Salesforce Professional Services

Get the Most out of the Salesforce Platform

Our salesforce consultants, digital marketers, and developers help companies in higher education, manufacturing, healthcare, professional services, retail, banking, and other industries benefit from Salesforce use. Contact us today and learn more about our Salesforce services.

Realize your Salesforce goals

Salesforce Consulting Services

Let’s help you at every step of your journey to make Salesforce work better for your business, your customers, and shared communities.

Tell us about your Salesforce Needs

Explore Our Salesforce Services

Why Clients Trust Us?

We Are Committed to Helping our Partners Build the Right Salesforce Solution, Overcome any challenge, and attain spectacular results.

Our Salesforce 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.  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 achieve a greater value in their Salesforce investment.

Experienced Salesforce Partner

Values Businesses Get From Our Salesforce Professional Services

Salesforce Consulting
Sales & Marketing Alignment

We focus on achieving alignment between the Sales and Marketing teams to drive more effective actions and better business outcomes. How do we do that? During the implementation, we build a coherent end-to-end funnel from lead capturing on your website, ex. Salesforce chatting system, to deal closing.

salesforce service cloud
Build Custom Apps & Automation

Do more tasks by automating multiple business processes such as tracking performance with dynamic dashboards and nurturing leads until they’re sales-ready with automated emails.

salesforce support
Active End-users with Salesforce Training

Tutorials and workshops are available in English and French for end-users to provide smoother deployments, higher adoption rates, and a larger rate of return to your salesforce investment.

salesforce sales cloud
Performance Metrics for Success

Communicate customers' details and requirements with other members of your team and organize tasks with them so that you can respond better to your clients, work with more leads, and close more deals.

salesforce health cloud
Effective Team Collaboration

Communicate customers' details and requirements with other members of your team and organize tasks with them so that you can respond better to your clients, work with more leads, and close more deals.

Close More Deals & Improve your ROI

We design your sales machine for better deal closing. We help you organize and automate your tasks and keep track of your customers' information at every interaction from visiting your website to closing deals.

Top Salesforce Services We Provide:

Get Dedicated Salesforce Consultants and Developers to Deliver Your Success.

Find the best Salesforce partner for implementing your Salesforce platform. Our team of certified Salesforce experts will help you implement and customize reliable high-end Salesforce applications such as Sales Cloud and Services Cloud. 

We will help you integrate your Salesforce with your ERP, accounting, production, logistics, and other third-party applications to pass data back and forth via Middleware and integration tools in real-time.

We assess your marketing, integrate your activities, and deliver effective marketing automation,  nurturing tools, and dashboard that improve your conversion cycle.

We help our clients integrate Einstein Platform to your Salesforce data to build smarter apps and customize AI capabilities for their business process.

A Wide Range of Live Online Programs. From Salesforce Admin and Salesforce Consultant to Salesforce Developer, Programs are provided with Hands-on Practice.

Looking for Salesforce experts? We help companies in the USA & Canada get experienced and certified Salesforce professionals to support their business needs.

Salesforce Consulting and Partner

Accelerate your Salesforce Implementation

Salesforce Consulting, Implementation and Deployment Services.

Our Salesforce consulting services include implementation, consulting, and support for  Salesforce products such as Salesforce Sales Cloud, Salesforce Service Cloud, Marketing Cloud, and Salesforce Chatter. CiiAction is a top Salesforce consulting partner based in Canada providing best-in-class salesforce implementation solutions.

Our Success Partners

What People Say About Us

Client Testimonials

New System Implementation?

Effective and Quicker Salesforce Implementation.

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.

Top Salesforce Products We Work With:

We'll Help you from Selecting the Right Salesforce Product and Features to Customization to Meet your Business Needs.

We help companies make the most of their investment and achieve their business goals with the Salesforce platform. Our certified experienced Salesforce consultants and developers help businesses, banks, educational institutes, and organizations in the US, Canada, Latin America, and elsewhere build reliable effective Salesforce solutions. Our Salesforce services include Salesforce consulting, implementation, configuration, customization, migration, training, maintenance, and more. Together, We’ll make sure your Salesforce has a real and sustainable impact. Contact us today and get your free initial consultation.

Education Cloud

Education Cloud

Complete CRM Solutions for Higher Education Institutions: Managing Marketing, Sales, Admissions, and Academics from Prospective Students to Alumni.

E Commerce Cloud

E-Commerce Cloud

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

salesforce Nonprofit Cloud

Nonprofit Cloud

We help you build an integrated platform that connects all organization's fundraising and other operations to keeps your team organized and productive.

Salesforce Community Cloud

Community Cloud

We support the setup and maintenance of your Community Cloud for efficient and secure agent operations.

Salesforce Financial Services Cloud

Financial Services Cloud

Salesforce Implementations for Financial Services: Wealth Management, Insurance, Banking, and More.

Sales Cloud

Sales Cloud

We standardize and automate your sales process using Salesforce Sales Cloud, managing pipelines, automating workflows, generating quotes, and more.

Salesforce Service Cloud

Service Cloud

We assist in building an agile customer support process with powerful and user-friendly Service Cloud case management.

Salesforce Salesforce CPQ

Salesforce CPQ

Our salesforce team can help you apply CPQ Salesforce to your catalogs of products, software, and/or subscription-based services.

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