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Get a Unified View of Customers With
Salesforce Implementation Services

Provide your sales team with the visibility and insights they need to turn leads into deals. A successful Salesforce CRM implementation is your gateway to deeper customer connections.

Implement Salesforce!

The Consequences of Disconnected
Customer Experiences

Many organizations operate with fragmented systems and manual processes that affect their ability to build profitable customer relationships. Does any of this sound familiar?

Disconnected Customer Data

Your sales team has one version of customer information, marketing another, and service yet another. This leads to inconsistent messaging, and your customers feel like they’re dealing with different companies at every touchpoint.

Agonizingly Long Sales Cycles

Plummeting Retention Rates

Lack of Visibility into Sales Pipeline

Difficulty Scaling Sales

Slipping Opportunities

Salesforce CRM Implementation
A Platform That Works For You

A well-executed Salesforce implementation can turn these bottlenecks into strategic advantages. It’ll benefit multiple aspects of your organization, from sales to customer retention.

360° Customer View

360° Customer View

Salesforce consolidates all customer data from sales, service, marketing, and even eCommerce into one unified platform. This provides every salesperson with a real-time understanding of each customer, allowing them to provide personalized engagement.

Automate Sales Processes

Automate Sales Processes

Automate routine tasks like lead routing, activity logging, quote generation, and follow-up reminders. Now, your sales teams can spend more time on engaging leads rather than on administrative tasks.

Build Customer Loyalty

Build Customer Loyalty

Salesforce implementation services equip your teams with the tools they need to resolve issues quickly across all channels. This allows them to personalize interactions and provide proactive support, which in turn leads to increased customer loyalty.

Insights Fresh as “Now”

Insights Fresh as “Now”

Salesforce has powerful dashboards and customizable reports that provide instant visibility into sales performance, marketing ROI, service metrics, and customer trends. Your management can make informed decisions based on real-time insights.

Scales With Your Business

Scales With Your Business

Whether you're adding new users, expanding product lines, or entering new markets, your Salesforce instance can adapt to support your evolving needs without requiring a complete overhaul.

Capitalize on Every Sales Opportunity

Capitalize on Every Sales Opportunity

Salesforce allows you to implement structured lead management processes, from capture and qualification to nurturing and conversion. You can ensure timely follow-ups and get maximum ROI from your lead gen efforts.

Salesforce Clouds We Implement For Every
Aspect of the Customer Journey

Salesforce offers a wide range of specialized clouds, each created to serve a specific business function. As a Salesforce partner, Navsoft has deep expertise in implementing and customizing these clouds to meet your precise needs:

Salesforce Sales Cloud Implementation

The heart of Salesforce, Sales Cloud, empowers your sales teams to generate, nurture, and convert leads. Our Salesforce implementation specialists customize features like lead management, customizable forecasting, sales process automation, and more.

Salesforce Service Cloud Implementation

Our Salesforce implementation experts configure Service Cloud to provide omnichannel support, efficient case management, intelligent knowledge bases, CTI integration, field service management capabilities, and AI-powered insights.

Salesforce Marketing Cloud Implementation

We implement Marketing Cloud for B2C or B2B2C businesses to build sophisticated customer journeys, automate email campaigns, manage social media engagement, deliver targeted advertising, and analyze marketing ROI.

Salesforce Data Cloud Implementation

We help you implement Data Cloud to create a single, comprehensive view of each customer. Your sales teams can provide hyper-personalization at scale across sales, service, and marketing interactions.

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Turn Leads to Deals Faster

Are sales cycles cycling forever? Navsoft’s Salesforce CRM implementation services can automate your processes and empower sales teams to spend more time on selling.

Transform My Salesforce!

Navsoft’s Proven Salesforce
Implementation Process

As a Salesforce implementation company, we have worked across multiple Salesforce implementation projects and refined our process to perfection. Our proven methodology ensures your project is delivered on time, within budget, and fully aligned with your business objectives.

1
Discovery & Strategic Planning

Discovery & Strategic Planning

We kick off with deep-dive workshops to document your functional and technical requirements. Our Salesforce implementation consultant​s define the project scope, deliverables, timelines, budget, and KPIs to measure success.

2
Solution Design & Architecture

Solution Design & Architecture

Our Salesforce implementation experts design the optimal data structure within Salesforce, including custom objects and fields. We build prototypes of key functionalities to gather early feedback and refine them further.

3
Build, Configure & Develop

Build, Configure & Develop

We set up Salesforce's standard features, objects, and functionalities according to the design. Our Salesforce experts build and test integrations with third-party systems. Then we clean and prepare your existing data for migration.

4
Testing & Quality Assurance

Testing & Quality Assurance

Our Salesforce developers test individual components and functionalities. We perform integration, system, performance, security, and user acceptance testing. We execute end-to-end testing of the entire configured solution against requirements.

5
Deployment & Go-Live

Deployment & Go-Live

Our Salesforce implementation specialists move the clean data into the production org. Then they move the configured and tested solution from the sandbox to the production environment. We officially launch the new Salesforce system.

6
Post-Implementation Optimization

Post-Implementation Optimization

After go-live, our team monitors system usage and performance, identifying areas for improvement. We provide technical assistance, troubleshooting, and management of Salesforce releases.

Industries We Empower with
Salesforce Implementation Services

As a reputed Salesforce implementation consultant, we have successfully delivered projects across various industries. We understand the unique challenges and regulatory nuances of different sectors and customize Salesforce for the best results in your specific industry:

Retail

  • Get a 360° overview of customers. Know their personalities, behavior, and preferences to personalize every touchpoint.
  • Implement Marketing Cloud to power personalized promotions and loyalty programs that keep customers coming back.
  • Gain real-time visibility by integrating Salesforce with your inventory and POS systems.
  • Deliver quick and efficient customer service with the Service Cloud.
  • Create consistent shopping experiences across retail and eCommerce with the Commerce Cloud.

Manufacturing

  • Customize Sales Cloud to manage complex sales cycles efficiently, from lead to order fulfillment.
  • Ensure your technicians are always on top of things by implementing the Service Cloud for efficient field service management.
  • Gain a unified view of operations by integrating Salesforce with ERP and supply chain systems.
  • Develop custom applications within Salesforce to manage production workflows and quality control.
  • Enhance customer satisfaction with proactive service and efficient field operations.

Education

  • Configure Salesforce to manage student recruitment, admissions, and enrollment processes with Salesforce implementation services.
  • Effectively manage student support and academic advising with Salesforce Service Cloud.
  • Leverage Marketing Cloud for personalized student communication and increase retention rates.
  • Gain a comprehensive understanding of student data by integrating Salesforce with your existing student information systems.
  • Gain valuable insights into student trends and program effectiveness for informed decision-making.

Finance

  • Customize Salesforce to manage client relationships and track financial products more efficiently.
  • Implement Sales Cloud for end-to-end lead management and deal tracking in a regulated environment.
  • Provide personalized customer support for financial queries and increase customer engagement.
  • Consolidate client data for personalized service with Data Cloud.
  • Speed up sales cycles and increase client acquisition rates.

Travel

  • Implement Sales Cloud to manage bookings, inquiries, and customer interactions from initial interest to post-trip follow-up.
  • Effortlessly handle customer support, handling changes, cancellations, and special requests with Salesforce Service Cloud.
  • Leverage Marketing Cloud to create targeted promotions and personalized travel recommendations to build customer loyalty.
  • Integrate Salesforce with booking engines, payment gateways, and loyalty programs for a smooth customer journey.
  • Gain real-time insights into customer preferences and travel trends for informed decision-making.

Healthcare

  • Customize Salesforce to manage patient relationships, appointments, and care coordination with much more efficiency.
  • Provide efficient patient support and inquiry handling with Service Cloud.
  • Integrate Salesforce with EHRs and other critical systems for a unified patient view.
  • Leverage Marketing Cloud for patient education and outreach programs.
  • Streamline administrative tasks and reduce operational costs.

Why Navsoft is Your Ideal
Salesforce Implementation Company

If you want to get the most value from your Salesforce investment, you need the right Salesforce implementation partner by your side. Navsoft stands out as your trusted advisor and execution expert for several compelling reasons:

25+ Years of Experience

25+ Years of Experience

With decades in the industry, we have delivered Salesforce implementation services to hundreds of clients. Our technical expertise combined with our business acumen helps us understand your pain points and deliver customized solutions.

Certified Salesforce Expertise

Certified Salesforce Expertise

Navsoft is a certified Salesforce partner, and our team comprises certified Salesforce implementation consultants, administrators, developers, and architects who possess deep, up-to-date knowledge of the platform and its various clouds.

Agile Implementation Methodology

Agile Implementation Methodology

We follow a phased and agile approach to Salesforce CRM implementation services. It’s designed to adapt to your business needs throughout the lifecycle and successfully deliver the project.

Focus on Business Outcomes

Focus on Business Outcomes

We measure our success by your success. Our implementations are laser-focused on achieving your defined business goals and delivering a clear, measurable return on your Salesforce investment.

Complete Customization

Complete Customization

We customize Salesforce to its limits and, when needed, use the Lightning Platform (Apex, LWC) to build custom solutions. This helps us deliver solutions that fit your business like a glove.

End-to-End Services

End-to-End Services

From Salesforce implementation consulting to deployment, we provide everything you need under one roof. We believe in working with you, not just for you, to deliver a solution that truly reflects your team's needs and expertise.

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NavAI: Salesforce’s Best Buddy

Talk to your Salesforce data and extract proactive insights. Our AI-powered data analytics tool plugs into Salesforce and provides answers to your business questions by simply talking.

Reimplement Salesforce!

Salesforce Services We Provide
Beyond Implementation

We understand you may have unique requirements. As a leading Salesforce implementation consultant, we provide end-to-end solutions.

Salesforce Implementation Consulting

Salesforce Implementation Consulting

Our Salesforce experts work with you to create a strategy and implementation roadmap that aligns with your business goals.

Salesforce Integration Services

Salesforce Integration Services

We specialize in seamless integration with your existing systems, including ERP, marketing automation platforms, accounting software, and other third-party applications.

Salesforce Data Migration

Salesforce Data Migration

Our experts handle the complex process of migrating your valuable legacy data to Salesforce securely and accurately while minimizing disruption to your processes.

Salesforce Application Development

Salesforce Application Development

Have a unique business need that isn't met by standard Salesforce features? We can develop custom applications for your internal use or even for listing on the Salesforce AppExchange.

Salesforce Managed Services

Salesforce Managed Services

We offer ongoing support, proactive maintenance, performance monitoring, and timely updates to keep your Salesforce instance running smoothly.

Salesforce Customization & Development

Salesforce Customization & Development

We go beyond out-of-the-box features, developing custom functionalities, Apex triggers, Lightning Web Components (LWC), and Visualforce pages.

Frequently Asked Questions

What exactly is Salesforce implementation?
What is Salesforce Implementation Cost?
Do I need to migrate all my old data to Salesforce?
What do post-implementation support services include?
Can Salesforce integrate with my existing business systems?
How will Salesforce implementation impact my team and their daily work?
What's the difference between Salesforce "Clouds" and which ones do I need?
Is Salesforce suitable for small businesses, or is it just for large enterprises?
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Build Customer Loyalty That Lasts

As a leading Salesforce implementation consultant, we can customize Salesforce to deliver personalized, proactive support that keeps customers coming back.

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