Salesforce Integration

Our seasoned team of Salesforce Consultants dives deep into your business needs, distinct cloud-based plus on-premise systems, and existing workflows.

Salesforce Implementation

Sales Cloud
Service Cloud
Community Cloud
Marketing Cloud
Marketing Cloud Engagement
Revenue Cloud

With PTP’s Salesforce Sales Cloud implementation services, your business can unlock a tailored journey for each of your users, ensuring interactions align with your unique needs. Our services bridge the gap between raw data and actionable insights, offering a seamless link for informed decision-making.  

Beyond just data storage, PTP amplifies sales performance through the Salesforce Sales Cloud, streamlining operations by reducing manual tasks. By harnessing the power of automation tools, we diminish operational costs and oversee end-to-end task management, integrating sales and marketing functions for optimal business transformation.  

We support the following Sales Cloud features:  

  • Lead Management 
  • Contact & Account Management 
  • Opportunity Management 
  • Salesforce CPQ 
  • Partner & Territory Management 
  • Pipeline & Forecast Management 
  • Reports & Dashboards 
  • Mobile Experience 

With PTP’s Salesforce Service Cloud implementation, businesses can rapidly streamline tasks for customer service agents, enabling quicker, more profitable decisions and better customer service. Our consultants help establish a cohesive internal network for effortless customer data sharing and design platforms with customer experience at the forefront.  

Empower your service team with Salesforce Service Cloud’s elite features for unparalleled business quality. Trust in PTP’s expertise for optimal guidance on utilizing Salesforce Service Cloud, ensuring time, money, and resource savings. 

We support the following Service Cloud features:  

  • Case Management 
  • Omni Channel 
  • Social Customer Service 
  • Lightning Service Console Setup 
  • Telephony (CTI) Integration 
  • Asset & Order Management 
  • Reports & Dashboards 

Salesforce Community Cloud serves as a platform bridging your customers, employees, and partners. PTP’s Salesforce Community Cloud collaborations introduce businesses to enriching features focused on customer engagement, enhanced employee productivity, and robust partner collaboration.  

More than just expediting deal closures, Community Cloud addresses key operations like distributor connections, informed purchase decisions, and boosting customer retention rates. Our specialists weave together these tasks, sculpting a cohesive community tailored to your business ecosystem, packed with benefits that elevate your entire business model.  

We support the following Community Cloud features: 

  

  • Channel Management 
  • Customer Service Solutions 
  • Content Management 
  • Personalized Experiences 
  • Pre-Built Template & Themes 
  • Einstein Bots 

PTP’s expertise in Salesforce Marketing Cloud management tailors a unique experience for each of your contacts and leads, amplifying your business’s marketing. Salesforce Marketing Cloud’s capabilities span from tracking contact behaviors, expediting deal conclusions, to elevating the customer’s journey with your services.  

PTP seamlessly connects customer needs with business potential, all through cutting-edge automated marketing cloud solutions. The aim of Salesforce Marketing Cloud lies in building predictive analytics that significantly optimizes your business’s marketing assets. 

We support the following Experience Cloud features: 

  • Journey Builder 
  • Digital Studio 
  • Email Studio 
  • Mobile Studio 
  • Interaction Studio 
  • Salesforce DMP 

Implement the power of Marketing Cloud Engagement with PTP’s specialized offerings. Our expertise includes targeted email campaigns, streamlined lead management, and B2B sales email automation, reducing the burden of manual tasks like tracking and campaign management.  

This SaaS marketing automation platform unlocks valuable insights into customer behaviors, directly fueling revenue growth. With PTP’s Pardot implementation, users gain comprehensive insights sourced across diverse platforms, delivering a custom understanding of every consumer. The elements of our Marketing Cloud Engagement implementation are aligned for a methodical, results-driven approach to business processes.  

We support the following Pardot features: 

  • Lead Management 
  • Landing Pages & Smart Forms 
  • Personalized Email Marketing 
  • Salesforce Engage 
  • Organic & Paid Search 
  • Marketing Analytics 

Revenue Cloud, when paired with PTP’s customized services, empowers sales reps to generate swift and precise quotes, maximizing the platform’s effectiveness. Implementing Revenue Cloud streamlines sales decisions, helping businesses reach goals quicker and facilitating high-quality deals.  

Under PTP’s guidance, Salesforce Revenue Cloud helps build impactful business choices, propelling sales through data-driven insights. PTP excels in merging and optimizing sales endeavors to deliver peak outcomes. Furthermore, Revenue Cloud presents user-friendly software, universally accessible across devices, thanks to its cloud-centric architecture. 

We support the following Revenue Cloud features:  

  • Integrated Sales Channel 
  • Pricing Engine 
  • Multi-Cloud Billing 
  • Automated Customer Journeys 
  • Asset Lifecycle Management 

Don’t fall behind. Boost your business performance
with our comprehensive, secure, and scalable
Salesforce Integration services

Frequently
Asked
Questions

  • Is project manager a good career choice?

    Yes! Provided you’ve got the skills you’ll need to succeed, embarking on a project management career is a strong career move. If you’re looking for an exciting, fast-paced job that will stretch your soft skills as much as your technical abilities, a PM job satisfies all of these requirements and so much more. Although a junior project manager may start out with more modest pay and projects, senior project manager jobs offer compensation well into the respective six figures, with complex and intriguing projects to match.

  • Is project manager a good career choice?

    Yes! Provided you’ve got the skills you’ll need to succeed, embarking on a project management career is a strong career move. If you’re looking for an exciting, fast-paced job that will stretch your soft skills as much as your technical abilities, a PM job satisfies all of these requirements and so much more. Although a junior project manager may start out with more modest pay and projects, senior project manager jobs offer compensation well into the respective six figures, with complex and intriguing projects to match.

Address

1030 W Higgins Rd, Suite 230
Park Ridge, IL 60068

Phone

312-778-5006

Let's Get
in Touch!

If you're looking for a partner to help build talent management solutions, get in touch!

Please enable JavaScript in your browser to complete this form.
*By submitting this form you agree to receiving Marketing & services related communication via email, phone or WhatsApp. Please read our Privacy Policy and Terms & Conditions for more details