Salesforce
Blufig, Your salesforce implementation partner
We empower businesses to realize their digital aspirations across business functions.
What we bring to the Table
PRACTITIONERS
We are practitioners. We not only implement Salesforce products but also leverage them to drive business results.
TECH EXPERTIZE
Comprehensive tech expertise across Salesforce stack.
PROVEN TRACK RECORD
Track record of delivering 60+
successful projects across
industry domains and tech
stacks.
Our Salesforce Capabilities
- Sales Cloud
- Marketing Cloud
- Salesforce CPQ
- Field Service Lightning
- Tableau CRM
- Omni Studio
- Service Cloud
- Financial Service Cloud
- Commerce Cloud
- Experience Cloud
- Salesforce Einstein
- Industry Cloud
How we do it
Imbibing Best Practices in The Organizational Work Culture
Implementation Lifecycle Reviews
- Scope and BRD review
- Design and Architecture review
- Test Plan and Test cases review
- Automated and manual Code reviews
- Deployment plan review
Architecture
Services
- Application and Data architecture design
- Integration architecture design
- Application Lifecycle and Deployment architecture
- Security design and review
Support
Services
- Weekly Status Report (WSR)
- Periodic Demo’s throughout the project lifecycle
- Cadence calls
- Internal Daily stand-Up call
- Retrospective calls
TOOLS
Release Management
Development
Development Tools
Configuration
Testing
Deployment
SUCCESS STORIES
FINTECH
Transforming Client Engagement for a Leading Financial Institution
Transforming Client Engagement for a Leading Financial Institution
ENGAGEMENT HIGHLIGHTS
- A leading financial institution with a diverse portfolio of retail and corporate clients, managing assets worth billions.
- Salesforce Cloud: Financial Services Cloud, Experience Cloud
- Methodology: Agile
- Tools: Lightning Experience, Digital Experience
- Technology: LWC, Aura Component, Community Page
EXISTING CHALLENGES
- Disconnected Data Silos: Fragmented client data spread across multiple systems
- Regulatory Compliance: Challenges related to keep up with the evolving compliance standards.
- Inadequate Client Engagement: Lower client satisfaction and retention rates.
- Legacy Systems: Inability to scale and adapt to changing market dynamics.
PROPOSED SOLUTION
- Unified Client Data through FSC data consolidation to enable holistic view of each client’s financial profile and interactions.
- Automated data collection and reporting, ensuring adherence to changing regulations through FSC compliance tool.
- Enhanced client engagement and satisfaction through FSC’s robust analytics insights.
- Migration of of legacy systems improving scalability while reducing operational costs.
BUSINESS RESULTS
- Enhanced Client Engagement
- Streamlined Compliance
- Operational Efficiency
- Scalability and Agility
- Data-Driven Insights
BANKING
Sales and Service Enhancement for a Bank with Digital Wallet
Sales and Service Enhancement for a Bank with Digital Wallet
ENGAGEMENT HIGHLIGHTS
- A leading bank with a diverse portfolio of retail and corporate banking with digital wallets.
- Salesforce Cloud: Community Cloud, Sales Cloud
- Methodology: Agile
- Tools: Lightning Experience, Digital Experience & Einstein Chatbot
- Technology: Aura Component, Visualforce Page, LWC, Community Page, Chatbot
EXISTING CHALLENGES
- The chatbot had limited capabilities and customer wanted to enhance the usage of it on their mobile app.
- Customer details were not synced between multiple custom objects
PROPOSED SOLUTION
- The chatbot was enhanced by introducing a new option “Chat With Agent” if user is high priority customer.
- Multiple checks were introduced to check the category of customer account which immediately reflects on the screen.
BUSINESS RESULTS
- Increase in deflection rate of between 60 and 70%
- Costs saving and productivity boost
MANUFACTURING
Service Enhancement for a Leading Manufacturing Company
Service Enhancement for a for a Leading Manufacturing Company
ENGAGEMENT HIGHLIGHTS
- Salesforce Cloud: Service Cloud , FSL
- Methodology: Agile
- Tools: FSL
- Technology: Apex, Aura Component, Visualforce Page, LWC, Community Page
EXISTING CHALLENGES
- Optimizing the service engineer scope of duty
- Visibility to back office regarding the gaps in resource utilization
- Manual to digital transformation using salesforce
- Customized inventory module to manage their own and sub ordinates inventory
PROPOSED SOLUTION
- Leveraged FSL Mobile App to complete the service appointments and generate the service reports
- Standard FSL user types Administrator, Agent, Dispatcher and Service Resource (Mobile Users)
- Inventory check, Product request and Product transfer
BUSINESS RESULTS
- A single platform which they refer to deliver customer service
- Entire cycle of customer engagement right from case initiation to actual service delivery is captured through persistent digital fabric that enhances overall service experience
- Automated appointment scheduling for resources using Service Appointment assignment scheduler
REAL ESTATE
Sales & Service Enhancement for a Leading Indian Real Estate Giant
Sales & Service Enhancement for a Leading Indian Real-Estate Giant
ENGAGEMENT HIGHLIGHTS
- Salesforce Cloud: Sales Cloud, Service Cloud , Experience Cloud
- Methodology: Agile
- Tools: Lightning Experience, Digital Experience, Einstein Chatbot
- Technology: Apex, Aura Component, Visualforce Page, LWC, Community Page
EXISTING CHALLENGES
- The case management process was complex and not efficient
- Customer service process required a lot of streamlining and automation
PROPOSED SOLUTION
- We have leveraged Digital engagement with service cloud to provide support through customer preferred channels like SMS, WhatsApp.
- We have automated multiple business processes with seamless integration including billing process, from document generation to sending.
BUSINESS RESULTS
- This has made things hassle-free for the service team to get connected with the customers efficiently. It is 1/4 the cost of voice channel, making it even more attractive to users.
- End users can generate sales agreements in one click, share documents with the customers, higher authorities for e-signature.
RETAIL
Field Service Implementation for a Leading Indian Retail Company
Field Service Implementation for a Leading Indian Retail Company
ENGAGEMENT HIGHLIGHTS
- Salesforce Cloud: Service Cloud
- Methodology: Hybrid
- Tools: Field Service Lightning
- Technology: LWC, Component, Visualforce Page
EXISTING CHALLENGES
- Manual assignment of service appointments to field engineers resulting in cumbersome process and less efficiency.
- A formal service report process was required to collaborate the customer information, services details, invoicing to be presented in one report.
PROPOSED SOLUTION
- Salesforce CRM system implemented and integrated into existing infrastructure
- Work Order types configured according to existing business processes for different client inquiry types
- Service Report Template for Invoicing and Billing are configured
BUSINESS RESULTS
- Time spent by Support Agents, Field Engineers for each action reduced
- Auto assignment of Service appointment based on skills and location
- Captured consent (signature) of both customer representative and engineer using the OOB functionality of FSL service report
B2B DATA
Salesforce Migration Service for a Leading B2B Data Company
Salesforce Migration Service for a Leading B2B Data Company
The Ask
- Migrate Marketing cloud to new environment
- Migrate all assets including prospects, landing pages, campaigns, forms, templates, etc.
- Upgrade to SF Lightning from Classic
- Setup domains, campaigns, landing pages, etc. in new environment
What we Delivered
- Discovery and Diligence of existing environment
- Inventory of Migration Assets
- To-be environment architecture study
- Salesforce Marketing Cloud Setup
- SF Classic to Lightning Setup
-
End-to-End Migration
- 6 million+ prospects
- 120+ campaigns
- 40+ Forms
- 20+ Form Handlers
- Email Templates, LPs, etc
- Connector Integration
SAAS SOFTWARE
Salesforce Vanila Implementation for a Leading SaaS Product Company
SALESFORCE VANILA IMPLEMENTATIONFOR A LEADING SAAS PRODUCT COMPANY
The Ask
- Implement Sales Cloud as per their needs
- Implement Pardot as per their needs
- Integrate with Google Workspace, LinkedIn
- Define complete sales and marketing journey
What we Delivered
- Discovery/ Requirements
- Environment Setup
- Data Migration
- Setup leads, campaigns, stages, LPs, Lists, forms, lead scoring, automations, users, reports and dashboards
- Setup Email-to-case for automating support requests
- Integrated with Gmail to log customer emails automatically
- Integrated with LinkedIn Sales Navigator
- Automated Quote Generation
FinTech
Transforming Client Engagement for a Leading Financial Institution
ENGAGEMENT HIGHLIGHTS
- A leading financial institution with a diverse portfolio of retail and corporate clients, managing assets worth billions.
- Salesforce Cloud: Financial Services Cloud, Experience Cloud
- Methodology: Agile
- Tools: Lightning Experience, Digital Experience
- Technology: LWC, Aura Component, Community Page
EXISTING CHALLENGES
- Disconnected Data Silos: Fragmented client data spread across multiple systems
- Regulatory Compliance: Challenges related to keep up with the evolving compliance standards.
- Inadequate Client Engagement: Lower client satisfaction and retention rates.
- Legacy Systems: Inability to scale and adapt to changing market dynamics.
PROPOSED SOLUTION
- Unified Client Data through FSC data consolidation to enable holistic view of each client’s financial profile and interactions.
- Automated data collection and reporting, ensuring adherence to changing regulations through FSC compliance tool.
- Enhanced client engagement and satisfaction through FSC’s robust analytics insights.
- Migration of of legacy systems improving scalability while reducing operational costs.
BUSINESS RESULTS
- Enhanced Client Engagement
- Streamlined Compliance
- Operational Efficiency
- Scalability and Agility
- Data-Driven Insights
Banking
Sales and Service Enhancement for a Bank with Digital Wallet
ENGAGEMENT HIGHLIGHTS
- A leading bank with a diverse portfolio of retail and corporate banking with digital wallets.
- Salesforce Cloud: Community Cloud, Sales Cloud
- Methodology: Agile
- Tools: Lightning Experience, Digital Experience & Einstein Chatbot
- Technology: Aura Component, Visualforce Page, LWC, Community Page, Chatbot
EXISTING CHALLENGES
- The chatbot had limited capabilities and customer wanted to enhance the usage of it on their mobile app.
- Customer details were not synced between multiple custom objects
PROPOSED SOLUTION
- The chatbot was enhanced by introducing a new option “Chat With Agent” if user is high priority customer.
- Multiple checks were introduced to check the category of customer account which immediately reflects on the screen.
BUSINESS RESULTS
- Increase in deflection rate of between 60 and 70%
- Costs saving and productivity boost
Manufacturing
Service Enhancement for a for a Leading Manufacturing Company
ENGAGEMENT HIGHLIGHTS
- Salesforce Cloud: Service Cloud , FSL
- Methodology: Agile
- Tools: FSL
- Technology: Apex, Aura Component, Visualforce Page, LWC, Community Page
EXISTING CHALLENGES
- Optimizing the service engineer scope of duty
- Visibility to back office regarding the gaps in resource utilization
- Manual to digital transformation using salesforce
- Customized inventory module to manage their own and sub ordinates inventory
PROPOSED SOLUTION
- Leveraged FSL Mobile App to complete the service appointments and generate the service reports
- Standard FSL user types Administrator, Agent, Dispatcher and Service Resource (Mobile Users)
- Inventory check, Product request and Product transfer
BUSINESS RESULTS
- A single platform which they refer to deliver customer service
- Entire cycle of customer engagement right from case initiation to actual service delivery is captured through persistent digital fabric that enhances overall service experience
- Automated appointment scheduling for resources using Service Appointment assignment scheduler
Real-Estate
Sales & Service Enhancement for a Leading Indian Real-Estate Giant
ENGAGEMENT HIGHLIGHTS
- Salesforce Cloud: Sales Cloud, Service Cloud , Experience Cloud
- Methodology: Agile
- Tools: Lightning Experience, Digital Experience, Einstein Chatbot
- Technology: Apex, Aura Component, Visualforce Page, LWC, Community Page
EXISTING CHALLENGES
- The case management process was complex and not efficient
- Customer service process required a lot of streamlining and automation
PROPOSED SOLUTION
- We have leveraged Digital engagement with service cloud to provide support through customer preferred channels like SMS, WhatsApp.
- We have automated multiple business processes with seamless integration including billing process, from document generation to sending.
BUSINESS RESULTS
- This has made things hassle-free for the service team to get connected with the customers efficiently. It is 1/4 the cost of voice channel, making it even more attractive to users.
- End users can generate sales agreements in one click, share documents with the customers, higher authorities for e-signature.
Retail
Field Service Implementation for a Leading Indian Retail Company
ENGAGEMENT HIGHLIGHTS
- Salesforce Cloud: Service Cloud
- Methodology: Hybrid
- Tools: Field Service Lightning
- Technology: LWC, Component, Visualforce Page
EXISTING CHALLENGES
- Manual assignment of service appointments to field engineers resulting in cumbersome process and less efficiency.
- A formal service report process was required to collaborate the customer information, services details, invoicing to be presented in one report.
PROPOSED SOLUTION
- Salesforce CRM system implemented and integrated into existing infrastructure
- Work Order types configured according to existing business processes for different client inquiry types
- Service Report Template for Invoicing and Billing are configured
BUSINESS RESULTS
- Time spent by Support Agents, Field Engineers for each action reduced
- Auto assignment of Service appointment based on skills and location
- Captured consent (signature) of both customer representative and engineer using the OOB functionality of FSL service report
B2B Data
Salesforce Migration Service for a Leading B2B Data Company
The Ask
- Migrate Marketing cloud to new environment
- Migrate all assets including prospects, landing pages, campaigns, forms, templates, etc.
- Upgrade to SF Lightning from Classic
- Setup domains, campaigns, landing pages, etc. in new environment
What we Delivered
- Discovery and Diligence of existing environment
- Inventory of Migration Assets
- To-be environment architecture study
- Salesforce Marketing Cloud Setup
- SF Classic to Lightning Setup
-
End-to-End Migration
- 6 million+ prospects
- 120+ campaigns
- 40+ Forms
- 20+ Form Handlers
- Email Templates, LPs, etc
- Connector Integration
SaaS Software
SALESFORCE VANILA IMPLEMENTATIONFOR A LEADING SAAS PRODUCT COMPANY
The Ask
- Implement Sales Cloud as per their needs
- Implement Pardot as per their needs
- Integrate with Google Workspace, LinkedIn
- Define complete sales and marketing journey
What we Delivered
- Discovery/ Requirements
- Environment Setup
- Data Migration
- Setup leads, campaigns, stages, LPs, Lists, forms, lead scoring, automations, users, reports and dashboards
- Setup Email-to-case for automating support requests
- Integrated with Gmail to log customer emails automatically
- Integrated with LinkedIn Sales Navigator
- Automated Quote Generation
