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:

Setting up and configuring Salesforce to track customer interactions, sales, and support requests.
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.
Customizing Salesforce to support the company's specific sales process and workflow.
Providing training and support to help the company's employees learn how to use Salesforce effectively.
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

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

Fundamentals

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

View more our portfolio

Client Testimonals

PhilipNew Guine

"OCS has amazed me with their programming expertise..their quick turn around and affordable reliability has made them a favorite of mine for my custom PHP needs. What I have appreciated most about OCS is their personalized touch..."

Dennis FrickerPennsylvania

"The guys at OCS have always gone above and beyond what I ask them to do. I usually think of a few added things on a project after we have agreed on a price and they always take care of it for me and never charge me extra. Their work has been outstanding and it has been a pleasure working with them..."

MivogProject Manager

"O Clock Software is the best team we have ever worked with. They are knowledgeable, professional, they even went extra miles to help us with other stuff. O Clock Software take each project carefully and seriously. And they will devote 100% to the project until it is completed and to your satisfaction..."

YanFrance

"It has been great working with this professional team ! For a long time I have been looking for a reliable team to help us with our work. Usually fast work means unfinished work but I am impress by their speed of work with a quality that is better than what we asked for. There is not much to add..."

Audie DeLoachUSA-SC

"We started with just a rough outline of what my firm wanted to achieve. The team at OCS have been amazing in taking my ideas and developing the script needed to achieve that. I find them to not only be extremely skilled but also a firm with high integrity and professionalism. We have been working together..."

Casey ConnorsSan Diego, CA.

"O Clock Software has been instrumental in taking care of key client base in the past and we have full confidence in their team in the future. Their professionalism and attention to service and promptness is KEY in the outsourcing biz and they make it happen every time. We will be using them as much as possible..."

Dave Blaker

"I have been using the services of OCS for over a year now-and I employ them often. My business has actually been able to expand due to the fast and well-done tech work they do. I have never been disappointed, and rely on them heavily for work that is too technical for me, or for help when I've got too much work to do..."

ActiveprintGA

"A+++ Seo and Programming! I have worked with many developers and ocs is by FAR the Best! their communication is a 10/10 and they really cares about the project and will not stop till completed! Sorry i am writing so much but i am excited that i found with them! Will not use anyone else but O Clock Software!..."

Hugo de GrootNetherland

"These guys are very good in communication and have a lot of knowledge. I have used lot of many other companies for my sites, but O Clock software is one of the best I ever. I am always happy to work with them forever :)"

Barry WadeU.K.

"We have used the team at O Clock Software for a variety of projects and they have been instrumental at achieving everything we need. There accurate time frames and cost effective manner is outstanding. Their professionalism, troubleshooting and programming knowledge and attention to detail are remarkable..."

GarfieldUSA

"At first I started working with this team on a few small projects, but have quickly moved them into much larger and more complicated work. I am very happy with the level of communication and also the level of work from their programmers. I will be using O Clock Software for a long time to come...."

SeanUSA

"This team has been very professional, they understood each of our requests, interpreted them and provided us with exactly what we were looking for. We are very fortunate to have found a team of developers and Project Managers with whom we can trust to give us a good price and get the project done...."

Akkshay M NaharManaging Director Alert Insurance Brokers Pvt. Ltd.

Vinit ChordiaDirector Easy Deli Logistics Pvt Ltd (dinein.in)

"The key success of a e-commerce business is to have the right technology partner. The team at Oclock has been more than a partner than a tech developer for our business. We highly recommend their services to any e-commerce / web development site both established and startups . We wish them all the very best."

G Rama NaiduManaging Partner