Salesforce Implementation Services

Across Migration, development and support services, Palni provides the best-in-class Salesforce solutions and products to our customers

Drive success with Salesforce CRM and with right implementations

Our Salesforce team will help you create new/upgrade Salesforce Org to support your Sales, Marketing, Service, and other business processes.

 A well-orchestrated Salesforce implementation can significantly improve workplace productivity and transform your customer experiences. However, Salesforce implementation requires a strategic approach and profound experience to drive the desired results – it could be complex, time-consuming, ineffective and expensive for an organization with no prior experience.

Our experts provide implementation services across the entire Salesforce Platform for your unique business needs. We have the experience needed to quickly build and deliver the solutions you need to be more efficient and effective. We leverage our unique Agile delivery model and deliver high-quality Salesforce implementation services quickly and cost-effectively, at minimal risk to our clients.

How we implement

At Palni, we evaluate your current and future needs to strategically align a Salesforce implementation, for your business goals in a 5 step process.We achieve this by dividing the implementation project into the following key phases and employ our team of technical experts at every step.

Business Assessment

Assess your existing IT infrastructure, discover key system requirements and devise a strategy for Salesforce implementation to best fit your business needs.

Salesforce Setup

Setup, Configure and customize your Salesforce platform according to your needs and also follow the best practices to achieve optimized business process automation.

Custom Development

Integrate all your software, data, and processes into a single cohesive system, maximizing the value of your existing IT assets.

Data Management & Migration

Take your existing business environment and migrate it to the cloud, enabling you to gain access to elastic infrastructure services.

Integration

Integrate all your software, data, and processes into a single cohesive system, maximizing the value of your existing IT assets.

Post Implementation Support

Provide continuous support that include bug and issue tracking as well as end-user training. We fully realize the potential of the platform by providing access to Salesforce certified experts

Kick Start your Salesforce implementation

Our Salesforce Implementations usually include

New Salesforce Org development

Process automation

Objects Configurations

Salesforce UI development

User Management

Security Modeling

Scalable Salesforce Solutions for your business needs
Our Salesforce services are aimed at automating your business processes and create the best custom Salesforce platform to drive disruption, accelerate innovation, increase productivity and reduce operational costs
Sales Cloud

Improve communication with prospects and customers, gain valuable insight into pipeline and forecasting – all on the same platform.

Service Cloud

Automate case management, create channels for customers, and streamline the support journey.

Community Cloud

Drive engagement with customers, partners, referral sources and any other constituents through customizable branded portals

Our Next-Gen Salesforce Services
Our Salesforce services are aimed at automating your business processes and create the best custom Salesforce platform to drive disruption, accelerate innovation, increase productivity and reduce operational costs
Build Salesforce Platform

Setup, build, design cutting-edge functionalities of the Salesforce platform and improve customer service, collaboration and sales

Third Party Integration​

Integrate with your internal and external third-party applications such as GSuite, Outlook, SAP, Workday and more.​

Einstein Analytics

Make data-driven and smarter decisions with Salesforce AI about customer interactions, business performance, sales & marketing.​

Get in touch to speak about your Salesforce needs