Introduction
It’s 2025, and business leaders are feeling the pressure to evolve. The problem? Their tech stack wasn’t built for AI, real-time personalization, or automated decision-making.
That’s where Salesforce (and Aekot ) come in.
As a CRM consulting company in India, the UAE, and the US, Aekot’s Salesforce implementation strategy focuses on practical transformation — built for real business goals, not just software rollouts.
Why Upgrade to Salesforce Now?
- Legacy CRMs lack scalability and personalization
- AI-native Salesforce platforms offer real-time insights
- MCP and Agentforce drive automated, contextual action
- Aekot’s custom integrations help businesses scale fast
Aekot’s Salesforce Implementation Strategy
We focus on:
1. Discovery & Goal Mapping
Business-first conversations with stakeholders to define ROI-focused outcomes.
2. Modular Implementation
Start with Sales Cloud or Service Cloud, then scale to Marketing or Financial Services Cloud.
3. Custom Integrations
We use APIs and middleware to connect Salesforce with:
- ERPs (SAP, Tally)
- Payment systems (Stripe, Razorpay)
- Portals, analytics tools, and more
4. Training & Support
Enable teams with training, documentation, and ongoing success check-ins.
Features Businesses Love
- Dynamic lead scoring
- Email and WhatsApp automation
- Policy management in insurance
- Field agent optimization in real estate
Mini Case Study: Enabling Real-Time Customer Intelligence
A real estate client of Aekot struggled with tracking leads across multiple locations.
Our solution:
- Built a custom Salesforce app with lead scoring + property preferences
- Integrated WhatsApp for instant follow-ups
- Set up dashboards for region-wise performance
Result:
- 2x lead conversion in 6 months
- 25% reduction in manual entry
What Industry Leaders Should Know
Whether you’re in finance, property, or insurance — AI is not a “nice-to-have.” It’s the infrastructure of modern growth.
Is your CRM a bottleneck — or a growth engine?
Reach out to Aekot to see how our Salesforce approach can unlock real business outcomes.