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Overview

Our Salesforce practice is dedicated to maximizing your usage of Salesforce, ensuring that our customers unlock the full power of the platform. With our experience-driven "show and tell" approach, we help customers reimagine and visualize better solutions while accelerating their speed to value through our tailored accelerators and frameworks. Backed by a world-class team of Salesforce experts, we are committed to delivering exceptional results and enabling our customers to leverage Salesforce's capabilities to their fullest potential.

Our Pillars of Success

Accelerators

Our accelerators & frameworks are designed to deliver benefits by offering pre-built components, frameworks, and best practices. Our accelerators reduce development efforts, standardize processes, and provide customizable templates. They also promote collaboration among project teams, enabling quicker decision-making and problem-solving. With our accelerators, we enhance project efficiency and ensure successful and timely project delivery.

Show & Tell Engagement Approach

Our "Show & Tell" approach applies our best practices, human experience & automation philosophy to inspire and ensure sustained true value-based outcomes for our Salesforce clients. We inform the most relevant best practices from peers and cross-industry to prioritize customer experience & anticipate needs. Our interactive sessions help users consider changes, benefits, and acceptable alternatives within the Salesforce framework. We execute an incremental approach in digitizing and automating to capture quicker value.

Team

For a successful engagement, we strongly advocate for a collaborative approach where the customer and we function as ONE team. Our customer-centric team comprises individuals with the needed certifications, technical experience, functional knowledge and industry expertise to ensure we deliver exceptional results to exceed client expectations. Together, we foster a shared vision, leveraging our expertise and working hand in hand to achieve mutual success.

Our Salesforce team has worked with

We also have a 100% certified team across all core and advanced Salesforce certifications.

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0 Projects

Our Expertise in Salesforce

Sales Cloud

Service Cloud

Marketing Cloud

Experience Cloud

CRM Analytics (Tableau CRM)

MuleSoft

Platform

Einstein

Financial Services Cloud

Revenue Cloud

Education Cloud

Chatbots

Digital Engagement

Data & Analytics

Call Center Transformation

Contract Lifecycle Management

What We Do

Sales Process Automation

Service Process Automation

Marketing Process Automation

Custom App Development

Maintenance & Support

Integration Services

Product Development

Discovery & Consulting

Implementations Across Industries & Clients

Our Salesforce team has a rich experience working with 100+ clients across 15 industries:

Technology Industry

A dedicated POD team (with a ramp-up to 52 people), working on all core Salesforce products and more, provides our client the flexibility to ramp and scale resources up and down per business needs. This client also runs one of the largest Salesforce orgs in the world.

Pharma & Lifesciences Industry

A dedicated Salesforce POD team worked on enhancing customer experience, field service, self-service & omnichannel. The streamlined sales processes helped improve the win rate by 18% and lead conversion by 14%.

Financial Services Industry

This Salesforce project involved customer 360 for one of the largest stock exchanges in the world, reducing support costs by 15% and increasing customer satisfaction by 30%.
Customer Experience Transformation with the Salesforce ecosystem for a regional US bank - increased retail to other segments cross-sell by 12% and a 20% decrease in TAT for all customer inquiries.

Education Industry

End-to-end experience for a leading technology-based educational institution using Salesforce Education Cloud. Delivered enhanced applicant experience from discovery and application, to admission. Ease of onboarding new lead publishers - turnaround time was reduced to less than 2 days.
Built an end-to-end system on Salesforce to handle sales, delivery, and customer service for the world's largest education company – successfully reduced the time required for proposal generation, quote generation, and discount approvals by 80%, while customer service TAT was minimized by 60%.

eCommerce & Retail Industry

Implemented Salesforce to onboard over 100,000 sellers & 600,000 in the pipeline for a leading e-commerce company that is, part of one of the largest global retailers. Created a mechanism to track, understand, monitor, and support the sellers to improve their performance.
Implemented Salesforce Service Cloud to provide service transformation for a leading furniture e-tailer. This led to a unified view for customer support & field agents, making it easy to share and use information in real-time while increasing first-call resolution by 25%.

Manufacturing Industry

Built a Sales & Distribution system with Salesforce Service Cloud integrated with a native mobile front end and SAP for a leading tire manufacturer - the solution increased visibility into sales actuals, inventory stock, pricing, etc., for field agents. Sales planning time came down from 2 hours to 15 minutes. Live dashboards provide results in a matter of seconds as compared to 7 minutes.
Field Force Effectiveness leveraging Salesforce for one of the world's largest automotive spare parts and accessories manufacturers and suppliers - enabling faster decision-making with real-time reports and dashboards for all key metrics, which would, in turn, measure the performance of the field force.

for Salesforce Financial Services Cloud

We proudly present AutoResQ, Intelliswift's AI-powered accelerator designed to aid the auto insurance industry. AutoResQ integrates seamlessly with Salesforce, offering a comprehensive 360-degree customer view, streamlined policy management, and efficient claim processing

Discover how AutoResQ leverages advanced AI technology to revolutionize roadside assistance. Our accelerator automates appointment scheduling, ensuring timely and efficient service delivery. It predicts job durations and forecasts the necessary equipment, allowing for accurate and effective resource allocation. AutoResQ also provides detailed briefings for every roadside assistance task, ensuring that both service providers and customers are well-informed and prepared.

How We Use Salesforce

As a leader in world-class IT solutions and services, loving and embracing "new" is second nature to us - new customers,
technologies, challenges, insights, and business processes. We develop some of the most sought-after solutions in
Digital Product Engineering, Data Management & Analytics, and MSP/VMS staffing solutions. We use Salesforce
in all of our Sales & Marketing functions with a mantra that if it is not in Salesforce it is not there.

Business Goals

Single source of truth
Business agility
Transparency
Streamlined sales processes to enhance win rate and lead conversion

Improved sales productivity
Increase in forecast accuracy

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Challenges

Need for defined sales process
Lack of data quality due to duplicate and irrelevant data
No audit on stale data
Validation for data entry

Need for role structure with defined access
Need for analytics on the data
Need to automate activities and reduce manual intervention
Need for accurate pipeline and forecast
Lack of communication between various systems involved
Role specific dashboards
Lack of sales path

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Solutions

Sales Cloud & Marketing Cloud implementation
Entering, scoring, and tracking leads
Minimum qualification criteria to convert leads to account, contact, and opportunity
Deploying Pardot for driving prospect engagement

Meetings - confirmation, minutes, and pulse implemented to track occurrence and quality of meetings
Account planning
Blue sheet process for SWOT analysis of opportunities
Automated project creation on opportunity win

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Results

Salesforce is used as a single source of truth for all sales data and tracking
100% adoption of the system and processes
40% increase in sales productivity
35% increase in forecast accuracy

Focused on right prospects and opportunities leading to business efficiency
Enhancements planned to integrate hiring approvals directly within Salesforce
Efficient pipeline movement
Streamlined touchpoints of customer communication
Insights and forecasts
Efficient sales, finance, marketing and recruitment collaboration
Efficient tracking of sales activities and milestones

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Why Intelliswift?

"Quick wins" and "fast time to value" form the focus of our "Show & Tell" execution approach, which is:

Comprehensive team composition with competencies in industry, function, technology, and user experience.

Inherently iterative at every stage to ensure stakeholder buy-in and to generate fortnightly business value.

A proven DNA of building solutions to accelerate delivery and embed best practices while ensuring consistency and reuse.

A delivery model that inspires true value-based outcomes for our Salesforce clients by applying best practices, human experience, & automation guidelines in every project.

Led by a team with deep industry and entrepreneurial experience in the Salesforce ecosystem.

Related Services

Digital Enterprise

Adapt modern digital solutions and frameworks to be a future-ready enterprise.

Explore

Digital Product Engineering

Discover Digital Product Engineering with us, leveraging advanced technologies like Blockchain, AI, and IoT. Accelerate your roadmap through extended engineering centers.

Explore

Frameworks & Accelerators

Our frameworks and accelerators are uniquely designed to leverage analytics, data, cloud, DevSecOps, and other such technologies.

Explore

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to new heights with our Salesforce solutions and services

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