Salesforce Implementation Services

Our Salesforce Sales Cloud implementation follows a structured approach to ensure maximum value for your business.

We begin with assessment and planning, gaining a deep understanding of your current processes and objectives to craft a tailored implementation roadmap. Next, our experts focus on customization and configuration, aligning Sales Cloud features with your specific business needs for optimal functionality. We manage secure and accurate data migration, ensuring your existing records are transferred seamlessly into the new system. To support long-term success, we provide comprehensive training for your team along with ongoing technical support, empowering your users to adopt the platform effectively and drive measurable results.

Our Salesforce Service Cloud implementation is designed to set a strong foundation for your customer support operations. We start with a thorough assessment and planning phase, where we understand your business needs and existing support workflows to craft a tailored implementation strategy.

Our team then focuses on customization and configuration, ensuring that Service Cloud is perfectly aligned with your specific service requirements. We manage the secure and precise migration of your existing customer data into Service Cloud to maintain continuity and accuracy. To ensure a smooth transition, we deliver comprehensive training to your support team and offer ongoing technical support, enabling you to deliver exceptional service from day one.

Salesforce Experience Cloud (formerly Community Cloud) empowers organizations to create secure, branded portals, self-service sites, and collaboration hubs tailored to different audiences.

At EruditeWorks, we help you build engaging digital experiences—whether its a customer support community, a partner portal for deal collaboration, or an internal hub for employees. We design responsive, scalable portals with personalized content, seamless case deflection, and secure access controls. Our team ensures that your Experience Cloud implementation aligns with your business goals and delivers real value through increased engagement and operational efficiency.

Salesforce Marketing Cloud is a powerful platform that enables businesses to deliver personalized, data-driven campaigns across email, SMS, social, advertising, and web channels.

At EruditeWorks, we help you leverage Marketing Cloud to design customer journeys that convert. From segmentation and automation to campaign tracking and reporting, we ensure your marketing strategy is backed by real-time CRM insights. Whether you are launching your first campaign or scaling a global strategy, our certified consultants implement and optimize Marketing Cloud to maximize ROI and strengthen customer loyalty.

Salesforce Account Engagement (formerly Pardot) is the go-to marketing automation platform for B2B organizations looking to generate high-quality leads, nurture them through intelligent journeys, and empower sales with real-time engagement data.

At EruditeWorks, we help you implement, optimize, and fully leverage Pardot to bridge the gap between marketing and sales—driving measurable ROI and faster deal cycles. Whether you are starting from scratch or looking to fine-tune an existing setup, our consultants deliver tailored strategies that elevate your lead generation and conversion outcomes.

Salesforce Financial Services Cloud (FSC) is built for the regulatory, data, and client engagement demands of the financial industry. It brings together data, workflows, and industry-specific insights into a single interface for advisors, bankers, and service reps.

EruditeWorks configures FSC to align with your institution’s structure—whether it’s for wealth management, lending, insurance, or banking. We help map households, relationship groups, and client goals while ensuring compliance with industry standards. Our implementation includes onboarding flows, intelligent dashboards, referral tracking, and advisor productivity tools. We also enable FSC’s powerful mobile features and integrate it with financial planning or core banking systems to deliver a seamless experience from front to back office.

Salesforce Nonprofit Cloud is purpose-built to help mission-driven organizations strengthen relationships, manage programs, raise funds, and measure impact—all on a single connected platform.

At EruditeWorks, we specialize in implementing and optimizing Nonprofit Cloud to streamline operations, improve constituent engagement, and maximize every donation’s impact. Whether you are a grassroots nonprofit or a large global NGO, we tailor Salesforce to fit your programs, fundraising workflows, and reporting needs—while keeping your mission front and center.

Salesforce Revenue Cloud brings CPQ, Billing, Subscription Management, and PRM under one roof to streamline your quote-to-cash lifecycle.

It helps you scale with speed, flexibility, and precision across complex pricing models and billing needs.At EruditeWorks, we specialize in building efficient CPQ rules, product bundles, approval workflows, and contract generation templates. We also integrate Revenue Cloud with ERPs, payment gateways, and tax engines to automate order processing and revenue recognition. Our team enables recurring billing, discounts, usage-based pricing, and renewal flows, giving your sales and finance teams a single source of truth. From implementation to optimization, we ensure your revenue operations run lean, transparent, and future-ready.

Salesforce Field Service Lightning (FSL) is your command center for managing mobile workers, scheduling, and service delivery.

It bridges your contact center, dispatchers, and technicians with a shared view of appointments, assets, and customer history. EruditeWorks helps configure FSL to reflect your real-world service model—whether you are scheduling installations, inspections, or repairs. We design optimized service territories, shift patterns, and scheduling rules. From mobile app configuration to custom Work Order flows and asset lifecycle tracking, we ensure your team stays productive in the field. We also integrate GPS routing, checklists, inventory tracking, and SLA alerts to help your business deliver proactive and exceptional service.

Salesforce Data Cloud connects all your customer data—from CRM, web, mobile, POS, and external platforms—into a unified profile that updates in real-time.

It’s the foundation for AI-powered personalization across sales, marketing, and service. At EruditeWorks, we help activate Data Cloud by mapping data sources, setting up identity resolution, and configuring segments and calculated insights. We enable event triggers for real-time personalization, connect Data Cloud with Marketing Cloud, and build dashboards to visualize trends. Our team ensures that governance, privacy, and consent frameworks are in place so your data remains compliant while driving powerful engagement. With our support, you turn raw data into relevant action.