Salesforce
CRM and Business Platform
Salesforce is a cloud-based CRM and business platform used by companies of all sizes to manage sales, customer service, marketing, and more. It is the world’s leading CRM solution, offering a highly customizable and scalable platform that adapts to complex enterprise needs as well as smaller teams.
Beyond CRM, Salesforce has grown into a broad ecosystem covering automation, analytics, AI, and industry-specific solutions, all connected through a single platform.
Key features:
- Sales pipeline and opportunity management
- Contact and account management
- Marketing automation (Marketing Cloud)
- Customer service and support (Service Cloud)
- Analytics and reporting (Tableau)
- Workflow and process automation (Flow)
- AI-powered insights (Einstein AI)
- AppExchange with 7,000+ integrations
- Mobile app
- Custom app development (Salesforce Platform)
Case studies using Salesforce
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Centric Software
Centric Software is an enterprise PLM/retail software company that acquired two businesses — Contentserv and ShoppingFeed — each with their own CRM stack (HubSpot + Pardot for Cont…
- Discovery & Architecture
- Data & Logic Mapping
- HubSpot → Salesforce Sync
- Salesforce → HubSpot Sync
- Bulk Migration
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Unitedleads
Unitedleads is a financial brokerage platform managing contracts for mortgage/loan origination and lead referrals. Metawork built a comprehensive automation system connecting Sales…
- **Contract Management**
- **Order Processing**
- **Commission Tracking**
- **Invoice Generation**
- **Salesforce Workflows**