Salesforce Implementation

Strategy

For Crafting Futuristic Experiences

Re-imagine & Re-define your products to create delightful customer experiences with Synkriom Digital
Slide 1

Are your marketing efforts giving you business?

  • Is your return on investment meeting your expectations?
  • Which marketing strategies are working for you and which ones are failing?
  • These questions are important as they help you take critical business decisions
Slide 2

You can find answers with our Digital Marketing Analytics

  • But how?
Slide 3
Slide 4

Marketing Touchpoints

  • Every action taken by your prospects at every marketing touchpoint is captured by your systems as data.
  • But unless this data is converted into insights, we cannot understand the real story.

Digital Marketing Analytics helps you achieve better outcomes by supporting

  • Optimization of marketing campaigns
  • Personalization of marketing messages
  • Prediction of future consumer behaviour
  • Analysis of competitive landscape
  • Measurement of branding success
Slide 5

01

Stakeholder Workshops

01

Stakeholder Workshops

By understanding the perspectives and expectations of your stakeholders through interactive workshops and in-depth interviews, we gather insights to establish a foundation for an inclusive strategy.

02

Contextual Inquiry

02

Contextual Inquiry

We deep dive into consumer habits & preferences and explore competition for best practices and benchmarks to support development of a strategy grounded for the real-world applications.

03

Personas & Journeys

03

Personas & Journeys

We your customer’ characteristics and journeys they take from awareness to purchase through personas and journey maps for identifying opportunities to enhance their experience at every touchpoint.

04

Insights & Recommendations

04

Insights & Recommendations

We generate insights from collected data on customer pain points, opportunities, and preferences to provide strategic recommendations on capitalizing untapped opportunities and prioritize customer satisfaction with company growth.

05

Ideation & Prioritization Workshops

05

Ideation & Prioritization Workshops

Our ideation workshops are designed to make creativity meet practicality such that through brainstorming, we not only generate a wealth of ideas but also prioritize initiatives to create an actionable roadmap to bring the best ideas to fruition.

06

Concept Design

06

Concept Design

The next step in the creation of a great customer or user experience is the translation of strategy into tangible designs and functionalities that are viable and resonate with your end users.

Technology

Not just an enabler but the driver to success

Increase your time-to-market with the scaled Agile delivery model
of Synkriom Digital for digital technology adoption

Build as a Service (BaaS)

Develop a robust infrastructure with our iterative development and rapid development methodologies to ensure that projects are in sync with your vision

Intelligent Products

Create personalized customer interactions and synergize people with platforms and processes to develop intuitive products that deliver a rich user experience across touchpoints

Responsible AI

Generate rapid insights and amplify efficiencies by automating repetitive processes with ethical AI technology that works for the greater good and creates fair and transparent solutions

01 Build a Core Platform + -

01

Are you taking the first step towards improving sales?

From prospects to customers, Salesforce Sales Cloud can help you manage leads, contacts, and accounts, while its Service cloud will help you serve and support them.If you already have sales & services in place, and want to expand your marketing outreach, Salesforce Marketing Cloud can help you drive engagement, upsell, and cross-sell across channels.

02 Extended platform + -

02

Have a CRM & customer base to align your teams with?

From employees to dealers to customers, experience cloud is their window to your world of capabilities through which they can interact and find solutions for their business challenges.

The extended services can help you reach further with:

  • CPQ to manage your quotes, orders, & contracts.
  •  Field Service to track and manage your assets, tasks, and workforce.
  • Platform to serve app rationalization, development, and management.

03 Commerce Cloud + -

03

Looking for setting up a storefront for your B2B or B2C business?

From strategy to implementation, customizations and integrations, Salesforce full commerce services drives action with intelligence to acquire customers with ease and earn their loyalty. Integrated apps embedded with your CRM bring together your sales, service, and marketing channels. Integration allows you to automate reorders so your salesforce can focus on new acquisitions.

04 Industry + -

04

Looking for a solution specific to your industry to accelerate business?

Finance, Health, Manufacturing, Automobiles, Consumer Goods, Media, or Education – whatever be your industry, you can implement specialized cloud solutions to serve your industry needs.

  • Access patient records & manage interactions with patients, practitioners, workers, and financers – Health Cloud
  • Manage data, relationships, and experiences with customers across touchpoints to personalize services – Financial Services Cloud
  • Facilitate digital transformation and simplify communication with customers and channel partners - Manufacturing Cloud

05 Analytics & Integration + -

05

Want to leverage data to give power to your business decisions?

Leverage data, analytics and AI to predict outcomes from your decisions to drive actions that deliver results. Connecting your systems and data with your tasks and processes simplifies automation.
  • Automate to boost productivity of your employees so they can deliver faster
  • Streamline your business processes so you can enhance your customer’s experience
  • Maximize value from your systems with integration enabling real-time insights
Image Slider

End-to-End
Transformation

Application Maintenance
& Support

Consulting and
Due Diligence

Data
Governance

Integrations

CPQ
Transformation

Center of
Excellence

Architecture &
Design

Heroku
(PaaS)

DevOps
(CI/CD)

User Adoption
and Training

POV / POC

Program
Management

Lightning
Upgrades

Testing

A Success Story with Synkriom digital

The Story Before…

  • Lack of holistic customer view as data sat in silos
  • Manual processes hampered productivity
  • Limited analytics failed to deliver actionable insights

What Synkriom Digital implemented…

  • A unified platform for 360-degree customer view
  • Automation of workflows for lead generation, order processing, and follow-ups
  • Mobile app for managing tasks for employees

The Story After…

  • 20% increase in sales within a year
  • Increase in customer retention rates
  • Quick adjustment of sales strategies based on market conditions and customer demands
Implementation Highlights that added new capabilities…

Automated Visit Scheduling based on data-driven insights from store engagements Predictive Analytics to generate sales opportunities by analysing purchase trends, demands, recommendations, promotions, and customer behaviour. Performance Metrics Tracking to identify high-performing stores, areas for improvement, and opportunities for growth

Would you like to be our next success story?

Our Managed Service Catalogue

User
Management

  • Create, Update, Manage active / inactive users
  • Profiles, Roles and Hierarchy setup
  • Restrict Access through Permission sets and Object / Field Level Security
  • Support User Recertification Process
  • API User Management
  • Manage Connected App User Credentials

Administration

  • Monitoring error logs
  • Installation / Upgrade of AppExchange Products in the Sandbox Environments
  • Application Security setups (profile / permission sets / SSO)
  • Validating Certificates for SSO (Annual Activity)
  • Ad hoc Reporting
  • Data Cleansing (Duplicate Removal etc.)
  • Scheduled Code Reviews

Data
Governance

  • Data Quality Check
  • Data Monitoring
  • Data Accuracy
  • Data Security

Environment
Management

  • Salesforce Backup, Data Archival and Recovery
  • Regression Testing on Environments for readiness
  • License Management
  • Data Masking (on Critical / Sensitive information)
  • Region Refresh
  • Creating Sandboxes based on business / IT need
  • Salesforce Upgrades (3 times a year)

License
Management

  • User Recertification and Reporting
  • License Procurement Requests
  • Periodic review of License usage

SFDC
Deployments

  • Creating Change sets (CI/CD)
  • Test Class Coverage & Validation
  • Deployment
  • Smoke Testing

User
Management

  • Create, Update, Manage active / inactive users
  • Profiles, Roles and Hierarchy setup
  • Restrict Access through Permission sets and Object / Field Level Security
  • Support User Recertification Process
  • API User Management
  • Manage Connected App User Credentials

Administration

  • Monitoring error logs
  • Installation / Upgrade of AppExchange Products in the Sandbox Environments
  • Application Security setups (profile / permission sets / SSO)
  • Validating Certificates for SSO (Annual Activity)
  • Ad hoc Reporting
  • Data Cleansing (Duplicate Removal etc.)
  • Scheduled Code Reviews

Data
Governance

  • Data Quality Check
  • Data Monitoring
  • Data Accuracy
  • Data Security

Environment
Management

  • Salesforce Backup, Data Archival and Recovery
  • Regression Testing on Environments for readiness
  • License Management
  • Data Masking (on Critical / Sensitive information)
  • Region Refresh
  • Creating Sandboxes based on business / IT need
  • Salesforce Upgrades (3 times a year)

License
Management

  • User Recertification and Reporting
  • License Procurement Requests
  • Periodic review of License usage

SFDC
Deployments

  • Creating Change sets (CI/CD)
  • Test Class Coverage & Validation
  • Deployment
  • Smoke Testing
Demand Planning Incident Management Problem Management Service Requests Feature Enhancements Application Monitoring Health Checks License Management Project Management
Demand Planning Incident Management Problem Management Service Requests Feature Enhancements Application Monitoring Health Checks License Management Project Management

And here is how we manage implementations for you

01

Stakeholder Workshops

01

Stakeholder Workshops

By understanding the perspectives and expectations of your stakeholders through interactive workshops and in-depth interviews, we gather insights to establish a foundation for an inclusive strategy.

02

Contextual Inquiry

02

Contextual Inquiry

We deep dive into consumer habits & preferences and explore competition for best practices and benchmarks to support development of a strategy grounded for the real-world applications.

03

Personas & Journeys

03

Personas & Journeys

We your customer’ characteristics and journeys they take from awareness to purchase through personas and journey maps for identifying opportunities to enhance their experience at every touchpoint.

04

Insights & Recommendations

04

Insights & Recommendations

We generate insights from collected data on customer pain points, opportunities, and preferences to provide strategic recommendations on capitalizing untapped opportunities and prioritize customer satisfaction with company growth.

05

Ideation & Prioritization Workshops

05

Ideation & Prioritization Workshops

Our ideation workshops are designed to make creativity meet practicality such that through brainstorming, we not only generate a wealth of ideas but also prioritize initiatives to create an actionable roadmap to bring the best ideas to fruition.

06

Concept Design

06

Concept Design

The next step in the creation of a great customer or user experience is the translation of strategy into tangible designs and functionalities that are viable and resonate with your end users.

We’d Love To Talk About Your Ideas
Let us discuss how we can help achieve business goals with Digital