Salesforce CRM Services at the Speed of Business
Salesforce CRM is a great product and meets many business needs out of the box. As our customers become avid users of Salesforce they begin to see opportunities to extend their solutions with configuration changes and integrations to other systems within there environments. Our team has been providing Salesforce consulting services for many years and has a dedicated team of experts who have helped many of our clients extend and drive significant value out of their Salesforce investments.
Dedicated team of seasoned experts. Skilled in Customizations and Salesforce Development. Significant percentage of the team certified! One of Eastern Europe’s largest teams.
We help migrate data and solutions into Salesforce every day. Including homegrown custom applications, Sugar CRM, Excel and others. One time or continuous integrations are no problem.
We have integrated with products across the spectrum to enhance our clients salesforce experience. Marketo, DropBox, Google Products, Social Networks, Docusign, Concur, Drawloop, Cogna to name a few!
CoreValue’s team made extensive customizations to the Salesforce UI to automate and streamline the process of adding multiple accounts (Campaign Account Member) and providing more account level details without the need to click through to related records (Account Hierarchy) The enhancements were well received and allowed the clients team to same time and improve efficiencies.
Corevalue extended Salesforce to include applicant tracking and scoring. The applicant system provides order services from the list of available services; track scores of the applicants measuring academic progress; gathers statistics for further analyses leveraging a set of extensive reports and dashboards. Extensive functionality was developed for Package creation which is sent to Agents, Locations, Institutions. In addition, Corevalue developed functionality enabling Salesforce users to easily view and edit the assignment of both standard and custom packages to Accounts, implemented scoring logic (Raw Score, Smart Score) that can be adjusted by the region and viewed on a flexible Scoring Matrix Page.
Our team has extensive experience with Salesforce development and has successfully helped many customers across a wide spectrum of projects and technical options.
Corevalue’s development roots provide us with rich experience and know how to tackle the most complicated integration projects. Whether you are looking to integrate with social media, ERP, or custom internal solutions we can help make your vision an reality.
- Integration with 3rd party applications and services (REST, SOAP)
- FinancialForce, Conga, Drawloop, Concur (expense tracking system)
- Docusign (electronic signature management system)
- Google products, Marketo, Dropbox and others
- Integration with Social networks (Facebook, Linkedin, Twitter, more)
- Payment processing services integration.
- Designing API and development of custom web services (REST, SOAP)
Salesforce Customizations and Setups
- Configuration – workflows, validation rules, profiles, process builder, reports, permissions, etc.
- Service Cloud
- Adaptive UI for mobile devices
- Customization of Salesforce Email services
- Salesforce to Salesforce connection
- Split or merge of existing Salesforce organization
- Document generation
- Project management
- Time tracking
- Onboarding and Off-boarding