Harness the full power of Salesforce to streamline your business processes, enhance customer relationships, and drive growth. We leverage deep expertise and a tailored approach to ensure Salesforce works seamlessly for your unique business needs.
Implementing and optimizing Salesforce is an ongoing journey, and staying ahead requires continuous improvement. We offer end-to-end solutions—from initial setup to health checks, ensuring your Salesforce platform evolves with your business. Our strategic, scalable solutions help you achieve long-term success and a deeper connection with your customers.
CRM Optimization
Unlock the Full Potential of Your Salesforce CRM
We understand what it takes to optimize your Salesforce CRM, and we’ve developed a process that ensures your system runs smoothly, maximizes performance, and evolves with your business needs, keeping you ahead of the competition.
Advisory
We make sure your Salesforce strategy aligns with your business goals, guiding you to the right tools and best practices.
Health Check
We ensure your Salesforce CRM is operating at peak performance, identifying potential issues and providing actionable recommendations for improvement.
Implementation
We ensure a seamless Salesforce setup or migration, optimizing architecture, processes, and user adoption for long-term success.
Managed Services
We provide continuous support, ensuring your Salesforce system stays updated, runs smoothly, and evolves with your growing business needs.
Salesforce Supported Products
AgentForce
AgentForce offers AI-powered agents designed to seamlessly support both customers and employees. You can build and customize agents from scratch or use pre-built templates, tailoring them to your specific business needs. These agents are equipped with the necessary knowledge to perform tasks effectively and can be deployed across multiple channels to answer queries, take action, and drive success. Powered by the Atlas Reasoning Engine, these agents simulate human thought to evaluate user queries and provide relevant responses. Additionally, the Einstein Trust Layer ensures data protection with customizable guardrails for enhanced control and security.
CRM Analytics
Transform Your Data into Actionable Insights
CRM Analytics (formerly known as Einstein Analytics) helps businesses uncover insights by analyzing customer data stored in Salesforce. With advanced reporting, dashboards, and data visualizations, CRM Analytics empowers decision-makers with actionable insights to drive customer engagement, optimize sales strategies, and improve operational performance.
Experience Cloud
Create Seamless Digital Experiences for Customers and Partners
Experience Cloud (formerly Community Cloud) enables businesses to build branded portals, websites, and apps that engage customers, partners, and employees. It allows you to create personalized experiences and streamline interactions for different audiences, enhancing collaboration and delivering relevant content.
Financial Services Cloud
Tailored Solutions for the Financial Industry
Financial Services Cloud is designed to help financial institutions better serve their clients by offering a comprehensive view of their financial profiles. With features like tracking client goals, managing financial planning, and automating client interactions, Financial Services Cloud helps advisors deliver personalized service and drive client satisfaction.
Lightning Platform
Build Custom Apps to Accelerate Your Business
The Lightning Platform (formerly Force.com) is Salesforce’s development platform that allows businesses to create custom applications, automate workflows, and integrate with other systems. By leveraging its low-code environment, businesses can quickly build apps that align with their needs, streamlining processes and enhancing user experiences.
Sales Cloud
Streamline Sales with a 360-degree View of Your Customers
Sales Cloud is Salesforce’s flagship product that provides sales teams with tools to manage leads, opportunities, contacts, and accounts. With features like automation, pipeline management, and reporting, Sales Cloud helps businesses close deals faster, increase productivity, and provide a better customer experience throughout the sales process.
Service Cloud
Deliver Outstanding Customer Service Across Every Channel
Service Cloud is Salesforce’s solution for managing customer service and support. By unifying customer interactions across phone, chat, email, social media, and more, Service Cloud enables businesses to provide seamless, responsive customer support. Features like case management, automation, and knowledge bases help teams resolve issues quickly and improve customer satisfaction.
Slack
Collaborate Seamlessly Across Teams and Platforms
Slack, now part of Salesforce, is a communication and collaboration platform that helps teams stay connected. By integrating Slack with Salesforce, users can bring their customer data into conversations, collaborate in real time, and streamline workflows, enhancing productivity and decision-making across the organization.
Nonprofit Cloud
Nonprofit Cloud is a Salesforce solution designed specifically for nonprofit organizations. It helps manage donor relationships, track fundraising efforts, and streamline operations related to programs, grants, and volunteer management. With Nonprofit Cloud, organizations can gain a 360-degree view of their supporters, optimize fundraising campaigns, and improve community engagement. By leveraging Salesforce’s powerful data management, analytics, and automation tools, nonprofits can scale their impact, enhance collaboration, and drive more meaningful outcomes.
B & E Consulting 