Salesforce Implementation

As leaders in the Salesforce ecosystem for a decade, UnfoldLabs has a team of experts with over 500+ years of experience. Salesforce is a leader in the cloud integration services space - in simple it is a customer relationship management (CRM) software that allows companies to manage their sales, marketing, customer service, and other business operations in a single platform. Salesforce has become a popular choice among businesses due to its flexibility, scalability, and extensive range of features.

Practicing Salesforce involves utilizing its features and functionalities to manage customer data, track sales progress, automate business processes, and optimize customer engagement.

At UnfoldLabs, we provide business strategy, consulting services and implementation services across the Salesforce eco-system. Key practices of our team to effectively implement Salesforce for any business growth are:

Customization

Customizing Salesforce to fit the specific needs of the company is essential for maximizing its potential. Customization involves configuring the software to match the company's unique workflows, data structures, and business processes.

Data Management

Managing data in Salesforce involves keeping customer data accurate, up-to-date, and relevant. This can be achieved through data cleansing, data import, and data deduplication.

Automation

Salesforce automation in simple is using workflows, triggers, and other tools to automate repetitive tasks and streamline business processes. This can include automating lead nurturing, contract management, and customer support.

Sales & Marketing Alignment

Aligning sales and marketing teams in Salesforce involves integrating the two functions to create a unified approach to customer engagement. This can be achieved by establishing a lead scoring system, creating automated workflows between the two departments, and creating a shared dashboard for tracking performance metrics.

Reporting and Analytics

Reporting and analytics in Salesforce involve tracking and analyzing key performance indicators (KPIs) to measure the effectiveness of sales and marketing efforts. This can be achieved through custom reports, dashboards, and analytics tools that provide insights into customer behavior, sales trends, and marketing ROI.

UnfoldLabs prides us in offering strategic Salesforce implementations and integration with other platforms. The Salesforce Customer Relationship Management (CRM) platform builds an organization’s relationships with individual people, including customers, service users, colleagues, or suppliers, throughout its lifecycle with them. This platform helps with finding new customers, winning their business, and providing support and additional services throughout the relationship.

Salesforce Service Cloud

Salesforce Service Cloud is a CRM platform for customer service and support. Service Cloud listens and responds to clients across a variety of social platforms and automatically routes cases to the appropriate agent. Social customer service is integrated with Salesforce Customer Success Platform, which enables the social team to gather a comprehensive picture of the client to inform responses.

Agent workspace
Case management
Knowledge management
Service process automation
Omni-channel routing
Services analytics
Computer telephony integration (CTI)
Asset & order management

Salesforce Community Cloud

Salesforce Community Cloud is an online community management software that enables businesses to create and manage online communities for clients and employees. This software can be customized to host a variety of solutions such as self-service portals and message boards. Businesses commonly use Community Cloud as a customer service tool, where clients can communicate with each other.

Provide information on support issues
Customer service
B2B commerce
External apps & portals

Salesforce CPQ Cloud

Salesforce CPQ automates end-to-end quoting, pricing, and back-office order management processes. Salesforce CPQ improves sales productivity and helps you close more deals. Fully native on the Salesforce platform, Salesforce CPQ delivers next-generation CPQ, which is 5-10x easier to implement than on-premise CPQ applications. Salesforce CPQ is part of the innovative quote-to-cash apps from Salesforce that enable companies to manage the entire deal close process easily and accurately from generating quotes and configuring orders to collecting cash.

Configure quote & price
Guided selling
Solution configurator
Pricing engine
Quote generation
Contracted pricing
Automated renewals
Contract amendments
Install base management
Approvals
Advanced order management
Simplified ERP integration

Salesforce DevOps (Copado)

Copado gives enterprises an integrated solution for every part of the development process. Copado helps to build release pipelines and the flow of data and metadata between environments. Supports organization in continuous delivery and integration, improves compliance, etc.

Configure quote & price
Automation
Visibility
Pipeline builder
Compliance

Salesforce Commerce Cloud

Salesforce commerce platform offers both B2C and B2B model. Salesforce Commerce is the e-commerce solution that gets you to market faster; gives you a connected view of your customer across marketing, commerce, sales, and service; and provides a modern, B2C-like online experience for your B2B customers. Salesforce B2B Commerce offers buyers the seamless, self-service experience of online shopping with all the B2B functionality they demand.

B2C & B2B commerce
Order management
Content management
Commerce platform
Pricing
AI for commerce