Salesforce, the world’s #1 CRM, offers cloud based applications – Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud, Analytics Cloud, Apps Cloud and IoT Cloud– to help enterprises increase productivity and conversions. Salesforce enables better understanding of customer’s personal preferences and helps serving customers better by providing access to past customer interactions, and even identify new sales opportunities by analyzing the best customer purchase histories.

Being a Registered Partner of Salesforce, we bring extensive technology expertise in Sales Cloud, Service Cloud, FinancialForce, Lightning Bolt, Community Cloud, Wave Analytics and Einstein for Artificial Intelligence. This extensive experience enables us to provide an improved CRM implementation experience to our clients which helps them to maximize the usage of systems they have invested in.

We have a strong team of over 40 Salesforce consultants out of which 80% hold architect and consultant level certifications from Salesforce. Our experts work towards assisting our clients in their business needs and enable them to manage sales, marketing, and customer service functions by providing more responsive, intuitive and flexible support.

Our strategic and industry specific understanding of Salesforce implementation/customization allows enterprises to unleash the full potential of Salesforce applications and enables them to:

  • Minimize operating costs and achieve faster ROI
  • Make insightful decisions
  • Accelerate productivity

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CIGNEX Datamatics Salesforce offering portfolio provides end-to-end services with faster time to market at reduced costs to build Customer Success Platform which helps enterprises design and build exceptional cutting-edge customer experiences.

Salesforce Assessment

Whether it’s a new Salesforce initiative or enhancement of a decreased system, our Salesforce Health Check is a comprehensive assessment service that helps you check your system’s overall health and provides recommendations on how to improve it

Salesforce Consulting

Our Salesforce consultants create roadmap for implementation which takes our clients from strategy & development to deployment & support

Salesforce Implementation

With our agile delivery methodology, we align our custom Salesforce development & deployment with your unique business model to makes sales acquisition and management faster and more efficient for you

Salesforce Integration

Our deep expertise in building connectors to external systems and extensive experience of integrating various internal as well as third party systems like – SAP, ServiceNow, ERP, Mulesoft, Netsuite & CTI with Salesforce using SOAP, REST, BULK and Meta Data APIs which are extensible, flexible, secure and efficient.

Salesforce Migration

Our Salesforce experts understand the business needs & can successfully migrate Sales and Service Cloud from other applications like Oracle, Microsoft, Siebel & SugarCRM along with designing & implementation of custom and workflow applications on Force.com platform

Salesforce Support

We provide technical support, ongoing advice, enhancements, 24x7 support, and administration of implemented Salesforce solutions as per defined SLAs


Our Salesforce Expertise
  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesforce Community Portal
  • Salesforce Digital Marketing Portal
  • Salesforce Website integration
  • Community Portal
  • Wave Analytics
  • FinancialForce
  • Heroku
  • Salesforce Custom Apps
  • Einstein for Artificial Intelligence
Featured Use Case

Unified CRM for TAT Reduction in Client On-boarding with Service Cloud for Risk Management & Insurance Services Company

Migration of over 400+ clients from Legacy CRM platform (Siebel, TBA workflow, CS Pro, TeamSite, Oracle  RightNow Chat) to Salesforce Service Cloud | Automation of new client on boarding | Enablement of a Knowledge Management platform for 360 degree customer view for faster and relevant service delivery | Optimize operational IT expenditure

  • Salesforce Technical Environment: Force.com platform with Service Cloud (Salesforce Classic) | Softphone: Genesys | Email: Microsoft Exchange
  • Salesforce Functionalities: Answers & Ideas | Social Service, Communities for Service | Asset/ Knowledge Management | Partner Service Collaboration | Web 2Case | Service Cloud Console | Case, Activities Management | CTI Integration | Contracts & Entitlements | Call Scripting, Live Agent Chat | Solution Management
  • Solution Highlights:
    • Replaced legacy CRM platforms (Siebel, TBA workflow, CS Pro, TeamSite, Oracle  RightNow Chat) with Salesforce
    • Multichannel UI enablement with unified Knowledge Management built on Salesforce
    • Softphone usage enablement with Genesys
    • Client on boarding time reduction from 250 to 50 hours
    • Functionality for auto discovery and relevant article suggestion to service agents based on key words
    • Ability to monitor case history and trends for each client so as to reduce redundant service requests

Transform Your CRM with Artificial Intelligence

Einstein for AI – An integral part of Salesforce platform enables every user to discover new insights; predicts likely outcomes to power smarter decision making, recommends next steps & automates workflows so you can build meaningful relationships with every customer. At CIGNEX Datamatics, we leverage the predictive power of AI so that the customers can experience the pervasive benefits of automated workflows, timely and relevant suggestions, and adaptive applications throughout every customer touch point  across.

  • Sales - to help you to sell the right product to the right customer at the right time
  • Service - service customers on the right channel by the right agent
  • Marketing -to market on the right channel at the right time
  • IT – to build predictive smarter apps

CIGNEX Datamatics’ Advantage

Domain Expertise

Our Salesforce experts have extensive experience in delivering solutions across various verticals and can help you leverage full potential of Salesforce functionalities and customize it as per your business needs

Integration Expertise

Fully integrate Salesforce with your marketing, customer service, order management, quoting, ERP, and other critical systems with our proven integration expertise and tools

Faster Time to Rollout

Dramatically reduce configuration and integration time to unlock and modernize back-office systems

Mobility & Analytics

Monitor your business from any mobile device & predict your customer wants and needs based on their past behavior

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