Salesforce Solutions

Sage IT helps you connect to your customers and move forward with the world’s #1 CRM platform – Salesforce, keeping customers at the center of everything you do.

Sage IT provides a full spectrum of offerings including consulting, strategy, development and implementation, integration as well as on-going managed support and maintenance.

We have been successfully implementing, integrating and migrating complex Salesforce applications and helping drive customer engagement and delivering exceptional customer experiences.

Realize speed to value with our cutting edge accelerators and applications built using emerging technologies like Automation, AI, Business Intelligence and Analytics.

Sage IT Salesforce Solutions

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Certified App Developers
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Certified Platform Developers
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Certified System Architects
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Successful full-cycle Implementations
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Seamless support to 220+ Salesforce solutions
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Apps to simplify and amplify Salesforce solutions
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Ready to use Solution Accelerators

Sage IT Salesforce Expertise

Salesforce CPQ

Lightning

Community Cloud

Einstein Analytics

Sage IT Salesforce Services

Implementation Services

Our experienced & agile teams provide instant implementation & support services for your Salesforce needs, thus saving your investment and time.

Managed Services

We offer strategic advice and help business owners form effective short & long-term goals along with objectives to ensure smooth operations and growth.

Integration Services

We provide seamless integration with all major ERP & 3rdParty systems, thus helping a smooth transition for the business & IT users.

Data Services

We offer cutting edge data services for enabling efficient management of data resources while keeping the industry challenges in mind, thus making businesses more productive and customer-oriented.

Why Sage IT?

66

Customer community Portals(B2C)

30

Partner community Portals(B2B)

73

Apps on Salesforce App Exchange

21

Lightning Migrations

10

Service Console

120

Managed Packages for Customers

Sage IT Salesforce CPQ

Salesforce CPQ

Customers today expect receiving their quotes instantly, and not in days or weeks. Sage IT’s Salesforce CPQ (Configure, Price, Quote) solutions can help you fast-track your sales cycle through rapid customer response and improved quote accuracy. Our unique accelerators help fill GAPS in your ordering process.

Our Apps and Accelerators for CPQ Process: 

  • CONTRAKT – For Contract Management
  • AUTO QUOTE – For Quote Generation
  • EASY INVOICE – For Invoice Generation and Notifications

Cutting-edge industry applications and accelerators

Solutions Accelerators

Sage IT SOLUTION ACCELERATORS

Task Manager App

App that allows both internal and external users to access and update tasks assigned.

Sage IT SOLUTION ACCELERATORS

Nacha App

App with unique formatted payment instruction file generator to process bulk bank payments.

Sage IT SOLUTION ACCELERATORS

Data Loader App

App to load data in different formats from multiple data sources be it local or FTP servers with easy mapping.

1099 E-FILE App

Native App to generate IRS compliant 1099-MISC Tax form in e-file format.

Sage IT SOLUTION ACCELERATORS

Easy Invoice App

App that has effcient multiple invoice and email templates to select after placing orders.

Sage IT SOLUTION ACCELERATORS

Contract Management App

App that makes processing of contracts much easier with approval options and notifications

Sage IT SOLUTION ACCELERATORS

Process Accelerators

Dynamic Related List View

No more pop ups, no more hassies to edit records in Related List view. Just HOVER – EDIT-SAVE.

User Profile Reports

Reports on Salesforce licensed users based on assigned profiles and permission sets with printable view.

Commissions Generation

Accelerator to calculate commissions for agents and contractors for their projects and tasks and dynamically update yearly earning

Case Merger

Enhanced flexibility to merge multiple case in Lightning applications to avoid duplication and bring cases together.

Round Robin Assignment

Process to automatically assign and schedule date(leads, accounts) to multiple users in round robin model.

Conversion Rates

Accelerator to automatically calculate conversion rates (leads) and assign data basing on the performance.

Proof Points

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