Salesforce Services
Results-Oriented Consulting Services Tailored to Your Business Needs
Collaborative Partnership
Certified Salesforce Partner.
Why Salesforce?
Innovative Cloud Solutions
Salesforce’s cloud solutions optimize processes, foster collaboration, and enhance efficiency.
Scalability and Flexibility
Scale your tech seamlessly with Salesforce, adapting to evolving business needs.
360-Degree Customer View
Salesforce unifies customer interactions, offering a 360-degree view for personalized engagements.
Robust Data Management
Salesforce excels in data management, ensuring accurate, consistent, and reliable insights.
Advanced Analytics and Reporting
Drive decisions with Salesforce analytics, tailored reports, dashboards, and actionable insights.
Automation for Enhanced Productivity
Enhance productivity with Salesforce automation, tailored to streamline your unique workflows.
Seamless Integration Capabilities
Seamless third-party integrations amplify Salesforce, fostering a connected, efficient digital ecosystem.
Pardot for Marketing Excellence
Boost marketing with Salesforce Pardot integration, aligning teams for efficiency.
Lightning Experience for Modern Interface
Upgrade to Lightning Experience for a modern, feature-rich interface seamlessly.
Trusted Expertise and Support
Trust our experienced consultants for tailored Salesforce solutions, ensuring business success.
Our Salesforce Services
Empower your business with our Salesforce services, enabling the development of robust Customer 360 capabilities. Unlock the full potential of your CRM investment as we guide you to harness its optimum benefits.
Sales Cloud
Your go-to for seamless sales management and automation.
Service Cloud
A unified hub for support, case management, and omnichannel engagement.
Marketing Cloud
Connect and optimize your marketing strategies across diverse channels.
Experience Cloud
Foster collaboration and elevate user interactions for customers, partners, and employees.
Salesforce CPQ
Ensure precise quotes and accelerate your sales cycle with Salesforce CPQ.
Pardot
Smart automation platform for personalized engagement, lead nurturing, and seamless sales alignment.
Field Service Lightning
Empower efficient on-site service, work order management, and exceed customer expectations.
Salesforce Capability
Empower your business with our extensive Salesforce solutions. From meticulous data management, secure role & access control, and seamless integrations to intelligent automation, efficient migration strategies, robust reports & analytics, Tableau dashboarding, Pardot integration, and Lightning Experience consultancy, our expert team tailors solutions to your unique needs.
Data Management
Data Management
New Fields, Layouts, Record Pages, Record Types, etc:
Our expert team crafts tailor-made solutions by introducing new fields, layouts, record pages, and record types to optimize your Salesforce instance for your unique business needs.
Role & Access Management:
We ensure a secure and streamlined environment through meticulous management of users, profiles, permission sets, and roles, empowering you with precise control over data accessibility.
Mass Data Operations:
Effortlessly manage data with capabilities for mass upload, insertion, updating, upserting, and deletion of objects, ensuring efficiency in handling large datasets.
Integration
Integration
API Integration:
Seamlessly connect Salesforce with external systems such as Verizon, Boomi, Auth0, Form Assembly, WordPress, LOS, LMS, eCommerce systems, leveraging API integrations for a cohesive and connected ecosystem.
Third-Party Tool Integration:
We integrate third-party tools like Prioritization Helper and Spanning Backup to enhance functionality and provide a comprehensive solution tailored to your unique business requirements.
Automation
Automation
Smart Record Ownership:
Implement intelligent automation to auto-assign record owners based on specified criteria, ensuring efficient ownership management.
Lead Conversion Automation:
Streamline your lead management process by auto-converting specific leads after submission and triggering additional desired operations.
Email Notification Automations:
Boost communication efficiency with automated email notifications triggered by specific events or criteria.
Large-Scale Record Handling:
Our team has successfully implemented various automations to handle over 400,000 records, ensuring scalability and reliability.
Migration
Migration
Process Builder and Workflow Migration:
Migrate seamlessly from Process Builders and Workflow to Flows, optimizing your automation processes for enhanced performance.
Visualforce to Lightning Web Components (LWC):
Upgrade your Salesforce instance by migrating Visualforce pages to Lightning Web Components, ensuring a modern and responsive user experience.
Secure and Efficient Data Migration:
Migrate your data seamlessly to the Salesforce cloud, ensuring data integrity and security.
Reports and Analytics
Reports and Analytics
Tableau Dashboarding:
Integrate Tableau seamlessly with Salesforce for dynamic and interactive data visualization, empowering your team with insightful analytics and actionable business intelligence.
Customized Reporting:
Create a robust reporting infrastructure with new report types, charts, groupings, and cross-object filters for effective visualization and decision-making.
Advanced Analytics:
Leverage Lightning Web Components (LWC) and Apex classes to create custom-coded reports, providing in-depth insights crucial to your organization.
Pardot Integration
Pardot Integration
Seamless Pardot Integration:
Integrate Pardot with Salesforce to synchronize data seamlessly, providing a unified platform for marketing and sales alignment.
Pardot Classic to Lightning App Upgrade:
Upgrade your Pardot Classic app to the Lightning app for enhanced functionality and a modernized user experience.
Salesforce Reports based on Pardot Data:
Generate Salesforce reports based on Pardot data to gain comprehensive insights into your marketing and sales performance.
Lightning Experience Consultancy
Lightning Experience Consultancy
Salesforce Classic to Lightning Migration:
Migrate effortlessly from Salesforce Classic to Lightning Experience, unlocking the full potential of Lightning’s modern interface and features.
Custom Lightning Web Components (LWC) Reports:
Develop custom-coded Lightning Web Components (LWC) reports to visualize and export critical data tailored to your organization’s unique requirements.
User Migration to Lightning:
Ensure a smooth transition for your users by migrating them from Classic to Lightning, optimizing their experience and leveraging Lightning’s advanced features.
Tools And Technologies
Industries We Are Proud To Serve
Real Estate
Travel & Hospitality
B2B Solutions
B2C Solutions
HealthCare
Education & e-learning
Banking & Finance
Startup Solutions
Food & Drink
Media & Publishing
Certifications
Our Salesforce wizards are certified professionals, bringing unparalleled expertise to every project. Elevate your business with a team committed to mastering the Salesforce ecosystem, ensuring top-tier solutions are tailored just for you.
Why Sigma for Salesforce Services?
Our Clients
Success Stories
The client is a national provider-owned group purchasing organization (GPO) dedicated to optimizing procurement processes and cost savings for its members. In their quest for more effective operations, they
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The client is a global automotive telematics leader that drives efficiency in Connected Cars and Channel Management. Renowned for innovation in Data, Business Intelligence, and IoT solutions for the Global
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NPP is a reliable savings source for businesses and their employees across the country. With a collective purchasing power of over 300,000 members, NPP offers excellent discounts and exclusive B2B pricing options
Read moreFrequently Asked Questions
What does your Salesforce service include?
Our Salesforce services include implementation, customization, integration, and ongoing support to help you maximize your Salesforce investment. We tailor our services to meet your specific business needs.
For a detailed consultation, email [email protected].
How can Salesforce improve my business processes?
Salesforce helps optimize your business processes by automating workflows, enhancing customer relationship management, and providing data-driven insights.
To learn more about our Salesforce services and see how they can benefit your business, contact [email protected].
Do you offer Salesforce integration with other systems?
Yes, we specialize in integrating Salesforce with various systems, such as ERP, marketing automation platforms, and third-party applications, ensuring seamless data flow and improved efficiency.
Interested in discussing your integration needs with our Salesforce services? Contact us at [email protected].
Can you customize Salesforce to meet our unique business requirements?
Absolutely. We can customize Salesforce to align with your specific business processes, ensuring it meets your unique needs and enhances productivity. Get in touch with us at [email protected] for more information on our Salesforce services.
How long does it take to implement Salesforce with your consulting services?
The implementation timeline depends on the project’s complexity and scope. Typically, implementation can range from a few weeks to a few months. For a more accurate timeline, reach out to [email protected].
Do you offer training and support after Salesforce implementation?
Yes, we offer comprehensive training and ongoing support to ensure your team is proficient in using Salesforce and that the system continues to meet your business needs.
Contact [email protected] to learn more about our Salesforce support services.
How much do your Salesforce services cost?
The cost of our Salesforce services varies based on the project scope and specific requirements. We offer flexible pricing options tailored to your budget.
For a personalized quote on our Salesforce services, email us at [email protected].