Salesforce Solutions for SMBs | SynconAI
Empowering SMBs with Salesforce Solutions
Simple. Scalable. Smart CRM for Growing Businesses
In today’s dynamic business environment, small and medium businesses (SMBs) need more than just software—they need an intelligent system that adapts to change, drives efficiency, and grows with them. SynconAI delivers end-to-end Salesforce consulting and implementation services tailored to the needs of SMBs. Whether you’re just starting your CRM journey or looking to optimize existing Salesforce investments, our mission is to accelerate your growth with the world’s #1 CRM platform—intelligently enhanced by AI and automation.
Why Salesforce for
SMBs?
Salesforce provides a unified platform to manage your sales, service, marketing, and operations—all from one place. With features designed to scale, Salesforce enables your small team to operate with big business capabilities.
Key Benefits for SMBs:
-
Scalability: Start small and grow seamlessly without switching systems.
-
Affordability: Access flexible pricing and quick-start bundles designed for smaller teams.
-
Automation: Automate tasks like follow-ups, approvals, and lead routing.
-
Customization: Tailor the system to your exact workflows—no coding needed.
-
AI-Driven Insights: Use built-in analytics and Agentforce™ AI to make smarter decisions.
At SynconAI, we help SMBs implement, customize, and optimize Salesforce across Sales Cloud, Service Cloud, Marketing Cloud, Field Service, Experience Cloud, and more—ensuring your technology matches your vision for growth.
Salesforce Solutions by
Industry
We understand that no two SMBs are alike. That’s why SynconAI offers Salesforce configurations and automation tailored to your industry:
Professional Services
Automate client onboarding, case tracking, and invoicing.
Manufacturing & Field Services
Optimize operations with IoT, data analytics, and predictive maintenance
Healthcare & Wellness
Implement secure and compliant solutions for patient data management and telemedicine.
Financial Services & Insurance
Track leads, policies, and compliance requirements
Retail & eCommerce
Connect customer journeys across web, store, and service.
Education & Nonprofit
Leverage Google Cloud to optimize content creation, storage, and global distribution.
Our Salesforce Service Packages
SynconAI offers modular, SMB-focused service packages. Whether you’re new to Salesforce or looking to expand capabilities, we’ve got you covered:
1. CRM Strategy & Assessment
We assess your existing tools, processes, and goals to recommend the best Salesforce structure for your business.
-
Business Process Mapping
-
License Optimization
-
Data & Workflow Review
-
Strategic Roadmap Development
2. QuickStart Implementations
Launch Salesforce in weeks, not months—with essential customizations built in.
-
Setup of Sales Cloud / Service Cloud
-
Object & Field Configuration
-
Email Templates & Automation
-
User Onboarding & Admin Training
3. Sales Process Automation
Drive productivity and close deals faster with streamlined workflows.
-
Lead Assignment Rules
-
Deal Stage Automations
-
Quote-to-Cash Flows
-
Sales KPI Dashboards
4. Customer Service Optimization
Deliver faster, smarter support using Service Cloud and Agentforce.
-
Case Routing & Escalation
-
Knowledge Base Setup
-
Omnichannel Support Integration
-
AI-Powered Suggested Responses
5. Self-Service & Experience Portals
Empower your customers and partners with branded self-service portals.
-
Experience Cloud Site Setup
-
Login, Permissions, and Case Submission
-
Knowledge Articles & Chatbots
-
Portal Reporting
6. Analytics & Reporting
Turn your Salesforce data into actionable business insights.
-
Custom Reports & Dashboards
-
Pipeline Health & Forecasting
-
Customer Engagement Analytics
-
Revenue Trends & Win Rates
Intelligent Automation with Agentforce™
Agentforce by SynconAI brings next-level automation to your Salesforce org. It’s AI, but practical.
-
Smart Lead Scoring
-
Predictive Opportunity Insights
-
Workflow Recommendations
-
Automated Field Updates and Alerts
-
Natural Language Case Classification
Built natively on Salesforce, Agentforce enhances your setup without adding complexity—giving your team the competitive edge of AI without needing a data science team.
Managed Salesforce Support for SMBs
Don’t have a Salesforce admin? No problem. SynconAI acts as your on-demand CRM team.
Our Training & Support Services Include
-
Ensure your Salesforce instance stays optimized, clean, and high-performing with periodic system reviews.
-
We handle user roles, permissions, and security settings—keeping your data safe and your team productive.
-
Stay up to date with every Salesforce release. We test and apply new features without disrupting your workflows.
-
Continuously improve your setup with new automations, fields, and reports as your business evolves.
-
Get expert assistance when you need it—real support from real people, always within reach.
A SIMPLE, CONCISE, AND EFFICIENT APPROACH
Project Journey Lifecycle
At SynconAI, we follow a proven implementation lifecycle designed to ensure successful Salesforce delivery from start to finish. Each phase—Discovery through to Support & Maintenance—is carefully structured to align with your business goals and deliver scalable, high-performing solutions tailored to your needs.
PHASE 1
BUSINESS DISCOVERY
We begin by understanding your business, your challenges, and your goals. This sets the foundation for delivering a solution that drives measurable impact.
-
Define your business objectives and project goals
-
Analyze current systems and processes
-
Identify inefficiencies, pain points, and optimization opportunities
-
Recommend solutions aligned to business outcomes
PHASE 2
PHASE 2
DESIGN & PLANNING
In the Design & Planning stage, we create a comprehensive plan to guide the implementation process and ensure project success.
-
Develop a customized implementation strategy tailored to your business needs.
-
Create a project plan with timelines, milestones, and all key deliverables.
-
Define roles and responsibilities for each team member.
-
Provide detailed documentation and specifications for the implementation.
PHASE 3
PHASE 3
PROJECT DEVELOPMENT
PROJECT DEVELOPMENT
In the Development stage, we execute the implementation plan and build the solution based on the project specifications and requirements.
-
Implement the solution based on the project specifications.
-
Develop and configure customizations and integrations.
-
Perform unit and integration testing to ensure quality.
-
Collaborate with your team to ensure a smooth rollout.
PHASE 4
PHASE 4
UNIT & USER ACCEPTANCE TESTING (UAT)
In the Testing (Unit & UAT) stage, we perform thorough testing to ensure that the solution is functioning as expected and meets your business needs.
-
Conduct comprehensive unit testing to ensure quality.
-
Develop test plans and scenarios for User Acceptance Testing (UAT).
-
Collaborate with your team to execute UAT.
-
Identify and resolve any issues or bugs.
PHASE 5
PHASE 5
DEPLOY & LAUNCH
In the Deploy & Launch stage, we implement the solution and ensure a smooth rollout, providing support and training as needed to ensure user adoption.
-
Deploy the solution to your production environment.
-
Conduct end-to-end testing to ensure seamless integration.
-
Provide training and support to ensure user adoption.
-
Ensure a smooth transition to the new solution.
PHASE 6
PHASE 6
CONTINOUS SUPPORT & MAINTENANCE
In the Support & Maintenance stage, we provide ongoing support to ensure the solution remains functional and up-to-date with the latest upgrades and enhancements.
-
Provide timely support and issue resolution.
-
Monitor and maintain the solution to ensure optimal performance.
-
Perform regular updates and upgrades to keep the solution current.
-
Continuously evaluate and improve the solution based on feedback.
Why Partner with SynconAI?
✔ Salesforce-Certified Experts: 15+ certifications across Sales, Service, Field Service, Data, and AI.
✔ SMB-Focused Approach: We deliver lean, fast, and cost-efficient solutions.
✔ Proven Results: Our clients have cut admin time by 40%, improved win rates by 25%, and reduced customer response times by half.
✔ No Overkill: We avoid bloated enterprise features you don’t need—focusing only on what helps your SMB succeed.
✔ Long-Term Success: We grow with you—our clients stay with us for years, not months.
Certifications That Set Us Apart
Our certifications demonstrate our expertise and commitment to delivering exceptional Salesforce solutions:
Your Salesforce Success Starts Here
Leverage our proven implementation playbooks and expert insights to unlock full platform potential.
Integration Guide
Step-by-step instructions to connect and extend Salesforce with third-party apps.
Field Service Guide
Everything you need to deploy, manage, and optimize Salesforce Field Service operations.
Discover Agentforce
Explore how Agentforce enhances productivity with AI-powered Salesforce automation.
Unlock Salesforce Secrets
Hidden features, power-user tips, and advanced insights to get more from your Salesforce org.
Get in Touch Now
Get Started Ready to Transform Your Business with salesforce
Whether you’re just starting or looking to upgrade, SynconAI is your strategic partner for smarter CRM and automation.
Next Steps:
✔ Schedule a Free Discovery Call
✔ Request a QuickStart Quote
✔ Ask for a Demo of Agentforce in Action
Connect with us Reach out today via the form on the right, email us at contact@SynconAI.com, or call us at +61278130221 to start your Google Cloud transformation.
If you’re interested in joining our team, visit our Careers page to explore open positions and opportunities at SynconAI.