Salesforce consulting services

Effective Salesforce consulting transforms how you operate

Facing increasing customer demands, sales teams must rise to the occasion. In fact, 79% of business buyers say it is critical to interact with a salesperson who is a trusted advisor, not someone pushing products and services. Reps must understand and anticipate their customers’ unique needs and preferences. But if they are spending all their time sifting through customer data and doing manual tasks, like hunting for leads, researching accounts, and calling wrong numbers, they’re not able to use the time to become consultative sellers.

There’s good news: Salesforce makes it easy for sales teams to connect with customers and deliver a seamless and efficient experience along every step of the engagement process, from lead nurturing campaigns to intuitive deal tracking. The result: You engage with customers earlier and close more deals, faster than ever before.

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Impact of Salesforce Sales Cloud

+38%

Forecast accuracy and sales productivity

+32%

Lead conversion rate

+28%

Sales revenue

+26%

Win rate

Business benefits of Salesforce services

Whatever industry you work in, we have specialized solutions to support the capabilities your business needs most to thrive and grow as you wow your customers. Salesforce solutions are created with industry experts to help you modernize your business, save time, lower costs, and better serve your customers.

Customer-centric approach

Salesforce helps organizations build stronger customer relationships by providing a 360-degree view of customer data, enabling personalized interactions and improved customer service.

Efficiency and cost savings

Automation and process optimization result in operational efficiency and cost savings over time.

Productivity boost

Automation of repetitive tasks and streamlined workflows enhances overall productivity, allowing employees to focus on strategic initiatives.

Data-driven decision-making

Salesforce’s robust analytics and reporting capabilities provide actionable insights, enabling organizations to make informed decisions that drive growth.

Competitive edge

Salesforce equips businesses with the tools needed to gain a competitive advantage by improving customer experiences, streamlining operations, and facilitating data-driven decision-making.

Scalability

Salesforce grows with your business, ensuring that it remains a valuable asset as your organization expands.

Security and compliance

Salesforce places a strong emphasis on data security and compliance, making it suitable for industries with stringent regulatory requirements.

Intelligent, AI-driven automation leveraging Agentforce

At Alithya, we specialize in bringing the full potential of Salesforce Agentforce to organizations across all industries. Our deep expertise in business process optimization and Salesforce implementation ensures that your team is ready to unlock the next level of operational efficiency, customer engagement, and compliance.

Agentforce’s Conversational AI empowers your team to engage with technology as if it were a natural extension of their workflow. This enables seamless, intuitive interactions, allowing employees to access insights and complete tasks in real-time—all through simple, natural language commands.

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Agentforce’s no-code Prompt Builder allows Alithya to rapidly configure intelligent, automated workflows tailored to your needs without extensive coding. This no-code capability democratizes AI deployment, making automation accessible to your entire team and allowing your business to respond faster to new opportunities and challenges.

We understand that every business is unique. We specialize in customizing Agentforce’s AI models to fit the specific needs of each department, whether it’s enhancing customer support, optimizing supply chain management, or ensuring regulatory compliance. This customization ensures that Agentforce is a flexible, dynamic platform that grows with your business.

Salesforce CRM solutions provide a 360-degree view of your customer

Get a comprehensive view of your customers across service, sales, marketing, and more – all in one unified platform.

Salesforce Sales Cloud

The intent of Salesforce Sales Cloud is to be a true productivity tool for the entire sales organization.

This transformation comes to fruition by:

enabling sales reps to sell larger deals, sell faster, and increase their win rates while minimizing administrative time,
allowing sales managers and reps to address objectives through consistent KPIs presented in real-time dashboards, and
providing corporate executives with predictable forecasts that can be used to achieve objectives by reallocating resources on the fly.

Salesforce marketing solutions

Salesforce helps businesses enhance their sales and marketing strategies through data-driven insights and intelligent automation. By integrating sales and marketing, organizations can improve collaboration, generate higher-quality leads, and streamline operations.

Marketing Cloud: A B2C-focused platform that supports multi-channel campaigns—email, social media, display ads, and more—through a centralized system. It improves customer visibility and experience, leading to higher conversion rates.
Marketing Cloud Account Engagement: A B2B solution (formerly Pardot) that aligns marketing with sales through lead generation, scoring, and nurturing. Ideal for franchises, dealers, and distributors, it boosts efficiency and engagement with intelligent automation.

Salesforce Service Cloud

Transform contact centers for customer service, inside sales, helpdesks, 311, and partner support with Service Cloud. With our vast experience, Alithya consultants develop state-of-the-art contact center solutions, leveraging the technology available in the Salesforce.com platform, including case management, knowledge management, CTI, community cloud, and mobile/remote solutions.

Salesforce Field Service

Salesforce Field Service helps transform legacy field service operations through process mapping with a focus on benchmarks and metrics that improve field service delivery and efficiency. We have extensive experience migrating from a variety of legacy systems, including custom-built “homegrown” systems and solutions from vendors outside of Salesforce.com.

Salesforce Revenue Cloud

Alithya has designed, built, and deployed a wide variety of configure, price, quote (CPQ) solutions to help our customers transform their quote and order management processes. Our customer solutions span from durable goods to service products and everything in between. Salesforce CPQ enables users to create accurate sales quotes quickly and submit error-free orders from any device.

Salesforce Experience Cloud

Alithya designs and develops all forms of community cloud. Whether you need a self-service portal for customers, partners, or employees, our Salesforce experts can help. Beyond establishing the communities themselves, we specialize in extending custom processes, ensuring data integration, automating routine tasks, and improving functionality to deliver ROI to our clients.

Salesforce Mulesoft

Whether you are at the evaluation or decision-making stage, our MuleSoft consultants take an overall view of your application landscape and provide you with a fully scoped and budgeted solution architecture blueprint.

We can help you deliver an API first strategy, connect your application ecosystem, and offer tailor-made digital strategies and overall consulting to determine and achieve your business goals. Together, we make it easy to unify data to deliver a single view of the customer, automate business processes, and build connected experiences.

Enhance Salesforce productivity

Alithya’s implementation strategies streamline the setup, customization, and integration of Salesforce, reducing errors and saving time. Boost productivity, customer engagement, and sales performance to maximize your CRM impact with our expert guidance.

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