Salesforce Services


InventIT helps organizations leverage Salesforce to achieve higher ROI by offering superior Salesforce and Cloud Consulting services along with existing custom development and integration solutions.

Managed Services

A fascinating reality – 50% of all Fortune 500 Companies use Salesforce for their CRM — and these Salesforce users outperform non-Salesforce users by as much as 27% in terms of revenue growth.

Salesforce is one of the best CRMs in terms of managing pipelines, tracking leads and capturing details that convert leads to customers. However, if the implementation is not correctly executed, users may face the following issues and challenges which can prove counter-productive to the interests of the company:

  • Difficulties in maintaining and running their Salesforce system
  • Challenges in accurately implementing complex new features
  • Keeping track of various Salesforce updates
  • Lack of skilled resources for administering the system
  • Complications in configuring multiple user accounts and data access

Salesforce Consulting

With the right consulting approach, your organization can correctly leverage Salesforce applications like Sales Cloud, Service Cloud, Marketing Cloud, Customer and Partner Communities, Company Communities, Chatter and Force.com Platform to improve performance, productivity and get tangible results in terms of increased ROI.

InventIT’s superior Salesforce advisory and Cloud Consulting services are designed to redefine your sales, marketing, customer service experience and Salesforce strategy. Our expert consulting team can analyze your functional and technical requirements and recommend the right development, customization, integration and implementation approach suited to your business.

Under Salesforce consulting services, we offer:

  • Training and support
  • Business intelligence, reports and dashboards
  • Health checks and optimization
  • Sales Cloud, Service Cloud, Marketing Cloud Strategy and management
  • Integration strategy and management
  • Application implementation and customization strategy
  • Chatter implementation strategy
  • Salesforce Mobile enterprise strategy

Our Consultancy services are built on a strong foundation of technical and functional expertise gathered from years of hands-on experience with Salesforce.

Salesforce implementation

A Salesforce implementation is complex, and if incorrectly executed, it can also become tedious and costly.

At InventIT we start by evaluating your existing business practice and objectives. Our Implementation process, including setup, configuration and customization, has been perfected by years of experience with Salesforce implementations and follows a smooth four phase roadmap:

  • Requirements Gathering
  • Change Management Consulting
  • Training
  • Configuration and Customization

Salesforce Customization

Since each company is unique in its operation, most Salesforce applications, though built for a vast audience, have to be modified to custom-fit different clients. In recognition of this fact, InventIT offers customized solutions, ranging from simple field and label changes to complex coding, modeled on the specific needs of each client. Some of the customizations implemented by InventIT include:

  • Customized Modifications to standard objects (leads, accounts, opportunities, cases, contracts, campaigns)
  • Customization and configuration (creation or modification of custom objects, fields, workflow, page layouts, custom links and buttons, validation rules, assignment rules, auto-response rules)
  • Alteration of specialized features (console, S2S and content)
  • Effective consulting (assistance in gathering requirements, app analysis and recommendations, implementation support)
  • Business reports and dashboards
  • Data services and integration; export and import of data

Salesforce Integration

Salesforce automates business processes by integrating Salesforce applications with third party ERP applications; application integration provides a unified view of multiple business applications or of new and legacy systems.

InventIT provides comprehensive integration services such as strategy, development and management to facilitate uninterrupted flow of information from cloud to cloud, premise to premise or from cloud to premise platform. Our integration services include: Application Integration

  • Cloud Integration
  • ETL and Data Integration
  • Business Process Integration
  • Marketing Automation Integration
  • Salesforce1 integration