Solutions

Sales Cloud

Sales Cloud is at the core of the Salesforce platform – it’s the original CRM that Salesforce launched back in 1999. Since that time, Sales Cloud has evolved into a powerhouse, rich in features for all aspects of account and lead management. Sales Cloud can be configured to support the use of business development reps (BDRs), inside and outside sales teams, and channel sales. It doesn’t matter if you sell products, professional services, or both – Sales Cloud can handle it.

We’ve enabled Salesforce for a variety of industries and companies of all sizes – from a handful of sales professionals to hundreds of users with complex territories and reporting structures. Let us bring our decades of experience to work on your behalf.

Sales Cloud Expertise

  • Contact & Account Management
  • Lead Management
  • Opportunity & Pipeline Management
  • Sales Forecasting
  • Task & Activity Management
  • Workflow Automation
  • Territory Management
  • Reporting & Dashboard
  • User Adoption Training
  • Ongoing Support

Service Cloud

Elkforce will help lift your customer service team to new heights by automating your service processes, streamlining your workflows, and surfacing key knowledge articles, topics and experts. We’ll set your customer service team on a course to effective and streamlined service and case management, with lightning-quick responses to your customers’ needs. It will be easier than ever to connect with your customers on a one-to-one basis, across multiple channels, on any device, with a personalized customer experience to build lasting relationships. Elkforce will customize Salesforce Service Cloud to strengthen your customer support and empower your service representatives to clear obstacles in the customer service cycle and automate key service operations.

Service Cloud Expertise

  • Case Management
  • Knowledge Base
  • Live Chat and Messaging
  • Omni-Channel Routing
  • Service Analytics and Reporting
  • Telephony Integration
  • Field Service Management
  • Workflow Automation
  • User Adoption Training
  • Ongoing Support

Experience Cloud

Experience Cloud is an online social platform that enables companies to connect customers, partners, and employees with each other — and the data and records they need to get work done. This next-generation portal combines the real-time collaboration of Chatter with the ability to share any file, data, or record anywhere and on any mobile device.

Experience Cloud allows you to streamline key business processes and extend them across offices and departments, and outward to customers and partners. Now everyone in your business ecosystem can service customers more effectively, close deals faster, and get work done in real time.

Experience Cloud Expertise

  • Portal Development
  • Business Integration
  • Content Management
  • Chatter Collaboration
  • Custom Branding and Theming
  • Personalization
  • Workflow Automation
  • Ongoing Support

Salesforce CPQ

Our CPQ consulting services can help you with configuring and deploying quote-to-cash & billing solutions customized for your specific business needs. Our services can take your sales operations and organization to the next level in the cloud by efficiently implementing CPQ, Billing, and Revenue Cloud. At Congruent, our Salesforce Consultants possess in-depth knowledge of CPQ solutions and offer high-quality services that empower your sales team to create sales quotes swiftly without any errors. Our Salesforce CPQ professionals are certified consultants with a strong track record of successfully implementing various complex quoting processes.

Our Salesforce experts can help your business eliminate errors in the quote generation process and create new business proposals, contracts, and renewals at an incredible speed. With Salesforce Revenue Cloud, which offers access to both CPQ and Billing, you can configure prices and send quotes through a branded document to elevate your customer experience. We can also create a tailored experience for your sales reps by enabling them to create quotes/prices for any order quickly and accurately with the help of our certified Salesforce CPQ developers.

Salesforce CPQ Expertise

  • Product and Pricing Rules
  • Guided Selling
  • Contract Management
  • Renewal Management
  • Advanced Approvals
  • Multi-Dimensional Quoting
  • Product Bundling
  • Quote Generation
  • Workflow Automation
  • Ongoing Support

Salesforce Health Cloud

Salesforce Health Cloud is a cloud-based customer relationship management (CRM) platform specifically designed for the healthcare industry. It enables healthcare providers to deliver more personalized and coordinated care to patients, improve patient engagement, and enhance overall healthcare experiences. Health Cloud is part of Salesforce’s suite of industry-specific solutions known as the Salesforce Industries product line.

  1. Patient Profile: Health Cloud provides a comprehensive 360-degree view of each patient, consolidating data from various sources, such as electronic health records (EHRs), wearable devices, and other healthcare systems. This complete patient profile helps healthcare providers make more informed decisions and deliver personalized care.
  2. Care Coordination: Health Cloud facilitates better collaboration and coordination among care teams, including physicians, nurses, caregivers, and specialists. It allows for secure communication and seamless sharing of patient information, ensuring that all members of the care team are well-informed.
  3. Care Plans and Tasks: Healthcare providers can create and manage care plans for individual patients, outlining treatment goals, tasks, and follow-ups. This helps improve patient adherence to treatment plans and enhances patient outcomes.
  4. Patient Engagement: Health Cloud offers tools for patient engagement, such as patient portals and mobile applications. Patients can access their health records, communicate with care teams, schedule appointments, and receive personalized health information and reminders.
  5. Health Risk Stratification: Health Cloud uses predictive analytics to stratify patient populations based on their health risks. This enables providers to proactively identify patients at higher risk and prioritize interventions to improve outcomes.
  6. Care Pathways: Health Cloud allows the creation of predefined care pathways for specific medical conditions or procedures. These pathways guide care teams through standardized steps, ensuring consistent and evidence-based care delivery.
  7. Integration with EHRs: Health Cloud integrates with various electronic health record (EHR) systems, allowing healthcare providers to access and update patient data seamlessly.
  8. Compliance and Security: As with all Salesforce products, Health Cloud adheres to industry-leading security standards and compliance regulations, such as HIPAA, to ensure the privacy and security of patient data.

Salesforce Health Cloud empowers healthcare organizations to modernize their patient care processes, deliver more personalized care experiences, and improve patient outcomes. It provides a unified platform that brings together patient data, care teams, and engagement tools to create a connected and patient-centric healthcare ecosystem.

Salesforce Financial Services Cloud

Elkforce has extensive experience implementing solutions for the Financial Services industry. We have implemented FSC for customers in wealth management, banking, insurance, mortgage, and more. Our team of certified consultants will guide you through your FSC implementation, avoiding common pitfalls and ensuring best practices are enforced. We know each vertical has its own customizations and considerations, and we ensure your business practices are in line with industry standards.

We can connect Financial Services Cloud to your core banking systems, Loan Origination Systems (LOS), as well as your custodians in order to maximize the user experience and power your analytics. Whether you’re tracking Assets Under Management (AUM), loans, policies, or the usage of other financial products, Elkforce can help you succeed with FSC.

Certinia PSA

Elkforce helps you to align business processes of the Sales, Service and Finance teams.

Certinia (formerly FinancialForce) PSA provides a single cloud platform for your services operations, be they professional services, managed services, subscription services, or a combination of services and products.

Certina PSA is native to Salesforce, so you can easily compare what was sold to what was delivered. 

Our Certinia PSA implementation consulting helps you plan, track and deliver projects efficiently and confidently.

Streamline and improve you Professional Services business:

  • See realtime backlog, utilization, and revenue forecasts
  • Quickly generate billing data for invoicing 
  • Streamline data for invoicing and resolve errors upstream of financial system
  • Automate PSA project creation based on what was sold 
  • Efficiently manage schedules, resources, and project delivery
  • Manage resource skills and certifications based on what your customers need
  • Easily track time, expenses, and milestones 
  • Integrate with your enterprise systems like Oracle, SAP, Concur, Netsuite, and Workday
  • Facilitate approvals and route tasks to the right team

Certinia PSA Capabilities:

Efficiently manage projects and resources across regions and practices with the incredible flexibility of Certinia PSA. Our Certinia PSA implementation consulting helps you get the most from:   

  • Services Automation
  • Services Billing
  • Services Revenue Management
  • Services Communities
  • Integrations & Data Migration

Certinia ERP

Elkforce’s Certinia ERP implementation consulting will help you:

  • Access real-time ERP analytics and reporting powered by Tableau CRM Analytics
  • Properly allocate costs to projects for accurate project margin and P&L reporting
  • Support all your billing models (subscriptions, products, services) in one place
  • Quickly bill and invoice clients (document templates powered by Conga)
  • Recognize revenue efficiently and accurately
  • Automate postings to the general ledger
  • Fulfill finance and accounting controls (like ASC 606) and shorten period close cycles
  • Integrate with other enterprise systems like Oracle, SAP, Concur, Netsuite, and Workday

Certinia ERP capabilities

Certinia ERP Cloud provides you access to the following features:

  • Comprehensive Financial Reporting Suite
  • Accounts Receivable / Accounts Payable
  • Cash Management & Bank Reconciliations
  • Revenue Management for all revenue streams
  • Subscription and Usage Billing/Invoicing
  • Order and Inventory Management
  • Procurement & Vendor Management
  • Fixed Asset Management
  • Integrations & Data Migration