforce team can help you apply CPQ Salesforce to your catalogs of products, software, and/or subscription-based services.

Salesforce CPQ Implementation

Salesforce Telephony Integration

Empower your customer services and sales teams and make them more productive by integrating telephony into the Salesforce platform. Our Salesforce developers can enable you to engage with your customers using your salesforce and cloud-based telephony solutions such as RingCentral and Nextiva. Main Benefits:

  • Identify who’s calling before you pick up the phone, 
  • Call your customers with just a click, 
  • Control your outgoing calls; put them on hold, transfer to another agent, or add people for a conference call, and
  • Easily log all your calls through Salesforce automatically.
salesforce Phone Integration

Salesforce Services in Los Angeles

Salesforce Industry Solutions

Salesforce for E-Commerce

Salesforce for E-Commerce

We set up The Salesforce platform for E-commerce systems such as Magento and BigCommerce with real-time integration with all connected systems.

Salesforce for Healthcare - Health Cloud

Salesforce for Healthcare - Health Cloud

Build end-to-end Health Cloud for Healthcare organizations with managing all patient information in real-time, and more..

Education Cloud, CRM for Higher Education

Education Cloud, CRM for Higher Education

Salesforce End-to-end CRM Implementations for Colleges, Universities, and Higher Education Institutes for Managing all Marketing, Sales, admission, Academic from prospective students to students and alumni.

Salesforce for Manufacturing

Salesforce for Manufacturing

Salesforce Implementation Projects, for Manufacturing Companies, Include Customized Apps for Operations, Inventory, Sales, Customer Service, and more.

Automotive & Vehicle Services

Salesforce for Automotive & Vehicle Services

Salesforce Implementations for Automotive Automotive & Vehicle Services Companies Managing all Processes from Leads to Buyers and Customers in real-time from any device.

Salesforce for Financial Services

Salesforce for Financial Services

Salesforce Implementations for Financial Services Companies and Organizations, including Wealth Management, Insurance, Banking, and more.

News & Readings

Salesforce Latest News & Readings

CiiAction CRM Marketing blogs 37

Successful Salesforce Integration

This article will dive deeper into the benefits of Salesforce integrations, examples of Salesforce integrations, and tips on a successful Salesforce integration.

Frequently asked questions

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Lorem ipsum dolor sit amet, adhuc labores honestatis pro ne. Pri tantas epicuri inciderint te, nibh efficiendi disputationi ex pri. At facer theophrastus eum, has nulla bonorum vituperata at. Eos utroque consequuntur an, case solum his ei.
Lorem ipsum dolor sit amet, adhuc labores honestatis pro ne. Pri tantas epicuri inciderint te, nibh efficiendi disputationi ex pri. At facer theophrastus eum, has nulla bonorum vituperata at. Eos utroque consequuntur an, case solum his ei.
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