Sales Cloud

The Sales Cloud provides the full spectrum of tools needed to connect with customers from comprehensive account mapping to social insights, all in one place and available anytime, anywhere.

Segra Infoware’s skilled consultants bring extensive experience in Sales cloud implementation and customization for customers around the globe. Our implementation teams help enterprises reach targets faster through new approaches to sales metrics, revenue forecasts and opportunity tracking and reporting. Our Sales Cloud implementation enables customers to

Close more deals faster

Gain real-time visibility into sales

Connect with today’s social customers</p

Service Cloud

Segra Infoware’s  Service Cloud implementation teams recognize that each customer has unique needs and processes. Therefore we offer a wide range of solutions and options tailored to your individual model for customer-centric services.

Segra Infoware’s  brings the best of innovation from Salesforce such as Chatter, Social media, Social communities, Live agent and Analytics, each of which may be customized to enhance the value for your customer community.

Enterprise Edition

Our Quick Start packages give you lightning start. They are designed to help you with the technical aspects of the implementation and get your team up to speed with the new technology as quickly as possible.

REQUIREMENTS GATHERING

Our SFDC consultants will assess your existing business processes and advise you on best practices, specific to your business, to adopt salesforce.com as your CRM. We will map your business processes to Salesforce.com’s features and functionalities to give you a better understanding of how to leverage Salesforce.com to facilitate your sales functions.

LEAD MANAGEMENT

WEB TO LEAD CONFIGURATION.

VALIDATIONS & WORKFLOW CONFIGURATION.

LEAD ASSIGNMENT CONFIGURATION.

AUTO RESPONSE CONFIGURATION.

AUTO RESPONSE CONFIGURATION
CAMPAIGN MANAGEMENT

CAMPAIGN ROI REPORTING.

CAMPAIGN HIERARCHY SETUP.

CAMPAIGN INFLUENCE SETUP.

CAMPAIGN MEMBER ANALYSIS REPORT.

OPPORTUNITY MANAGEMENT

OPPORTUNITY CONFIGURATION.

VALIDATION & WORKFLOW SETUP.

SETUP APPROVAL PROCESSES.

SETUP PRODUCTS & PRICE BOOKS.

REPORTS & DASHBOARDS

10 CUSTOM REPORTS.

1 DYNAMIC DASHBOARD UP-TO 6 COMPONENTS.

COMPONENTS
SECURITY ARCHITECTURE SETUP

UP-TO 3 CUSTOM PROFILES.

OWD SETUP.

UP-TO 2 PERMISSION SETS.

ROLES HIERARCHY.