Cynoteck - Salesforce Presentation - Consulting Services

• ISO 9001:2008 Certified
• Microsoft Silver Partner
• Microsoft Small Business Partner
• Changed from Proprietorship to Pvt. Ltd.
• Company Established
• Team of 2 Developers
2008 2012 2014 2016 2018
• NASSCOM Member
• One of 20 Most Promising
CRM Solutions Providers
• Microsoft Preferred Vendor
• Microsoft Gold Partner
• Awarded one of the Top
1000 Global Companies
by Clutch
20202019
• Adobe Bronze Partner
Company Timeline

PartnershipsCertifications
Industry Affiliations

Travel Education Utilities Finance ServicesReal Estate
Industry Exposure
Clients: 5
Projects:
• CRM
• Website
Clients: 12
Projects:
• CRM
• Mobile App
• Website
Clients: 8
Projects:
• CRM
• Mobile App
• Web App
• Website
Clients: 12
Projects:
• CRM
• Website
Clients: 14
Projects:
• CRM
• Website
Clients: 20
Projects:
• CRM
• Mobile App
• Web App
• Website

Achieved Gold Partner
status for Application
Development
competency by
Microsoft in 2018
Recognized as one of
the Top 1000 Global
Companies by Clutch
PilotZeus was awarded
the best Field Service
Mobile App on
Windows Phone
platform by Microsoft
in 2015
Major Achievements

Cuttly
Our Clients
Requestky

We are very thankful for
the exceptionally high
service level that your
team offered and the
results that it delivered.
The Dynamics NAV
system plays a very
significant role in our
expansion plans and is
absolutely crucial to
improve our operational
efficiency...
Daniel Binder
Founder - Superlative Foods
‘‘
’’
Team Cynoteck is
professional, efficient,
and extremely helpful.
They all are very
proficient in Dynamics
CRM and have help
guided our firm for the
last year. Each of the
team members at
Cynoteck that we have
interacted with are a
real team player..
Cindy Wyly
Marketing Manager – MGO, LLP
‘‘
’’
The Cynoteck team has
been great to work since
we started more than a
year ago. Their work on
the project has made a
significant difference to
daily operations of our
business and has made
things more efficient and
profitable. I’ve been
delighted with their
innovative approach.…
Charles Byrd
President – IntelliStructures, Inc.
‘‘
’’
Clients Testimonials

Development
• ASP.NET MVC
• Node.js
• Angular
• PHP & WordPress
CRM & ERP
• Salesforce
• D365 CRM
• D365 ERP
Cloud
• Amazon Web Services
• Microsoft Azure
• Microsoft Office 365
Emerging
• PowerBI
• PowerApps
• Flow
• LogicApps
Mobility
• Android
• iOS
• Flutter
Technology Expertise

Service Delivery – Project Management
• Milestones to be defined and tracked. Team to identify and document scope of
Release
• Effort estimation — estimating the probable duration of individually schedulable
tasks and activities
Planning
• Bug Tracking, code versioning and task management using Standard Project
Management Tool.
• Quality: Make sure the quality objectives are met throughout the project
Control
• Timesheets: Maintain and share weekly work timesheets with client team
• Organization & Communications :Daily reporting on progress via mail, Zoho and
weekly meetings on overall status.
Communicate
• Team Management: Determine roles and responsibilities of the project team
• Risk Management: Identify risks, assess impact and identify appropriate risk
mitigation plan.
Execute

Salesforce Delivery Experience
56 70 %8531,000+
Projects
Customer projects
executed
Customers
Total customer
organizations served
Repeat Business
Projects awarded/ referred
by existing clients
Person Hours
Billable hours
0 10 20 30 40 50 60 70 80 90
Apex
Visualforce
Javascript
Lightning
Integration
7
29
73
84
19

Salesforce – Technical Landscape
Apex Visualforce Lightning Flow Process Builder
Reports
Dashboard
BIME
OAuth
SAML
Encryption
SOAP REST ODataAPI
Middleware
IntegrationSecurityAnalytics
Market Applications
Development
sales cloud service cloud community cloud marketing cloud
Sites

Salesforce CRM
APPLICATION ENABLEMENT
▪ Configuration / Customization using
Lightning, Apex Code, Visual force, &
Ajax Tool Kit
▪ Lightning Platform sites
▪ Tool Kit for Java, VB, .NET, PHP
APPLICATION MIGRATION
▪ Cloud Migration Roadmap
▪ Application Migration to Lightning Platform
▪ Data Migration
MANAGED SUPPORT
▪ Managed Services
▪ End to End Support
SALESFORCE CONSULTING
▪ Cloud Discovery Workshop
▪ Cloud Business Strategy
MOBILE
▪ Mobile CRM Solution
▪ Salesforce1
▪ Native IOS, Android and Windows
INTEGRATION
▪ Batch & P2P integration
▪ Middleware/Applications
▪ Email & MS Office Plug-ins
TRAINING
▪ Train the Trainer
▪ End User Training
TRAINING
▪ Train the Trainer
▪ End User Training
Services
Sales Cloud Service Cloud Salesforce Communities Lightning Platform
25+ clients serviced 8+ years in operations 10+ consultants 70+ projects delivered

Few of our Salesforce Projects

Case Study: BI Dashboards Migration
Client is a leader in industrial supply with an extensive
offering of electrical products
Client
Apex, Visualforce, Visualforce Charting
Tools
Challenge Solution Delivered Business Value
o Business had extensive Business
Intelligence dashboards created via
external tool
o Data sync, data display with external tool
was time consuming
o Dashboards were slow and took lot of time
to refresh data
o Costly data storage and BI dashboard
solution
• Cynoteck developed solution to expose exactly similar
dashboards and charts using Visualforce Charting
capabilities.
• Highly efficient and fast dashboard screens
• 100% Native Salesforce solution
• Binding of charts with internal pages, providing
greater drill-down features
✓ Performance increased by 200%
✓ Zero recurring costs as no external system to be
managed
✓ Fast time to delivery with cost-effective approach
✓ No data sync required, as data resides within
Salesforce hence, avoiding any additional data
storage costs
Utilities
Team Size: 2
Duration: 2 months

Case Study: Custom Finance Reports
US based technology provider of software tools for server
monitoring and management
Client
Apex, Visualforce and Accounting seed
Tools
o Business needed additional custom reports
derived from Accounting Seed Financial
Data
• Profit and Loss
• Balanced Sheet
• Cash Flow
o Additional Reports features needed:
• Quarter to date, Year to date and
Month to Date calculations
• Report formatting in desired format
• Ability to filter on department
o Upload budget data
• Delivered in iterative approach for regular and
constant review
• Created custom Dashboard with Custom / standard
reports
• Created custom reports with custom functionalities:
✓ Custom mapping for report headers and
General Ledger Accounts
✓ Export reports in PDF/ MS-Excel format
✓ Side by side comparison for Year, Quarter and
Month data
✓ Custom filter for Departments
• Custom data import functionality from where user can
import “Budget” data
✓ High Accuracy deliverables
✓ Minimum technical footprint, as solution
leveraged all existing data and functionalities
✓ Highly configurable solution allowing admin to
manage GL Account mapping
✓ Easy tracking of transactions
✓ Comparison for current Year to Date, Quarter to
Date and Month to Date figures, with previous
corresponding periods in single report
✓ Highly scalable solution
Technology
Team Size: 2
Duration: 1.5 months

Case Study: AppExchange Application
UK based application provider of Contract Management
System
Client
Lightning Components, Apex, Visualforce, JavaScript
Tools
o Business had a MS .Net based contract
management application
o Business wanted to create a completely
native Salesforce contract management
solution, in line with their existing product
o Application is expected to be:
o Work seamlessly within Lightning
Experience and Salesforce Classic
o Integration with Docusign for e-
signatures
o Configurable and customizable
architecture
• Cynoteck worked with client team to identify product
roadmap and also guided client team to understand
AppExchange app publishing process
• Designed fully configurable and robust application
architecture in adherence with client’s architect team
• Thorough Reviews and demonstrations to ensure
closer client collaboration and higher acceptance
• Regular Checkmarx code review to ensure high code
quality
✓ 100% native contract management solution
✓ Application has ability to manage various
contract types and configurable contract lifecycle
✓ Fully lightning experience compliant with
lightning components
✓ Fully automated e-signatures using native
Docusign integration
✓ Configurable and customizable functionality
✓ Fast and in-budget product delivery
✓ Supported business team in preparing and
submission of appropriate documentation to
Salesforce for App Security Review
Technology
Team Size: 4
Duration: 3 months

Case Study: Employee Utilization
Client is a trusted leader in the environmental services
industry.
Client
Apex, VisualForce, JavaScript
Tools
o It was required to login projected
utilization and calculate user efficiency for
better project planning
o Need users to provide future utilization
projections
o Required Admins/ Team Leads/ Managers
to have visibility of projections and ability
to modify it
o Needed the system to be user friendly
• Created a tool wherein users can enter projected
utilization future weeks
• Calculations are done dynamically on the basis of data
provided
• Used JavaScript for Autosuggest functionality to
suggest names when user starts typing into the
textbox. Helps in finding projects easily
• Dynamic coloring for utilization based on customizable
parameters
✓ Increased utilization visibility for all employees
✓ Easy and faster reporting for higher
management
✓ Easy utilization projection management and
visibility for employees
Environmental Services
Team Size: 3
Duration: 2 months

Case Study: Lightning Platform CMS Sites
Client provides world class Channel Go-To-Market
Programs.
Client
Apex, VisualForce, CMSForce2
Tools
o An existing website was supposed to be
migrated to a CMS developed in Lightning
Platform platform
o Various Pages generated in Lightning
Platform site should be indexable in search
engines
• Used CMSForce2 for CMS Implementation with code
modifications as per requirements.
• Generate friendly and readable URLs, which helps in
indexing of webpages in search engines
✓ Fully branded portal available for business
✓ Easy customization via CMS available at any time
✓ Increased SEO page ranks
✓ No infrastructure management
✓ Delivered 4 such websites based on same model
Consulting
Team Size: 2
Duration: 1 month

Case Study: Printing Workflow Application
Client has proprietary software and solutions for print
management and analytics.
Client
Apex, VisualForce, JavaScript, SAML 2.0, Web Services
Tools
o A system was needed to manage business
flow for ordering print marketing materials
and track their status and cost.
o Alternatively, Orders were to be created via
external using web services
o Zone-wise assignment of Orders for
approval/printing.
o Single sign-on required for employees
o User creation was to be managed via
external system
• Managed exiting app and releasing newer version
• Security review of the App
• Exposed Apex web services for order and user creation
/ management
• Federated authentication implemented via SAML 2.0
• Standard Approval process was set up for Orders to
pass from one stage to other.
• Created custom VisualForce page for order and order
line item creation
• Used standard reporting for creating reports and
manage data for each user
✓ Automatic assignment of Orders to different
print shops.
✓ Easy and faster reporting for higher
management
✓ Easy orders management and visibility for
employees
✓ Fast and seamless integration with external
systems
✓ Approval / Rejection through email
Technology
Team Size: 4
Duration: 4 months

Case Study: Salesforce Warehouse Integration
Client has proprietary software and solutions for print
management and analytics.
Client
Apex, VisualForce, XML, Web services
Tools
o It was required to have one way real time
integration between Salesforce and
warehouses to automatically create Orders
by sending Order information through XML
to Warehouse applications.
o Needed a functionality to track status of
Orders by fetching their information from
warehouse system by calling their web-
service methods
• Created a Factory design pattern based model to have
connectors for various warehouses
• Orders are sent to warehouse in warehouse specific
format
• Created a SOAP API based web-service method to call
warehouse application methods to search and retrieve
Order information from warehouse.
• Developed a generic system design which would help
integrate with other warehouse systems with minimum
effort
• Facility to send Orders to different warehouses based
on the order locations
✓ A robust and scalable design to achieve
integration with warehouse system
✓ Efficient and seamless data insertion and
retrieval from warehouse
✓ A fully automated and configurable system to
send orders to warehouse and retrieve tracking
details
Technology
Team Size: 3
Duration: 2 months

Case Study: Manufacturing Tracker
Client provides structural and ornamental steel fabricators
serving the Southern California multi-unit and commercial
construction markets
Client
Apex, VisualForce, JavaScript, Google Charts API, JQuery
Tools
o No central system to keep track of
Fabrications projects and progress of
various manufacturing jobs/ projects
o Need users to manage and track
manufacturing and shipping of materials in
faster and effective way
o Needed an intuitive and slick system
• Created a portal wherein users can manage and track
project progress.
• Provides stage by stage movement of materials and
progress of overall project
• Implemented fantastic usability features:-
• Autosuggest functionality to help user
easily associate information
• Drag Drop for faster project assignment
• Implemented Standard Salesforce Reporting and
Google charts to provide analytics
✓ Single system to track various fabrication
projects across various locations
✓ Cloud based implementation resulted in faster
time to market and ROI
✓ Interactive UI makes the tool easy to use
✓ Easy and faster reporting for Tracking the Tracker
details
✓ Graphical analytics increases the faster data
comprehension
✓ Dashboard with charts displays required details
in one view
✓ Clear visibility of various tasks/ projects and their
status
Manufacturing
Team Size: 4
Duration: 4 months

THANK
YOU Reach Us At:
India Office:
Cynoteck Technology Solutions Pvt. Ltd
53A, Rajpur Road, Dehradun, Uttarakhand,
India 248001
+91-82720-14440 | sales@cynoteck.com
US Office:
Cynoteck Technology Solutions LLC
445 Minnesota Street, Suite 1500, Saint Paul Minnesota, 55101
+1-612-800-9090 | sales@cynoteck.com
Cynoteck
Technology Solutions

Cynoteck - Salesforce Presentation - Consulting Services

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