Salesforce Implementation Services | Summit Partner
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Transform Your Vision into Action with Our

Salesforce Implementation Services

Cyntexa is your trusted partner for building a resilient foundation for success with our expert Salesforce Implementation Services. Our dedicated team ensures a seamless deployment, smooth integration, secure data migration, and stringent security compliances to eliminate risks effectively.

We work closely with you to develop a transformative digital strategy, customized to your unique needs. As your reliable implementation partner, we focus on delivering measurable results that provide both immediate and long-term value. Our goal is to empower you to enrich your business processes using cutting-edge AI technologies within the Salesforce ecosystem.

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Accelerate Business Growth with Our Salesforce CRM Implementation Services

We’re dedicated to transforming your business with tailored Salesforce solutions that deliver measurable results. By strategically organizing your technical requirements within Salesforce, we streamline your people and processes, empowering you to achieve your goals with ease. Our Salesforce CRM Implementation Services are designed to create high-performing environments that align perfectly with your unique needs.

But we’re more than just a service provider; we’re your essential partner in success. Our services aim at improving your current setup and configuring new Salesforce products that align with the present as well as the future needs of your business. With advanced architectural designs that support high-volume records and seamless data access, coupled with ongoing support, we ensure you not only meet challenges but turn them into opportunities for growth and innovation.

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Salesforce Clouds We Implement

Salesforce Products We Implement Salesforce Products We Implement
Salesforce Data
Cloud
Salesforce Sales
Cloud
Salesforce Service
Cloud
Salesforce Marketing
Cloud
Salesforce Commerce
Cloud
Salesforce Industries
(Vlocity)
Salesforce Experience
Cloud
Salesforce CPQ
Salesforce NPSP
Salesforce Field
Service Lightning
Salesforce Financial
Services Cloud
Salesforce Loyalty
Management
Salesforce Pardot
Salesforce Health
Cloud
Salesforce Consumer
Goods Cloud
Salesforce CRM
Analytics

Salesforce Data Cloud

Personalized customer experiences powered by unified customer data are now easier than ever with Salesforce Data Cloud. This platform allows you to manage and secure high-volume data storage by transforming raw data into real-time insights that drive revenue growth.

Our experts enhance data management and authorized access, empowering your team with quick responsiveness. By utilizing data streams, you can create unique identification records and identity insights, allowing for effective profiling of your customers.

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Get a Quote

Salesforce Sales Cloud

As a business, you may find yourself managing lead scoring, territory management, pipeline management, and forecasting and as your trusted implementation partner, we are committed to make optimized solutions to make your sales’ reps lives easier than ever.

By implementing the sales cloud, you can achieve remarkable sales growth, effectively forecast your targets, and experience impressive year-over-year results.

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Get a Quote

Salesforce Service Cloud

Every customer interaction matters, and with Service Cloud, you can make each one count. Our dedicated team helps your service agents connect with customers through personalized support strategies and streamlined case management, ensuring no question goes unanswered.

With powerful tools like Service Cloud Voice and AI-driven solutions like Agentforce Service Agent, you can elevate the customer experience from a single platform. Take the first step towards exceptional service and stronger customer relationships today!

Get a Quote

Get a Quote

Salesforce Marketing Cloud

Connect interaction channels, personalize customer journeys, and implement marketing automation to reach the right customers at the right time with our trusted Marketing Cloud Consultant.

We understand the imperativeness of intelligent marketing, and we do it right by your side. Not just by setting up Marketing Cloud but also by helping you curate journey builder, add personalization at every interaction, and track how well your campaigns are performing so that you know where to divert your strategies and excel at all grounds.

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Get a Quote

Salesforce Commerce Cloud

Step into the future of e-commerce with our Commerce Cloud; it’s like giving your business a rocket boost. We integrate systems for seamless product catalogs, orders, and user tracking with a personalized checkout process, tailored offers and upselling options for your B2C customers.

For B2B, enjoy enhanced customer segmentation, price visibility, and SEO features that drive traffic. With low-code for quick setups and high-level customization, improve your e-commerce experience and achieve your business goals.

Get a Quote

Get a Quote

Salesforce Industries (Vlocity)

Leave past Generic CRM solutions and step into the future of industry-specific excellence with Salesforce Industries. We design solutions for industries like media & communication, energy & utilities, healthcare, and insurance, using pre-built functionalities, comprehensive data management and regulatory compliance required.

Our Vlocity experts understand the nuances of your industry and work hand-in-hand with you to ensure a smooth implementation, tailoring the solution to perfectly fit your workflows and processes.

Get a Quote

Get a Quote

Salesforce Experience Cloud

Create genuine connections that matter with Experience Cloud. Our experts curate a space where your employees can easily make customers feel truly understood, where their needs are met with personalized experiences that speak directly to them.

Build vibrant digital communities to connect customers, employees, stakeholders and vendors where conversations know no barriers and relationships flourish. By harnessing data insights, we help you create engaging interactions that not only meet expectations but exceed them.

Get a Quote

Get a Quote

Salesforce CPQ

Quoting and pricing manually for each order can turn into a headache but with Salesforce CPQ, we make it quick and easy. With features like bundling, advanced approvals and quote calculator plugin, generate quotes quickly and accurately and impress your clients in no time.

With capabilities like contract management and advanced approvals, you can ensure that every deal is optimized for success. We are here to make sure your quoting & pricing system runs smoothly, keeping your sales team focused on securing more deals.

Get a Quote

Get a Quote

Salesforce NPSP

Transform your fundraising efforts and give your cause new heights with Salesforce Nonprofit Success Pack (NPSP). With this managed package, you can manage donor information, track contributions, and gain insights into your fundraising campaigns—all from a single platform.

We know that every non-profit is different, which is why our team is here to support you every step of the way. Imagine having the ability to see the impact of your work in real-time! Connect with our team to get NPSP customized for your specific needs, helping you engage supporters and maximize your impact.

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Get a Quote

Salesforce Field Service Lightning

Revolutionize your field service management with Salesforce Field Service Lightning (FSL). From intelligent scheduling to real-time analytics, FSL enhances your efficiency.

We at Cyntexa take your field service operations to the next level with our Salesforce FSL implementation services. We maximize job scheduling, optimize routing, improve onsite management, and enhance asset tracking. Experience a seamless future for service operations, propelling your business toward success.

Get a Quote

Get a Quote

Salesforce Financial Services Cloud

Redefine the future of secure, digital-first financial services with Salesforce Financial Services Cloud. Tailored for banking, insurance, and wealth management, we customize this platform and keep it aligned with your technology stack while ensuring data security and compliance.

With features like document tracking, contract management, and policy oversight, you can attract new customers, strengthen relationships, and secure your financial future with confidence. Experience industry-grade solutions that elevate your service delivery and operational efficiency.

Get a Quote

Get a Quote

Salesforce Loyalty Management

Retain existing customers and create engaging loyalty programs for the new ones with Salesforce Loyalty Management. It’s more than just rewards; it’s about connecting customers by going beyond simple transactions by crafting personalized experiences through targeted promotions and referral marketing. Utilize promotions and referral marketing to engage them meaningfully and encourage repeat business.

Our Salesforce Developers assist you in designing loyalty programs, including points systems and partnerships and create strategies that directly work on improving customer satisfaction. Turn your clients into loyal representatives of your brand with us.

Get a Quote

Get a Quote

Salesforce Marketing Cloud Account Engagement (Pardot)

Turn your leads into lifelong customers with Salesforce Marketing Cloud Account Engagement! This platform empowers you to create tailored experiences through automated workflows, insightful prospect scoring, and engaging landing pages. By understanding your audience better, you can nurture relationships that lead to conversions.

Leverage our expertise to change games for your sales pipeline and assess marketing efforts with the marketing qualification process to achieve outstanding results.

Get a Quote

Get a Quote

Salesforce Health Cloud

Improve your healthcare experience with Salesforce Health Cloud, where effortless storage and immediate access to patient information empower your care teams. We integrate systems like EHR and EMR to ensure a secure flow of information across the teams, and improve collaborative efforts through care plans, CTI and video integration.

We don’t just improve your healthcare delivery approaches; we simmer them through experts and make it convenient for both provider and patients. We keep adherence to compliance including GDPR and HIPAA regulations on priority, providing you a ready-to-go system where exceptional patient care will be the standard!

Get a Quote

Get a Quote

Salesforce Consumer Goods Cloud

Rethink what success looks like in retail with Salesforce Consumer Goods Cloud. This product offers your sales reps an extended hand to manage store visits, perform audits, and access real-time data to spot trends and close deals faster. By utilizing tools such as effective order management, penny-pricing, and planogram & route management, they can ramp up customer experiences while generating valuable leads.

This isn’t just about efficiency; it’s about creating meaningful interactions that lead to lasting loyalty. We align with your vision of success and reimagine how your team connects with customers and drives success using Consumer Goods Cloud.

Get a Quote

Get a Quote

Salesforce CRM Analytics

Enrich your Salesforce data with AI-powered insights through CRM Analytics. Equip your team with an intelligent tool that not only provides comprehensive and visually engaging experiences but reveals ongoing and upcoming business & customers trends across data sources, allowing quick decision-making based on statistics.

With features like advanced charting patterns, lenses, and dashboards in CRM Analytics, our job is to make sure your complex datablocks are broken down into easy, valuable analytics, making every piece of flowing information work to your advantage.

Turn your data into actionable insights today!

Get a Quote

Get a Quote

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.

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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.

1

Prioritizing Out-of-the-Box Capabilities Over Customization

2

Low Code Or No Code

6

Create a Change Management Strategy

3

Code Versioning

7

Ensure Data Quality Before Migration to Salesforce

4

Thorough Quality Assurance with Salesforce Code Analyzer

8

Understanding the Vision

5

Data Governance and Compliance Setup

1

Prioritizing Out-of-the-Box Capabilities Over Customization

2

Low Code Or No Code

3

Code Versioning

4

Thorough Quality Assurance with Salesforce Code Analyzer

5

Data Governance and Compliance Setup

6

Create a Change Management Strategy

7

Ensure Data Quality Before Migration to Salesforce

8

Understanding the Vision

Why Choose Cyntexa as Your Salesforce Implementation Partner?

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Experts

Comprehensive Salesforce Expertise

Our team possesses extensive knowledge across various Salesforce clouds, allowing us to design tailored solutions that meet your unique needs. This expertise ensures that your implementation is aligned with best practices and delivers maximum impact.

Customized Implementation Strategies

We recognize that every business is unique. Our experts develop customized implementation strategies that fit your specific requirements, enhancing user adoption and maximizing the return on your Salesforce investment.

Post-Implementation Support

We don’t stop at implementation; our robust post-implementation support ensures you have the resources needed for ongoing success. From training to troubleshooting, we are here to help you optimize your Salesforce environment continuously.

Agile Methodology

Utilizing an agile methodology, we promote flexibility and transparency throughout the implementation process. This approach allows us to adapt quickly based on feedback, leading to more effective deployments that meet your evolving needs.

Dedicated Project Teams

Each project is managed by a dedicated team of Salesforce experts who focus solely on delivering outstanding results. This specialized attention ensures that you receive the expertise necessary for a successful implementation journey.

Security Comes First

Security is our top priority. We implement robust measures such as identity and access management and data encryption to safeguard your sensitive information, ensuring compliance and protecting your business from potential threats.

Open to Sign NDA

We understand the importance of confidentiality in business relationships. Our willingness to sign non-disclosure agreements ensures that your sensitive information remains protected throughout the implementation process, fostering trust and collaboration.

Data Integrity and Security

Our team prioritizes data integrity and security by adhering to industry-leading standards and employing robust encryption protocols. This commitment safeguards your information throughout the development process.

Seamless Integration

Our integration solutions are built for reliability! By leveraging middleware and advanced APIs for a unified tech ecosystem, we ensure smooth data flow and real-time synchronization, delivering consistent performance you can rely on.

Industries We Serve

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

Financial Services
Insurance
Retail & Consumer Goods
Media & Communications
Technology
Professional Services
Energy & Utilities
eCommerce
Manufacturing
Healthcare & Life Sciences
Logistics & Transportation
Non Profit
Real Estate
Education

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

Know more
Revolutionizing Customer Engagement

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
Revolutionized Customer Experience

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

Know more
Elevate Your Healthcare Experience

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

Know more
Footwear Finesse

Hear it from our Clients

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

Anshul Pandey

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

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

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!.

Crim

Cameron Billings

CTO , placesforless

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

Mike Jansma

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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With the increasing adoption of Salesforce by businesses of all sizes and industries, knowing the cost of Salesforce implementation is crucial.  Having an idea of the potential expenses, hidden costs, and various offerings by the implementation partners can help you make informed decisions about budget allocation, resource planning, and vendor selection. Moreover, it also helps […]

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.

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