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

Why Clients Trust Us?

Experienced Salesforce Partner
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.

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.

Quick and Effective Salesforce Implementation for your company. Partner with an expert 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 integrate Salesforce with different data sources and other systems including salesforce outlook integration, salesforce ERP integration, Salesforce Slack integration, Salesforce Tableau integration, and more. We’re ready to connect 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 provide development and support services for the marketing cloud in Salesforce. We assess your customer journey management, integrate your activities like email, advertising, and content creation, and deliver effective marketing automation,  nurturing tools, and a dashboard that improves 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.

Get Salesforce help and maintenance services and ensure stability and effectiveness for your Salesforce operations with our Salesforce premier support reliable experts.

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

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.

This helps our Salesforce teams design the right Salesforce environment, custom application features, and recommendations that will improve efficiencies and drive user adoption.

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.

Sales Cloud

Sales Cloud

Help you standardize and automate your sales process using salesforce sales cloud including, managing pipelines, automate workflows, generating quotes, and more.

Service Cloud

Service Cloud

We help you build an agile customer support process with effective case management with Powerful & Easy to Use Service Cloud.

Education Cloud

Education Cloud

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.

Financial Services Cloud

Financial Services Cloud

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

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 CPQ

Salesforce CPQ

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

Digital Marketing agency Montreal Montreal

Digital Marketing Services

Improve your Digital Presence, Transform your Customer Acquisition Lifecycle, & Drive Growth to your Company. You’re just one step away from exponential growth at your company with cost-effective marketing solutions.

digital transformation

Digital Transformation

Accomplish sustainable business growth with the right digital transformation and successful implementation of your strategy. Our IT, CRM, marketing, and change management experts are all committed to driving real value to our clients.

IT Staffing Services

IT Staffing Services

Whether you are struggling to recruit the best IT professionals, or are considering augmenting your team in the short or long term, CiiAction’s advisory services will empower you to understand how to best augment your in-house teams.

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