Transform Your Vision into Action with Our

Salesforce Implementation Services

Name: Salesforce Implementation
Brand: Cyntexa
Rating: 4.8 (567 reviews)

Improved operational efficiency, revenue growth, and exceptional customer experience with a purpose-built implementation of Salesforce for your business. With strategic consulting that follows the right approach and tailored integration, we customize Salesforce for better user adoption.

As a trusted Salesforce implementation partner, we guide you from implementation to post-implementation support, bringing industry-specific insights that transform your existing Salesforce platform.

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We Implement the Best Salesforce Solutions for Your Business

As a Salesforce Summit Partner, we have empowered businesses from startups to global leaders such as Médecins Sans Frontières (Doctors without Borders), nVent, and others to streamline their operations and achieve measurable ROI. Our implementation approach is strategic, including business process analysis, creating growth-aligned design, and adoption.

With industry-wide expertise across healthcare & lifesciences, nonprofits, financial services, retail, technology, and professional services, we ensure your platform can boost growth, efficiency, and customer satisfaction.

Our Expertise Lies in Industry-Wide Cloud Implementation

Check the list of clouds we have implementation professionals in our team.

Salesforce Data Cloud

Turn fragmented customer profiles by creating a single source of customer truth (360-degree customer profiles). Harmonize data across systems with a zero-copy architecture and identity resolution with our Salesforce Data Cloud experts to accelerate decision-making.

We configure AI-driven segmentation to deliver hyper-personalized engagement across all touchpoints without data duplication.

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Salesforce Sales Cloud

Transform your manual sales operations, missed opportunities, and guesswork into advanced pipeline management, AI-powered forecasting, and real-time dashboards. Our Sales Cloud implementation services automate your entire sales cycle from lead capture to deal closure.

We configure key features, including lead-to-cash process automation, territory management, mobile-ready dashboards, and Einstein AI forecasting. It empowers your team to gain predictive insights to prioritize high-value deals, sell smarter, forecast accurately, and close deals faster, all from a single platform.

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Salesforce Service Cloud

Eliminate disjointed support, slow resolutions, and frustrated customers' worries with an AI-routed intelligent queue and real-time agent tools. Our Service Cloud implementation experts unify all channels to design omnichannel support experiences, reducing resolution times and increasing customer satisfaction.

We deploy case management & escalation workflows, Einstein AI case prioritization, and knowledge base & self-service portals to deflect routine inquiries, so your team focuses on high-value interactions.

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Salesforce Marketing Cloud

Stop wasting budgets on disconnected campaigns and untrackable spend. We implement Marketing Cloud to automate cross-channel journey with AI-driven personalization, turning fragmented data into 360-degree actionable insights.

Our experts can configure Journey Builder, Email Marketing Automation, and Marketing Analytics to empower your teams with predictive journey mapping and sending personalized emails, leading to increased engagement rates.

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Salesforce Commerce Cloud

Solve complex checkouts and stagnant online sales with AI-powered product recommendations and headless architecture flexibility. Our Salesforce Commerce Cloud experts have unified B2B/B2C commerce into a single platform for clients to adapt to your unique business needs.

We configure real-time inventory synchronization with mobile-optimized storefronts, personalize shopping journeys, and launch promotional campaigns in minutes to reduce cart abandonment.

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Salesforce Industries (Vlocity)

Break down industry silos in telecom, healthcare, and financial services with pre-built vertical solutions with industry-experts at Cyntexa (like HIPAA-compliant patient onboarding, policy renewals) and drag-and-drop digital experiences.

Our Salesforce implementation experts embedded AI next-best-action recommendations and real-time product configuration to reduce service delivery cycles while maintaining compliance. Without costly development, we help you with pre-built industry solutions, flexibility to customize pricing rules, customer 360-degree views, and omnichannel engagement.

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Salesforce Experience Cloud

Build seamless digital experiences connecting all the disconnected portals across your organization with our certified Salesforce experts. We transform your portals with mobile-optimized hubs featuring SSO (single sign-on), an AI knowledge base, and live CRM data.

We implement drag-and-drop components with pre-built templates and granular access controls to ensure secure self-service, reducing support tickets.

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Salesforce CPQ

Eliminate manual, costly quoting errors and slow deal cycle with dynamic pricing, approval workflows, and automate product bundling to reduce your spreadsheet dependencies. Our CPQ specialists have configured an AI-powered rules engine to send accurate quotes, compliant discounts, and seamless contract generation.

We implement CPQ’s native capabilities through guided selling and subscription management to increase quote-to-cash time.

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Salesforce Nonprofit Cloud

Turn donor silos and manual program tracking into unified donor relationships. With Salesforce Nonprofit Cloud experts implementing program management modules and AI-powered grantmaking tools to track impact and process donations faster, things become effortless.

We implement features like outcome tracking, recurring donor management, and compliance reporting to simplify compliance and maximize impact.

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Salesforce Field Service Lightning

Fix inefficient field operations and missed appointments with AI-powered scheduling, IoT monitoring, and mobile field apps implementation. We optimize your mobile workforce with real-time tracking and AI-powered job dispatching to boost first-time fix rates.

We deploy real-time technician tracking to reduce travel time and improve SLA compliance.

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Salesforce Financial Services Cloud

Connect fragmented client data into personalized wealth strategies with our Financial Service Cloud implementation services. We break down information silos and manual processes with unified financial account tracking and AI-driven risk profiling.

We deploy compliance-ready audit trails, goal-based advice frameworks, and integrated banking APIs to deliver personalized client experiences while reducing operational friction.

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Salesforce Loyalty Management

Transform generic rewards with dynamic programs that adapt to each customer’s value. Our Salesforce developers transform static programs with AI-powered tier upgrades and predictive scoring, increasing member lifetime value while cutting costs.

We deploy native features to unified member profiles, automated tier upgrades, and API-led partner integrations to increase member lifetime value and help you cut program costs.

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Salesforce Marketing Cloud Account Engagement (Pardot)

Rescue your lost leads stuck in spreadsheets with AI-powered segmentation and CRM sync to automate lead capturing, scoring, and routing with our Salesforce implementation services. We configure its native Engagement Studio to increase sales-accepted leads.

We deploy Pardot’s dynamic content and behavioral triggers, delivering sales-ready prospects while eliminating manual list management.

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Salesforce Health Cloud

Connect EHRs silos to patient-centered care with a unified clinical and administrative systems. Our Health Cloud implementation experts configure dashboards with FHIR-ready data models for AI-powered care gap alerts, increasing preventive visit adherence.

We implement automated patient outreach and care plan templates, eliminating manual tracking of high-risk patients.

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Salesforce Consumer Goods

Eliminate the struggle of out-of-stock and misaligned merchandising with real-time visibility. We implement Consumer Goods Cloud’s order management and retail execution modules to boost store compliance.

We tailor the solution to your needs, deploying route optimization and AI demand forecasting to increase delivery efficiency and prevent stale inventory.

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Salesforce CRM Analytics

Turn scattered data into actionable insights and replace static reports with AI-powered dashboards that surface hidden trends and predict customer at-risk with our Salesforce-certified implementation experts.

We configure Einstein Discovery to analyze 360-degree customer data, providing leadership with the insights that help make faster, more confident decisions and increase customer retention rates.

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Our End-to-End Approach to Salesforce Implementation

Here’s how our certified Salesforce experts deliver implementation projects to ensure efficiency and lasting success.

Step 1

Discover

Our consultants explore your business goals and current systems, conduct collaborative whiteboarding sessions to break down departmental processes, identify challenges, and pinpoint areas for improvement.

1. Understanding Your Business & Objectives

We begin with understanding your business and goals, involving stakeholders from different departments to gather information on requirements and objectives, which helps us plan the next steps effectively.

2. Assessing Current Systems & Processes

We dive into your business, creating diverse user personas and uncovering the challenges they encounter.

3. Identifying The Right Solution

Our team identifies the best Salesforce solution, tools, and tech stack by analyzing your historical data, processes, and migration needs from legacy systems. We do this by assessing your business requirements and gathering valuable input from stakeholders.

4. Evaluating Your Org's Health (For Salesforce Only)

If you have already leveraged Salesforce, our experts conduct a comprehensive analysis of your current Salesforce Org to analyze areas of improvement and find the focal point for the new implementation.

Step 2

Build, Implement & Elevate

We create and customize Salesforce solutions that fit your business perfectly. Our team works closely with you to implement required third-party tools smoothly with Salesforce architecture and optimize your operations.

1. Customized Solution Designing

Our Salesforce professionals are dedicated to creating solutions tailored to your unique business needs. We meticulously document these solutions in project roadmaps, technical design and architecture documents, scopes of work, proposals, and more.

2. Architecture Setup & Configuration

We configure data models, user permissions, and automation workflows to align with your specific business requirements, ensuring a seamless flow of data. Our scalable architecture enables clients to dynamically add modules, enhancing and expanding their CRM capabilities as needed.

3. Empowering Implementation with Insights

Our experts set up advanced analytics and insights with standard and custom reports along with dashboards. This gives your team a clear view of your business's performance.

Step 3

Test & Deploy

In the Test & Deploy phase, we conduct comprehensive testing of your Salesforce system to prevent deployment flaws that can disrupt your development. Our experienced team ensures a seamless rollout and provides user training for a smooth transition.

1. Testing And Validation

We conduct rigorous quality checks to validate your Salesforce implementation. Our comprehensive testing includes unit, integration, and user acceptance testing to ensure everything functions smoothly before the final rollout.

2. User Acceptance Training

We offer training sessions, user manuals, recordings, and FAQs designed to meet each user's needs. Our experts guide users through their specific roles in Salesforce, ensuring they understand how to use the new features effectively while gaining hands-on experience.

3. Smooth Data Migration

We ensure a smooth data migration by efficiently importing and cleansing data from your legacy systems into Salesforce to avoid data loss or duplication and synchronizing old and new data for seamless operations.

4. Soft Launch & Go Live

We execute a carefully planned soft launch of your custom implementation on Salesforce CRM platform. This strategic approach identifies the necessary tools and timing to ensure a successful deployment.

Step 4

Support

Our support services for Salesforce Implementation cover essential stages like onboarding, ongoing maintenance, and system updates. Partner with us, and we’ll be your expert guides through the Salesforce journey.

1. Support & Maintenance

We help onboard your end-users and focus on enhancing their experience afterward. As a leading Salesforce implementation company, we make sure you feel guided and supported through comprehensive maintenance and support by ensuring everything runs smoothly.

2. Staying Current with Updates & Trends

We ensure you're always in the know about the latest trends and updates, guaranteeing that your system remains current and in sync with market innovations.

3. Annual Maintenance Contract

We offer a dedicated team of certified professionals tailored to your maintenance needs, ready to assist you with any concerns related to your Salesforce setup.

Looking For Salesforce Implementation Services?

Embracing Salesforce shouldn't be a hassle. Our Salesforce Implementation Experts guarantee a seamless transition, tailored to your needs, propelling your business to the next level effortlessly.

Best Practices We Follow For Salesforce Implementation

Cyntexa is a purpose-driven Salesforce partner, follows industry best practices to ensure seamless and effective implementations.

Prioritizing Out-of-the-Box Capabilities Over Customization

Low Code Or No Code

Create a Change Management Strategy

Code Versioning

Ensure Data Quality Before Migration to Salesforce

Thorough Quality Assurance with Salesforce Code Analyzer

Understanding the Vision

Data Governance and Compliance Setup

Prioritizing Out-of-the-Box Capabilities Over Customization

Low Code Or No Code

Code Versioning

Thorough Quality Assurance with Salesforce Code Analyzer

Data Governance and Compliance Setup

Create a Change Management Strategy

Ensure Data Quality Before Migration to Salesforce

Understanding the Vision

Why Choose Cyntexa as Your Salesforce Implementation Partner?

Projects

Happy Customers

Experts

Implementation engineers

Tailored approach

Agile Methodology

Dedicated experts

Data Security & Integrity

NDA compliance

Seamless integration

Industries We Serve

Discover the industries we transform with our solutions for value and growth.

Financial Services

Secure your confidential customer data through technological advancements in financial services. Streamline operations, enhance security, and personalize experiences with our digital transformation expertise.

Insurance

Insurance companies are expanding grounds of success by leveraging data and technology to create seamless customer experiences in the evolving insurance sector. Experience it all with us.

Retail & Consumer Goods

The retail & consumer goods market has shifted. We help you navigate the "new normal" with data-driven strategies and personalized experiences with our customized digital transformation solutions.

Media & Communication

Today's Customers are way past the old conservative solutions, especially in the Media & Communication industry and crave immersive experiences. Embrace the flexibility, customization and high customer engagement with us.

Technology

The technology world is racing forward, leaving stagnant companies behind. We bridge the gap for you with digital transformation readiness and crafting strategies so you dominate in the evolving market.

Professional Services

We help you thrive in today's evolving landscape. From conquering remote work challenges to personalizing client experiences, we craft tech solutions to empower your teams and exceed client expectations. Let's unlock your growth potential!

Energy & Utilities

Transformation is the new normal in the energy & utility sector. That's why we offer the power of digitalization to guide you towards a more efficient, secure, and sustainable future.

eCommerce

The eCommerce world demands selling faster and smarter. Our cutting-edge strategies combine user-centric design, data-driven personalization, and cloud scalability. Don't just survive – dominate.

Manufacturing

Efficiency and cost control are the high-demand variables in the Manufacturing sector. Cloud technology lets you connect production, sales, and planning like never before, unlocking new growth opportunities.

Healthcare & Life Sciences

Improved Care Strategies, Refined Patient Experiences, secure storage & access to patient information are what the Healthcare industry asks for. And we will definitely deliver this and more.

Logistics & Transportation

Struggling with complex supply chains and fragmented communication? Our cloud-based solutions streamline your entire logistics operation, boosting efficiency and visibility. Simplify your logistics and elevate your customer experience.

Non Profit

Disparate systems and data overload can hinder your non-profit motive. We help non-profits leverage data analytics to track progress and maximize impact. See where resources deliver the most good.

Real State

Even the Real Estate market requires a tech upgrade. Seamless cloud-based solutions connecting stakeholders & modernized operations leading to more productivity and a profitable future is what you need (& we have expertise in that).

Education

Learners crave personalized, engaging experiences tailored to their needs. We create flexible, interesting learning ecosystems, bridging the gap with digital transformation solutions for education.

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Work Portfolio

Check out our impressive body of work to understand our diverse expertise in the Salesforce ecosystem.

Revolutionizing Customer Engagement: How a Fintech Firm Increased User Adoption by 86%

86%

Extension in user adoption reached

78%

Increased Customer satisfaction

51%

Dedcution in business cost

64%

Increase in ROI

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Revolutionized Customer Experience: Salesforce Vlocity Communications Cloud Skyrocketed Customer Retention by 50%

60%

Reduction in Request Handling time

50%

Increase in Customer retention

45%

Elevation in User Interface

40%

Increase in revenue

Know more

Elevate Your Healthcare Experience: Salesforce Health Cloud Unleashes the Power of Integration with Diverse Third-Party Apps

45%

Reduction in manual efforts

65%

Improved Staff Productivity

75%

Minimized Data Loss

67%

Boost in Customer Experience

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Footwear Finesse: Orchestrating a 50% Sales Uplift Through Store Management

75%

Increase in sales

70%

Improvement in capturing customer insights

80%

Enhancement in customer experience

65%

Seamless expansion of inventory

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Hear it from our Clients

Read what our satisfied clients have to say about their experience.

Anshul Pandey

CTO, Content Security

Cyntexa delivered the project successfully. The efficiency soared to 70% in the presales area and enhanced productivity by 90%. Their knowledge and experience of the Salesforce platform were incredible..

John

Idea Center

Cyntexa is hyper-communicative, fast, and does a thorough job. Cyntexa was helpful in creating the strategy for our client and worked seamlessly as a part of our team to ensure successful project delivery and launch.

Bryant Lau

Founder , Funnel Guage

Cyntexa has continuously demonstrated a high-level of Salesforce expertise and a willingness to go beyond what is necessary to ensure the project is a success.

Manoj Pooleery

Cofounder & CTO, SiteRx Inc

Overall, a very positive experience. The team was very responsive, organized and up to task. We had engaged them when we had a very tight deadline and they were able to help us meet it.

Brandon

Director , Cypress Learning Solutions

I love working with these guys. They are knowledgable and have really been clutch in building custom solutions & Lightning web components. Thank you for all your hard work!.

Cameron Billings

CTO , placesforless

We enjoyed working with Cyntexa Labs. They were easy to communicate with and easy to work with.

Mike Jansma

VP, CIS Global

The entire team is knowledgeable & serves as a trusted expert to our organization. They were able to turn our ideas into real world working processes in Salesforce. We’ve now completed several projects with them.

Ken Hoppe

CEO, Modigie

Being located in a different time zone, they were willing to meet our schedule and stepped up outside of the scope of work, and proved to be a good partner. They’ve taught me a lot about best practices through incredible communication.

Daniel Deckert

President & Founder, Scrubbi

Our project was complex, and Cyntexa team handled it well by tackling all our requests & we are happy with the end product. I consider us lucky to have found them and looking forward for a long relationship with them.

Vilen Bezhanyan

PCEO, Brainstorm Technologies

We had a great experience working with the team who performed their best to finish the project successfully. We highly recommend others to work with them, knowing that their projects will be in good hands.

Simon Clews

FPFS IMC-Director, DGS Employee Benefits

Definitely the range of skills – it is not like all employees just know Salesforce – some were able to solve other problems that were not related to the project that I hired them for. In addition, the team was extremely dedicated to the project.

John Crighton

CTO, Lightning Step Technologies, LLC

Cyntexa was able to successfully develop and integrate an improved and efficient dashboard, much to the benefit of external stakeholders. The team was able to maintain positive communications throughout.

Karim Aziz

Director, Globel Car Rental

The team at Cyntexa was understanding, communicative, and proactive. They were easy to work with and were always available during the client’s workday, despite a significant time difference. They quickly implemented changes.

Rebeka Avendano

Director, Globel Car Rental

Cyntexa helped us in successfully implementing custom flows from Field Service into SFDC to achieve actions that the Field Service app does not currently support. The team was with us at every step of the way.

Sahil Gambhir

Head of Special Projects, Wirelane GmbH

The company has developed a strong team and robust infrastructure to serve its clients. They use best industry practices to track the progress of the project & doesn’t shy away from going the extra mile to make clients happy.

Kristin Harris

Project and Process Development Manager

They helped us take all of our data and integrate it successfully. They reviewed our requirements and provided quality work quickly. Will definitely work with them again.

Anil Jogani

Sr. Director Field Operations, MetricStream

I have nothing but praise for this team. I needed a qualified person to do custom Salesforce development. Not only did they accomplish the goal but the team has a certified Salesforce experts that exceeded my expectations.

Devin Bostick

CEO, LuckyTruck

Cyntexa is a high touch and results-oriented partner that hit our timeline, budget, and delivery objectives. Additionally, they were high touched and genuinely cared about the quality of our work. I would use them again.

Carlos Sanmartin

Digital Manager,Ara Estetic

I wanted to express my utmost satisfaction with the exceptional services provided by Cyntexa. Their collaborative approach, strong work ethic, and consistently going the extra mile to ensure that the projects are completed within the agreed-upon timeframe.

Kayla Lafortezza

Project Manager at Northwell Health

Cyntexa has been a pleasure to work with. The team was really knowledgeable and responsive, and helped us tremendously with creating an external user portal. I would recommend this company to anyone looking to bring their business to the next level!

Ami Klein

Twig Health

We have enjoyed working with the Cyntexa team. The team we worked with was very knowledgeable of the Salesforce ecosystem and was able to provide us great value both with explaining and implementing our needs. The team was really proactive in communicating about the progress of the tasks and the overall project. The developers and the technical architects have a cognitive ability that helps them think outside the box and beyond the Salesforce system. The team was flexible to our needs and changes that came along during the project. Kudos to the entire team, a job well done! We highly recommend working with Cyntexa.

Our Valued Customers

We are trusted by some exceptional brands as well as SMEs in different industries only because we believe in providing real value to them and ease their complex business processes with our simple Salesforce Solutions.

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Frequently Asked Questions

Outsourcing Salesforce implementation services offers expertise, time savings, and cost efficiency, allowing your team to focus on core activities while professionals handle the intricate setup and customization.

Yes, Salesforce can be tailored to your unique business requirements, from custom fields to automated workflows, ensuring it fits your specific needs. All it takes is the right guidance from a seasoned Salesforce consultant.

The timeframe for implementing Salesforce CRM is variable, influenced by project complexity. Smaller endeavors may conclude within weeks, whereas more intricate customization might span several months. Additionally, the duration can be affected by factors like data migration intricacy, necessary customizations, and the integration with existing systems.

The cost of setting up Salesforce can vary a lot. It depends on how much you want to customize and how complex it is. For an accurate assessment of overall costs, it is advisable to engage in a discussion regarding your business needs with our team of experts.

Post-launch, Salesforce requires ongoing support and maintenance. At Cyntexa, we guarantee smooth operation, seamless third-party app integration, and alignment with updates to meet evolving needs.

To plan a successful Salesforce development and deployment, start by clearly defining your objectives and involving key stakeholders. Choose implean experienced implementation partner, develop a comprehensive project timeline, and ensure thorough testing. Regular communication and training for your team are essential, along with adapting the system to evolving needs and feedback for ongoing success.

To ensure user adoption of Salesforce, you must focus on comprehensive training tailored to different user roles. A long-term adoption strategy would also include creating training priorities, preplanning the training sessions, addressing the "What's In It For Me?" (WIIFM) and "What Do I Mean To Me?" (WDIMTM) questions, and more often than not starting with a pilot run to get users' feedback and tweak whatever needs adjustment.

Yes, implementing Salesforce can help your business with scalability greatly by providing a flexible, customer-centric system that adapts to your growth. Automation features will help in process streamlining, while cloud-based accessibility guarantees that you can operate without the constraints of hardware. With robust security and continuous updates, Salesforce keeps your business future-proof and aligned with market trends.

A standard Salesforce implementation utilizes pre-built features and configurations, allowing for quicker deployment. In contrast, a custom deployment is tailored specifically to your business needs, involving bespoke development and unique workflows. This customization offers greater flexibility but typically requires more time and resources for setup.