Salesforce
Salesforce Managed Services
At i-Source, we help our clients get the most value out of the Salesforce platform. We customize Salesforce specifically to your business, with a key focus on user adoption, performance, and ROI. i-Source offers a comprehensive range of services. Our Salesforce Managed Services include administration and configuration, data management, support and issue resolution, enhancements and custom development, release management, reporting and analytics, security and compliance, strategic consulting, roadmap guidance, tailored services, advanced analytics, cost optimization, and data migration.
Salesforce customers can choose Conga to automate business processes with efficiency and ease. i-Source can help you optimize key touchpoints throughout all phases of the revenue cycle—from proposals to contract management to renewals—for a seamless end-to-end user experience.
Our Services
Consulting
- Business Process Reviews
- Product-Fitment Assessment
- Process Optimization
- User Adoption Strategy
- Implementation Roadmap Development
Development
- Business Process Optimization
- Custom application development
- UI Reports and Dashboards
- Usability Tune-Up
- Administration and Release Management
Implementation
- Data analysis, cleansing and migration
- Legacy migration
- Functional testing
- CPQ Implementations
Integrations
- Integration Deployment
- Integration with other Cloud systems
- Integration with on-premise systems
Managed Services
extend current instances
- 24/7 global support
- Product upgrades
- Health checks
- Solution enhancements
Our Services
Consulting
- Business Process Reviews
- Product-Fitment Assessment
- Process Optimization
- User Adoption Strategy
- Implementation Roadmap Development
Development
- Business Process Optimization
- Custom application development
- UI Reports and Dashboards
- Usability Tune-Up
- Administration and Release Management
Implementation
- Data analysis, cleansing and migration
- Legacy migration
- Functional testing
- CPQ Implementations
Integrations
- Integration Deployment
- Integration with Other Cloud Systems
- Integration with On-premise Systems
Managed Services
extend current instances
- 24/7 Global support
- Product Upgrade
- Health checks
- Solution enhancements
i-Source Salesforce Expertise
i-Source Salesforce Expertise
Veeva CRM
Veeva CRM is a widely used CRM solution, preferred by field teams to drive intelligent engagement. Veeva is built on Salesforce technology, and they share some features and functionalities including user interface, integration with other applications, and data security. Our Veeva Services span three consultancy areas – Advisory, Implementation Support & Administration.
Conga CLM
i-Source works with Conga in the contract management space to deliver a full range of services. Our portfolio covers:
- Implementation and Setup: Installation, Configuration, Integration, Training, and Onboarding
- Customization: Templates, Workflow Design
- Data Migration: Importing Existing Contracts
- Support and Maintenance: Ongoing Support, Software Updates
- Process Optimization: Consultation, Continuous Improvement
- Compliance and Risk Management: Compliance Monitoring, Risk Assessment
- Reporting and Analytics: Custom Reports, Data Insights
- Contract Lifecycle Management: Drafting and Authoring, Negotiation Support, Signatures
- Security and Access Control: User Access Management, Data Security
