Valenta > Consulting > Salesforce Consulting

Salesforce Consulting Services

Built on the cloud and built for the cloud, Salesforce is the world’s leading CRM Application that allows organizations to scale to a whole new level. At Valenta, we are not just Salesforce Consulting and Implementation firm, but we are a passionate Salesforce Technology organization. Over the years we have built a unique Salesforce Practice that goes way beyond traditional Salesforce consulting services and implementation. We partner with organizations and work with them to identify their goals and objectives and offer them completely tailored Salesforce solutions that increase productivity, profitability and above all customer satisfaction.

Valenta’s Salesforce consulting and implementation expertise is unmatched when it comes to the customization that it offers to organizations of all sizes and across industries. We work with clients right from inception through to production. This includes developing a Salesforce strategy, developing a design framework, integrations with third-party applications, data migration, development, implementation and post-implementation support. The Valenta approach and our prior experience help clients make informed and smart business decisions.

Our Salesforce Practice is split into the following verticals:

Salesforce Consulting

Many organizations wish to go with a technology first approach, however, finding the right product and building that perfect solution requires expertise and domain know-how which Valenta possesses. Valenta’s Salesforce Consulting Practice is not a standalone practice. It is supported by professionals from Automation, AI, IoT, Process Consulting and seasoned Salesforce specialists who come together to create customized solutions that are built to last.

Salesforce Customization

Every product or application in the market requires customization. Without customization, a vendor’s software is just plain vanilla solution that cannot meet a business or organizations specific requirements. No software solution has been built to be 100% plug and play without customization, despite some vendors assertions. Valenta’s team of Salesforce specialists thoroughly understand the complexities involved in customization and this varies based on industry and domain. Our approach, process and our customization considers all the complex factors a business must consider including scalability.

Salesforce Integration

Integrations of various business software tools play a vital role in every organization today. Every forward-thinking organization believes in providing transparency, openness and seeks to provide clients and employees with a single unified platform or dashboard where they can view their business performance in one location. Most organizations work on multiple applications for different business functions and often frequently even have standalone Automation, AI and Business Intelligence Tools. Integrating all these applications becomes very important all for Management but also for Functional Heads. Valenta’s integration specialists can integrate not just Salesforce Apps plus any other Third-Party applications with core Salesforce Platform Products.

Salesforce Development

Valenta’s Salesforce development team consists of seasoned Salesforce Developers who have worked on hundreds of Salesforce projects over the years. This experience allows Valenta to go above and beyond and create Salesforce solutions that allows Organizations to scale. Our team of Salesforce Developers work closely with Valenta’s Design Team, Process Consultants, Domain Experts, Automation and AI Team and are therefore able to add great value each project they work on.

Salesforce Implementation & Maintenance

The proof is in the pudding and lays with the Valenta implementation team. Valenta’s Salesforce Implementation specialists have implemented hundreds of projects and understand how important this final phase is. Even the most documented Processes and Solution Designs, User Acceptance Testing to Go-Live can provide unforeseen challenges. Given Valenta’s Global Pool of Talent, Internal Capability, Industry and Domain expertise, the Valenta’s implementation team can handle any complex implementation as well as on-going maintenance.

Some of our Salesforce Developers work includes

salesforce implementation in health practice

Healthcare Practice

Design the Implementation plan for custom development including UI/UX
Data Migration
Salesforce Configuration - Set up Roles, Profiles, Users, Person Account etc
Opportunity and Quote Management
Lightning Scheduler Implementation
Lightning Web Component Development
System Integration
Zapier Integration through for Xero (Accounting Software)
Outbound messages through Podium Integration (Messaging Software)
Custom Rest API Integration for Deputy (Employee Scheduling and timesheet software)
App Exchange Implementation (Rio for Inventory Management)
Customer Community Development for Patients of the Dental Practice

HR Contractor Management System

Design the Implementation plan for custom development including UI/UX
Salesforce Lightning Web Development for Customer Community/Internal Salesforce Users
Salesforce Customer Community Development
Conga Composer

Fintech

Enable system adoption through effective training and orientation of Salesforce
Enhance efficiency in operations as a result of expert training
Identify possible enhancements and automations in Salesforce system which are later introduced in the system
Define training user groups and the training calendar and broad training outline
Develop curated training content, which is relevant, and customized to meet training objectives and can serve as a knowledge repository in the future
Ensure effective delivery of training sessions to orient the required personnel using appropriate tools and aids and references
Include a process mapping exercise s also explained in the training sessions to understand the nature and points of information capture in the system
Identify improvements in routine operations that can be enhanced using automation and enhancements in the system

Our Salesforce expertise covers the following

overview of valenta salesforce cloud services

Experience Cloud
Sales Cloud
Marketing Cloud
Service Cloud
Education Cloud

B2B Commerce
B2C Commerce
Customer 360 Platform
Education Cloud
Einstein

Pardot
Integrations
Analytics
and many more....

The Valenta Advantage

Valenta leverages deep domain expertise to create significant value for its clients in RPA. Some of the key highlights include:

24/7/365 Operation

With Onshore, Nearshore and Offshore Centers to choose from, Valenta offers its clients a 24/7 Non-Stop operation.

Global Provider

Valenta is a Leading Salesforce and CRM Transformation specialist provider with over 100+ Salesforce Transformation specialists supporting clients from over 20 Markets across various sectors.

ISO Certification

Valenta is ISO 27001 Certified in Information Security including GDPR compliance.

Domain Expertise

Our Salesforce specialists are supported by Domain Experts across Supply Chain Operations, Finance and Accounting, IT Operations, Human Resources, Contact Center, Sales and Marketing and more.

Identify and Eliminate Manual Processes

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How we add value?

Our Salesforce Specialists deliver significant value to our clients by the reducing cost of operations, helping them attain world class cost structures, and implement effective controls. We standardize all process with a high degree of Automation and AI.

We have a comprehensive and integrated Salesforce service capabilities. We augment our capabilities by continuously investing in building AI and ML expertise through:

Continuous investment in Automation and AI Technologies
Create Standard Operating Procedures for each of our clients
Provide clients with a Real Time Visibility Platforms
A Dedicated Software Training Academy, which focuses on increasing domain expertise