Optimized for Salesforce

Sales Cloud | Service Cloud | Marketing Cloud | Community Cloud |CPQ

Salesforce suite of products can significantly increase your workplace productivity and greatly enhance brand experiences. The implementation and integration requires a strategic approach and a team that has the experience to help you boost sales productivity, case resolutions, marketing ROI and help connect key stakeholders to get the job done efficiently.

When you partner with Optimized you will see the possibilities and eliminate the frustrations. As a full-service Salesforce implementation provider, you will learn how to tap into every resource and every bit of disparate information available to provide transformative Salesforce solutions. Salesforce suite of products that we specialize in include:

Sales Cloud

Optimize sales automation, sales process design, reporting and forecasting to assist both sales managers and representatives with the platform’s rich functionality. We offer lead management and opportunity management solutions in Sales Cloud.

Service Cloud

Power customer support to be quick and efficient through Service Cloud’s case management and omni-channel customer service . Optimized Solutions Salesforce team helps you set up the Service cloud to increase case resolutions and build customer loyalty.

Marketing Cloud

See how Marketing Cloud’s marketing automation software can help you business improve the efficiency of marketing activities.

Community Cloud

Create branded sites connecting customers, employees, and partners with each other with Community Cloud, an online social platform for companies.

Salesforce CPQ

Provide accurate pricing with any given product configuration scenario with Configure, Price, Quote Software by Salesforce. Salesforce CPQ gives your sales team easy to use software, available on any device due to it’s cloud based platform.


See how we apply innovative Salesforce solutions to boost sales productivity and enhance brand experiences



Salesforce Project


Optimized Solutions’ Approach

Salesforce Process



This is where we introduce you to team members and
analyze your existing business processes to get a 360-degree perspective of current systems and technologies. Next we work with you to understand and define business goals and objectives. Critical success factors are established next and the project is ready for kick-off.



Step two is where we conduct the requirement analysis workshops, configure and demo standard solution, identify modifications to platform to meet any complex requirements, formalize data templates, and get design documents sign-off to proceed to the next step.



This is where we configure and customize solutions. We configure processes appropriate for you. Processes could involve lead management, account management, case resolution, campaign management, price configuration etc. Next, we set up design workshops where detailed functional design, detailed technical design, and data migration workbooks are set up. The design document and test approach are finalized.



Step four is where we do a configuration walkthrough with our clients, complete data migration & integration, test the system, conduct end user testing, provide training and handover the cutover plan.



In the last step, we complete the final data migration, provide user training, roll out to the application, help with user adoption and start with support & maintenance.

Interested in Managed Services for Salesforce?

About Optimized


Years in Business




Clients – form Fortune 500 to Start-ups


Global Locations

Optimized Solutions is a modern information engineering enterprise that provides trusted and reliable IT solutions to Fortune 500 companies, Digital Intermediaries, and Industrial & Technology Leaders in Healthcare, Financial Services, Manufacturing, Retail, and Energy. With more than a decade of proven experience in SAP Suite, Data Management & Analytics, Augmented Intelligence & Machine Learning, Cloud Migration, and Cybersecurity, Optimized Solutions empowers companies to drive disruption, seize opportunities, and embrace innovation through successful digitalization initiatives.

Optimized Solutions is based in Chicago, USA, with offices in Boston and India.

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