Services
Below are some of the services we provide on the Force.com platform
Marketing
Personalize and manage your customers' journeys for each situation, automating the marketing process across all channels and devices. Manage your leads, campaigns, emails, social networks and measure the performance of each of your initiatives. Work with valuable data and gain insights using Machine Learning and Artificial Intelligence.
Sales
Convert more leads, close more deals, increase your salespeople's productivity and have more predictability in your sales funnel. Have a complete view of your customers, monitoring their entire journey, from the first interaction to closing the deal. Build lasting relationships with your customers and increase your revenue, while making your process more efficient.
Customer Service
Deliver the best customer service experience, whether in person, by email, phone, social media, WhatsApp, SMS or chatbot. Build a knowledge base and make it available to your employees and customers, providing better service in less time. Route, escalate and manage support requests and service level agreements.
Communities and Portals
Create sites to meet specific needs and expand your business processes for employees, partners and customers with the Salesforce Experience Cloud. Create connections and have all the data to transform the way your company relates to stakeholders.
Contract Management
Simplify, standardize, automate and speed up the contract negotiation process without leaving Salesforce. With Conga Contracts for Salesforce, ensure compliance for your contracts and have visibility of the entire process from document generation, negotiation of clauses, approval of changes, through to signature.
Document generation
Generate presentations, proposals, contracts and other documents in Word, Power Point, Excel and HTML formats, from pre-configured templates and without the need for programming, using Conga Composer. Make these templates available to your users and generate documents with improved layouts in just one click.
Electronic Signature
Speed up the approval of your deals and save your employees and customers time by using Conga Sign, an electronic signature solution fully integrated with Salesforce. Conga Sign complies with global e-signature regulations, including UETA, the ESIGN Act and eIDAS.
Professional Services Automation
Get a complete overview of your projects and resources without leaving Salesforce with the FinancialForce Professional Services Automation (PSA) application. Work predictably and have the right resource at the right time. Build bridges between the services area and other departments in the company and gain access to valuable information on the health of your projects, resource utilization, backlogs and much more.
Telephony and CTI
Make and receive phone calls from Salesforce using PhoneIQ's telephony and CTI system. Create automations, routings, call recordings, on-hold announcements and much more. Bring your contact center data into Salesforce and use real-time reports with call monitoring, hold times, call durations and more.
Analytics and Artificial Intelligence
Make assertive decisions based on CRM Analytics indicators, building incredible dashboards with Salesforce data and/or cross-referencing it with data from other systems and spreadsheets. Take action and share insights with your team from within each dashboard, encouraging a collaborative culture. Visualize predictions and guidelines based on artificial intelligence and make decisions faster using Einstein Discovery.
Automating Manual Activities
Eliminate manual activities with automations that make your employees' work easier and delight your customers. Let the system work in the background with automatic creation of records, notifications, tasks, emails, etc., so that your employees can focus on the core of your business.
Process improvements
Customize each business process and have visibility of all the statuses and actions required. Guide your users with on-screen instructions for each process path, or create customized flows for each scenario. Ensure that all steps are being completed by identifying gaps and points for improvement.
Creating Customized Applications
Starting with the Enterprise license, you can create objects and applications to replace parallel controls and integrate them into your Salesforce operation. Just like an Excel spreadsheet, the objects in Salesforce can be understood as database tables, the fields are the columns and the records are the rows of the spreadsheet. Group these objects together in an application and build links and automations that make a real difference to your operation and the satisfaction of your users and customers.
Rules and security
With Validation Rules, ensure data and process compliance. Keep data secure and available to the right users using the various layers of security available in Salesforce.
System integrations
Use the APIs available to break down barriers and integrate data from any system into your operation, accessing Salesforce data via the REST API or integrating with other devices using the SOAP APIs.
