EN JA
Contact
LCAP

Salesforce

Take your business further 
with the world’s No.1 CRM.

Salesforce is a cloud-based CRM (customer relationship management) platform. Sales Cloud, Service Cloud, Tableau, MuleSoft, Slack and Einstein work together, covering everything from sales to marketing and customer service. ITSO supports implementation and adoption across all Salesforce products.

What you can do with Salesforce

  • A CRM (customer relationship management) leader

    The industry-leading CRM platform. It brings customer information together and supports sales, marketing and service as one, with the track record and reliability of the world’s No.1.

  • Sales Cloud: sales management and SFA

    Manage deals, opportunities and customer information in one place, with sales processes made visible and automated. Data drives more accurate forecasts and higher win rates.

  • Service Cloud: customer support

    A customer service platform for contact centers and remote service, handling email, phone and chat in one omnichannel view.

  • Tableau: data analysis and visualization

    Combine multiple data sources into interactive dashboards that show KPIs in real time, with AI predictions supporting data-driven decisions.

  • MuleSoft: system integration

    Connect ERP, accounting, logistics and other systems through APIs to break down data silos. Integration without programming delivers automation and links to existing systems.

  • Salesforce Einstein: AI predictions

    AI built into the whole CRM supports decisions by predicting win likelihood, suggesting next actions and detecting anomalies.

Issues

Scattered customer data, sales run on gut feeling, data that never reaches management: sound familiar?

Data piles up but goes unanalyzed, slowing decisions

The data is in Excel and Access, but compiling and analyzing it takes huge effort. Report preparation piles up right before management meetings, and real-time decisions aren’t possible.

Customer data is split by department and not shared across sales, service and marketing

Sales, customer support and marketing each manage their own data. Sharing takes effort, and duplicate or missed responses have become the norm.

Sales depends on individuals, and forecasts stay inaccurate

Every status update needs a meeting. Each rep manages deals differently, the pipeline is invisible, and management decisions still rely on personal instinct.

Salesforce solves all of these at once.

Benefits

Connect the whole company around the customer, strengthening sales, service and data use together.

01

Customer information managed in one place, company-wide

Customer data gathered in Salesforce lets sales, marketing and service see the same information in real time, ending missed and duplicate responses and improving the customer experience.

02

Sales processes automated and visible

Sales Cloud shows deal progress and the pipeline in real time, and automates routine work such as quotes, approvals and emails so reps can focus on closing.

03

AI suggests the next action

Einstein AI predicts win likelihood from past data and highlights the deals to prioritize, maximizing sales productivity through data-driven decisions.

04

Seamless connection with any system

Connect to ERP, accounting and logistics systems through MuleSoft and APIs. Roll out step by step with minimal data migration effort, making the most of what you already have.

05

Real-time dashboards for management

Tableau shows sales, KPIs and customer trends in real time, cutting monthly reporting work and enabling decisions based on live data in management meetings.

06

A scalable cloud platform that grows with you

Add users and features flexibly as your business grows. With no infrastructure to manage and always the latest version, IT operating costs go down.

Flow

Three steps to go-live, in as little as two months.

  1. 1

    Current-state analysis and scope

    1–2 weeks

    A dedicated specialist reviews your challenges, systems and requests in detail, determines which Salesforce products fit best, sets the scope and priorities, and draws up a project plan.

  2. 2

    Build and test (pilot)

    4–6 weeks

    We configure, customize and integrate Salesforce from the design, confirm quality through UAT (user acceptance testing), and run a pilot to measure results and estimate ROI.

  3. 3

    Full rollout and go-live

    Ongoing

    With improvements from the pilot applied, the service officially starts. After go-live, training, user manuals and operational support help it take hold, building a team that can run on its own with ITSO’s support.

Scene

Used in a wide range of settings, across industries and departments.

  • Manufacturing and B2B sales

    Higher win rates by managing many B2B deals in Sales Cloud

    Deal information that each rep kept differently was brought into Salesforce. Visible deal progress and AI predictions identified priority deals, greatly improving the team’s win rate.

  • Retail, e-commerce and mail order

    Personalized campaigns sent automatically from purchase history

    Customer purchase and browsing history was analyzed to send personalized emails automatically at the right moment, raising repeat and upsell rates.

  • Insurance and finance

    Einstein predicts renewal timing to make sales more efficient

    AI predicted renewal likelihood from past contract data and suggested who to approach first, letting reps focus on closing and raising renewal rates.

Contact us

FAQ

  • Its biggest strengths are the world’s No.1 track record and a rich ecosystem. Sales Cloud, Service Cloud, Tableau, MuleSoft, Slack and Einstein AI work as one, covering sales, service, analytics and AI on a single platform. It can also be extended with industry- and task-specific solutions from more than 7,000 apps on AppExchange.

  • Yes. Data can be migrated from existing CRMs and core systems. Using MuleSoft and APIs, customer and deal data move safely while you switch over step by step without stopping work. ITSO supports you from migration planning to execution.

  • We recommend starting small with the product most directly tied to your challenges (such as Sales Cloud or Service Cloud), in the edition that matches the features you need. ITSO learns about your work and budget and proposes the best product and edition.

  • Yes. Salesforce is designed with an intuitive interface, so daily sales and customer management work needs no programming knowledge. Even advanced customization and automation can often be handled with no-code Flow, and ITSO also provides training.

  • We continue to support operation, additional customization and troubleshooting after rollout, with training and usage reviews to help your teams get the most from Salesforce.

Home About