Why Choose VisionsDream Cloud

These services focus on aligning a client's business goals with the capabilities of the Salesforce platform.

• Discovery and Assessment:
  • CRM Health Check/Audit: A thorough review of an existing Salesforce Org to identify performance issues, technical debt, unused features, and areas for optimization.

• Business Process Analysis (BPA): Detailed workshops to map current business processes, uncover pain points, and define "future state" workflows using Salesforce.

• Roadmap and Strategy Planning: Creating a phased, long-term plan for Salesforce implementation, integration, and adoption that aligns with business objectives and budget.

• Cloud Advisory:
  • Cloud Selection Guidance: Helping clients choose the right mix of Salesforce Clouds (Sales Cloud, Service Cloud, Marketing Cloud, etc.) and features for their specific needs.
  • License Optimization: Advising on the most cost-effective licensing model to meet functional requirements.

• Lightning Migration Services:
  • Assessing readiness, planning the migration from Salesforce Classic to the Lightning Experience, and executing the transition with minimal disruption.

These services are the core of setting up and customizing the Salesforce platform for a client.

• Sales Cloud Implementation:
  • Configuring and customizing the platform for Lead, Account, Contact, and Opportunity Management.
  • Setting up Sales Forecasting, Quoting, Territory Management, and sales process automation.

• Service Cloud Implementation:
  • Configuring Case Management, Omni-Channel Routing, and Service Level Agreements (SLAs).
  • Implementing Knowledge Management to improve agent efficiency and self-service.
  • Setting up Service Cloud Voice for integrated telephony and call center operations.

• Experience Cloud (Portals/Communities) Implementation:
  • Creating secure, branded Customer, Partner, or Employee portals for self-service, collaboration, and data sharing.

• Industry Cloud Solutions:
  • Specialized setup and customization for industry-specific platforms like Financial Services Cloud (FSC), Health Cloud, Nonprofit Cloud, or Manufacturing Cloud.

These services involve coding and advanced configuration to build unique features and streamline operations.

• Custom Application Development:
  • Building bespoke, business-specific applications on the Salesforce Platform using Apex and Lightning Web Components (LWC) or Aura Components for the user interface.
  • Developing and deploying custom apps on the AppExchange for public sale

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• Customization and Configuration:
  • Creating custom objects, fields, workflows, validation rules, and page layouts.
  • Designing complex Flows and Process Automation (e.g., approval processes, complex lead routing) to eliminate manual tasks.

• DevOps and Release Management:
  • Implementing Continuous Integration/Continuous Delivery (CI/CD) pipelines for a faster, more reliable, and agile development lifecycle.
  • Establishing sandboxes, version control, and automated deployments.

Seamless data flow and a "single source of truth" are critical for a successful CRM.

• Salesforce Integration Services:
  • Connecting Salesforce with external systems like ERP (SAP, Oracle), Marketing Automation Platforms, Financial Systems, and proprietary databases.
  • Utilizing MuleSoft (a Salesforce company for integration), REST/SOAP APIs, or third-party middleware (e.g., Zapier, Workato).
  • Specializing in various integration patterns: Real-Time Sync, Batch Data Transfer, and UI Integration (Mashups).

• Data Migration:
  • Transferring data from legacy systems or other CRMs to the new Salesforce environment.
  • This includes Data Mapping, Transformation, Cleansing, Deduplication, and validation to ensure data quality.

• Data Cloud (Customer Data Platform - CDP) Services:
  • Unifying customer data from all sources into a single, comprehensive customer profile.
  • Implementing and configuring Data Cloud for segmentation and activation across sales, service, and marketing clouds.

Leveraging AI to drive smarter business outcomes and gain actionable insights.

• AI Implementation (Agentforce & Einstein):
  • Implementing Agentforce (the AI agent platform) and its associated AI features across Sales and Service.
  • Configuring Einstein Bots for automated chat service.
  • Setting up Einstein Prediction Builder or Next Best Action to guide sales reps and service agents.

• CRM Analytics (Tableau CRM) & Reporting:
  • Designing custom dashboards and reports to visualize key performance indicators (KPIs) and business metrics.
  • Implementing CRM Analytics for advanced data analysis, prediction, and deep business intelligence.

Ensuring the client's Salesforce Org remains healthy, performant, and continuously evolving.

• Post-Implementation Support:
  • Providing a dedicated support team for troubleshooting, bug fixes, and user assistance after deployment.

• Managed Services:
  • Offering ongoing administrative support, system maintenance, and proactive performance monitoring on a retainer basis.
  • Handling user management, security reviews, and bi-annual release management.

• User Training and Adoption:
  • Developing custom training materials and conducting sessions (online/on-site) for end-users and administrators.
  • Strategies and programs to maximise user adoption and drive ROI.