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Salesforce Consulting & Implementation
Drive seamless digital customer experiences by leveraging Salesforce to automate key business operations.
Download DatasheetOverview
Our Salesforce practice is dedicated to maximizing your usage of Salesforce, ensuring that our customers unlock the full power of the platform. With our experience-driven "show and tell" approach, we help customers reimagine and visualize better solutions while accelerating their speed to value through our tailored accelerators and frameworks. Backed by a world-class team of Salesforce experts, we are committed to delivering exceptional results and enabling our customers to leverage Salesforce's capabilities to their fullest potential.
Our Pillars of Success
Accelerators
Our accelerators & frameworks are designed to deliver benefits by offering pre-built components, frameworks, and best practices. Our accelerators reduce development efforts, standardize processes, and provide customizable templates. They also promote collaboration among project teams, enabling quicker decision-making and problem-solving. With our accelerators, we enhance project efficiency and ensure successful and timely project delivery.
Show & Tell Engagement Approach
Our "Show & Tell" approach applies our best practices, human experience & automation philosophy to inspire and ensure sustained true value-based outcomes for our Salesforce clients. We inform the most relevant best practices from peers and cross-industry to prioritize customer experience & anticipate needs. Our interactive sessions help users consider changes, benefits, and acceptable alternatives within the Salesforce framework. We execute an incremental approach in digitizing and automating to capture quicker value.
Team
For a successful engagement, we strongly advocate for a collaborative approach where the customer and we function as ONE team. Our customer-centric team comprises individuals with the needed certifications, technical experience, functional knowledge and industry expertise to ensure we deliver exceptional results to exceed client expectations. Together, we foster a shared vision, leveraging our expertise and working hand in hand to achieve mutual success.
Our Salesforce team has worked with
We also have a 100% certified team across all core and advanced Salesforce certifications.
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Our Expertise in Salesforce
Sales Cloud
Service Cloud
Marketing Cloud
Experience Cloud
CRM Analytics (Tableau CRM)
MuleSoft
Platform
Einstein
Financial Services Cloud
Revenue Cloud
Education Cloud
Chatbots
Digital Engagement
Data & Analytics
Call Center Transformation
Contract Lifecycle Management
What We Do
Sales Process Automation
Service Process Automation
Marketing Process Automation
Custom App Development
Maintenance & Support
Integration Services
Product Development
Discovery & Consulting
Implementations Across Industries & Clients
Our Salesforce team has a rich experience working with 100+ clients across 15 industries:
for Salesforce Financial Services Cloud
We proudly present AutoResQ, Intelliswift's AI-powered accelerator designed to aid the auto insurance industry. AutoResQ integrates seamlessly with Salesforce, offering a comprehensive 360-degree customer view, streamlined policy management, and efficient claim processing
Discover how AutoResQ leverages advanced AI technology to revolutionize roadside assistance. Our accelerator automates appointment scheduling, ensuring timely and efficient service delivery. It predicts job durations and forecasts the necessary equipment, allowing for accurate and effective resource allocation. AutoResQ also provides detailed briefings for every roadside assistance task, ensuring that both service providers and customers are well-informed and prepared.
How We Use Salesforce
As a leader in world-class IT solutions and services, loving and embracing "new" is second nature to us - new customers,
technologies, challenges, insights, and business processes. We develop some of the most sought-after solutions in
Digital Product Engineering, Data Management & Analytics. We use Salesforce
in all of our Sales & Marketing functions with a mantra that if it is not in Salesforce it is not there.
Challenges
- Need for defined sales process
- Lack of data quality due to duplicate and irrelevant data
- No audit on stale data
- Validation for data entry
- Need for role structure with defined access
- Need for analytics on the data
- Need to automate activities and reduce manual intervention
- Need for accurate pipeline and forecast
- Lack of communication between various systems involved
- Role specific dashboards
- Lack of sales path
Solutions
- Sales Cloud & Marketing Cloud implementation
- Entering, scoring, and tracking leads
- Minimum qualification criteria to convert leads to account, contact, and opportunity
- Deploying Pardot for driving prospect engagement
- Meetings - confirmation, minutes, and pulse implemented to track occurrence and quality of meetings
- Account planning
- Blue sheet process for SWOT analysis of opportunities
- Automated project creation on opportunity win
Results
- Salesforce is used as a single source of truth for all sales data and tracking
- 100% adoption of the system and processes
- 40% increase in sales productivity
- 35% increase in forecast accuracy
- Focused on right prospects and opportunities leading to business efficiency
- Enhancements planned to integrate hiring approvals directly within Salesforce
- Efficient pipeline movement
- Streamlined touchpoints of customer communication
- Insights and forecasts
- Efficient sales, finance, marketing and recruitment collaboration
- Efficient tracking of sales activities and milestones
Why Intelliswift?
"Quick wins" and "fast time to value" form the focus of our "Show & Tell" execution approach, which is:
Comprehensive team composition with competencies in industry, function, technology, and user experience.
Inherently iterative at every stage to ensure stakeholder buy-in and to generate fortnightly business value.
A proven DNA of building solutions to accelerate delivery and embed best practices while ensuring consistency and reuse.
A delivery model that inspires true value-based outcomes for our Salesforce clients by applying best practices, human experience, & automation guidelines in every project.
Led by a team with deep industry and entrepreneurial experience in the Salesforce ecosystem.
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Frameworks & Accelerators
Our frameworks and accelerators are uniquely designed to leverage analytics, data, cloud, DevSecOps, and other such technologies.
Explore
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to new heights with our Salesforce solutions and services
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