Salesforce Professional Services
Salesforce is a customer relationship management (CRM) cloud computing service as a software (SaaS) firm (CRM). Salesforce’s services enable organizations to better communicate with customers, partners, and potential customers by utilizing cloud technology.
Salesforce consulting, implementation, support, and other services targeted at maximizing Salesforce’s commercial potential are all covered by Salesforce professional services.
Customer data mining and organization have long been at the heart of Salesforce’s strategy, but with data distributed across so many channels and concealed under a variety of software products, integration remains a critical component of attaining a genuine 360-degree customer view.
Livyoung Realtech offers a comprehensive collection of Salesforce professional services to assist businesses to improve their sales, marketing, and customer service operations.
Contact Us
Our Salesforce Services
Livyoung Realtech provides a full set of Salesforce professional services to support your CRM strategy with an appropriate software solution.
1. Salesforce consulting
Salesforce consulting services are intended to help you with sales, marketing, and customer service. We leverage our extensive CRM consulting knowledge to help businesses in professional services, retail, IT, manufacturing, finance and banking, healthcare, and other areas reap the benefits of Salesforce implementation.
What Our Salesforce Consultants Do
Establishing business goals Salesforce will assist.
Salesforce consulting can help you address your challenges quickly and efficiently, whether you need to enable reports with increased visibility, reduce long sales cycles or case resolution time, introduce efficient email marketing campaigns, or automate your sales and customer service-related processes.
Integrating business goals with Salesforce features
after you’ve established your company objectives, you’ll need to map them into Salesforce features. Now it’s time to decide which Salesforce feature (normal or custom) will help you achieve your goals.
Suggesting the most appropriate Salesforce edition
By selecting the appropriate edition, you may address your company’s difficulties without paying for features that aren’t required. We examine your needs and recommend an edition that is a perfect fit for your company.
Creating processes for sales, customer service, and marketing
Using the Salesforce Sales, Service, and Marketing Clouds to create sales, customer service, and marketing processes. For example, we use Salesforce to help our customers achieve their business goals by automating sales and customer support operations, creating tailored customer journeys, running targeted advertising campaigns, and much more.
Creating a plan for user adoption
We provide a user adoption strategy that includes iterative user training, timely Salesforce admin assistance, release notes, and prizes for advanced Salesforce users to help them understand the new system.
Challenges We Solve
Low win rates as a result of a haphazard sales procedure
We can help you enhance or completely revolutionize your sales process with Salesforce Sales Cloud.
We recommend leveraging normal Salesforce capabilities or coding-based customizations to achieve efficient process automation.
It enables the creation of a well-structured sales process and the demonstration of how it is followed, guiding sales representatives on their route to closing agreements.
As a result, Salesforce consulting may result in a 26 percent improvement in win rate and a 28 percent increase in sales income.
Inadequate customer service as a result of lengthy case resolution
We can assist you in improving the quality of your customer support by using Salesforce Service Cloud’s basic or custom case management capability.
With our assistance, you’ll learn how to use its automated case assignment, prioritizing, and escalation processes to improve your service agents’ efficiency, resulting in a 31 percent faster case resolution.
Lead conversion rates are low.
We’ll show you how to improve your lead conversion rates by using Salesforce Marketing Cloud to create effective omnichannel marketing campaigns and enable digital advertising.
We’ll help you come up with effective customer communication scenarios.
As a result, you’ll be able to interact with a huge number of consumers, treating each one individually, perhaps increasing lead conversion by 30%.
2. Salesforce implementation
Salesforce consulting, configuration, customization, migration, integration, and support are all included in Salesforce implementation services.
Since 2008, Livyoung Realtech has specialized in CRM development, assisting businesses in implementing dependable Salesforce solutions to support their sales, customer care, and marketing activities.
Salesforce Implementation Stages
1. Salesforce consulting
We examine your current company needs and create business objectives that Salesforce should serve (such as enhancing salespeople’s productivity, shortening sales cycles, or creating a holistic customer perspective).
Then we think about how to use Salesforce features to meet your business goals, as well as the necessary adjustments and integrations to make the solution fully compatible with your needs.
We also meticulously organize the implementation process to ensure that each stage is completed on time and within budget.
2. Customization and configuration
We can customize your Salesforce solution in two methods, each with its level of complexity, expense, and platform modification.
Configuration entails using point-and-click tools to change Salesforce’s default capabilities. Customization, on the other hand, is a development procedure that allows you to fine-tune the platform with Apex code if you need large-scale adjustments to fulfill your company goals.
3. Integration
We undertake integrations to guarantee that your Salesforce solution works flawlessly with third-party systems including ERP, e-commerce platforms, and document management systems, and that data flows across connected apps are visible.
4. Data transfer from old CRM
We move your data without data loss or corruption, system downtime, or disruption to your business activities. Because your historical data was analyzed and organized before migration, it will be well-structured and ready to use as soon as it is migrated.
We create data formatting rules to help maintain data quality after it has been migrated (for instance, duplicate rules).
5. User training
We offer Salesforce training to help customers adapt to the capabilities of the given Salesforce-based solution, make the best use of Salesforce default and custom features, and maximize employee productivity.
6. Launch
After QA engineers test a bespoke Salesforce-based solution in the development environment, the solution is migrated to the UAT (User Acceptance Testing) environment, where representatives from the customer firm can sample the solution’s functionality and ensure it works as expected.
If the customer accepts the project, Livyoung Realtech’s professionals deploy the new Salesforce solution to the customer’s production environment and make it accessible to their personnel.
7. After-launch support
At the start of Salesforce usage, we provide on-demand after-launch support services (for instance, during the first 3 months after launch).
In addition to user training, these services allow for the fine tweaking of features and the implementation of initiatives to improve user acceptance (resolve any Salesforce-related issues, provide release notes, etc.).
Benefits of Salesforce Implementation by Livyoung Realtech
Businesses in a variety of industries can benefit from our Salesforce implementation support by:
Automated business procedures that run smoothly and consistently
We automate a variety of sales and customer service operations, including discounting, prospect follow-up, and case prioritization.
To automate business processes of enterprise complexity, we can employ normal Salesforce process automation capability or code-based customizations, depending on your company’s needs.
You’ll be able to better manage different sales regions, products, and services as a result, as well as boost client satisfaction.
Get a Salesforce solution that is user-friendly.
We understand how to provide a consistent user experience, which makes working with a Salesforce solution simple and efficient for sales managers, salespeople, and customer care managers and agents.
Suggesting the most appropriate Salesforce edition
By selecting the appropriate edition, you may address your company’s difficulties without paying for features that aren’t required. We examine your needs and recommend an edition that is a perfect fit for your company.
Take advantage of the methodical approach to solution delivery.
We use a staged approach to solution delivery to ensure that you get a solution that meets your needs while keeping the project’s expenditures under control.
As a result, we may offer core functionality initially and then add extra features later in huge implementation projects.
Customers can then begin using the solution as soon as feasible, with the benefit of having all of their initial requirements met. Alternatively, if it better fits your business needs, we can do a one-time delivery.
3.Salesforce Customization
Salesforce customization and configuration services are designed to fit Salesforce solutions to the sales, marketing, and service demands of specific businesses.
Livyoung Realtech has been providing CRM services since 2008, assisting businesses in configuring and customizing their Salesforce systems to increase revenue and sales productivity.
How We Tailor the Salesforce Platform
The staff at Livyoung Realtech is ready to customize your Salesforce solution in one of two ways, which differ in terms of platform impact, complexity, and expense.
Level 1: Salesforce configuration
When changing the UI, data model, and business logic of your Salesforce solution with point-and-click tools isn’t enough to fulfill your needs, we recommend Salesforce configuration.
Using typical Salesforce capabilities, you may create reports and dashboards, workflows and validation rules, tabs and apps (groups of tabs aggregated to deliver them to users), and install AppExchange applications, among other things.
Level 2: Salesforce Customization
We offer Salesforce customization if you require particular Salesforce capabilities that cannot be obtained through configuration. It entails using code to alter your answer. When you need to use customization, it’s because:
- You have a lot of data and complicated business logic that Salesforce’s basic functionality can’t handle.
- Default or configured reports/dashboards do not include all of the information needed to understand your business processes.
- Integration with external systems (ERP, e-commerce, etc.) is critical for your company’s success.
Salesforce Configurations and Customizations Delivered by Livyoung Realtech
We alter your Salesforce solution using default tools or custom development utilizing Lightning Platform, depending on your company goals, the complexity of your internal processes, and the amount of data you utilize.
Salesforce custom objects, fields, and records
To make your Salesforce solution reflect data beyond its basic capability, we add custom objects, fields, and records.
Let’s say we’re working on customizing a Salesforce solution for a real estate firm whose demands for tracking property for sale aren’t met by basic Salesforce objects. We do this by introducing a custom object called “property” that has custom fields.
Task automation daily
We use workflows and Apex triggers to automate daily and recurring chores like sending email notifications and assigning follow-up tasks.
Using workflow technologies for such automation, such as Workflow rules, Process Builder, or Apex code, boosts employee productivity and relieves them of a major portion of their manual tasks.
Supporting the Salesforce
We enable bulk data processing, which is a solid practice for supporting the Salesforce solution’s growing activities, such as mass record updates, weekly lead evaluations, and other jobs.
We do this by loading and deleting massive volumes of data in your Salesforce solution, as well as using bulk triggers to make numerous record updates.
Create your email templates
Custom email templates are something we do. They use a custom style sheet to make your emails look the way you want them to. Salesforce customization tools make it easier to allow custom style sheets and manage email attachments.
Specific needs
We integrate Einstein AI with Salesforce and further tailor it to meet your specific needs.
AI-powered features provide important insights for your business’s sales, marketing, and service needs, such as proposing the next-best sales actions, assessing the success chance of marketing emails, automatically classifying and routing service situations, and so on.
Integration with Salesforce
We integrate Salesforce with third-party systems, such as ERP, e-commerce systems, social media, email, and so on, to help your organization collaborate more effectively.
To accomplish this, we employ REST/SOAP API web services, as well as a variety of pre-built tools (such as Files Connect) and unique tools designed from scratch.
CRM Customization Benefits
Livyoung Realtech understands how Salesforce customization may benefit you. The following is a list of advantages gained as a result of adapting your solution to your company’s needs:
- Increased revenue
According to the Salesforce Relationship Survey, Salesforce can help you increase your transaction win rate by up to 24 percent. With Salesforce customizations, we can help you get even greater outcomes.
They’ll make sure all CRM-related procedures are fine-tuned, that all relevant connectors are in place, and that customer communication is quick and personalized. All of these elements are bound to result in a rise in revenue.
- A high return on investment
A Nucleus Research study found that every dollar invested in CRM generates $8.71 in sales revenue. As a result of our successful Salesforce customization projects, we’ve witnessed even higher ROI rates.
- Increased productivity
According to a Salesforce Relationship survey, Salesforce can enhance sales productivity by up to 25%. Salesforce modification by Livyoung Realtech, done with the user in mind, can help you see more tangible productivity gains.
4. Salesforce Application Development
Salesforce application development services are designed to support sales, marketing, and customer care procedures that aren’t covered by the standard Salesforce CRM.
Livyoung Realtech has been developing CRM apps since 2008 and can provide dependable bespoke Salesforce apps and AppExchange apps that are suited to your specific business needs.
Types of Salesforce Apps We Build
Salesforce fully covers our customers’ or their clients’ business demands in improving or transforming sales, marketing, and customer support operations because we offer reliable and bug-free solutions.
We also create apps that are well-liked by a huge number of people and rank well on AppExchange.
Internally-developed apps:
Apps that are complex and offer a lot of functionality to Salesforce.
They answer requirements for improving or transforming internal company processes that aren’t handled by standard CRM features.
Applications include property management or delivery planning, for example.
Small apps to help with a certain set of Salesforce functions, such as document generation and lead assignment.
Apps for the AppExchange:
Applications that will be offered on the AppExchange will generate revenue on their own.
Apps that integrate a company’s product (a cloud platform, a web application, etc.) with Salesforce and are available on AppExchange.
Our Approach to Salesforce Application Development
- When designing custom apps for internal usage, effective project management is essential.
We work with customer stakeholders to extract and prioritize needs and ensure that the future application’s functionality is fully aligned with them. We quickly adjust the application to new and changing requirements, and we remain adaptable throughout the project.
- Experienced technical project management when developing AppExchange apps
We have established methods for scheduling time, monitoring the budget, and managing the work of developers, as well as good risk management practices, all of which enable us to deliver high-quality programs on schedule while avoiding scope and expense creep.
Our project manager and technical team work together to develop an app that is entirely consistent with its concept, the customer’s objectives, and Salesforce’s technical and security criteria.
- Models of delivery based on need
For example, if we’re designing a “niche” application to tackle a certain set of duties within a CRM area, we can quickly provide an application at once.
We use an iterative method to create an app that meets all of your business demands. End users can begin using the program in its simplest form as soon as possible with this method. Then, in response to product owners’ requests and customer comments, we develop further features.
- Support and evolution across time
The collaboration with our customers does not end with the release of an application. We adapt applications regularly to meet new or changing business needs, either by updating existing features or adding new capabilities.
- Cost-effectiveness
Costs are reasonable. We can choose a suitable delivery model (either at once or iterative) and effectively prioritize the developers’ time using our project management knowledge, ensuring their high performance and helping you deliver software without rework and delays. As a result, we avoid scope and expense creep in the project and provide cost-effective solutions without sacrificing quality.
Full-Cycle Salesforce Development Services
- Business or requirements analysis
When developing a custom application for internal usage, we begin with a business study. To begin, we conduct individual or group interviews with stakeholders to gather or elicit their needs.
Then we interpret the requirements, including those that are in conflict, and prioritize them such that the most requested capability is delivered first.
Finally, we finish the unified vision of the business and technological components of the application by presenting the prioritized business-, functional-, and system needs in a detailed report. Our BA team may communicate with the customer throughout the project to remain on top of any changes or new requirements.
The first step in developing an AppExchange application is to do a requirements analysis.
We examine our customers’ requirements, double-check them for consistency, elaborate on them, and create the most efficient technical solutions to meet these criteria. This enables us to create future applications that are both efficient and consistent with Salesforce’s system and security standards.
The first step in developing an AppExchange application is to do a requirements analysis. We examine our customers’ requirements, double-check them for consistency, elaborate on them, and create the most efficient technical solutions to meet these criteria.
This enables us to create future applications that are both efficient and consistent with Salesforce’s system and security standards.
- UI/UX (user interface/user experience) design
By planning out user journeys and building an application’s UI prototype, we make Salesforce apps more user-friendly and responsive.
- Development
We create apps with extensive functionality in tiny iterations, delivering features in order of importance. We build a ready-to-use functionality baseline first to stay agile and quickly adapt to the customer’s new or changing requirements.
Then we may swiftly deploy additional functionality as requested by end-users or product owners.
This allows customers to start using an app as soon as feasible and take advantage of new features as soon as they’re released (in the case of designing a custom app for internal use, new features are normally added every 2-4 weeks after the baseline is delivered).
When it comes to small apps, we offer a speedy at-once distribution option that best suits the app’s size and purpose.
- Quality control
Salesforce developers execute QA tasks such as unit tests and code reviews to guarantee that our Salesforce applications are of high quality and perform consistently.
Within the development process, we execute continuous testing activities such as functional testing, performance testing, and integration testing (when needed).
We also use a suitable level of test automation to speed up the delivery of an application and reduce the number of defects.
- Integrations that are required
We connect internal bespoke applications to third-party software, such as content management systems, using either standard Salesforce integration tools or custom integration tools designed from scratch.
- User education
To enhance user adoption of custom apps for internal usage, we give training materials and hands-on training sessions to end-users.
- Launch
We migrate the tested custom application to the UAT (User Acceptance Testing) environment when we launch bespoke applications for internal use. The application is transferred to the production environment and made available to end-users as soon as the customer approves it.
When we publish an app on AppExchange, we prepare it for the AppExchange security review, which includes preparing end-user and admin-friendly documentation and submitting it to the Salesforce Product Security Team.
We also supply credentials for the Lightning Platform org as well as any external components or services that were used in the app’s development.
- Support after the launch
During the first 1-3 months after the launch of a custom application for internal usage, we provide after-launch assistance.
Beyond user training, we fine-tune the application’s functionality and take measures to ensure user uptake (e.g., provide release notes, reactively resolve user issues).
We’re just a call away!
With the unique SEO techniques Balaji implements, my blog posts have moved to Google page 1 from page 3. My web pages have difficulty ranking for my targeted keywords. I was able to bring high-quality SEO traffic within a few months.