Business Automation Using Salesforce
Transforming Business Operations with Salesforce
Salesforce Consulting & Implementation
Businesses today operate in a fast-paced, complex environment, where teams are juggling growing workloads, customers expect instant service and decision-makers are constantly under pressure to complete more tasks in less time. Manual processes, siloed data and fragmented systems create inefficiencies and stall growth. Icon helps you overcome these challenges by integrating, automating and optimizing business processes using Salesforce.
With Salesforce-powered automation, your business teams can focus on relationships and value-added activities without wasting time on repetitive tasks. Your sales, service and marketing teams can focus better on customer engagement. Any customer issues can be resolved faster with automated workflows. Partners and suppliers can self-serve through modern portals, while you gain real-time control and visibility.
Icon’s Salesforce team builds intelligent, scalable systems that eliminate inefficiencies, connect teams and drive agile operations. As a trusted Salesforce consulting partner with a CSAT rating of 9.39/10, we combine deep industry knowledge with technical expertise to transform your business—one automated process at a time!
Service Offerings
Sales Cloud Automation
Icon can help you to drive predictable revenue growth with Sales Cloud automation. We help to modernize your sales operations using AI-powered tools that accelerate deal cycles, enhance lead quality and optimize sales team performance.
Here are some areas in which Icon’s Sales Cloud Automation practice can assist you
- Intelligent lead scoring and opportunity tracking
- Automated workflows and approval management
- Personalized, insight-driven sales journeys
- Mobile-enabled sales productivity tools like Configure, Price, Quote (CPQ) solutions
- Streamlined quote-to-cash processes
- Custom Sales Cloud solutions tailored to business goals
Marketing Cloud Automation
Reimagine your marketing engine with Salesforce Marketing Cloud. We enable data-driven, cross-channel campaigns that personalize customer journeys, increase engagement and deliver measurable ROI.
With Icon, enterprises can gain
- Unified platform for B2B and B2C engagement
- AI-powered audience segmentation and targeting
- Centralized management of email, social and mobile campaigns
- Campaign performance tracking and ROI analytics
- Scalable automation across the customer lifecycle
- Seamless alignment of marketing and sales functions
Service Cloud Automation
Transform your customer service experience with Salesforce Service Cloud. Icon enables end-to-end service automation that improves first-contact resolution, reduces case handling time and enhances customer loyalty.
Our Service Cloud solutions offer consistently high-quality customer experiences in the following areas
- AI-led case routing and resolution
- Comprehensive self-service and knowledge portals
- Omnichannel service orchestration
- Real-time service performance dashboards
- Chatbot and agent-assist automation
Application Integration with Salesforce
Eliminate silos and unlock enterprise-wide automation. Icon’s integration services seamlessly connect Salesforce with ERP, BI, CRM and third-party systems to enable consistent, real-time decision-making.
We can help you in the following
- End-to-end enterprise system connectivity
- Real-time data synchronization across platforms
- API-led and middleware integration
- Scalable architecture with security best practices
- ERP, marketing and analytics system integrations
- Future-ready integration frameworks for growth
Salesforce Industries Cloud
Leverage industry-specific automation to accelerate transformation. Icon brings deep domain knowledge to deploy Salesforce Industries Cloud solutions tailored to manufacturing, automobile, finance, healthcare and more.
Our Industries Cloud offering include
- Pre-configured industry data models and processes
- Regulatory-compliant workflows and automation
- Sector-focused customer engagement strategies
- Integration with existing operational systems
- Rapid deployment aligned with business outcomes
- Unified view of customers, operations and service
Agentforce
Elevate agent performance and service delivery with Agentforce—Salesforce’s intelligent agent interface. We enable a unified, AI-driven workspace that empowers agents to resolve queries faster and deliver exceptional service.
Agentforce delivers
- Centralized agent desktop with live customer insights
- Predictive case resolution with AI guidance
- Integrated communication channels (voice, chat, email)
- Context-aware productivity tools
- Faster onboarding and reduced training time
- Improved collaboration across service teams
How we help our clients
Featured Industries
We can help FMCG companies to streamline operations, boost field performance and enhance dealer engagement through the following
- Salesforce automation for field-force
- Dealer and distributor engagement systems
- Sales planning and execution
- Inventory visibility and order tracking
Icon has supported manufacturing clients in automating procurement, boosting project efficiency and improving partner collaboration through
- Supplier portals with bid management
- Procurement and bidding automation
- Field force management systems
- Integration of other applications with ERP for seamless operations
Icon has empowered IT and tech enterprises with employee-focused platforms that improve engagement, incident tracking and HR efficiency through
- Employee engagement systems
- Automated KRA and appraisal workflows
- Leave, attendance & expense management
- Self-service helpdesk with SLA tracking
Icon has assisted real estate businesses in transforming their customer lifecycle and operational processes by implementing the following
- Pre & post-sales management systems
- Project tracking and budget analysis
- Automated task management with Gantt charts
- Lead-to-handover lifecycle automation
Alcoholic Beverages
We helped a leading brewery company streamline sales operations and improve distributor coordination by automating field force activities, enhancing sales planning and enabling real-time order visibility through Salesforce and Heroku-based solutions.
Automobile
We helped a leading Asia-Pacific automotive firm digitize and automate its vehicle leasing operations within Salesforce by implementing contract lifecycle management, quotation generation, renewal workflows and PDF automation—resulting in faster deal closures, reduced manual errors and improved operational efficiency.
Manufacturing
We supported a chemical manufacturing company in enhancing procurement efficiency and supplier collaboration by building a branded supplier portal, automating bid management and integrating inventory tracking for better operational transparency.
IT Services
We enabled a leading tech firm to boost employee productivity and HR efficiency by implementing a Salesforce-based engagement system featuring automated KRA setting, performance appraisals, leave and expense management and SLA-driven helpdesk support.
Real Estate
We empowered a leading real estate client to manage customer relationships and project execution more effectively by automating pre-sales and post-sales processes, enabling Gantt-based project planning and integrating budget vs. actual reporting within Salesforce.