Salesforce2026-10-05T16:22:08+05:30

AI-Powered Salesforce Transformation

Accelerate sales, service, and customer engagement with intelligent automation, unified data, and enterprise-scale Salesforce delivery.

AI-Powered Salesforce Transformation

Accelerate sales, service, and customer engagement with intelligent automation, unified data, and enterprise-scale Salesforce delivery.

Driving Measurable Outcomes Across Salesforce

Salesforce is the digital backbone for customer engagement and growth. Saksoft combines deep Salesforce expertise with AI, data, and automation to help enterprises modernize CRM, improve customer experiences, and drive measurable business outcomes.

15+

Years of Salesforce expertise

5X

PIA Winner

4.9 / 5

CSAT

Transform Salesforce from a System of Record to a System of Action

Enterprises deploy Salesforce across clouds, units, and regions but face fragmented data, inconsistent processes, and limited lifecycle visibility, reducing CRM to a mere record system. Saksoft integrates Data Cloud for unified 360 intelligence, Agentforce AI automation, Industry Clouds, and managed services to activate real-time insights, personalized experiences, and scalable growth.

https://www.saksoft.com/case-studies/simplified-global-sales-ecosystem-with-salesforce-org-consolidation-unified-cpq-and-data-strategy/

Service Offerings

Accelerate Enterprise Growth with Unified Salesforce Transformation

Unify customer engagement, automate workflows, and scale Salesforce across the enterprise with secure, integrated platform delivery.

Our Offerings

  • Sales Cloud implementation
  • Service Cloud enablement
  • Marketing Cloud implementation
  • MuleSoft integration
  • Custom Lightning development
  • Salesforce DevOps and release automation

Move beyond reactive support to proactive platform optimization

We provide end-to-end managed services covering administration, enhancements, governance, and roadmap alignment — ensuring Salesforce continuously delivers business value.

Our Offerings

  • L1–L4 Support & Platform Management
  • Continuous Administration & Feature Enhancements
  • Data Quality, Governance & Optimization
  • Change & Release Management (DevOps)
  • Integration Monitoring & Updates

Turn fragmented data into a unified, real-time customer view

Connect, harmonize, and activate Salesforce data across clouds and enterprise systems to enable real-time insights and intelligent engagement.

Our Offerings

  • Salesforce Data Cloud Enablement
  • Customer 360 & Identity Resolution
  • Analytics, Reporting & Dashboards
  • Secure Enterprise Data Integration

Put AI agents to work across channels

Empower teams with AI agents that work alongside them to resolve cases, automate workflows, and deliver faster, more personalized experiences.

Our Offerings

  • Agentforce Enablement & Deployment
  • AI-Driven Case & Workflow Automation
  • Human-in-the-Loop Agent Orchestration
  • Agent Monitoring, Governance & Optimization

Deploy industry-specific solutions faster with proven frameworks

Accelerate time-to-value with prebuilt data models, workflows, and best practices tailored to your industry

Our Offerings

  • Financial Services Cloud
  • Consumer Goods Cloud
  • Communication Cloud

Build, launch, and monetize Salesforce products with confidence

We help ISVs and product teams accelerate innovation and succeed in the Salesforce ecosystem.

Our Offerings

  • Product Strategy & UX Blueprinting
  • Security Review & Compliance
  • Product Roadmap & Enhancements
  • AppExchange / AgentExchange Packaging
  • Go-to-Market Enablement
  • Post-Listing Support & Optimization

Case Study Snapshot

Measurable Impact Across the Industries

Simplified Global Sales Ecosystem with Org Consolidation, Unified CPQ & Data Strategy

Empowered teams with the data, tools, and intelligence for smarter sales capabilities.

Challenge

Fragmented data, Multiple CPQ instances, tech debt, lack of unified sales proces.

Solution

Built a centralized Master Data Management (MDM), standardized configurations, reduced complexity and tech debt.

Outcomes

  • Unified, global sales process
  • Better cross-sell and upsell opportunities
  • New revenue opportunities
  • Implementation of a Global Master ID

Accelerators & IP

Enterprise-ready accelerators that reduce risk and accelerate outcomes

SakCare

AI-powered Critical Service Response accelerator delivering 75% improvement in first contact resolution

Uniteforce

Next-generation Salesforce test automation framework delivering 50% faster automation coverage

VoiceBot

VoiceBot

Conversational AI delivering 50% reduction in call handling time through human-like, multi-turn interactions

Why Saksoft?

Summit Partnership

Salesforce Summit Partner, 5X Partner Innovation Award winner, and trusted Partner Advisory Board member.

Proven Delivery

1,200+ Salesforce projects delivered across industries with deep, hands-on expertise.

AppExchange Innovation

25+ AppExchange solutions built and deployed, delivering scalable, value-driven innovation.

What our leaders say?

FAQ’s

We implement Agentforce alongside Salesforce AI capabilities to automate repetitive processes, assist customer service agents, improve sales productivity, and deliver intelligent recommendations. Combined with Data 360, AI agents can act on unified customer data while maintaining governance and security standards.

Yes. Our services span the complete Salesforce lifecycle—from consulting and architecture to implementation, integration, DevOps, managed services, optimization, and continuous innovation. We help enterprises maximize long-term platform adoption, performance, and business value.

We establish enterprise governance frameworks, reusable architecture patterns, standardized DevOps pipelines, release management processes, and centralized data strategies. This enables consistent delivery while supporting regional business requirements and regulatory compliance.

Our Salesforce teams deliver industry-focused solutions across Banking and Financial Services, Healthcare and Life Sciences, Manufacturing, Retail, High-Tech, Logistics, Telecom, and Public Sector. We leverage Salesforce Industry Clouds and domain-specific best practices to address sector-specific business challenges.

We design secure, API-led integrations using MuleSoft alongside other enterprise middleware such as Boomi, Workato and Celigo connecting Salesforce with ERP, HR, finance, customer support, marketing and cloud data platforms. For analytics-heavy estates, we use Zero Copy and data virtualization with Data 360, Snowflake and BigQuery, so data stays in place without duplication. This enables real-time data synchronization and access, end-to-end business workflows, and a unified customer view across the enterprise.

Security is embedded throughout our delivery lifecycle. We implement role-based access controls, data governance policies, secure integration practices, audit readiness, and compliance-aligned architectures that support enterprise security and regulatory requirements.

Yes. We provide end-to-end CRM modernization services, including migration planning, data migration, process redesign, integration, testing, and user adoption. Our structured migration approach minimizes business disruption while preserving data integrity and compliance.

Get In Touch With Us

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