CRM Development

Saitech’s expertise spans diverse industries, delivering tailored Salesforce solutions that streamline operations and enhance customer engagement.

Summary of Salesforce Development Projects by Saitech

1. Community Setup for Non-Profit
   • Developed a Salesforce Community for a disaster relief organization in India, enabling online interaction and streamlined material distribution.
   • Created custom panels, REST resources for inventory and dispatch, and configured branding, themes, and moderation roles.
2. CSV Loader Tool for Event Management
   • Designed a CSV import tool for an event management firm, enabling bulk data uploads, validation, and mapping to Salesforce objects.
   • Features included automated reporting, email notifications, and assigning users to permission sets and groups.
3. Sales Cloud Implementation for Visa Services
   • Automated lead management and customer tracking for an Australian visa service provider.
   • Integrated WordPress, Calendly, and SharePoint with Salesforce and created tools for invoicing, reviews, and application status tracking.
4. Integration of Nylas with Business Tools
   • Built custom integrations between Salesforce, Nylas, Zoom, Google, and Microsoft for a U.S. consulting firm.
   • Developed workflows for scheduling and ensured secure data handling and reliability.
5. Enhancements for Online Headphone Store
   • Designed UI components and implemented OCAPI for shipment tracking and customer updates for a U.S.-based e-commerce store.
   • Integrated Avalara for tax management and created custom functionalities on Salesforce Commerce Cloud.
6. CPQ Implementation for Tech Provider
   • Customized CPQ for a technology firm with multi-currency support, regional pricing, and discount approval workflows.
   • Implemented product bundles and layouts for efficient management.