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Implementing Salesforce

Implementation Services

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Implementing Salesforce Correctly is a true milestone for the business

To get the maximum ROI from business, engaging customers at every point of customer journey, Salesforce CRM need to be implemented according to the business requirement, At Taction software during the Salesforce implementation process our certified consultants collaborate with clients to understand their existing working methodology their communication process and channels, After evaluating the existing process our consultant understand the requirement and then recommend Salesforce implementation to get the best ROI from business.

We Setup Salesforce by keep in mind that every user in sales team may have different role and responsibilities, that’s why every user data access always according to the user role and responsibility.

To streamline the communication between sales and marketing team, Salesforce CRM should be integrated with marketing automation tools, and the update data need to be flow across both the channels, by keeping it in mind our implementation consultant collaborate to understand the existing communication then recommend you an implementation strategies to build a communication between sales and marketing team.

Why Us?

  • Understanding the role and responsibility of every user and customize the login of every user.
  • Figure out the source of marketing qualified leads and its management in the Salesforce CRM, Expert in setting up the Lead assignment rules.
  • High score leads should be at top to keep the Salesforce user attention.
  • Structured management of prospect interaction by keeping track of document shared, responses, business meetings details, and call logs.
  • Setup of automatic alerts to connect with clients at right time.
  • Client management to keep track of all the singed documents between both parties.

Our Implementation Services are:

  • Salesforce Sales Cloud Implementation
  • Salesforce Marketing Cloud Implementation
  • Pardot Implementation
  • Salesforce Service Cloud Implementation
  • Salesforce Community cloud Implementation

Our Global Clients

What people say..

Clutch Verified Client

- Matt Konig, Chief Operating Officer

“There aren’t many offshore firms with which I’ve had such a seamless experience.”

Listed in ‘Top developers of India’ by Clutch

Clutch Verified Client Reviews

Clutch Verified Client

- Matt Konig, Chief Operating Officer

“There aren’t many offshore firms with which I’ve had such a seamless experience.”

Some projects we’ve worked on.

We are best at what we do


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