Maximizing The Power Of Salesforce

Get a Salesforce implementation fully customized to your business needs

Maximizing The Power Of Salesforce

Get a Salesforce implementation fully customized to your business needs

Our Cutting-Edge Solution For Salesforce Implementation

The right customer relationship management (CRM) tool can make a big difference to your business' growth trajectory. By tailoring your CRM application to unique and pressing business needs, you can ensure that no opportunity goes unmissed.

Salesforce is the world’s no.1 CRM and we align its game-changing features with your vision for growth, branding, and customer engagement. Connect various data sources to obtain a 360-degree view of the customer. Discover highly configurable email templates. Expand customer reach like never before with our Salesforce solutions.

We Ensure Your Salesforce CRM Evolves With Your Business Growth

Salesforce Configuration
  • Setting business-specific values for Salesforce features
  • Assigning persona-based access to tools and modules
  • Expanding the fields and coverage of Salesforce objects
  • Strategizing new formulas to increase sales and marketing impacts
  • Defining reports and analytics for smarter business decisions
Salesforce Customization
  • Mirroring your CRM solution to your business model
  • Scaling Salesforce as per your team size and productivity goals
  • Setting unique processes/workflows for resource optimization
  • Tailoring email templates for greater customer responsiveness
  • Initiating automated bulk operations to reduce time-to-value
Salesforce Integration
  • Connecting existing data sources via custom code development
  • Creating communities of users around a unified Salesforce CRM
  • Enabling data virtualization for increased agility and scalability
  • Introducing an event-driven architecture to accelerate integration
  • Connecting third-party business application APIs for CRM extensibility
Salesforce Migration
  • Assessing current CRM capabilities to identify improvement areas
  • Converting as well as importing sales and marketing data into Salesforce
  • Analyzing “to be migrated” object/field requirements to the business needs
  • Upgrading to a new version with zero business interruptions
  • Driving greenfield or brownfield Salesforce migration & CRM overhaul

Customer Cooperation Model

As a single point of contact across the entire Salesforce journey, Aloha offers flexible partnership models

  • One-time project
  • Conduct workshops, document requirements and execute Salesforce implementation/upgrades
  • Continuous Support
  • Customize Salesforce on an ongoing, iterative model with user training and 24/7 support

Our Salesforce Customization Process

No two CRM transformation roadmaps are identical. Aloha customizes Salesforce with your needs in mind, no compromise.

Requirement Analysis

Conduct a thorough business requirement audit to identify your current and future scope

Customization Roadmap

Design a bespoke Salesforce customization plan with clear timelines and SLAs in place

Customization & Finetuning

Execute customizations, workshopping with key stakeholders for perfect alignment

Support & Monitoring

Offer continuous review and quality assurance for ongoing support and solution stability

Benefits of Personalizing Salesforce CRM

Unleash infinite possibilities to digitally engage with your customers. Personalize Salesforce to futureproof your business in a world of dynamic customer expectations

Data democratization
Data democratization
Demystify customer analytics to enable data-driven sales and marketing campaigns
Resource maximization
Resource maximization
Automate workflows and improve per-resource productivity with a feature-rich CRM
Single source of truth
Single source of truth
Integrate existing software, SaaS tools and third-party apps with Salesforce
Revenue uptick
Revenue uptick
Generate business value from scalable campaigns and informed CRM decisions
Exponential ROI
Exponential ROI
Speed up returns from your CRM investments with business-synchronized configuration
Conversion-ready emails
Conversion-ready emails
Tailor your email templates and devise a winning content strategy

Technology Stack

  • Apex code
  • Lightning Platform
  • JavaScript Frameworks
  • Lightning Components
  • Site.com
  • Lightning Web Components
  • Visualforce
  • REST/SOAP API
  • Salesforce 1

Let Us Chart Your CRM Transformation Strategy

Migrating to Salesforce doesn’t have to be a complex, protracted journey. Aloha brings 10+ years of Salesforce experience, spearheading multiple implementations for growth-focused businesses. Navigate the salesforce ecosystem with ease and deploy the best-fit configurations and customizations. Our experts help you get there.

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With Aloha, you can:

  • Access customer insights and analytics, via role-based dashboards
  • Expand your CRM and seamlessly integrate third-party software
  • Deploy cutting-edge SaaS technologies to bring down OPEX
  • Discover a competitive edge over market peers with next-gen CRM
  • Achieve efficiency gains from automated workflows and collaboration
  • Gain from our battle-tested expertise in Visualforce, APEX, Lightning, Salesforce 1

Our Top Projects

Transforming Manufacturing Business with Integrated Salesforce CRM Solution

Transforming Manufacturing Business with Integrated Salesforce CRM Solution

Our client is one of the most popular names in the field of the manufacturing industry in the USA. With 29 years of experience and a colossal workforce of 37000 employees, they have been successful in staying at par with technological trends.

Read the case study >
Modernizing the Healthcare Industry with Interconnected Operations

Modernizing the Healthcare Industry with Interconnected Operations

Leading healthcare organizations dealing with 60,000 customers, 180+ medical services across 100 health centers, the clientele required data unification and CRM customization. Duplicate records consumed space as well as hours of manpower.

Read the case study >
Re-structured CRM Solution to Map to Business Needs

Re-structured CRM Solution to Map to Business Needs

Listed among the top 50 telecommunication industries, our client is a pioneer in the sector and a leader of information and wireless communications service providers. With 13+ branches and 55000+ customer reach, they have an excellent sales record.

Read the case study >

Get Started with Salesforce Customization and Configuration

Out client servicing team is all set to discuss about you business project.

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