Salesforce CRM Consulting Services

At  O Clock Software, we have extensive experience in Salesforce CRM consulting and integrations for a wide range of clients.

Salesforce is a customer relationship management (CRM) platform that helps businesses manage customer interactions and data. It is designed to support a wide range of customer-facing business processes, including sales, customer service, and marketing.

Some of the key features of Salesforce CRM include:

  • Contact and lead management: Salesforce allows businesses to store and manage customer and prospect data in a central location, including contact information, communication history, and sales activities.
  • Sales force automation: Salesforce provides tools to help sales teams manage their pipelines, track leads and opportunities, and forecast sales.
  • Customer service and support: Salesforce offers a range of tools to help businesses manage customer inquiries, track service cases, and resolve issues.
  • Marketing automation: Salesforce includes tools to help businesses design and execute marketing campaigns, track results, and analyze customer data.
  • Analytics and reporting: Salesforce provides a range of tools to help businesses analyze customer data and generate reports to better understand their customers and improve business performance.

By using Salesforce CRM, businesses can better manage customer interactions, improve sales and customer service, and gain insights into their customers and business performance.

O Clock Software can help a business to implement and customize Salesforce to meet their specific needs. We provide some of the below potential services to our customers:

  1. Setting up and configuring Salesforce to track customer interactions, sales, and support requests.
  2. Integrating Salesforce with other systems, such as accounting or marketing automation tools, to streamline business processes and get a more complete view of customer data.
  3. Customizing Salesforce to support the company's specific sales process and workflow.
  4. Providing training and support to help the company's employees learn how to use Salesforce effectively.
  5. Analyzing the company's data and providing insights and recommendations for improving sales and customer service.

By working with us, a business can get the most out of their Salesforce investment and streamline their customer-facing processes.

O Clock Software, offers a wide range of services to help businesses get the most out of the Salesforce platform. Some common services offered by us include:

  • Implementation: Helping businesses set up and configure Salesforce to meet their specific needs, including customizing fields, building custom objects, and integrating Salesforce with other systems.
  • Training and support: Providing training and ongoing support to help users learn how to use Salesforce effectively and troubleshoot any issues that arise.
  • Integration: Integrating Salesforce with other systems, such as accounting software, marketing automation tools, or e-commerce platforms, to streamline business operations and get a more complete view of customer and sales data.
  • Data analysis and insights: Analyzing data and providing insights and recommendations for improving sales and customer service, including identifying trends and patterns in the data.
  • Custom development: Building custom applications or features on the Salesforce platform to meet the specific needs of the business.
  • Managed services: Providing ongoing support and maintenance for the Salesforce platform, including handling updates and backups.

By working with O Clock Software, businesses can get expert help with all aspects of their Salesforce implementation and use.

O Clock Software Salesforce Integration Tasks

Salesforce automation services

O Clock Software has experience with the following Salesforce integration tasks.


  • Salesforce setup
  • Email template management
  • Email settings
  • Objects like cases, contacts, accounts...
  • Adding fields for objects such as cases and contacts
  • Validation rules
  • Assignment rules
  • Escalation rules
  • Buttons, links, and actions for objects
  • Auto-response rules
  • Email-to-case
  • Live chat integration
  • Quick text for live-agent queues
  • User management
  • Setting roles for users
  • Data Import and Export
  • Reports

Module Customization

  • Apex classes and triggers

Third Party Integration

  • Click tools - survey integration
  • Ring Central integration

Featured Client Projects

Client Testimonals



CLOVIS, CA 93611
Ph. : 1-559-477-4988


9, Ubi Link,
#04-18 Kawah Building,
Singapore 408549
Ph. : +65 8161 3917


#1, 8th floor, 'A' Wing Parsn manere,
442, Anna Salai, Chennai
Tamil Nadu, India - 600 006
Ph. : +91-44-42089942 | 91-44-28279942

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