Trianz is Ranked as one of the “10 Most Valuable Digital Transformation Companies” by Analytics Insights.


As an enterprise, there is nothing more important than building and maintaining strong relationships with your customers and attracting prospective customers to grow your business further. To help our clients improve their customer relationships, Trianz has partnered with the Salesforce platform.

Salesforce offers customer relationship management (CRM) functionality across sales, customer support, marketing, and content delivery to help you communicate with and cater to customer demands. Robust customer service functionalities like live chat, customer service bots, and contact center ticketing software allow you to support your clientele with ease.

Salesforce also provides sales monitoring and pipeline analytics, helping you understand customer purchasing habits, and product or service demand. The marketing functionality of Salesforce allows you to deliver media via content management systems (CMS) to social channels, with analytics that track the success of your promotional offers and advertising campaigns.

Trianz Salesforce Offerings


Trianz has partnered with Salesforce to help our clients serve their customers better. We offer a broad range of Salesforce consulting services.

 
Salesforce Implementation Services

Salesforce Implementation Services

Adopting a new system is no easy task, and that is why Trianz experts deliver end-to-end Salesforce implementation services. We assess your existing systems and software before identifying suitable solutions within Salesforce. From here, we migrate data and workflows and redevelop system integrations to create an interconnected customer management ecosystem on Salesforce. Salesforce implementation will lead to more agile customer support and
in-depth insight, giving your business the tools needed for long-term growth and success.

Proprietary Salesforce SalesOps

Proprietary Salesforce SalesOps

Trianz has developed its custom solution for Salesforce called SalesOps Customer Data Enrichment (CDE). CDE uses AI and machine learning to leverage customer data from your sales database to correlate and automate low- to mid-level sales workflows in real time. The solution increases the speed of sales order processing and adjustment, with full workflow automation to enhance responsiveness and reduce overall sales workloads. The result is better customer fulfillment rates and better customer experience (CX) thanks to real-time notifications on orders.

Salesforce Data Analytics and Dashboards

Salesforce Data Analytics and Dashboards

Salesforce offers powerful data analytics and dashboard creation functionality. With analytics, you can load data from your data warehouse for processing within Salesforce. Drill deep into sales, marketing, and customer support data to extract insight that can shape your business strategy in key areas. These insights can then be delivered to key stakeholders across the business to keep them informed about key performance indicators (KPIs). Furthermore, you can open up these datasets to employees, giving them real-time visibility into their performance to drive workload ownership and increase productivity.

Salesforce Self-Service Provision

Salesforce Self-Service Provision

Customer support has always been a resource-intensive task, requiring significant human resources and infrastructure for communication. Salesforce aims to streamline customer support with self-service provisions that empower users to resolve problems themselves. The provisions include help guides for your products and software, and user account recovery procedures, among other things. Self-service for customers will reduce the workloads of your customer service team, allowing them to focus on critical support tasks while simultaneously reducing your contact center’s workforce requirements. All of this allows for a leaner and more efficient support service, faster issue remediation, and more personalized experiences.

Salesforce Einstein Financial Services Configuration

Salesforce Einstein Financial Services Configuration

Salesforce Einstein Artificial Intelligence (AI) is used across the platform to provide artificial intelligence and machine learning functionality. The AI can be used on services like the Salesforce Financial Cloud to deliver sharp client insights and engagement tools. You can enable email analytics and contextualization in the Salesforce Financial Cloud with Einstein, generating alerts for mentions of competitors or products to categorize and grade opportunities. With full CRM system integration, customer and client information is readily available including products, financial assets, and services. You can assess the value of these customers and generate risk profiles for loans and credit services, all while maintaining full regulatory compliance thanks to the centralized nature of Salesforce.

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