Salesforce
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Relevance Lab’s Salesforce services are designed to help businesses unlock the full potential of the Salesforce ecosystem. With cutting-edge tools, customized solutions, and a deeply experienced team, we empower you to understand your customers better, foster stronger relationships, and expand your market reach.
Whether you're looking to implement Salesforce for the first time, optimize your current setup, or integrate seamlessly with other systems, our expertise ensures you get the most out of your investment.
We redefine digital experiences that impact every user interaction.
Without a unified sales system, businesses struggle with incomplete customer insights, lengthy processes, and decreased loyalty—leading to missed growth opportunities. Our comprehensive assessment for Salesforce Implementation is designed to bridge these gaps. We evaluate your current business processes and systems, identify areas for improvement, and craft a Salesforce solution tailored to your needs. Our goal? To empower your business with a 360º customer view and transform it into a truly customer-focused entity.
Ensure hardware and internet meet Salesforce requirements.
Identify integration points and evaluate compatibility with Salesforce.
Assess data volume, quality, encryption, and regulatory adherence.
Analyze personalization needs and align with business growth.
Provide a clear cost breakdown and potential return on investment.
Propose tailored solutions with an actionable implementation roadmap.
Present findings, gather feedback, and define next steps.
When Salesforce isn’t aligned with your business goals or processes, the result is missed opportunities and roadblocks to achieving strategic objectives. Our thorough Salesforce Upgrade Assessment identifies gaps in your current system and provides actionable recommendations. We help align Salesforce with your business needs, ensuring a complete 360° customer view and fostering a customer-focused organization.
Ensure alignment with regulations and standards.
Outcome: Compliance checklist and action plan.
Analyze data models, integrations, and customizations.
Outcome: System design improvements.
Evaluate data accuracy, consistency, and completeness.
Outcome: Plan for data cleansing and maintenance.
Assess code efficiency and adherence to best practices
Outcome: Optimized, high-quality code and issue resolution.
Review integrations between Salesforce and external systems.
Outcome: Improved data flow and interoperability.
Measure system responsiveness, query efficiency, and load times.
Outcome: Strategies to enhance performance.
Check user permissions, configurations, and data security.
Outcome: Strengthened security measures and compliance readiness.
Our Salesforce Implementation service is designed to create a seamless, customer-centric system. From configuring Salesforce with custom workflows to building tailored applications and integrating with existing systems, we deliver a solution that streamlines operations, boosts performance, and enhances user experience.
Define project scope, goals, and timelines. Identify stakeholders and tools required to align implementation with business objectives.
Set up and customize Salesforce environments with tailored objects, workflows, and dashboards to streamline operations.
Connect Salesforce with existing systems via APIs or custom solutions to enable seamless data flow and scalability.
Create custom applications, pages, and components using Apex, Visualforce, and Lightning. Optimize functionality and store code in GitLab.
Automate regression testing with tools like Selenium to ensure flawless functionality, usability, and performance.
Automate deployments with DevOps tools, conduct final validations, and ensure a smooth system launch.
Present findings, gather feedback, and define next steps.
Our Salesforce Migration service transforms outdated systems into a scalable, cloud-based CRM. By migrating to Salesforce, you gain access to real-time insights, automated workflows, and centralized data—all while reducing costs and driving digital transformation within your organization.
RPA for back-office operations automates repetitive tasks such as data entry, form processing, and report generation. By reducing manual effort, it enhances efficiency, minimizes errors, and frees up employees to focus on strategic activities, ensuring smoother workflows and improved operational performance. We have helped back-office teams automate the following processes:
This is what customers have seen via a combination of proprietary platforms and playbooks.
processing for inside sales representatives.
through automated test packs.
boost with unified contract management.
to changing market conditions
processing for quicker operations.
Ensure you’re getting the most out of your investment with our tailored solutions. Get in touch to begin optimizing today!
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