Salesforce for Professional Services

We understand your needs and expectations

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Increase in Productivity

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Spike in Revenue

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Reduce in Sales Cycle

Overcoming Customer Acquisition and Retention Challenges for Professional Services Companies

Acquiring and retaining customers pose major challenges for professional service businesses due to customer expectations, competition, and market trends. Agility in adapting to market changes and customer preferences is crucial. Salesforce, when appropriately configured and integrated, helps companies understand customer data, sentiments, and engagement. Choose DemandBlue for accurate Salesforce setup, data access, and seamless integration, achieving a full 360-degree perspective.

DemandBlue offers Salesforce expertise, ensuring proper implementation, data access, and integration for a holistic view. If stuck with Salesforce, our seasoned team aids in configurations, integration, resource allocation, and compliance, enhancing user adoption and ROI. Collaborate with us to simplify Salesforce investment and maximize value.

Discover the limitless possibilities you can
achieve with Salesforce

Streamlined Client Management:

Salesforce’s CRM capabilities help manage client relationships and interactions effectively.

Handle quotes with ease:

Effortlessly manage and handle quotes with ease by leveraging Salesforce CPQ.

Track Customer Data:

Migration to Salesforce Sales Cloud is seamless when you import and customize your customer data for your Salesforce instance.

Automated Workflows:

Salesforce automation reduces manual tasks, which optimizes efficiency and saves time.

Project Tracking and Management:

Salesforce enables efficient project monitoring, task assignment, and collaboration.

Better Resource Allocation:

With Salesforce tools, companies can assign the right resources to projects, ensuring optimal utilizatio

Improved Financial Management:

Salesforce integration with financial systems simplifies budgeting, invoicing, and financial reporting.

Enhanced Analytics:

Salesforce reporting and analytics provide valuable insights for data-driven decision-making.

Compliance and Security:

Salesforce meets industry standards to ensure data security and compliance with regulations.

Service Offerings

Salesforce Consulting:

Our expert consultants provide tailored solutions that maximize Salesforce’s potential for your business’s unique needs and challenges.

Salesforce Integration:

Streamline data flow and ensure consistency by integrating Salesforce with other platforms.

Salesforce Implementation:

Seamlessly transition to Salesforce with our end-to-end implementation services.

Lightning Migration:

Seamlessly transition to Salesforce Lightning Experience with our specialized migration services to enhance user productivity and interface efficiency.

Salesforce Training and Support:

We provide training and ongoing support to help your team make the most of Salesforce.

Development and Customization:

Tailor Salesforce to match your unique workflows and data structures.

Data Quality Management:

Maintain accurate client data for enhanced decision-making.

DemandBlue has enabled professional
service companies to

Merge two Salesforce instances seamlessly

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Reduce data entry time

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Minimize report creation time

Expertise across the Salesforce ecosystem. Let’s propel your business ahead.

Success Stories

Salesforce Integration service empowers the travel solutions client to encounter the full benefits of Salesforce CRM and realize a true ROI inside a brief period

Salesforce Integration service empowers the travel solutions client to encounter the full benefits of Salesforce CRM and realize a true ROI inside a brief period.

Salesforce: Sales Cloud
Technologies: DocuSign, Apex, Flows

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A Registered Investment Advisor protects sensitive data through enhanced encryption and delivers outstanding customer experience by monitoring App and Data

Client stays on the fast track in the logistics sector through Salesforce Implementation and Automation

Client is a non-asset-based provider of truckload and less-than-truckload transportation services. They utilize a variety of ground and air transportation modes and combine them with an international network of professional, knowledgeable agents to guarantee shipment of their clients’ cargo anywhere in the world.

Salesforce: Sales Cloud
Technologies: Apex, Flows