Analytics for Salesforce


Vertisystem delivers reliable, actionable, mobile-first Salesforce Intelligence. Our team is well equipped to help you transform the way your company chooses, collects, unifies and analyzes customer information and other datasets.

With a robust business intelligence and analytics strategy in place, we help you bring out the most from your data and derive maximum business benefits.

  • Custom Analytics & Reports, Wave Analytics and Lightning Reports
  • Build custom reports and dashboards
  • Facilitate data visualization to open up new frontiers
  • Explore the information to spot trends
  • Visualize key performance indicators
  • Provide deeper visibility into your business to take immediate actions
  • Help visualize the insights in real time using Lightning Experience and turn them into action

The segmented and diverse nature of data, variety of source and target data structures along with data’s sheer volume make the task of migration challenging and daunting. Vertisystem provide the required support to ensure successful data reconciliation and migration of business processes. These include:

  • Data Matching & Mapping
  • Data Cleansing & Duplication
  • Data Extraction & Transformation
  • Data Import & Loading
  • Data Validation & Testing
  • Data Quality Management

Without proper implementation of Salesforce issues related to security, performance, customization, and migration can create hurdles in our way. Our team of experts will work with the client for hassle-free Salesforce adoption to discover and realize the true potential of Salesforce solutions for your business.
Our range of services include:

  • customization & packaged offerings
  • Workflow & process builder implementations
  • Digital content management
  • User/Pipeline/Campaign management
  • CPQ (Configure, Price, Quote) configuration
  • Price books/Catalogs/Reports/Dashboards
  • End User & Admin Training
  • App Development for AppExchange using APEX & Visualforce
  • Custom application development
  • Analytics & Business intelligence solutions

Technology strategy decisions can be the be-all and end-all for your business. Our highly experienced technical team helps you in navigating through the technology landscape, assess your technology needs and choose the technology solution that is most appropriate for your business needs.

  • Business – IT Alignment
  • Platform & Technology Assessment
  • Data Consolidation
  • Insights from In-Depth Field Experience
  • Flexible & Scalable Solutions
  • Convergence & Rationalization of Applications
  • Prioritizing Quick Business Wins
  • Schema Restructuring
  • Lead Management – Capture lead from different sources and assign to different users/lead-queues.
  • Opportunity Management.
  • Custom Products.
  • Quote Management.
  • Invoice Management.
  • Workflows, Approvals, Process Builder.
  • Partner Community/Portal.
  • Customer Community/Portal.
  • Collaboration – Chatter, Files, Topics, Recommendations, Mobile App.
  • Analytics – Reports & Dashboards.
  • Case / Ticket Management – Capture Tickets from different channels (Web, Email, Social Portals, etc.) and assign to different users/ticket-queues
  • Service Contracts and Entitlement Management (SLA Types)
  • Service Console – for ease of use by Service Agents
  • Omni-Channel Routing and Supervisor
  • Knowledge Base & Solutions
  • Collaboration – Chatter, Files, Topics, Recommendations, Mobile App
  • Computer Telephony Interface Integration
  • Orders Management
  • Work Orders Management
  • Asset Management and Product Tracking
  • Workflows and Approvals Automation
  • Analytics – Reports & Dashboards