Look, nurture, and convert leads to close deals faster with the top CRM platform.

Glance through one screen and sell faster.

  • Identify key contacts faster and follow easily
  • See all sales details in a go
  • Easily manage sales, lead and contract management

No more spreadsheets! Focus more time on selling.

  • Automatically track emails, calls, and meetings
  • Act speedily, gain intelligence, and personalize your every transaction
  • Have insightful and customized reports and dashboards
  • Collect and sync key info right from your inbox
  • Get a clear, immediate, and customizable view of all your sales details
  • Make deep analysis on the go and grow your business like never before

UBSdigiCloud Salesforce Cloud Solution

Manage each business vertical with greater efficiency and visibility
powered by Salesforce Cloud products and solutions.

  • Save your time from spreadsheets and get more time for selling. Get a consolidated view of the entire sales process, with deep insights into data, team performance, and a 360° view of the customer journey.

    • Account and Contact Management
    • Opportunity Management
    • Lead Management
    • Sales Data (Data.com)
    • Forecastin tools
    • Configure price and quote every deal
    • Files Sync and Share
  • Utilize the power of AI to monitor customer behaviors and predict their actions. Take customer support and interaction to a whole new level with a standardized dashboard and Telephony Integration.

    • Lightning Service Console
    • Case Management
    • Social Customer Service
    • Asset and Order Management
    • Custom Reports and Dashboards
    • Process Automation
  • Bring order to your marketing efforts and pull them off life support with Salesforce’s Marketing Cloud. A powerful and rich platform, packed with the latest marketing features.

    • Understand Customer behavior & preferences
    • Automate the entire marketing process with Pardot
    • Enhance customer interaction over social media
    • Use geo-fenced messages to tailor promotions
  • Diversify market intelligence by engaging partners, customers, and employees in this cloud-based collaboration platform. Increase customer satisfaction with data integrations and online brand recognition.

    • Business Integration
    • Personalization
    • Customization and Branding
    • Responsive Mobile Experience

UBSdigiCloud Salesforce Services

Customizable Salesforce Services & Salesforce Consulting

  • Advisory & consultancy

    Right from working with you to create a business case/s, & identifying best solutions to complex business scenarios using best practices & learnings.

  • Integrated implementation

    Agile implementation, including integrations & data management. Ensuring going live quickly to achieve ROI within 3-4 weeks!

  • Continuous support (ALM)

    Insightful transition methodology, industry standard SLAs, proactive recommendations, act as a lead vendor managing SLAs with other 3rd parties, giving you peace of mind!

  • Lightning studio

    Creating a roadmap to move on to a Lightning UI and implementing using agile methodology, enabling higher end-user experience and faster adoption.

  • Integration Services

    Integration services using Mulesoft Anypoint Platform & Flowgear platform. Get expert guidance to easily adopt the powerful CRM platform.

  • Turnkey App Development

    Outsource your entire App development from concept development to publishing, quick PoCs to validate your ideas & concepts and faster time to market!

Seamless Integration, Infinite Possibilities

We help you increase efficiency and reduce cost by integrating Salesforce with your business apps, services, APIs, databases or with just about anything.

We do this by:

  • Integrating Salesforce with ERP Systems like SAP, Oracle and others, hosted locally or on Cloud
  • Integrating Salesforce with Pardot-B2B marketing automation application
  • Integrating Salesforce with Other Marketing Automation Applications>
  • Integrating Salesforce with AppExchanged listed applications

See what makes Salesforce the choice of
top business leaders

  • Lead and contact management

    • Identify and find key contacts
    • Tap and convert leads faster
    • Follow up on leads quickly and easily
    • Track calls, emails, messages, and meetings
  • Sales opportunity management

    • Complete view of all sales details on one screen
    • Automate key information from your inbox
    • Close sales deals - from any time and anywhere
    • Add intelligence to and personalize each transaction
  • Customisable reports and dashboards

    • All the information you need in one place
    • User-friendly platform
    • Rich features
    • Yearly upgradations and innovations

Why UBSdigiCloud Solutions?

We strive to build a trusted, long-term relationship with each client, and we pride ourselves on earning the highest client satisfaction ratings in the industry.

Customer Satisfaction Score: 4.5/5

  • 50+ Happy Customers
  • 100+ Projects Delivered
  • 50+ Salesforce Professionals
  • 100+ Salesforce Certifications

#1 CRM, #1 Customer Experiences

Here’s what our customers share about their CRM journey and our services:

Trusted By the Best

We reimagine what’s possible for our clients. Talk to us to know why leading companies across all industries trust us as their Salesforce implementation partner.

Consult our UBSdigiCloud team Today!

Would you like to know how Salesforce can grow your account faster, solve your industry-based challenges, manage lead generation and drive revenue? Talk to us!

Get in touch