Softsquare > Services > CRM Automation

Sales Cloud Features

  • Effective lead, opportunity and account management

  • Intelligent forecasting and user-friendly pipeline reporting

  • Turn data into insights with dynamic dashboards

Service Cloud Features

  • Save your CSM team some time with intelligent case routing

  • Generate cases from email complaints

  • Get a 360° view of your customers with agent friendly Service Console

  • Reduce your agents’ workload with automated hat responses and chat-bots

  • Improve customer support with intelligent FAQs

Community Cloud Features

  • Reduce support calls and improve overall customer satisfaction by leveraging communities

  • Case transparency and effective communication with your customers and partners

  • Maximize channel revenue by directly connecting with your distributors/resellers.

Sales Cloud Features

  • Effective lead, opportunity and account management

  • Intelligent forecasting and user-friendly pipeline reporting

  • Turn data into insights with dynamic dashboards

Service Cloud Features

  • Save your CSM team some time with intelligent case routing

  • Generate cases from email complaints

  • Get a 360° view of your customers with agent friendly Service Console

  • Reduce your agents’ workload with automated hat responses and chat-bots

  • Improve customer support with intelligent FAQs

Community Cloud Features

  • Reduce support calls and improve overall customer satisfaction by leveraging communities

  • Case transparency and effective communication with your customers and partners

  • Maximize channel revenue by directly connecting with your distributors/resellers.

WHY WORK WITH US?

  • Salesforce-focused Silver partner on all fronts – Consulting (SI), Appexchange products (ISV), Outsourcing product development (PDO)

  • Over 500 Salesforce implementations

  • Customer satisfaction rating of 4.95+/5

  • 92% Customer retention

  • 70+ Certified Professionals

  • Wide span of project experience and deep product understanding
  • 100+ Sales cloud implementations

  • 50+ Service cloud implementations

  • 25+ Communities delivered

  • Monitor and improve lead/case response time using Response Time Tracker

  • Ensure opportunities are not lying dormant with Idle Opportunity Alert

  • Well experienced, certified team of Salesforce Sales Cloud Consultants & Salesforce Service Cloud Consultants
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SALES CLOUD SERVICE

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SERVICE CLOUD SERVICE

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SUCCESS STORIES

TESTIMONIALS

The team has been knowledgeable, prompt and
capable. I fully recommend this team for any
Salesforce project
PHILIP CHUNG
PHILIP CHUNGProject Manager, Johnson Controls
I have had the pleasure of working with the Softsquare team during the past year, and can attest to both their professionalism and precision when refining and implementing projects for our company. Andi and his team are always poised to deliver on a short timeline when needed, and consistently provide detailed analyses of the project status and any concerns during every step of the process.
SALLY CHANProject Manager, Johnson Controls
The Softsquare team has been very easy to work and communicate with. We have been working together with them for a few years now, and both small changes as well as larger projects have been easy to coordinate and get accomplished. I believe they present an exceptional value as a Salesforce partner and would highly recommend them to any organization that needs a helping hand with the Salesforce org. Thank you Softsquare!
CHRIS BELLAS
CHRIS BELLASPresident, Diplomatic Language Services
We have given Softsquare a wide variety of projects, including some complex Apex and Force.com projects. All were done in a timely and thorough manner. I highly recommend their team.
GEOFF DOMAL
GEOFF DOMALDirector of IT, Elderlife Financial Services
We have been working with Softsquare since 2011 and they continue to be an excellent partner in every way. They are very easy to work with and always deliver at top quality. I'd highly recommend them.
TROY LAVINIA
TROY LAVINIACEO, Mosaic Research Management
I have had the pleasure of working with the Softsquare team during the past year, and can attest to both their professionalism and precision when refining and implementing projects for our company. Andi and his team are always poised to deliver on a short timeline when needed, and consistently provide detailed analyses of the project status and any concerns during every step of the process. When requested, the Softsquare team is also always happy to have a call with our North Carolina office to discuss the particulars of implementation or project development. In corporate environments dominated by electronic communication, this is a valuable resource for us. Overall, I recommend Andi and his team’s services to any companies looking to supplement internal development, or simply get a new perspective on any factors to consider when making changes to the Salesforce org.
JESSICA PHILIPSSyncfusion
Softsquare has been great to work with and have made our Salesforce implementation a swift and painless process. Over the past 5 years, Softsquare has been working with us to continuously improve sales process that enabled us to deliver our brand promise across the globe. Looking forward to a long relationship with Softsquare.
MUTHU RAMALINGAM
MUTHU RAMALINGAMIT Manager, Daikin-Mcquay
The team has been knowledgeable, prompt and
capable. I fully recommend this team for any
Salesforce project
PHILIP CHUNG
PHILIP CHUNGProject Manager, Johnson Controls
I have had the pleasure of working with the Softsquare team during the past year, and can attest to both their professionalism and precision when refining and implementing projects for our company. Andi and his team are always poised to deliver on a short timeline when needed, and consistently provide detailed analyses of the project status and any concerns during every step of the process.
SALLY CHANProject Manager, Johnson Controls
The Softsquare team has been very easy to work and communicate with. We have been working together with them for a few years now, and both small changes as well as larger projects have been easy to coordinate and get accomplished. I believe they present an exceptional value as a Salesforce partner and would highly recommend them to any organization that needs a helping hand with the Salesforce org. Thank you Softsquare!
CHRIS BELLAS
CHRIS BELLASPresident, Diplomatic Language Services
We have given Softsquare a wide variety of projects, including some complex Apex and Force.com projects. All were done in a timely and thorough manner. I highly recommend their team.
GEOFF DOMAL
GEOFF DOMALDirector of IT, Elderlife Financial Services
We have been working with Softsquare since 2011 and they continue to be an excellent partner in every way. They are very easy to work with and always deliver at top quality. I'd highly recommend them.
TROY LAVINIA
TROY LAVINIACEO, Mosaic Research Management
I have had the pleasure of working with the Softsquare team during the past year, and can attest to both their professionalism and precision when refining and implementing projects for our company. Andi and his team are always poised to deliver on a short timeline when needed, and consistently provide detailed analyses of the project status and any concerns during every step of the process. When requested, the Softsquare team is also always happy to have a call with our North Carolina office to discuss the particulars of implementation or project development. In corporate environments dominated by electronic communication, this is a valuable resource for us. Overall, I recommend Andi and his team’s services to any companies looking to supplement internal development, or simply get a new perspective on any factors to consider when making changes to the Salesforce org.
JESSICA PHILIPSSyncfusion
Softsquare has been great to work with and have made our Salesforce implementation a swift and painless process. Over the past 5 years, Softsquare has been working with us to continuously improve sales process that enabled us to deliver our brand promise across the globe. Looking forward to a long relationship with Softsquare.
MUTHU RAMALINGAM
MUTHU RAMALINGAMIT Manager, Daikin-Mcquay