CyanGate is a Registered Salesforce Consulting (SI) and Integration Solutions (ISV) Partner providing both implementation services, configuration, custom development as well as developing products for Salesforce.
Lightning Migration requires careful planning and implementation. In order to make the highest impact in the shortest period, you can talk to us about our Accelerated Migration Program (AMP). AMP offers strategies for quick completion of migration while perfecting the Lightning experience for all users over time.
Meet A Salesforce Expert
There are four main aspects going into enabling Document Management on Salesforce.
The first is Process Enablement. Regardless of how the approval process should work, CyanGate can build the custom solution to assure enablement of the approval process.
The second is Process Automation. CyanGate provides easy upload of documents into Salesforce.com by building custom solutions.
The third is Document Backup. CyanGate helps build a solution to take a backup of current files and folders that are currently in use in CRM.
The fourth is Document Archival. CyanGate offers archiving documents based on a retention policy and assures automation of retiring documents used in CRM.
During Service Cloud implementations, we have four main domains of expertise.
The first is Live Agent Implementations. Live Agent requires the completionof the followingsteps:
Enabling Live Agent
Creating Live Agent Users
Creating Live Agent Deployments
Creating Live Agent Configurations
Creating and Assigning Live Agent Skills
Creating Chat Buttons
Customizing Your Live Agent Branding with Lightning Platform Sites
The second is Case Management. CyanGate helps with building a structure where agents/ customers/ partners can create cases with case files of any size. Additionally, CyanGate builds a system where cases can be created across all channels. Finally, CyanGate can help with implementing SLAs through milestones and entitlements.
The third is Knowledge Management. CyanGate helps construct a model to deliver faster and more accurate service delivery via helping implement a knowledge model.
Fourth is Agent Console. Mostly seen as a productivity tool, with the implementation of Agent Console, service agents can easily access relevant information faster on Salesforce, CyanGate's Salesforce services can help radically reduce the number of clicks required to get the job done.
CyanGate provides Salesforce implementation services for those who want to use Salesforce.com as their customer relationship manager (CRM). Withall the moving parts within Salesforce.com, it is important that all parts work together in concert. CyanGate Salesforce consultants will work with you to create a successful Salesforce implementation. Our approach to Salesforce implementation projects follows the steps:
Understand the business processes, workflows, formats and fields. Determine the configurations and customizations. Presentthe customer with an implementation plan and design.
Execute the implementation plan and design of Salesforce.com.
Design, test and install customizations in Salesforce.com.
Migrate customer data into Salesforce.com.
Train Salesforce.com users and administrators. Monitor user acceptance. Provide support for the customer's administrators.
Transfer all administrative duties to the administrators. Provide additional support at the customer's request.
Every company has different needs and workflows within their CRM. For Salesforce.com customers, their workflows or needs may require added features within Salesforce. The solution is CyanGate's Salesforce Custom Development.
As Salesforce Registered Consultants, CyanGate designs and implements Salesforce customization services to meet your business requirements. Salesforce custom development projects range in scale from very large to small projects requiring a few hours of work. To ensure the quality of work, CyanGate uses its in-house development office.
Experts in Media Management
* These fields are required.