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
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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
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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
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Our Salesforce Service Areas

Key Salesforce service areas we leverage are:

Salesforce Sales
A cloud-based software solution designed to help businesses manage their sales processes efficiently. It provides a suite of tools to enable sales teams to track leads, manage customer interactions, and close deals. Salesforce Sales is a comprehensive platform that includes a range of features, such as lead management, opportunity tracking, pipeline management, forecasting, and analytics.
Salesforce Service
This is a customer service platform provided by Salesforce that is designed to help companies manage customer service interactions across multiple channels, including email, social media, phone, and chat.
Salesforce Marketing
It is a comprehensive marketing automation platform that helps businesses of all sizes to build and execute effective marketing campaigns across multiple channels. The platform is designed to help marketers create personalized and targeted campaigns that engage their customers and drive revenue growth.
Salesforce Community
This is an online platform that allows companies to connect with their customers, partners, and employees in a collaborative and interactive environment. It enables businesses to create custom communities tailored to their specific needs, enabling them to engage with their customers and stakeholders more effectively.
Salesforce Einstein
This is an AI-powered tool that enables companies to leverage machine learning and predictive analytics to make better decisions and improve customer experiences. With Einstein, companies can automate routine tasks, personalize marketing campaigns, and gain insights into customer behavior.
Salesforce Heroku
It is a cloud-based platform that allows developers to build and deploy applications quickly and easily. Heroku is known for its simplicity, scalability, and flexibility, making it a popular choice for developers who want to focus on writing code and not managing infrastructure.
Salesforce Lightning
This is a platform that enables companies to build custom apps and user interfaces with ease. With Lightning, companies can create modern and intuitive user experiences that drive adoption and engagement.
Salesforce MuleSoft
This is a cloud-based integration platform that allows organizations to connect various systems, applications, and data sources to improve business operations and enhance customer experiences. It was acquired by Salesforce in 2018 and has since become an essential part of the Salesforce ecosystem. MuleSoft offers a range of integration capabilities that can connect cloud-based and on-premise systems using APIs (Application Programming Interfaces), data integration, and application integration.
Salesforce CPQ
This is a powerful tool that helps businesses streamline their sales process by automating the configuration, pricing, and quoting of their products and services. It is a cloud-based software application that is built on the Salesforce platform, which means that it is fully integrated with Salesforce's suite of customer relationship management (CRM) tools.

Implementation Services

UnfoldLabs takes pride in delivering the following implementation services to our clients:

  • Evaluation & Licensing Strategy
  • Customer Journey Mapping
  • Business Process Re-Engineering
  • Proven Implementation Methodology
  • Quality Management
  • Data Mapping & Migration
  • Change Management & Training
  • Support
  • Health Check
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Integration Services

UnfoldLabs has a team of experts to provide the following integration services:

  • Real-Time
  • Batch
  • Point-to-Point
  • Orchestration - MuleSoft Anypoint, MuleSoft Salesforce Composer, Tibco

DevOps

UnfoldLabs has an expert team with extensive experience in DevOps and can help you in the following areas:

  • Continuous integration
  • Deployment of metadata using OAuth
  • Change management
  • Version control & branch management
  • Compare & deploy org metadata differences
  • Automated metadata backups
  • Automated Apex testing of Salesforce Orgs
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