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Explore our ecosystem proficiency

Implementation

Empower your organization by implementing best practices and boosting Salesforce adoption.
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  • Create a clear roadmap for successful execution.
  • Design streamlined processes across Salesforce Clouds.
  • Track your leads, manage accounts, and nurture customer relationships through the CRM.
  • Enhance employee experience for increased productivity.
  • Deliver personalized customer support experiences through email, phone, and chat.
  • Create Internal workflows for better lead management and streamlined sales funnels.
  • Experience excellent reporting to make the right decisions for your marketing and sales.

Pardot setup and configuration

From setting up automation rules to designing captivating email templates, we'll help you harness the full power of Pardot for your marketing efforts.

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Here's what to expect:

  • Capture, track, and prioritize leads, ensuring sales teams focus their efforts on the most promising prospects.
  • Save time and resources by automating repetitive marketing tasks such as email sends, lead nurturing, and follow-up, resulting in higher efficiency and better engagement.
  • Deliver personalized content and messaging based on lead behavior and preferences, enhancing the overall customer experience and driving higher conversion rates.
  • Gain insights into campaign performance, lead engagement, and ROI through comprehensive reporting and analytics, enabling data-driven decision-making.
  • Foster seamless collaboration between sales, marketing, and customer success teams by aligning strategies, sharing insights, and providing visibility into lead interactions, resulting in improved communication.
  • Implement lead scoring mechanisms to identify the most qualified leads for sales follow-up, resulting in higher conversion rates.
  • Integrate Pardot with Salesforce to ensure a unified view of leads and opportunities, enabling smoother handoffs between marketing and sales and facilitating a more cohesive customer journey.

Health audits

Say goodbye to gaps or inconsistencies in your Salesforce instance through our health checks.
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Prepare for:

  • Revamped reports: Optimize your platform, and analyze all reports to ensure they are reporting on the most important parts of your business with accuracy.
  • Thorough diagnostics: Identify and address missing or underutilized features, data inaccuracies, areas where best practices are not followed, and potential vulnerabilities to ensure data protection and accuracy.
  • Optimized workflows: Identify all the tangles in your workflows that create inefficiencies and inaccuracies, and slow down the sales processes.
  • Increased usage and adoption: Assess how effectively Salesforce is being used across the organization by identifying areas where user adoption may be lacking and knowing the strategies to increase engagement.

Integrations

Unify, automate, and future-proof your sync between all the software connected to Salesforce, external or internal (Pardot and other clouds).
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  • Facilitate automated processes and connectivity through effortless data integration.
  • Enable seamless collaboration and data sharing globally.
  • Ensure consistent, accurate data views for informed decision-making.
  • Streamline processes to enhance efficiency and reduce errors.
  • Anticipate future needs through advanced project management capabilities.

Email and landing page templates

Transform your emails and landing pages into engaging experiences that drive conversions and build brand affinity. Pixel-perfect templates rendering perfectly on every device and browser.

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Here’s what you get:

  • Access professionally designed email and landing page templates that enhance brand consistency and credibility.
  • Save time and resources by us building them, allowing for quicker deployment of campaigns and reduced design costs.
  • Utilize visually appealing and user-friendly templates to captivate your audience and drive higher engagement rates.
  • Tailor templates to your specific brand guidelines and messaging, ensuring a cohesive and branded experience for your audience.
  • Benefit from templates optimized for mobile responsiveness and deliverability, maximizing the effectiveness of your email and landing page campaigns.
  • Form integrations within these templates allow for seamless data collection from your audience.

Migration

Effortlessly manage change in legacy processes without disruptions, repurpose and consolidate legacy data for fresh insights. Bring your important data, workflows, and assets from the old system to the new one with less effort.
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Here’s how you benefit:

  • Optimize field mapping effortlessly.
  • Safely migrate custom data fields to CRM.
  • Directly migrate default records.
  • Ensure data integrity and accuracy throughout the transition.
  • Ensure smooth migration of all user data so that employees have seamless adoption of new systems.
  • Optimize system performance and scalability post-migration.

Account-based marketing (ABM)

Drive high-value conversions and unlock more revenue for your business with our ABM experts.

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Prepare for:
  • Engage high-value accounts with personalized and tailored marketing campaigns, nurturing long-term relationships, and increasing the likelihood of conversion.
  • Foster alignment between marketing and sales teams by focusing efforts on shared target accounts, facilitating seamless collaboration and communication.
  • Utilize Pardot's robust reporting and analytics capabilities to track the effectiveness of your ABM strategies, gain insights into account behavior and preferences, and make data-driven optimizations for improved results.
  • Allocate marketing resources more efficiently by focusing on accounts that are most likely to convert, reducing waste and improving overall efficiency.

Managed services

Streamline operations, optimize IT costs, and enhance the overall business performance.
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Why have us manage Salesforce for you:

  • Long-term support and service delivery from our experts who have seen all scenarios and know how to be efficient, and effective, and bring a book of best practices to the table.
  • Top-tier service as our experts take full accountability for project delivery and results.
  • Measurable value and quality aligned with your planning and requirements.
  • Skilled team members for roles like admins, developers, QAs, and architects.
  • No more disruptions with Salesforce maintenance, error analysis, repair, and modification conducted seamlessly and without downtime.
  • Service commitment for all your projects while documenting knowledge for a smooth transfer to new resources.

Don't see your problem statement? Talk to one of our experts.

Just ask our clients

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Sincere, unbiased advice and keeping customers first define their work ethic. They have a depth of technology deployment expertise in the martech space. They are agile and offer good timezone coverage.
Turnitin Shantanu Mishra
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RevX offers incredible communication, are reliable, timely, and able to meet the demands of a busy agency setting. They have replaced our Salesforce specialist. They have helped us with different development issues on other platforms.

Zignal Labs Joseph DeMers
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RevX is an extremely knowledgeable team with years of experience, and they help you get the job done promptly and efficiently. They are very technical and advanced, and have the answer to any question you could think of.

Executive Career Partners William Roy

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