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TECHNOLOGY

Build Profitable Relationships with our Salesforce Solutions

Improve your CRM with effective Salesforce Solutions. We design the cloud-based service to optimally handle all customer data, accounts, and operations.

Your Trusted Salesforce Crest Alliance for Growth

Microsoft Solutions Partner

As a Salesforce Crest Partner, we deliver trusted solutions that align with strategic goals and operational priorities. Our certified professionals design, implement, and support Salesforce solutions that strengthen collaboration, improve productivity, and build lasting customer relationships. Through consistent quality and proven methodologies, we help enterprises integrate technology with business vision, ensuring measurable results across every process and department.

CLIENT SUCCESS

Client Impact

Seamless Transition to Google Cloud Platform for A Multinational Automobile Manufacturer
Automotive

Seamless Transition to Google Cloud Platform for A Multinational Automobile Manufacturer

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Reduced Manual Workload with Salesforce Service Cloud and MuleSoft Automation
Health Care

Reduced Manual Workload with Salesforce Service Cloud and MuleSoft Automation

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Revolutionizing Quote to Cash & CPQ: InfoServices' Salesforce Managed Services
Health Care

Revolutionizing Quote to Cash & CPQ: InfoServices' Salesforce Managed Services

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Our Approach

Service delivery blueprint

01 — Consulting

1. Consulting

Struggling with low sales, poor CRM, or insufficient customer data management? You can count on our proficient consultants to tackle your unique CRM hurdles. The vetted professionals are well-equipped to understand your unique problems and offer personalised assistance to overcome them.We train your staff with the necessary skills to unleash the full potential of Salesforce.Requirement assessment,Process documentation,Strategic partnership

Outcome Snapshot

Business impact delivered through measurable engineering outcomes and repeatable delivery accelerators.

20%Faster Delivery
2xProductivity Gain
8+Key Outcomes
View Related Case Studies
02 — Configuration

2. Configuration

Experience the maximum benefits of Salesforce without spending your time and resources. Our specialists manage, operate, and execute your daily Salesforce administrative tasks. We leverage the platform's built-in features to overcome your business obstacles and optimise your CRM.Configure Salesforce functionalities and data,User administration,Access management,Profile & Permissions setup,Custom object & page layout configuration

Outcome Snapshot

Business impact delivered through measurable engineering outcomes and repeatable delivery accelerators.

30%Faster Delivery
4xProductivity Gain
12+Key Outcomes
View Related Case Studies
03 — Implementation

3. Implementation

Establish robust Salesforce services in your business and CRM ecosystem. Our team collaborates closely with you throughout the Software Development Lifecycle to ensure an error-free implementation. We understand your specific enterprise preferences and adopt the development method—Agile or Waterfall—that best suits it.Multi-delivery model for full lifecycle implementation,Sales Cloud, Service Cloud, Marketing Cloud, Lightning, Salesforce Classic to Lightning Migration & Chatter.Lift & shift applications into Salesforce,Testing, UAT, and support,User training

Outcome Snapshot

Business impact delivered through measurable engineering outcomes and repeatable delivery accelerators.

40%Faster Delivery
6xProductivity Gain
16+Key Outcomes
View Related Case Studies
04 — Integration

4. Integration

Take your Salesforce system to the next level. We offer a progressive migration of your system to Salesforce Lightning, an innovative UI to enhance customer experience. With close attention, we ensure zero data loss and latency throughout the process. Embrace the upgraded productivity of Salesforce Lightning.Outline objectives for the transition,Requirement assessment,Optimization of existing visual force pages to Lightning components,Modification of existing customization,Migration to Lightning application

Outcome Snapshot

Business impact delivered through measurable engineering outcomes and repeatable delivery accelerators.

50%Faster Delivery
8xProductivity Gain
20+Key Outcomes
View Related Case Studies
05 — Lightning Migration

5. Lightning Migration

Take your Salesforce system to the next level. We offer a progressive migration of your system to Salesforce Lightning, an innovative UI to enhance customer experience. With close attention, we ensure zero data loss and latency throughout the process. Embrace the upgraded productivity of Salesforce Lightning.Outline objectives for the transition,Requirement assessment,Optimization of existing visual force pages to Lightning components,Modification of existing customization,Migration to Lightning application

Outcome Snapshot

Business impact delivered through measurable engineering outcomes and repeatable delivery accelerators.

60%Faster Delivery
10xProductivity Gain
24+Key Outcomes
View Related Case Studies
06 — Data migration

6. Data migration

Data is the backbone of your enterprise functions and analytics. Our proficient data specialists manage your extensive data ecosystem—from extraction to reporting. Chart your data journey and unlock new, actionable insights by consolidating your data sources.Data extraction and cleansing,Data migration from legacy applications,Data journey mapping,Reporting

Outcome Snapshot

Business impact delivered through measurable engineering outcomes and repeatable delivery accelerators.

70%Faster Delivery
12xProductivity Gain
28+Key Outcomes
View Related Case Studies
07 — Configure Price Quote (CPQ)

7. Configure Price Quote (CPQ)

Streamline your product delivery and fulfilment process. Leveraging the Salesforce Quote-To-Cash (CPQ) service, we enable your enterprise to generate sales quotes, contracts, and invoices all within the Salesforce platform. Maintain precision and simplicity throughout your configuration process with our intricate services.Configuration of business rules,Setting Quote templates, SLAs, and order forms,Customization of templates aligning with brand guidelines,Secure integration of Salesforce CPQ with your finance system

Outcome Snapshot

Business impact delivered through measurable engineering outcomes and repeatable delivery accelerators.

80%Faster Delivery
14xProductivity Gain
32+Key Outcomes
View Related Case Studies
08 — Application Development

8. Application Development

Go beyond the standard CRM functionality. With customised Salesforce application development, we enhances your sales, marketing, and customer service procedures. Choose between an AppExchange app to generates revenue or create an exclusive app to integrate your software product seamlessly with Salesforce. Our industry specialists assess your project requirements and manage the complete operational procedure with accuracy.Accurate requirement assessment Efficient project management Risk management practices Technical compatibility for AppExchange DevOps-based development

Outcome Snapshot

Business impact delivered through measurable engineering outcomes and repeatable delivery accelerators.

90%Faster Delivery
16xProductivity Gain
36+Key Outcomes
View Related Case Studies
09 — Application Maintenance Support

9. Application Maintenance Support

Optimize your Salesforce system performance with professional guidance. We extend effective support to enhance your Salesforce experience and application maintenance. Our end-to-end assessment and quick support ensures a stable, evolving CRM platform in your enterprise. Get actionable insights to manage and monitor your business metrics.

Outcome Snapshot

Business impact delivered through measurable engineering outcomes and repeatable delivery accelerators.

100%Faster Delivery
18xProductivity Gain
40+Key Outcomes
View Related Case Studies
10 — Testing

10. Testing

Maintain a frictionless, error-free operating system. We offer continuous, in-depth testing to ensure your application's stability. With our proprietary testing tools, frameworks, and skilled test engineers, we facilitate a reliable smooth business ecosystem.

Outcome Snapshot

Business impact delivered through measurable engineering outcomes and repeatable delivery accelerators.

110%Faster Delivery
20xProductivity Gain
44+Key Outcomes
View Related Case Studies
11 — Salesforce Analytics (Einstein)

11. Salesforce Analytics (Einstein)

Gain real-time, actionable insights on customer activity and preferences. Integrating Einstein's embedded AI analytics system, we help you make informed business decisions. Optimize customer experience and relations with deep insights into interactions and operational performances. We enable a data-driven improvement in your marketing and CRM processes.

Outcome Snapshot

Business impact delivered through measurable engineering outcomes and repeatable delivery accelerators.

120%Faster Delivery
22xProductivity Gain
48+Key Outcomes
View Related Case Studies
12 — Salesforce DevOps

12. Salesforce DevOps

Accelerate your development cycle with a high-functioning Salesforce DevOps system. From deployment support to process automation, we cover it all. Our team of Salesforce DevOps and CI/CD experts build a customised DevOps environment to support your on-demand releases and manage change. In partnership with industry-leading DevOps and CI/CD tools like COpado and AutoRABIT, we offer end-to-end solutions and productive consulting tailored to your requirements.

Outcome Snapshot

Business impact delivered through measurable engineering outcomes and repeatable delivery accelerators.

130%Faster Delivery
24xProductivity Gain
52+Key Outcomes
View Related Case Studies
Industry Focus

Tailored Solutions

Industry blueprint

Media platforms engineered for engagement

Accelerate audience growth and content performance with cloud-native media operations and data-informed monetization.

  • Audience intelligence and content optimization with AI-powered insights.
  • Cloud media pipelines for ingest, processing, and distribution at scale.
  • Ad-tech and mar-tech integration with privacy-aware measurement.
  • Resilient platform operations for high-traffic live and VOD experiences.

Need clarity?

Frequently Asked Questions

Salesforce implementation covers setup, configuration, workflow design, data migration, integrations, and deployment across sales, service, and marketing functions.

Lightning provides improved interface design, better component performance, and faster user workflows compared to Classic, making CRM operations easier.

Salesforce CPQ automates product configuration, pricing rules, discount logic, and quote creation, helping sales teams generate accurate proposals quickly.

Integrations use APIs, connectors, and middleware to synchronize data between Salesforce and platforms like ERP, billing, marketing automation, and support tools.

Data migration includes extraction, cleansing, mapping, validation, deduplication, and loading into Salesforce to ensure clean and accurate records.

Salesforce DevOps supports faster and safer releases by automating deployments, enabling version control, improving testing, and reducing manual errors.
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