Customer Relationship Management (CRM)

Blaze your deployments on world’s most powerful apps on the Intelligent Customer Success Platform with the help of Smartsoft

Sell faster and smarter with the world’s #1 sales platform.

Manage customer support across every channel with the #1 service platform.

Deliver personalized messages on any channel with the #1 marketing platform.

Engage your audiences with branded portals, forums and sites.

Unify the shopper experience with the #1 commerce platform.

Build, connect, and integrate apps with the #1 enterprise cloud.

Salesforce Specialty Cloud Expertise

Salesforce is maturing its offerings  quickly to provide a series of specialized cloud offerings where few consultancies have experience.  Smartsoft has experience in implementing  the many facets of Salesforce Cloud including:

  • Sales & Marketing Cloud;
  • Financial Services Cloud;
  • nCino Integration with Financial Services Cloud;
  • Telephony “Screen-Pop” CTI Integration;
  • Commerce Cloud; and,
  • Einstein Analytics.

Skuid Salesforce Interface Development

Skuid provides a no-code approach for creating a “single-plane of glass” across multiple Salesforce instances and a plethora of custom objects.  

  • Enrich Salesforce with omni-channel experiences that are generally delivered with complex custom code;
  • Unified experience between custom Salesforce objects; and,
  • Engaging interfaces that interface with CSS, and HTML5 for seamless mobile experiences.

Einstein Analytics

Smartsoft first begins with helping you cleanse and enrich your data with content from social sources such as Facebook or Twitter or statistical sources such as D&B or Census data.  Ultimately, Einstein adds AI insight into facets as: 

  • Lead Scoring
  • Opportunity Insights
  • Smart Action Recommendations
  • Engagement Scoring

Smartsoft also provides seamless bot experiences that eliminate the need for human interaction for many processes such as password resets.