Salesforce consulting and CRM transformation services

Salesforce Consulting Services forConnected Customer Experiences

Transform customer-facing operations with Salesforce CRM, cloud solutions, automation, integration, analytics, and application services designed around your business processes.

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Experience Cloud
Salesforce Service Cloud consulting and implementation

Salesforce Service Cloud

Salesforce Service Cloud helps organizations manage customer service operations through connected case management, service workflows, automation, knowledge, and customer interaction capabilities.

DigiHelic helps businesses plan, configure, customize, integrate, and optimize Salesforce Service Cloud based on customer service processes and operational requirements. Our services focus on improving service workflows, customer visibility, agent productivity, and the overall management of customer interactions.

Salesforce Consulting

DigiHelic provides Salesforce consulting services to help organizations align CRM capabilities with business processes, customer journeys, and operational requirements.

  • Assess existing CRM processes, workflows, data structures, and business requirements to identify opportunities for improvement.

  • Define Salesforce solutions across customer relationship management, sales, service, automation, reporting, and analytics requirements.

  • Design tailored workflows, reports, dashboards, automation, and application configurations based on business needs.

Salesforce consulting services
Salesforce CRM implementation services

Salesforce Implementation

DigiHelic supports Salesforce implementation projects from requirement analysis and solution design through configuration, data preparation, integration, testing, deployment, and user adoption.

  • Configure Salesforce CRM capabilities around sales, service, customer management, reporting, and business workflows.

  • Connect Salesforce with relevant enterprise applications and data sources to support consistent business processes and customer information.

  • Develop reports, dashboards, automation, and workflows that support operational visibility and day-to-day CRM activities.

Salesforce integration services

Salesforce Integration

DigiHelic helps organizations connect Salesforce with enterprise applications, business systems, and external platforms to support consistent data exchange and connected workflows.

  • Support data migration, application integration, customization, and synchronization requirements.

  • Integrate Salesforce with systems such as ERP platforms, eCommerce applications, databases, APIs, and other enterprise solutions.

  • Improve access to connected customer and operational information across systems while reducing isolated data and manual processes.

Salesforce Application Support

DigiHelic provides ongoing Salesforce application support to help organizations maintain, enhance, and optimize their CRM environments.

Our Salesforce support services can include:

  • Configuration, customization, enhancements, maintenance, and functional support.

  • Issue investigation and resolution for Salesforce applications, workflows, integrations, and user processes.

  • Ongoing improvements to reports, dashboards, automation, configurations, and application performance based on evolving business requirements.

Salesforce application support services
Salesforce testing and quality assurance services

Salesforce Testing & Quality Assurance

DigiHelic provides testing and quality assurance services for Salesforce implementations, customizations, integrations, workflows, and application releases.

  • Functional and regression testing for Salesforce applications and business workflows.

  • Integration and data validation across connected enterprise systems.

  • Test automation and defect tracking where appropriate.

  • Release validation and deployment support with a focus on application quality and business continuity.

  • Quality assurance aligned with Salesforce enhancements, configurations, integrations, and ongoing application changes.