Salesforce Practice

Harness the power of real-time, unified data.

  • Connect customer data across multiple touchpoints into a single source of truth.
  • Drive hyper-personalized experiences with AI-powered insights.
  • Build scalable data strategies that fuel marketing, sales, and service excellence.
  • Enable advanced segmentation and predictive analytics for smarter decision-making.
Industry Impact:

Financial Icon Unify customer profiles to deliver personalized financial advice.
ECommerce Icon Drive personalized promotions, upselling, and cross-selling
HealthCare Icon Improve patient engagement with integrated medical and lifestyle data.

Bring the power of AI-driven digital agents into your customer and employee experiences.

  • Deploy intelligent virtual agents trained on your business data.
  • Automate routine service queries, freeing up human agents for complex cases.
  • Integrate seamlessly with Service Cloud for end-to-end case resolution.
  • Scale AI assistance across sales, support, and operations.
Industry Impact:

Technology Icon Offer 24/7 product support and onboarding guidance.
Media Icon Automate troubleshooting and billing inquiries.
Financial Icon Provide secure, AI-driven customer assistance on transactions and claims.

Supercharge your sales teams with a modern, AI-powered CRM.

  • Streamline lead management, pipeline tracking, and forecasting.
  • Automate workflows to increase seller productivity.
  • Leverage predictive insights to close deals faster.
  • Drive collaboration across marketing and customer success teams.
Industry Impact:

Manufacturing Icon Simplify dealer and distributor management.
Ecommerce Icon Enhance account-based selling with intelligent insights.
Insurance Icon Accelerate policy sales and improve agent performance.

Deliver connected, omni-channel customer service experiences.

  • Enable customer self-service with knowledge portals and chatbots.
  • Integrate digital, voice, and field service into a single platform.
  • Reduce case resolution times with AI-driven recommendations.
  • Boost agent productivity with a 360-degree view of the customer.
Industry Impact:

Healthcare Icon Streamline patient service and appointment scheduling.
Travel Icon Handle booking changes and customer requests in real-time.
Retail Icon Offer seamless post-purchase support and returns.

Tech Competency

Get in touch with us today to explore how Excelligent AI can accelerate your Salesforce journey.

+91 99865 08881

sales@excelligent.ai


Flexible Modes of Engagement


Every business has unique needs. That’s why Excelligent AI offers flexible engagement models to fit your Salesforce journey:

  • Implementation Services: End-to-end Salesforce rollouts, from design and customization to deployment. We ensure rapid, smooth adoption tailored to your business processes.
  • Managed Services: Continuous support, optimization, and monitoring of your Salesforce environment. We take care of upgrades, enhancements, and day-to-day administration so you can focus on growth.
  • Professional Services: On-demand access to certified Salesforce experts for specialized needs - from advisory and solution architecture to staff augmentation and project-based expertise.

Why Excelligent AI?


  • Technically Validated Talent: Our experts are certified and deeply experienced across Salesforce products.
  • Domain Expertise: We tailor Salesforce solutions to the unique needs of each industry.
  • Agile & Scalable Delivery: Fast onboarding, rapid deployment, and continuous optimization.
  • Flexible Engagement Models: Choose implementation, managed services, or professional services.
  • Trusted by Global Clients: We have delivered Salesforce-led transformations across the US, Middle East, and India.

Industries We Serve


Financial Services

Financial Services

Healthcare & Pharma

Healthcare & Pharma

Retail & E-commerce

Retail & E-commerce

Technology & SaaS

Technology & SaaS

Telecom & Media

Telecom & Media

Manufacturing & Distribution

Manufacturing & Distribution

Let’s Build the Future with Salesforce

At Excelligent AI, we don’t just implement Salesforce - we transform how businesses connect with their customers. Whether you’re looking to unify your data, empower your sales teams, scale customer service, or deploy AI agents, we’re here to help you succeed.