Salesforce Implementation

Salesforce Implementation

Your Salesforce Implementation Partner For Accelerated Growth

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
Sales
Cloud

...

Find speed in conversions with enablement driving your productivity and engagement growing relationships.

Service
Cloud

...

Deliver efficiency affordably with AI-powered workspace that brings together your agents and customers.

Marketing
Cloud

...

Personalize customer journeys with Smart Einstein helping you build audience, content, analytics, and more.

Experience
Cloud

...

Simplify collaboration within and outside your organization with a single source of truth across channels.

Industry
Cloud

...

Get advantage for your industry with Customer360 giving specialized solutions to meet your business challenges.

Our Leadership as a Woman-Owned Company

We were founded in 2015 as a woman-owned company, working to transform the hiring and recruiting process through the latest technology. We are proud to be partners of a multitude of organizations and work with other woman-owned companies to help other woman enter the workforce. We have created a culture which includes diversity and opportunity for upper mobility and sharing individual and team successes, dedicating our efforts to showcasing leading women in the workforce.

We are proud to be a part of the movement where women across the globe are taking the opportunity to lead and make a difference. Innovation is key – not just in the products and services that we offer, but within our companies’ interactions and structure.

Equal
Opportunity

Believes in Equal Opportunity for all workers, regardless of age

Equal
Opportunity

Believes in Equal Opportunity for all workers, regardless of age

Experienced
Workers

Recognizes the value of Experienced Workers

Experienced
Workers

Recognizes the value of Experienced Workers

Compete For and
Obtain Jobs

Believes that workers who are 50+ should have a level playing field in their ability to Compete For and Obtain Jobs

Compete For and
Obtain Jobs

Believes that workers who are 50+ should have a level playing field in their ability to Compete For and Obtain Jobs

Diverse Age
Groups

Recruits across Diverse Age Groups and considers all applicants on an equal basis.

Diverse Age
Groups

Recruits across Diverse Age Groups and considers all applicants on an equal basis.

Start your journey today with Synkriom Digital

Are you taking the first step towards improving sales? Build a Core Platform

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.

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

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

Service Transition & Support

We carry deep knowledge of Salesforce platform and have best of the breed resources to support automation. With Synkriom Digital, you will have proven transitional frameworks & methodologies, predefined service catalogues, strong disaster recovery plan, standard operating procedures, and recurring issue fixes, all within your reach.

  • Proven Transition Framework & Methodology (Shadow, Share, Lead)
  • Standard and Repeatable Delivery processes
  • Salesforce Platform Upgrade (3 releases)
  • Predefined Catalog of Admin Services
  • Deep Knowledge on Auto Business and Salesforce Platform
  • SLA Adherence
  • Strong Disaster Recovery Plan
  • SOP for known issues
  • RCA and permanent fixes for recurring issues
  • Best of the breed resources with auto experience

Operational Efficiency

Leverage Salesforce Premier support for admin activities with us and gain access to quarterly health checks, audits, and reusable assets or components library. With Synkriom Digital, you will benefit from proactive monitoring and continuous improvement with your DevOps (CI/CD) and Automation projects.

  • Continuous Improvements & Automation
  • Leveraging Salesforce Premier Support for Admin Activities
  • Proactive Monitoring
  • Cross Functional Training
  • Quarterly Instance Health Checks
  • Reusability (Reusable Assets / Component Library)
  • Quarterly Audits, Monitoring from SFDC CoE
  • DevOps (CI/CD)

Enhancements & Projects

Enhance your services and experiences for your customers with enhancements provided by Salesforce cloud solutions. Sykriom Digital assists you with Lightening upgrades, developments, and customizations. We support you with the development of an effective roadmap for feature enhancements, taking build vs buy decisions, implementing best practices, defining governance model, and creating data strategies.

  • Continuous Improvements & Automation
  • Leveraging Salesforce Premier Support for Admin Activities
  • Proactive Monitoring
  • Cross Functional Training
  • Quarterly Instance Health Checks
  • Reusability (Reusable Assets / Component Library)
  • Quarterly Audits, Monitoring from SFDC CoE
  • DevOps (CI/CD)

Innovations

Salesforce provides an analytics-driven intelligent platform that we understand how to implement well. Synkriom Digital can help you create innovation by driving best practices, developing intelligent bots, and provide self-services like case deflection for your next best action to achieve your next best results.

  • Analytics driven Intelligent Platform
  • Next Best Action
  • Intelligent Bots
  • Annual Innovation Roadshows
  • Case Deflection through Self Services
  • Salesforce CoE driving best practices
We’d Love To Talk About Your Ideas
Let us discuss how we can help achieve business goals with Digital