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Salesforce Cloud Automation

Businesses need their sales, marketing and service automation systems to seamlessly synchronize with the way their customers interact and act.

Iron Service Global’s Sales Cloud and Service Cloud practice offers extensive industry experience and expertise to help organizations recognize and apply the capabilities of multiple Sales Cloud and Service Cloud solutions with low TCO and high ROI. Our Salesforce Consulting Partnership and Sales Cloud and Service Cloud capability advocates our strong expertise in Sales Cloud and Service Cloud Advisory, Execution and Maintenance service.

Fragmented processes and system architecture

Ineffective and inefficient customer facing operations

Lack of 360-degree customer view

Lack of relevant KPI dashboards & analytics required for decision making

Salesforce Technologies

Customer relationship management technologies enable businesses to drive better sales and relationships. Our Sales Cloud and Service Cloud Solutions are powered by the following Sales Cloud and Service Cloud platforms.

Iron Service Global’s Salesforce Sales Cloud and Service Cloud solutions are focused on enabling organizations to engage with their customers smartly and proactively.

We have capabilities in the following

Salesforce Technologies

Are you looking to:

1. Synchronize consumer data from multiple systems into one single page.

2. Reduce the number of manual processes for service agents.

3. Provide agents with quick access to centralized customer data.

4. Use support data and customer analytics to transform the entire customer experience.

5. Provide service agents with AI-powered recommendations.

6. Improve agents’ productivity.

7. Empower agents to improve their knowledge base and self-service outcomes.

8. Get a 360-view of your customer.

9. Equip agents with tools for effective collaboration with other teams.

10. Gain better case visibility.

11. Upsell and cross-sell using service and commerce tools.

12. Optimize case management processes.

13. Empower agents to place an order on behalf of consumers.

14. Offer efficient and personalized customer support.

Unlock The Capabilities of Salesforce Cloud

Case Management

Make your service processes more efficient by customizing cases and setting up case escalation rules, based on case age, specific keywords, number of times the case was reopened, and many more criteria.

Omni-Channel Supervisor

Allow service managers to monitor their teams’ activity and productivity, as well as distribute cases based on skillset, availability, or workload.


Capture emails sent to your support address and automatically transform them into cases.


Gather support inquiries submitted to the Contact Us form on your website and automatically map information to Salesforce fields accordingly.


Reduce the number of manual processes by setting up auto-reply emails to customers when a new case is created.

Social Customer Service

Leverage social listening features for customer cases. Define service level agreements and response times for contact on social channels, including Facebook, Twitter, Instagram, and WhatsApp.

Live Chat And Chat Bots

Offer real-time support via live chat or using automated chat bots that can address straightforward issues.

Einstein Ai

Empower your service agents using Einstein Recommendations and grow customer loyalty by offering order discounts, free shipping, or free Wishlist items applied to cart by the agent.

Service Offerings

Sales Cloud and Service Cloud is a critical step for sales for all organizations. Iron Service Global’s experience and capability enables marketplace best practices implementation across verticals via its comprehensive portfolio of Advisory, Implementation and Support services.

We offer innovative and high-performance services and solutions in the following areas to achieve accelerated business growth for its customers:

Analyzing and optimizing customer-centric processes (not just automating).

Increasing ROI by better understanding and fulfilling the end customer needs.

Improving new customer acquisition and retaining existing customers.

Advisory Service

A strategic initiative is further enhanced in its delivery and impact when assisted by experienced minds. Our services drive value across refining strategic vision, designing IT Architecture, and optimizing existing systems and processes.

Our Advisory portfolio provides objective assessment and advice, increased return on effort and investment, operational and strategic alignment, long-term viability, business transformation best practice.


Capabilities Services


  • Executive Alignment Forums
  • Sales Cloud and Service Cloud Program Charter Definition
  • Organizational Consulting
  • Visioning Workshops
  • Digital Engagement Strategy
  • Application Modernization Planning
Technical Capabilities Services


  • Current State Technology Assessment
  • Ancillary Application Stack Review
  • Sales Cloud and Service Cloud Road Map Refinement
  • Proof of Concepts
Tactical Capabilities Services


  • Project Planning and Phase Mapping
  • Project Preparedness Assessment
  • Project Risk/Mitigation Assessment
  • Change Management and Data Governance
  • Program Execution

Implementation Service

Technical deployment is a herculean task. A guided and structured approach facilitates smooth and efficient implementation. Our experiences of deploying thousands of successful Sales Cloud and Service Cloud Projects gives us an edge over others.

We help you move from Sales Cloud and Service Cloud evaluation to rapid implementation and ROI, then to a steady state of productivity. Our team is uniquely positioned to provide industry and marketplace best practices as a part of a comprehensive implementation project or, on a more selective basis, to solve an isolated need.


  • Understanding the business needs behind a client’s Sales Cloud and Service Cloud initiative.
  • Data management
  • 60 and 90-day Adoption Assurance programs for hassle-free post launch
  • Gathering functional requirements
  • System integration and training
  • Turning application configuration tweaks
  • Solution designing
  • Adoption Assurance
  • End user training and adoption into non-issues
  • Process improvement
Capabilities Services

Support Service

A highly qualified and skilled safety net can make the difference between seamless transition and catastrophic meltdown. Iron Service Global offers packages that give you flexible support, 5 days a week, including periodic health checks on new implementations and application releases and performance monitoring.

Our Certified Salesforce Consultants and Engagement Managers are available on a daily basis to work onsite or remotely to provide post-project support, help define and scope new projects, or as a qualified resource to be used as needed. Our support services pay for themselves by saving time, adding best practices and eliminating error.

Capabilities Services



Flexible support, 5 days a week


Periodic health checks


Onsite & Remote Support


Post-Project support


Define and Scope New Projects

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