CiiAction is a leading provider of Salesforce consulting services for companies both large and small across the US and Canada. We apply our experience with Salesforce products, business experience, and change management to help companies better define a clear vision for their Digital Transformation with Salesforce CRM and work collaboratively to bring that vision into reality.
Highly effective and Quicker Salesforce Implementation, Development, Customization, Integration for Businesses, Healthcare, Government, Banking & Finance, Education, and Nonprofits.
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 Salesforce projects come after plenty of business and technical analysis and planning to ensure a strong start off and Salesforce adoption. Our teams have 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.
Building Salesforce solution design and plan, we start the process of our Salesforce implementation by scanning your current business processes, detecting the business improvement areas, and gathering your 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.
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.
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.
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:
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.
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.
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.
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 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 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.
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.
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.
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.
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:
We set up The Salesforce platform for E-commerce systems such as Magento and BigCommerce with real-time integration with all connected systems.
Build end-to-end Health Cloud for Healthcare organizations with managing all patient information in real-time, and more..
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 Implementation Projects, for Manufacturing Companies, Include Customized Apps for Operations, Inventory, Sales, Customer Service, and more.
Salesforce Implementations for Automotive Automotive & Vehicle Services Companies Managing all Processes from Leads to Buyers and Customers in real-time from any device.
Salesforce Implementations for Financial Services Companies and Organizations, including Wealth Management, Insurance, Banking, and more.
Optimizing your Salesforce CRM maintenance and support is pivotal to ensure smooth business operations and enhance customer relationships. Discover how to plan, manage, and continuously improve your Salesforce CRM system, providing your team with the tools they need to excel.
Uncover the transformative power of CRM solutions in the realm of higher education. Dive into the world of cutting-edge CRMs that are reshaping student engagement, streamlining operations, and fostering lasting relationships within Canadian universities and beyond.
Discover the latest advancements in the Salesforce Summer ’23 Release, as we provide a comprehensive guide covering key dates, new features, and exciting enhancements. Stay ahead in your Salesforce journey with this insightful overview of the upcoming release.
Without using a Salesforce partner, you can be restricted to relying solely on a handful of internal team members who may not have the same background or access to resources as a Salesforce consultant.
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