Marketing + Sales

• Customize apps and home pages for tailored marketing and sales.
• Manage accounts, contacts, leads, and opportunities with custom page layouts.
• Create segments to target and analyze customer data.
• Capture leads seamlessly with Web-to-Lead integration.
• Track tasks and activities to enhance team coordination.
• Set up roles and permissions for secure data access.
• Gain insights with reports and dashboards.
• Provide training and post-launch support for smooth adoption.

🕜 Time: 124h

Sales + Services

• Customize sales and service apps for tailored workflows.
• Manage accounts, contacts, leads, and cases with custom layouts.
• Create customer segments for targeted service.
• Capture leads efficiently with Web-to-Lead forms.
• Track tasks and activities for team coordination.
• Set up roles and permissions to secure data access.
• Get insights with custom reports and dashboards.
• Offer user training and ongoing support for seamless adoption.

🕜 Time: 124h

Marketing + Sales + Services

• Personalize marketing, sales, and service workflows.
• Manage data using customizable fields and validation rules.
• Enhance user experience with tailored page layouts.
• Integrate seamlessly with Gmail and Outlook 
• Automate updates and workflows with Lightning Flow.
• Offer tailored training sessions to maximize feature use.

🕜 Time: 182h

Service

• Deliver seamless support with Pro Suite Service  
• Handle inquiries aligned with workflows  
• Enable Web-to-Case and Email-to-Case for case creation  
• Use auto-responses for consistent messaging  
• Improve response times with automated Case Assignment and Escalation  
• Define entitlement processes to maintain SLAs  
• Tailor access with User Profiles and Permission Sets  
• Gain insights with Reports and Dashboards  
• Stay organized with Activity Management tools

🕜 Time: 75h

Sales

• Enhance sales operations with a tailored solution.
• Streamline account, contact, and opportunity workflows.
• Structure sales data efficiently using list views and page layouts.
• Capture visitor information automatically with Web-to-Lead forms.
• Maintain data integrity through duplication and matching rules.
• Provide real-time insights with customized reports and dashboards.

🕜 Time: 124h

For Sales, Service & Marketing

• Empower sales, service, and marketing teams with Pro Suite
• Capture and manage data using customizable fields and validation rules
• Enhance user experience with tailored page layouts
• Improve communication with seamless Gmail/Outlook integration
• Automate workflows with Lightning Flow for quick updates
• Provide tailored training sessions to maximize suite features

🕜 Time: 124h

 Payment for Sales

• From setting up an Experience Cloud site to enabling 
• Salesforce Payments, we ensure your payment process 
• is seamless and efficient. With features like generating payment
• links directly from Salesforce records and adding branded Pay 
• Now pages, this package simplifies how you handle payments.

🕜 Time: 182h

Omni-channel for Service

• Prioritize and route work items to appropriate agents
• Manage agent capacity with suitable assignment numbers
• Quickly direct high-priority tasks
• Define eligible agents for specific assignments

🕜 Time: 24h

Knowledge for Service

• Empower teams with Pro Suite Knowledge
• Provide efficient information management
• Offer ultimate support tool for visitors, customers, partners, and agents
• Create secure knowledge base of articles

🕜 Time: 36h

Products & Quotes For Sales

• From product catalogs to pricing tiers, from custom fields to personalized formatting, we ensure your quotes are not just accurate but also visually compelling.

🕜 Time: 38h

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