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Our expertise

Salesforce Integration Services

Accelerate time to value with the world’s best Salesforce experts

We are trust Salesforce advisors
and certified developers based in Pune

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Collaborate with our salesforce team to ensure smoother operations

Transform and adapt to your existing sales journey with

  • Experience design
  • Business process mapping with Salesforce
  • Architecture and Delivery
  • Licensing
  • Project Management
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Our Approach

20 years of best practices

Our SF experts onboard will advise you with best practices, from initial visioning to providing technology oversight across the implementation

Discover & Define

Audit and assess your existing customer journey and business rules. Understanding challenges and identifying short and long term goals

Design

Plan a system around your legacy environment to innovate and propel your existing business processes and workflows

Deliver

Execute and deliver on time with well implemented project management principles. Ensure accountability for every task and module implemented with real user testing

Deploy

Learn, iterate and scale. Measure success by logging processing times, reduced manpower, automation, convenience and data transparency. Iterate if necessary, then scale. 

Stakeholder Alignment, Governance Best Practices

Unrivalled Expertise Across Product, Industry & Business Transformation

Case Studies

Case Studies

Case study 1

Modburry Health Care lays the foundations for their future “Mums” portal with Salesforce

Across Australia, Modburry Health Care is dedicated to providing a high standard of maternity services, providing exceptional care and support for expectant mothers, their partners and newborns.

 

Modburry Health Care was planning the rollout of a “Mums” community portal that would encourage mothers to register their details, provide them with the information they need before, during and after pregnancy and facilitate the scheduling of support services online.

 

Modburry Health Care engaged our Salesforce Specialist to deliver a roadmap-aligned solution foundation for this planned community using Salesforce Health Cloud and the provider data model. The Salesforce team partnered with the company to implement this no-customisation Lightning Platform solution to production in just 8 weeks.

100%

declarative solution

5/5

Salesforce Services CSAT

8

weeks to value
Healthcare
Post business

Case study 2

Post re-imagine their business customer experience with Salesforce Services

Post’s Business Support Portal (BSP) has been the go to place for Post business customers to raise any enquiries, issues, track consignments and chat with support agents.

The existing portal built in 2012 was not accessible on all browsers and devices, not always performant, and had an increasingly dated user experience (UX) layer.

Salesforce Services were engaged to design and implement a re-imagined Lightning Community BSP. The new solution is highly performant, easy to use and has a modern responsive design, leveraging Salesforce Experience Cloud, Service Cloud and Sales Cloud.

3

months to value

5/5

Salesforce Services CSAT

Case study 3

Integrations help Bankers get a single view of their customers

With key experience gaps and missing capability, Natwest bank Business & Private Banking division desired to develop a 360 view of their Customer in Salesforce, to drive better customer and banker experiences and uplift banker productivity.

Our Salesforce team was engaged to design and implement a new digital experience for over 4000 bankers and provide a single holistic view of their customers.

The simplified experience is underpinned by a greatly improved human centered UX/UI design and process flow that consolidates data from multiple API into new simple components that are all accessible from a customer’s record.

The experience enables bankers to view credit rating, transaction, account balance, complaint, financial history and product information all from within the Salesforce platform.

958

Hours Productivity Savings per week

7

APIs integrated

220

New wireframes designed
Bank business
Community

Case study 4

Collaborate on detailed roadmap to provide access to innovation & enhanced user experience

Migration of legacy data to latest version had stalled due to the complexity of processes and lack of availability of qualified Salesforce engineers.

 

A collaborative approach with joint accountability was required to assess the current state and forge a clear path forward.

 

The roadmap will achieve customer goals of improving system performance, enhancing end-user experience and unlocking access to ongoing innovation.

Case study 5

Re-imagining the Digital Broker Experience with Salesforce Services

Sentigo Bank’s Broker partnership is worth 30% of their Home Ownership business. Having observed a serious decline in home loan applications from Brokers in recent years, the Bank realised they needed a new & improved digital broker experience.

They engaged our Salesforce experts to re-imagine the Broker experience with a CX-led Envision and delivery services to architect, build and deploy a new best of breed integrated Broker Hub. The new Broker Hub community leverages Salesforce Service Cloud, and MuleSoft to allow brokers to track the progress of their customer’s home loan applications, manage requests, and interact with the Bank online.

Broker Hub is accessible by over 5,000 Australian brokers partnering with 4 banks. Broker Business Development Managers and back-office home ownership support staff now manage relationships and process broker service requests and escalations using Salesforce.

<10%

solution customisation

1

legacy platform decommissioned

5K

Brokers on BrokerHub
Digital Borker

Salesforce done right

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