Salesforce Consulting Services

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Paragyte Technologies offers the following Salesforce consulting services: Salesforce migration, Salesforce Customization, Salesforce Integration, Salesforce development, Salesforce adminstration, Salesforce trainings. Visit us at:


Presentation Transcript




AGENDA Salesforce – What is it? Why move to Salesforce? Some facts and figures What Paragyte offers 01


Salesforce – What is it? A Short Description 02


The world’s leading cloud-based Customer Relationship Management (CRM) platform for sales, service, and marketing. What is SALESFORCE? Does not require IT experts for setting up or managing your processes. Offers a unique way to connect with your customers 03 MICROSOFT SALESFORCE


Why move to SALESFORCE? An Assessment 04


Why move to SALESFORCE? 05 Prompts organizations to think beyond the muddle of filing cabinets. Encourages to use technologies that accurately quantifies and categorizes data for future reference. Allows to store and retrieve customer information instantly due to its cloud-based architecture. Allows access to the same information across various departments in an organization. • • • • ENHANCES INFORMATION FLOW Instant access to detailed customer information enables employees to provide better service to customers. Cloud-based architecture enables information to be accessed from any device. Enables employees to contact customers regardless of location. Reduces the burden on customer support departments. • • • • ENHANCES COMMUNICATION


Why move to SALESFORCE? 06 Ancillary chores such as form-filling, report generation, etc., related to every transaction are automated. Task automation enables employees to focus more on customer pain points than on other activities. Employees can easily access emails, calendar items, and phone call information from a single location. Allows multiple teams to work seamlessly in achieving organization goals through a satisfied clientele. • • • • IMPROVES EFFICIENCY Reduces or totally eliminates instances of data miscalculation. Seamlessly integrate with third-party tools to generate automatic reports, both on-demand or scheduled. Allows creation of personalized dashboards to locate information quickly. Accurate reports result in organizations making educated and well-informed business decisions. • • • • ENHANCES REPORTING


Some FACTS and FIGURES A Study 07




What PARAGYTE Offers? A Proposition 09


Paragyte Technologies offers the following Salesforce consulting services : What PARAGYTE Offers 10


Salesforce Customization Services are PARAGYTE EXPERTISE SALESFORCE CUSTOMIZATION Existing Solution Customization We customize your existing Salesforce solution as per your current business requirements. The solutions we put in place are designed keeping future requirement changes in mind. 11 Custom Consoles Customized Salesforce consoles simplifies everyday CRM tasks and streamline processes. Our specialists can help in creating bespoke solutions and training your staff so that everyone is one the same page. Custom Email Services Follow up and communicate with your customers better through custom emails. Leverage Salesforce to define your specific fields, objects, and relationships to give your emails that personal touch. Custom Reports and Dashboards We offer budget-friendly customization of Salesforce CRM to build features that produce custom reports. Our services also include revamping your internal dashboards as per your business needs. App Customization Reshape your Salesforce mobile apps to connect with your customers better than ever before. Introduce custom tabs and features making apps more appealing and user-friendly. Data and Access Management Customization We revamp data management wizards, access management connectors, and third-party integrators to build a complete BI solution for you.


Salesforce Integration Services are PARAGYTE EXPERTISE SALESFORCE INTEGRATION Salesforce Data Integration We can integrate multiple frameworks and synchronize their data so that the resulting setup contains genuine information. Our experts have extensive experience in Master Data Management (MDM) techniques, information administration, and other processes. 12 Process Integration We can integrate processes that require complex planning, testing, and exception handling. It typically impacts multiple applications and can easily get messy. But worry not - our experts can guide you through each step of the integration process. Identity and Security Integration We can set up and configure authentications to applications for secure administration through Salesforce security integration and facilitate cross-application sign-in utilizing Salesforce identity integration solutions. Integration with Internal Applications We provide Salesforce integration services with on-premise applications such as ERP, Databases, Legacy systems, Website, Accounting, Inventory, Order Management, Data Warehouse, Flat files, XML files, etc. Integration with Cloud Services Our service spectrum encompasses cloud framework integration with Salesforce. Popular cloud-based frameworks we cover include Amazon Web Services, Google App Engine, and many more.


Salesforce Migration Services are PARAGYTE EXPERTISE SALESFORCE MIGRATION Migrate Sugar to Salesforce We can bypass the complexities and hurdles of transferring data from Sugar CRM to Salesforce with our easy migration strategies. Let our experts show you how a smooth and accurate migration is carried out. 13 Migrate Siebel to Salesforce We never let mobility, user interface, and integration issues of Oracle Siebel CRM bog us down. Our experts can make a smooth move to Salesforce without any difficulties. Migrate Other Legacy Setups to Salesforce Paragyte can help you migrate many other legacy CRM setups such as MS Dynamics CRM, NetSuite, Sage CRM, as well as QuickBooks and Excel spreadsheets to the cloud-based Salesforce platform. Migrate Zoho to Salesforce Our teams move beyond free migration tools packed with risks. We can securely migrate leads, accounts, opportunities, relations, tasks, and contacts from Zoho to Salesforce. Migrate Act to Salesforce Do you wish to export your Contacts and other data from Act without getting into complicated procedures? Allow us to migrate your data to Salesforce swiftly and accurately. Upgrade Existing Salesforce Setup Our specialists can handle Salesforce Version Upgrades. Equip your existing Salesforce setup with the latest updates and features using our simple techniques.


Salesforce Development Services are PARAGYTE EXPERTISE SALESFORCE DEVELOPMENT Salesforce App Development We can integrate Salesforce into your processes with the help of apps developed and customized to suit your organization’s specific requirements. We specialize in the creation of Visualforce pages, Apex classes, S-controls, Triggers, Views, Page Layouts, and Workflows. 14 Remodeling Existing Salesforce Setup Allow us to extend the functionality of your existing Salesforce solution to include new features and customizations as per the fluctuating needs of your business. Building Lightning Components We are experts in creating user-friendly app front-ends using Lightning Components and Javascript Frameworks. Cloud Solutions Development Our services include a range of custom development solutions including cloud application solutions development on the platform. Automated Workforce Our Salesforce solutions can automate your business workflows and streamline business processes. We can build custom dashboards, templates, and reports that you can use for different business processes. UI / UX Development We realize how critical it is for your business to maintain its branding. Thus, we offer Salesforce-powered specialized development services for building custom UI and UX.


Salesforce Administration, Support and Training PARAGYTE EXPERTISE SALESFORCE ADMINISTRATION Monitoring We offer proactive monitoring of your Salesforce implementation, identifying the areas of improvement, recommended courses of action, development of best practices, and creating an improvement plan. 15 Help Desk Consult us about Salesforce products, pricing, implementation, or anything else. Our highly trained reps are standing by, ready to help, 24x7. Email Administration We assist you with workflow email alerts, creation/modification of email templates, mail merge templates, and much more. Architecture Review Let us review your implementation architecture and perform required enhancements like creation or modification of custom objects, record types, fields, page layouts, custom links and buttons, and introduction of junction objects, if necessary. Maintenance We assist in user management, security management, standard and custom object maintenance, data management, and package maintenance


Salesforce Administration, Support and Training (Contd.) PARAGYTE EXPERTISE SALESFORCE TRAINING Ad-hoc and Strategic Support We are more than willing to help you with one-time ad-hoc support needs as well as long term strategic support. 16 Security Model Enhancements Our teams can help you with modifying and implementing organization-wide defaults, owner and criteria based sharing rules, session management, etc. End-user Training Paragyte can empower your team with the Salesforce expertise they need and upgrade their skill level through basic and advanced training of Salesforce concepts and strategies.


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