SALESFORCE CLOUD SPECIALIZATIONS

Sales Cloud :

Close More Deals. Faster. Smarter.

We configure Sales Cloud to match exactly how your team sells — giving you complete visibility from first contact to closed deal.

Sales Cloud is the world's #1 CRM — but its true power only shows when it's set up right. Techvisory Developers designs- your entire sales process inside Salesforce, so your team spends less time on admin and more time closing. Whether you're a startup building your first pipeline or an enterprise scaling a global sales operation, we make Sales Cloud work for you.

KEY DELIVERABLES :

• Lead & Contact Management — Capture, qualify, and route leads automatically with custom scoring rules and assignment logic
• Opportunity Management — Custom sales stages, probability tracking, and deal health indicators tailored to your cycle
• CPQ (Configure, Price, Quote) — Accurate quotes in minutes with automated pricing, discount approvals, and proposal templates
• Sales Forecasting — Real-time, role-based dashboards so leadership always knows what's in the pipeline
• Einstein AI & Analytics — Predictive lead scoring, opportunity insights, and next-best-action recommendations
• Territory & Quota Management — Define territories, assign reps, set quotas, and track attainment automatically

RESULTS YOU CAN EXPECT:

• Up to 35% increase in win rates
• 40% reduction in quote turnaround time
• Full pipeline visibility — zero leads falling through the cracks

Service Cloud :

Deliver Customer Service That Builds Loyalty.

Turn your support team into a competitive advantage. We implement Service Cloud so your agents resolve issues faster, your customers stay happier, and nothing slips through the cracks.

Today's customers expect fast, personalized support across every channel. Service Cloud brings all your customer interactions — email, phone, chat, social, and self-service — into one unified platform. Techvisory Developers configures and customizes Service Cloud to match your support workflows and scale with your team.

KEY DELIVERABLES :

• Case Management — Auto-create, categorize, assign, and escalate cases based on priority, product, or customer tier
• Omni-Channel Routing — Route requests from email, phone, live chat, WhatsApp, and social to the right agent instantly
• Knowledge Base — Searchable internal and customer-facing articles so agents resolve faster and customers self-serve
• Service Console — Unified agent workspace with full customer history, macros, and quick actions
• SLA & Entitlement Management — Define SLAs, track response times, and trigger alerts before breaches occur
• Customer Self-Service Portal — Branded portal where customers can log cases, track progress, and find answers 24/7

RESULTS YOU CAN EXPECT:

• Up to 35% increase in win rates
• Higher CSAT scores and significantly fewer repeat contacts
• Reduced handle time through intelligent automation and macros