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Transform the way you reach your customers

Salesforce can help your business drive sales and connect with customers, but you need expertise to achieve full value from the platform. As a Registered Salesforce Partner, we will work with you to understand your business requirements, current platforms, processes, and environments to improve user experience, ensure a smooth adoption, and maximize your investment.

CapTech’s Salesforce experts provide strong analysis and development capabilities to understand your business objectives and leverage the Salesforce platform to drive them forward. A deep understanding of cutting-edge platform capabilities enhances user experience and transforms customer touchpoints.

We understand that a modern Salesforce implementation is only as good as the infrastructure, people, and processes that surround it. By connecting customer data on and off the platform, Salesforce delivery becomes a catalyst for enterprise enablement. CapTech’s experience across integration platforms, customer experience, modern delivery, and organizational change management unlocks value beyond Salesforce development. Our holistic expertise drives enablement for Salesforce users, other internal teams, and most importantly, your customers.

Our Salesforce Platform Expertise

Experience


Diverse Salesforce experience across clouds and products

  • Sales Cloud
  • Service Cloud
  • Revenue Cloud (CPQ)
  • Experience Cloud (Communities)
  • Field Service Lightning
  • Financial Services Cloud
  • MuleSoft

    Credentials


    Verified Salesforce platform expertise

    • Registered Salesforce implementation partner
    • 90+ certifications
    • Experienced Salesforce practitioners across our 8 CapTech U.S. offices and 30+ states

      Optimization


      Experience to take your Salesforce implementation to the next level

      • DevOps & CI/CD pipeline buildout
      • CX/UX design
      • Modern declarative development
      • Cutting-edge development framework expertise

        Complete Solutions


        Holistic expertise to drive value beyond the Salesforce platform

        • End-to-end enterprise implementations
        • Bespoke user experiences
        • Organizational Change Management for Salesforce training and adoption
        • Data architecture and integrations

          CapTech’s Salesforce Effectiveness Framework ​

          CapTech’s Salesforce Effectiveness Framework begins with a quick and repeatable assessment that will:​

          • Develop a future state technology architecture and identify process improvements that best support business objectives. ​
          • Maximize the value of Salesforce platforms to drive user adoption and consolidate disparate and legacy applications​.
          • Provide actionable insights from Salesforce and other integrated systems that enable active management of sales and marketing activities​.

            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.

            CapTech's Salesforce Assessment Framework

            Salesforce Client Story

            Seamless Salesforce Integration Ensures a Flawless Customer Experience


            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.

            Read full story

            Elevating CX with Salesforce

            In today's digital world, the customer experience often determines how current and prospective partners see your brand. CapTech leverages Salesforce capabilities to deliver CX best practices that help set brands apart. This article explores how an improved customer experience helps customers feel heard, encourages interactions, and drives the customer journey forward.

            Read More

            Download Our Salesforce Capabilities PDF

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            Tom Halligan

            Director, Salesforce Partnership

            Tom leads business development for CapTech’s strategic partnership with Salesforce. Leveraging his experience from eight years at Salesforce as a Principal Sales Engineer and over 15 years as a Sales Engineer, Tom’s unique insights into the Salesforce ecosystem foster strong relationships with Salesforce and lead to improved outcomes for CapTech’s clients. Tom’s technical acumen, coupled with his knowledge of Salesforce products and services, allows him to provide unique insights and deliver powerful Salesforce solutions for our clients.

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            Larry Stamm

            Managing Director, Partnerships

            Larry oversees the development of strategic enterprise partnerships at CapTech. He plays a crucial role in accelerating customer adoption of our partner's services and delivering transformative solutions to CapTech’s clients. His past experience accelerating customer adoption of AI/ML services gives Larry key insights into developing AI/ML solutions on CapTech’s partners’ platforms.

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