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Salesforce Consulting

Get the most out of your Salesforce investment with Dextara’s Strategic Advisory

Salesforce PDO

Ideate, Develop, and launch tailored products with excellence and efficiency

Managed Services

Optimize your Salesforce ROI with customized Managed Salesforce Services

Engineering Services

Streamline projects, centralize data, optimize resources, and enhance collaboration on Salesforce

Salesforce Implementations

Our custom Salesforce implementation Services can transform service, sales, and marketing processes by revolutionizing the way you do business

Modernization Services

Constantly evolve and improve by Modernizing your business on Salesforce

Integrations Services

Smoothen the entire system with enterprise applications and Salesforce integration

 

 
 

Manufacturing

Harness the power of Salesforce Manufacturing Cloud.

Healthcare

Personalize the patient experience via Health Cloud.

Financial

Get the Financial Services Cloud tailored for BFSIs.

Professional Services

Simplify operations on the Salesforce platform now.

Hi-Tech

Redefine digital processes on Salesforce platform.

Overcome challenges & foresee new growth opportunities!

Dextara is backed by a team of Salesforce experts who understand the nuances of each industry well and cater to their industry-specific solutions. We are proud to have delighted clients who have rated us highly based on their satisfaction. Our commitment to delivering excellence enables us to help our clients overcome challenges and foresee opportunities in their industry.

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Dextara CPQ

This CPQ solution is built to accelerate sales and beyond.

DXHealth+

Streamline Patient Management on Salesforce.

Dextara Bulk User App

This solution is exclusive to Salesforce admins.

DXTemplates

Simplify document creation using templates on Salesforce.

Dextara is a Salesforce Platform Development Outsourcer!

We are honored to have been recognized by Salesforce as a PDO partner owing to our cutting-edge products, developed for Dextara and our clients, listed on Salesforce AppExchange. Our PDO partner status adds value to our product development activities and boosts our confidence in developing innovative solutions on Salesforce.

Ideate. Collaborate. Innovate and #Build>Great> with us.

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Blog

Read informative blogs on Salesforce and career growth.

Case Studies

Learn how we helped our delighted Clients drive growth.

Demos

Explore Our Innovative Solutions

Press Releases

Latest updates

Brochures

Get an outline on advanced products offered

 

 

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Financial

Streamline operations and enhance customer engagement in the Financial industry

Giving an outstanding Customer Experience beyond Customer expectations and to get it right first time & on-time is critical for any business, including Banking, Financial Services, and Insurance (BFSI) segments.

Salesforce For Banking and Financial Services companies     

Salesforce Financial Services Cloud offers a range of features and functionalities to help Banking and Financial institutions better understand their clients, transform digitally, streamline operations, and deliver personalized services with a 360-degree client view, client engagement, and relationship management, providing customers options for wealth management and financial planning, stay compliant, enable teams to manage marketing campaigns and deliver an omnichannel experience to their customers.

Salesforce for Insurance companies

The Salesforce Financial Services Cloud enables your organization to deliver a customer-centric experience and explore solutions for group benefits, life and annuity, agencies and brokerages, property and casualty, and others.  

Salesforce can help your service agents use templates to accurately service customers and improve customer relationships via omnichannel marketing, consistent customer interactions, and automated workflows. With a single view of all the available data and actionable insights, Salesforce integration simplifies data usability, accessibility, and authenticity across your organization’s departments.  

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Offerings
Salesforce Multi-Cloud Consulting-01

Customer Relationship Management (CRM)

Salesforce Financial Services Cloud provides robust CRM capabilities, allowing organizations to manage customer relationships effectively. It enables organizations to track customer interactions, manage accounts, and capture important customer data for personalized service delivery.
Salesforce Multi-Cloud Implementation Consulting-01

360-Degree View of Customers

Financial Services Cloud provides a comprehensive view of customer information, including account details, transaction history, communication preferences, and financial goals. This holistic view helps service agents better understand customer needs and deliver personalized recommendations and services.
Salesforce Development Consulting-01

Lead and Referral Management

The platform facilitates lead and referral management, allowing organizations to track leads, referrals, and opportunities efficiently. This helps streamline sales processes and enhance collaboration among sales teams.
Salesforce Integration Consulting-01

Mobile Accessibility

Financial Services Cloud is accessible via mobile devices, allowing bank representatives to access customer information, manage tasks, and collaborate with colleagues on the go. This flexibility enhances productivity and responsiveness to customer needs.
Salesforce Migration Consulting-01

Wealth Management

For organizations offering wealth management services, Financial Services Cloud provides tools for portfolio management, goal tracking, and financial planning. It enables advisors to deliver tailored investment recommendations and advice to clients.
Salesforce Customized Consulting-01

Compliance and Security

Salesforce Financial Services Cloud offers robust compliance and security features to ensure that organizations meet regulatory requirements and safeguard customer data. This includes features such as audit trails, encryption, and role-based access control.
Salesforce Integration Consulting-01

Integration Capabilities

The platform can integrate with other systems and applications commonly used in the banking industry, such as core banking systems, payment processors, and risk management platforms. This enables seamless data exchange and workflow automation across different banking functions.
Salesforce Integration Consulting-01

Analytics and Reporting

The platform offers advanced analytics and reporting capabilities, allowing organizations to gain insights into customer behavior, sales performance, and operational efficiency. This enables data-driven decision-making and continuous improvement of banking processes.

 


 


 


 


 


 


 

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