Salesforce Consulting
Our Service
Salesforce Consulting
UPP’s team of certified Salesforce consultants, developers and admins is fully equipped to maximize return on your Salesforce investment. We have the tools and expertise apt for the task you have in mind, be it getting started on the platform, adding a new feature, or optimizing your CRM performance.
Our Salesforce Consulting Services
Salesforce Consulting
We help leverage the multi-faceted nature of Salesforce by picking the most suitable Salesforce edition, as well as its products and features for your business needs and industry requirements.
Migration to Salesforce
We help you move from your legacy system to a cloud-based CRM. We clean and migrate your data, map your workflows to the Salesforce platform, cut on redundant features, and add new relevant functions.
Salesforce Health Check
We audit your Salesforce deployment, locate security loopholes, fix identified issues, and offer automation enhancements as well as tried-and-tested methods of boosting efficiency.
Customization & Integration Consulting
We go beyond Salesforce’s OOTB features by tailoring dashboards, workflows, and apps to your needs. We also integrate data sources via pre-built and custom integration modules.
User Adoption and Support
We develop post-launch and long-term platform adoption strategies, create user orientation programs, and provide ongoing support for solving technical problems and post-upgrade challenges.
Why You Need a Salesforce Consulting Partner
Business Process Automation
We leverage Salesforce automation tools to free your employees of time-consuming tasks, eliminate errors, and make sure your operational processes are fully controllable and transparent for everyone involved. For this, we follow a step-by-step automation strategy:
Analyzing internal processes
Identifying functional gaps
Mapping processes and features to the Salesforce infrastructure
Creating flows, rule-based workflows, automated action triggers, and reports
Building a data processing architecture
Cleaning, de-duplicating, unifying and migrating data
Developing a user onboarding program
Salesforce Optimization
If you already work with Salesforce, we will help you get the most out of the platform’s capabilities and maximize its value by configuring and customizing the existing functionality, both built-in and custom.
Review of the processes and features to identify gaps and opportunities
Technical audit to spot architectural and integration errors
Recommendations based on the audit
Development of features and objects with Apex or connecting third-party apps
Generation of customized dashboards and reports
Salesforce Development
Relying on our years-long experience in Salesforce CRM consulting and development, we build, test and deploy custom web and mobile applications to tailor Salesforce to your needs and scale it up so that you could pursue more ambitious goals.
Integration with external data sources via pre-built and custom connectors
Apex-based app development with custom business logic
User interface customization
Bi-directional synchronization of enterprise systems with Salesforce data
AI model creation
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