Salesforce Services

Salesforce is a cloud-based software service that helps businesses manage sales, marketing, and customer support.

Salesforce consulting services help you with the easy setup of Salesforce software and customisation based on your needs. Salesforce consultants like Embitel provide expert support to get the best results.

Salesforce serves industries like finance, healthcare, retail, manufacturing, education, and non-profit organisations effectively.

Salesforce implementation can take from a few weeks to several months based on the project size and complexity.

Choose a certified partner like Embitel Technologies with rich industry experience and a proven track record of successful projects.

Yes, Salesforce is a SaaS platform.

Yes, Salesforce is highly customisable and can be tailored to fit a wide range of unique business processes. From custom objects, fields, and workflows to advanced automation, integrations, and user interfaces, Salesforce allows businesses to configure the platform to match their specific needs. Whether you're managing sales, customer service, marketing, or internal operations, Salesforce provides the flexibility and tools to support your unique workflows and goals.

Costs vary depending on your requirements, project size, and chosen service provider.

Salesforce Lightning Experience offers a modern, intuitive user interface and a host of powerful features designed to enhance productivity, usability, and overall business performance. Here are the key benefits:

1. Improved User Interface - Lightning Experience provides a clean, responsive, and modern design that enhances user navigation and makes it easier to access relevant data. The UI is optimised for efficiency and works seamlessly across devices.
2. Enhanced Productivity Tools - Tools like Kanban views, Path, and Einstein Activity Capture help users manage leads, opportunities, and tasks more effectively. These tools provide visual guidance and real-time data to help users prioritize and act quickly.
3. Customisable Dashboards and Reports - Lightning offers advanced reporting capabilities with dynamic dashboards, filters, and visualisation tools. Users can create personalised dashboards that update in real-time to reflect current performance metrics.
4. Automation with Lightning Flow - Lightning Experience includes Flow Builder, which allows businesses to automate complex processes with visual workflows, reducing manual tasks and increasing operational efficiency.
5. App Builder and Component-Based Development - With the Lightning App Builder, users can easily customise pages using drag-and-drop components. Developers can also create reusable components to extend functionality and meet specific business needs.
6. Mobile-Optimised Experience - Lightning is fully responsive and designed with mobile-first principles, ensuring users have a consistent and productive experience whether they’re on desktop, tablet, or smartphone.
7. Einstein AI Integration - Lightning integrates seamlessly with Salesforce Einstein, offering AI-powered insights, recommendations, and automation to support smarter decision-making and forecasting.
8. Improved Collaboration - Features like Chatter, task assignment, and activity timelines are tightly integrated, helping teams collaborate more effectively across departments.
9. Continuous Innovation - Salesforce continuously updates Lightning Experience with new features, enhancements, and security improvements, ensuring businesses always have access to the latest innovations.
10. Future-Proof Platform - Lightning is the future of Salesforce development, and all new features are built exclusively for the Lightning Experience. Transitioning ensures long-term support and compatibility with the Salesforce ecosystem.

Yes, Salesforce is designed to integrate seamlessly with a wide range of business systems, allowing organisations to create a connected and streamlined technology ecosystem. These integrations help unify data, automate workflows, and enhance collaboration across departments.

Types of Salesforce Integrations and Examples:

1. ERP Systems -
   Salesforce can integrate with popular ERP platforms like:

   • SAP – Sync financials, inventory, and order management with Salesforce to give sales teams full visibility into customer accounts and supply chain status.
   • Oracle NetSuite – Connect CRM and financial data for real-time forecasting, order tracking, and customer insights.

2. Marketing Platforms
   Salesforce integrates with:

   • Mailchimp – Sync marketing campaigns, contact lists, and engagement data for targeted outreach.
   • Marketo – Align marketing automation with sales data to track lead behaviour and improve campaign performance.

3. Customer Support Tools

   • Zendesk – Connect customer service interactions with Salesforce records to give sales and service teams a complete view of customer communications.
   • ServiceNow – Share service ticket information between systems for a unified support experience.

4. Productivity & Collaboration Tools -

   • Microsoft Outlook / Gmail – Use Salesforce Inbox to sync emails, meetings, and contacts directly into CRM records.
   • Slack – Collaborate in real-time with automated alerts, Salesforce data sharing, and workflows triggered directly from Slack channels.

5. E-Commerce Platforms -

   • Shopify – Sync customer, order, and product data with Salesforce to personalise sales and marketing efforts.
   • Magento – Enable real-time updates between online store and Salesforce CRM for streamlined order and customer management.

6. Data and Analytics Tools

   • Tableau – Visualise Salesforce data alongside other business metrics for deeper analytics and reporting.
   • Power BI – Combine Salesforce data with other sources to build comprehensive dashboards.

7. Custom Integrations via APIs -
   Salesforce offers powerful REST and SOAP APIs, as well as tools like MuleSoft, Salesforce Connect, and Heroku, enabling developers to build custom integrations with virtually any third-party system.

Salesforce is a CRM and not an ERP. It helps you manage customers and sales, not business operations.

Salesforce Sales Cloud is designed to help businesses manage their sales processes more efficiently. It provides tools for tracking leads, managing opportunities, forecasting revenue, and automating routine sales tasks. Sales teams can use real-time dashboards and reports to monitor performance, while AI-powered features like Einstein help identify high-potential leads and suggest the next best actions. Sales Cloud empowers organisations to close deals faster, improve team collaboration, and drive revenue growth.

Salesforce Service Cloud, on the other hand, focuses on delivering excellent customer support. It enables businesses to manage customer cases, provide multi-channel support (including email, chat, and social media), and create self-service knowledge bases. With features like the Service Console and automation tools, support agents can respond to customer issues quickly and effectively. Service Cloud helps companies enhance customer satisfaction, reduce response times, and build long-term loyalty through exceptional service experiences.