Salesforce Customization Services
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Personalize Your Salesforce Experience
Every business has different goals and business models and they need a solution that can meet their specific business goals. In order to help enterprises solve their business challenges and enhance efficiency, CEPTES offers Salesforce Customization Services.
With years of experience and expertise in the Salesforce ecosystem, we empower your Salesforce program with highly customized solutions that support a unique blend of Salesforce platform and applications. Our expertise in Salesforce customization services ensures that you can leverage the full potential of Salesforce to streamline operations, improve efficiency, and boost profitability.
Identifying Opportunities. Recommending Solutions.
Challenges and opportunities are unique in every business. Our approach begins with a comprehensive analysis of your current Salesforce implementation and business processes.
Our Salesforce certified experts will dive into identifying areas where customization in Salesforce can make a significant impact. By understanding your goals and pain points, we can recommend tailored solutions that address your specific requirements.
Be on Top of Your Marketing Game
Marketing Cloud Studios
Email Studio
Mobile Studio
Social Studio
Advertising
Web Studio
Automation Studio
Marketing Cloud Builders
Journey Builder
Contact Builder
Content Builder
BrandBuilder
Analytics Builder (Standard Reports)
Analytics Builder (Datorama Reports):
Key Benefits of Salesforce Marketing Cloud:
Impact Analysis
Unified Customer View
Omnichannel Marketing
Marketing performance analytics
Customized Communications with AI
Automated Campaign Management
Salesforce Customization Services Offerings
Custom object and field creation
By creating custom objects and fields within the Salesforce solution, we help organizations to manage data in an efficient way. It enables capturing and managing unique data points as well as tracking and storing data tailored to their business needs.
Workflow Automation
Leveraging Apex triggers, we help businesses automate sales, service, and marketing processes within Salesforce. This streamlines operations, enhances productivity, and ensures consistent execution of business workflows.
Custom Reports & Dashboard
We design bespoke reports and dashboards on Salesforce, providing actionable insights that empower decision-making. This customization ensures that businesses derive meaningful analytics, track key metrics and drive better growth and efficiency.
Einstein AI and Third-Party Integration
Our team integrates Salesforce with Einstein AI capabilities and connects with third-party applications to eliminate data silos and boost productivity, ensuring all your business operations are streamlined on one platform.
Setup & Migration
We customize Salesforce CRM to fit your business workflow, from sales and marketing to warehousing and customer service. We can seamlessly migrate data from various sources, including ERP systems, to Salesforce, ensuring a unified platform for a comprehensive business view.
Support and Maintenance
We offer ongoing support and maintenance, providing long-term assistance, regular upgrades and proactive monitoring to keep your Salesforce environment optimized, efficient and cost-effective.
Project Execution and Deployment Process
- Discovery and Assessment
- Strategic Planning
- Design and Development
- Testing and Quality Assurance
- Deployment and Training
- Go-Live Support
Engagement Models
Fixed Fee Model
Pay a predetermined fixed fee for a set of services.
Benefits:
• Predictable costs
• Efficient and cost- effective service delivery
Dedicated Resource Model
Get access to a dedicated resource or team for ongoing support
Benefits:
• Enhanced familiarity with your Salesforce environment.
• Close collaboration and faster response times.
Project Based Model
Gain expert assistance on clearly defined project scopes
• CEPTES assesses the scope and provides a cost estimate
• The project is executed upon approval and delivered on time
