What are the major roles of your Salesforce consultants?

• Define business objectives that support. • Map business objectives into features. • Recommend a suitable edition of the Cloud Platform. • Design customer service, sales, and marketing processes. • Build user adoption strategy.

How your Salesforce consultants can prove helpful?

Our team of Salesforce consultants can handle every project (simple or complex) and help businesses achieve their goals effectively.

How will FEXLE improve your use of Salesforce?

Some of the major pain points that FEXLE will solve for you are as follows: • Bring alignment in all business processes. • Enhance the usage of licenses and user adoption rate. • Advance customer engagement with a relevant prospect, lead and customer communications. • Increase usability with an object as well as page optimization.

What are the benefits of hiring FEXLE as a Salesforce consultant partner?

• We have flexible engagement models. • We offer quality delivery in a stipulated timeframe. • Clients will get a budget-friendly package. • There are multiple Salesforce app development options. • We maintain full secrecy with a non-disclosure agreement.

What are the top cloud-CRM functionalities that you provide?

The following are the top functionalities we offer: • Easy data update • Hassle-free data migration • Organized workflow & approval process • Role permission • Client-centric dashboards and user interface • Custom email services • Custom console • Constant maintenance & testing • Seamless forecasting • Improved communication with teammates • Package integration services • Time-saving tool

What will be your Salesforce development process?

Following is our agile and full-proof development process: • Thorough research and brainstorming • Designing & developing a realistic roadmap • Solution deployment • Quality check • Support and Services • Regular Maintenance

Salesforce CDP Quick Starter Package

Build unified customer views, drive personalized experience, and get actionable insights with FEXLE’s Salesforce CDP Quick Start Pack

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What’s Included?

Requirement Gathering

Clearly define your business objectives and goals
Identify specific use cases to address key challenges
Document and analyze your requirements for optimal solutions

Initial Setup and Planning

A successful CDP implementation starts with a solid foundation. Our team will focus on:

Our CDP experts will establish data governance ensuring data quality, privacy, and security.
We will define user roles to create clear access levels.
Structuring your data by designing custom objects and fields.
Plan to scale your CDP infrastructure to handle increased data volumes and evolving requirements.

Setup Data Ingestion

Identify and Integrate Data Sources (Salesforce, marketing cloud, web, mobile, etc.)
Establish efficient data pipelines for both real-time and batch data processing.
Cleanse, standardize, and enrich data to ensure accuracy and consistency.
Align data fields from various sources to create a unified customer profile.
Utilize Salesforce connectors and APIs for seamless data integration.

Setup Data Unification

Match and merge data from multiple sources to create a single, accurate customer profile.
Define clear criteria for identifying and merging duplicate records.
Remove redundant data to ensure data accuracy and consistency.
Enhance customer profiles for a comprehensive view.

Setup Insights

Leverage advanced AI algorithms to gain predictive insights.
Build SQL expressions to create metrics and dimensions from mapped objects and fields.
Develop streaming insight expressions that anticipate customer preferences and behaviors.

Setup Segmentation and Activation

Develop customer segments based on demographics, behaviors, and preferences to target the right audience with precision.
Our experts will establish segment rules that drive personalized communications tailored to your customers' needs.
Build segments using real-time data graphs, enabling you to receive responses in milliseconds.
Create comprehensive reports and dashboards for microscopic monitoring.
Access segment output data across multiple sources to act on insights based on your specific business requirements.

Reports and Dashboards

Generate Unified Customer Profile Reports.
Create reports on single or multiple related data model objects (DMOs) to identify key areas for business focus and improvement.
Develop Custom Reports providing insights that drive strategic decision-making and growth.

Training and Go-Live

Perform comprehensive smoke testing to verify system stability and ensure a smooth transition to live operations.
Communicate with the officials to go-live, marking the successful implementation of your Customer Data Platform.
Provide thorough training for key users and stakeholders to maximize the effective use of the Customer Data Cloud.
Set up helpdesks and user groups to offer ongoing assistance and resolve any user issues swiftly and efficiently.

Meeting and Continuous Feedback

Gather ongoing input from users to identify areas for improvement and ensure your system remains aligned with business needs.
Regularly assess the performance of your data cloud implementation and make strategic adjustments to enhance outcomes.
Provide further training to ensure effective system management and empower users to leverage the full potential of the platform.
Our warranty is valid from week one starting from the deployment date.

Salesforce CDP Quick Starter Package

Fill the form, and we will help you deliver top-notch customer services while increasing customer retention.

Harness the Power of Data with Salesforce CDP Quick Start Package

CDP quick start package by FEXLE is a perfect solution that helps businesses gather, organize, combine, and centralize the data of each client and offers a single source of truth. The package comes with myriad advanced features such as unified customer profiles, privacy management, data ingestion, GDPR & CCPA compliance, Tableau & Datorama integration, and Salesforce Einstein for intelligent segmentation of the cloud.

Get CDP Quick Start Package for Holistic and Insightful Data-Driven Marketing

We help you maximize your CDP investment with our meticulously crafted Salesforce Customer Data Platform (CDP) Quick Start Package

Rapid Setup Process

Budget-Friendly Implementation

Enhanced ROI from Day 1

Helping Businesses Achieve Single and Actionable Views of Customer Data with Real-time Insights

Salesforce CDP Quick Start Package - The Target Audience

Through this pack, we will empower retailers to gain deeper insights into customer behavior.
Financial Services can enhance risk management and improve customer acquisition and retention.
It helps the healthcare providers deliver personalized patient care and enhance patient engagement.
CDP's quick start pack enables the Media and Entertainment industry to understand audience preferences and optimize content delivery.
Any organization that wishes to leverage customer data can improve marketing effectiveness via the Salesforce CDP quick start package.

Top Benefits of Salesforce CDP Quick Starter Pack

Our Salesforce CDP Quick Start Pack is designed to accelerate your time-to-value and deliver immediate business impact. Enjoy the following benefits:

Quickly implement a robust CDP foundation and start leveraging customer data insights.
Benefit from our team's deep expertise in Salesforce CDP and best practices.
Optimize your budget with a cost-effective solution.
Achieve measurable results and improve marketing performance in a shorter timeframe.
Build a foundation that can grow with your business needs.
Minimize implementation challenges with our proven methodology.
Offload CDP implementation complexities and concentrate on strategic initiatives.