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.

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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

Stanton Coville

Stanton Coville

Director

Envelope
Maggie Cosby

Maggie Cosby

Sr. Manager

Envelope