Diverse Salesforce experience across clouds and products
Verified Salesforce platform expertise
Experience to take your Salesforce implementation to the next level
Holistic expertise to drive value beyond the Salesforce platform
CapTech’s Salesforce Effectiveness Framework begins with a quick and repeatable assessment that will:
Whether your business strategy is sales optimization and growth, improved marketing effectiveness, modernizing customer support, or automating manual processes, our framework will chart the right path to Salesforce effectiveness.
As a Fortune 500 auto retailer transitioned to their next generation of technology, they grappled with a national Salesforce deployment to more than 15,000 sales consultants, as well as integrating the platform into their omni-channel approach. They wanted to create a single, seamless user experience, for any type of customer — whether that customer needed help from someone on the phone or wanted to move through the sales process without talking to anyone.
To achieve this goal, they needed Salesforce to communicate to and from the web, their master data management system and inventory systems, their document center, and SMS platforms. Also, these integrations had to be hidden and seamless to ensure a flawless experience for the customer.
Read our client story to learn more about how they executed a seamless Salesforce integration.