elivering CRM Success in the Cloud
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- Blaise Michael George
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2 Salesforce.com Services As a Cloud System Integrator Agama Solutions partners with you through the complete lifespam of your cloud journey while amplifying your returns from the cloud and minimizing the risks. We hold core expertise in Salesforce.com CRM implementation and Force.com services. We leverage our dedicated Salesforce.com Center of excellence (CoE) and registered partnerships with Salesforce to cater to your CRM, Force.com and SaaS needs. Our comprehensive solutions range from existing system evaluation and roadmap, end-to-end implementation and releases, production support, custom Force.com development, migration from legacy applications to Salesforce, data migration and integration. Business Processes Sales Cloud Service Cloud Marketing Cloud Partner Cloud Content Management System Other enterprise processes Customization Point-and-click Configuration Customized UI Modify Data Model Structure Modify Business Logic Apex and Visualforce Custom App Development Systems Integration Integration Strategy Integration Development On-premise/backoffice ERP Cloud Systems Integration SOA Integration Web Services API Reports and Analytics Salesforce Reports and Dashboards Build Custom Reports Forecast-to-actual Pipeline Analysis Performance Management Reports in Custom Apps Data Migration Initial Planning and Estimation Analysis and Documentation Migration Strategy Data Cleansing and Warehousing Data Conversion Programming CRM Database Migration Custom Apps, Zen Release Planning Requirements Management Quality Assurance Change Management Workflow and Approval Processes Force.com Cloud Platform
3 SFDC Advisory Services Agama Solutions provides Salesforce.com Advisory services to analyze your existing Salesforce.com implementation and provide recommendations based on the best practices. Our Innovative approach helps achieve goals with minimal disruptions. Key offerings include Process Review Roadmap/Blueprint Fit/Gap Analysis Business Process Review Project Estimation and Planning Technology Review Solution Design Review Schema Restructuring Targeted Module Review System Integration and Data Migration Strategy Portal and Sites Integration Add-On Review AppExchange Strategy Analytics Strategy Mobile Strategy Social Collaboration User Training and Adoption Strategy
4 Integration Services Our Integration approach includes custom code based point-to-point integrations or enterprise service bus integrations. Our solution always complements your unique IT environment and requirements thus delivering the smart cloud integration results. Key elements of our solution are as follows, Integration Assessment and Strategy: By evaluating your existing integration setting, we determine the best integration architecture for replacing the current one. Integration Development: Aimed at cloud-to-cloud and cloud-to-ground integrations, the development includes Integration templates, Error handling, and Integration testing. Cloud Integration Management: Continued management including custom integration, improvements and sustained engineering services. Informatica Data Loader Data Synchronization Data Replication Data Profiling Data Profiling & Cleansing Data Enrichment Data Transformation Monitoring & Management Integration Solution Workflow, Routing and Validation Ongoing Monitoring Services Reports and Dashboards Wide ESB Message Queue Connectivity Incremental Development High Level Composite Data Services
5 SFDC Mobile Services Leverage our expertise to use Salesforce Mobile solutions to help your sales teams stay abreast with the latest data, as and when they need it. We have core expertise in implementing and customizing a mobile solution best fit to your organization needs. We build mobile apps for variety of mobile platforms (ios, Android, Blackberry) using Salesforce Mobile toolkits (SDKs) through any of the following approaches. Native Apps Custom build native apps for each mobile platform (Android, ios etc), leveraging the native capabilities of these platforms HTML Apps Build highly portable and light-weight HTML5 apps using familiar technologies such as HTML5, CSS, and JavaScript. Hybrid Apps Build hybrid Apps by leveraging JavaScript in the native platform allowing to enjoy the portability of HTML5 and native device capabilities
6 SFDC Social Services Social media has become more live and more real-time. Social media has transformed ways businesses interact with customers pre-sales or post-sales. As a technology enabler, Agama Solutions empowers you to meet customer expectations, engage with customers faster, and manage service-related social conversations from customers. With Salesforce technology such as Social Hub (from Radian6), Agama Solutions helps you respond more quickly to the customer questions, issues and challenges through social channels such as Facebook, Twitter and Linkedin. With social capabilities integrated in your enterprise CRM strategy you will never miss any customer insight. Customer Service Automated Case generation by tracking the interactions and associating it with Custom records in the CRM. Faster response to customer questions or comments. Analytics and Intelligence Integrate and streamline your important social data into reporting. Understand the changing trends and customer preferences by keeping track of social data overtime Enable Sales, Build Pipeline Use social platforms to identify new potential leads through social posts Run campaigns such as webinars to reach out to more prospects and leverage your social presence ZEN, Integrated Requirements and Quality Cloud Zen is an easy to use requirements, defects, test case, and change management tool designed for the agile implementation of Salesforce.com & Force.com projects. Zen enables your team with the following capabilities: Integrated requirements and quality management Change requests and change management process Workflow automation and submittal/approval processes End-to-end traceability Effective collaboration and updates through Chatter Zen Users Business Analysts Quality Analysts SFDC Developers SFDC Users Project Managers Zen is an AppExchange app available for demos, free trials, and purchase. Customers can obtain application support and post reviews about their experiences with our application and services.
7 CRM Expertise Is your Customer Relationship Management System truly in sync with your organizational needs and policies? Engage with Agama Solutions to build smart CRM solutions best fit to your strategies and goals. Agama Solutions has been in the CRM space for over a decade and has deep understanding and vast experience of the CRM processes. Our effective CRM strategies, process engineering and architecture designing enable us to deliver to you a CRM solution that achieves ROI envisioned. Some of our key offerings are- Discovery: Study and define strategy to implement comprehensive, cost effective and easy to deploy CRM solution. Data Analysis and Services: Analyze your data sources and help in seamless data migration and ensure data enrichment and de-duplication. Configuration and Customization: Configure and customize the CRM to suit your business processes and specific business requirements. Implementation and Integration: Agama Solutions has in-depth industry knowledge and profound customer experience in implementing business processes and integration with other enterprise solutions. Partnerships and Certifications Agama Solutions s Salesforce consulting partnership shines across expert services such as configuration, deployment and maintenance of Sales and Service modules. In addition, our Force.com expertise and Salesforce AppExchange partnership help clients leverage the benefits from the platform. Agama Solutions Salesforce ecosystem consists of a large number of certified consultants whose expertise has allowed us to execute multiple end-to-end salesforce implementations
8 Engagement Models Agama Solutions provides Salesforce.com Advisory services to analyze your existing Salesforce.com implementation and provide recommendations based on the best practices. Our Innovative approach helps achieve goals with minimal disruptions. Key offerings include A Unique engagement option where work is delivered from our Fremont based Center of Excellence. Agama Solutions offers you the cost advantage of outsourcing while eliminating all the risks and downsides of offshore outsourcing such as delays and inaccuracies in the output, stretched delivery time-frames and inferior quality. Following are some of the advantages of our domestic outsourcing model. Geographical closeness Management attention Effective communication Tighter control Higher efficiency Local time Zones Turnkey Projects Domestic Outsourcing Service on-demand Onsite Staffing Agama Solutions On-Demand for Salesforce.com is a flexible package designed to provide you with support for SFDC administration, configuration and data services and help with process or data related How-TO question. It eliminates need for full-time administrator or IT resources on your employee stuff. Prepaid package of fixed number of hours valid for 1 year from date of purchase. Can be utilized for any administration, customization or migration related work. Work done ald delivered remotely
9 Case Study 1 Custom Chatter Platform for Employee Collaboration Challenges faced by the Client Lack of one common integrated platform for employee ideas, questions and feedback Employee adoption through rich, interactive, intuitive and visually appealing UI in sync with corporate styling Employee collaboration through voting, posting comments and feedback on the shared ideas Solution by Agama Solutions Custom App was built leveraging the collaborative features of the Force.com platform This enabled getting employee feedback, recommendations and innovative ideas to improve their internal processes. The solution was built using technologies like CSS, jquery, Visualforce and Apex and carries corporate style look and feel. App was iteratively designed, built, tested across multiple browsers and the final solution was delivered in record two weeks. Benefits to the Client Employees can now post ideas in a predefined community and categories Employees can vote and comment on ideas, using a rich, intuitive and interactive UI right within Salesforce.com The solution was built using technologies like CSS, jquery, Visualforce and Apex and carries corporate style look and feel. App was iteratively designed, built, tested across multiple browsers and the final solution was delivered in record two weeks. Case Study 2 Change Management Solution on AppExchange Challenges faced by the Client Customize the CRM into a stronger and more robust system that better supports the business activities and processes Manage high volume of change requests from business users through a common integrated platform Automate the process for managing change requests and further the requirements and testing through a single integrated, collaborative platform Solution by Agama Solutions Zen allowed business teams to create new change requests from within their Salesforce accounts. The project teams could capture change requests and manage new requirements, document and test them within Zen Zen allowed leveraging the native Force.com workflow and approval processes and Chatter collaborative features to interact and work on change requests, requirements, and other project objects Benefits to the Client The efficiency of change management and requirement management increased and was supported by documentation Eliminated the need for tools outside Salesforce and thus the business was able to effectively enhance its productivity Project team could deliver accurate development releases for their CRM application in time and on budget Zen improved team collaboration and significantly reduced rework resulting from poorly communicated changes
10 elivering Cloud CRM Success Contact Agama Solutions Paseo Padre Parkway, Suite# 216, Fremont, CA U.S.A. Phone: Solutions.com Web:
Appendix A: Case Studies
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