At Gerald, we help small to mid-sized clients get most of their Salesforce Investment. We work closely with our clients to ensure Business goals are aligned with the implementation of Salesforce
Why Choose Salesforce Solutions?
No.1 CRM Platform in World
Cloud based multi-channel services offering
Large Ecosystems of Solutions, Partners and Communities
Easy to customize
Endless Integration Options
Our Salesfoce Services Offering
Capitalizing on Salesforce best practices and proven technologies, we guide our customers to achieve sustainable digital business growth.
We guide our customers to have SMART implementation:
Specific objectives, Measurable Costs, Achievable Targets, Relevant Resources and Time-bound Deliverables.
Our certified expert team offers a 24/7 support and an end-to-end maintenance and monitoring services to keep Salesforce functioning smoothly.
With Time, Scope, Budget and Quality as our critical measurements, we develop tailored made solutions on Salesforce that best fit your business goals
With Customer-First mindset, we understand your business needs and determine the best Salesforce products and process workflows that will give the customer business a sustainable growth.
Discovery and Design
We perform a deep-dive analysis of your existing systems, business process and workflows and assisting clients on their Digital transformation journey.
With our holistic Project Management and Development services, we create coherent recovery action plans to mitigate risks and returning the project to the path to success.
Business Process Optimization
End-to-end solutions for planning, strategizing and implementing Salesforce platforms that can bring more clarity and transparency to your business process.
Get most out of your Salesforce investment in a very short time. With our OOTB approach delivery time is short and easy and your user can focus only on necessary functionality.
We align our custom Salesforce development with your business model to develop customized applications to facilitate faster generation of sales leads, acquisitions and management by adopting agile methodologies.
We understand your business needs & can successfully migrate to Salesforce Sales from other CRM applications along with designing & implementing custom workflow applications.
We plan and execute Salesforce integration solutions with external & internal systems as well as third party systems with Salesforce using SOAP, REST, BULK and APIs along with security considerations
Organization Health Monitoring
We build and automate reports and dashboards for your business to allow visibility on your organization usage and metrics that matter.
We undertake proactive Salesforce Health Check along with a comprehensive assessment service for overall health and performance.
Ongoing administration, change management and system adoption while consistently improving user experience
We provide technical support, enhancements, 24x7 support, and advice of implemented Salesforce solutions as per defined SLAs.
We manage and train client teams in Salesforce User, profile and permission sets and the functionalities that can be performed based on what is assigned. We enable complex User management in a simplified structure.
Custom Solution Development
Develop a custom solution in full accordance with Salesforce guidelines and best-practices using native platform tools like Lightning, LWC, APEX, Visualforce etc.
3rd Party Integration
Assist clients to optimize and improve their business processes with custom Apex and VF/Lightning/LWC Component development.
Custom Data Migration
We leverage leading data migration tools like MuleSoft, Jitterbit and others to facilitate a smooth and seamless data transfer to Salesforce from Salesforce and from other external application databases.