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:
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
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.
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.
Explore GuideField Service Guide
Everything you need to deploy, manage, and optimize Salesforce Field Service operations.
Explore GuideDiscover Agentforce
Explore how Agentforce enhances productivity with AI-powered Salesforce automation.
Explore GuideUnlock Salesforce Secrets
Hidden features, power-user tips, and advanced insights to get more from your Salesforce org.
Explore GuideGet 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.