Sailfin: Providing Wind Beneath The Salesforce Mast



Harit Nanavati, Founder, President And CEO

If you don’t know Salesforce.com, you have been living under a rock. Salesforce is a $10B innovative and leading cloud-based software company that revolutionized our view of the software world and were the first to mass market cloud-based SaaS solutions.

Several reports have pointed to Salesforce as being the 7th most in-demand software skill – which means that companies everywhere are adopting it and at a growing pace. In order to meet this growing demand for their product, Salesforce looks to very capable and certified partners to help with consulting, implementation, and support. While customers looking to setup and implement Salesforce can certainly do so on their own, in most cases, in-house teams lack the required skillset to implement in a timely, quality and cost-effective manner. To further complicate things, Salesforce continually adds new features while enhancing existing features to align with changing customer and business requirements. Customers trying to manage implementation in-house struggle to adapt to these enhancements. Keeping up with these enhancements would require migrating large amounts of data and evaluating the existing data structure and organization within a company that could span across multiple departments. As a result, unless in-house staff is dedicated to being Salesforce subject matter experts and unless staff is incented to stay on top of the changing software, in-house implementations and management of the changing Salesforce platform may not be the most effective approach. This is where leveraging certified Salesforce expert partners comes in handy. Sailfin Technologies is a trailblazer in the Sales-force implementation and consulting domain. Sailfin was founded in 2011 and is a Silver Consulting partner for Salesforce with one of the largest teams of certified Salesforce consultants in India. The company specializes in delivering end-to-end solutions built on Salesforce but also has a robust portfolio of advanced services including delivering artificial intelligence AI),mobile application development, and rapid application development solutions to clients – and provides discovery, implementation, and ongoing support services. “We have one of the largest and most talented pool of certified Salesforce consultants with close to 140 individuals across the globe with varied experience on different modules or products of Salesforce. We have three offices in India and two located in the US. Besides delivering Salesforce implementations to businesses of all sizes, we have extensive experience in providing custom product development on the Salesforce platform,” says Harit Nanavati, Founder, President, and CEO of Sailfin. The company services clients with its highly proficient team of Salesforce Certified Consultants, Developers and Administrators that all have rich experience on the Salesforce Sales Cloud, ServiceCloud and MarketingCloud. In addition to Salesforce expertise, the team has extensive experience on new age products such as Heroku, Pardot, Einstein, and others.

Sailfin Technologies is a trailblazer in the Salesforce implementation and consulting domain. Sailfin was founded in 2011 and is a Silver Consulting partner for Salesforce with one of the largest teams of certified Salesforce consultants in India. The company specializes in delivering end-to-end solutions built on Salesforce but also has a robust portfolio of advanced services including delivering artificial intelligence(AI), mobile application development, and rapid application development solutions to clients – and provides discovery, implementation, and ongoing support services. “We have one of the largest and most talented pool of certified Salesforce consultants with close to 140 individuals across the globe with varied experience on different modules or products of Salesforce. We have three offices in India and two located in the US. Besides delivering Salesforce implementations to businesses of all sizes, we have extensive experience in providing custom product development on the Salesforce platform,” says Harit Nanavati, Founder, President, and CEO of Sailfin. The company services clients with its highly proficient team of Salesforce Certified Consultants, Developers and Administrators that all have rich experience on the Salesforce Sales Cloud, Service Cloud and MarketingCloud. In addition to Salesforce expertise, the team has extensive experience on new age products such as Heroku, Pardot, Einstein, and others.

Sailfin is one of the few companies, not just in India but globally, to have such a wide and broad experience with the Salesforce suite of products. They have successfully worked on more than 800+ projects, working ceaselessly to deliver end-to-end implementations, perform maintenance, migration, integration, support and end-user training. In addition, they have built custom applications that solve a myriad of internal application and automation issues – the biggest issue being bringing the entire organization onto a single platform (which can be extremely difficult considering the growing number of 3rd party applications that most companies have, which require heavy integration).

Sailfin deeply understands the challenges that inhouse teams face with managing complex technology implementations and hopes to boost employee productivity by empowering staff, with the right tools and training, to make a bigger impact on their organizations. The Sailfin team uses its rich experience to help companies build custom solutions and once clients are onboard, Sailfin has proven they can offer additional productivity to employees and cost savings to companies with Sailfin’s established processes, continuously optimized methodologies, and reusable assets & frameworks. A core component of Sailfin’s technology implementation for customers is training customer staff to manage and operate new technologies and processes to ensure that employees are empowered, enabled, and setup for success. “We are here to work hand-in-hand with our customers and their staff, and to provide them solutions– whether that is a mix of people, process or technology to supercharge their organizational effectiveness. And we understand that people are the most important asset that a company has,” Harit added.

Sailfin offers a broad spectrum of Salesforce services to its large and growing client base that includes technology assessments, onboarding & training, application support and maintenance, system integration
services, and data migration services, to name a few. “While we have our own lead generation team, lately Salesforce has also been referring us to companies and teams who are struggling to get more from their existing Salesforce implementation, or perhaps need help with more complex solutions. We have delivered solutions to various industry segments such as manufacturing, financial services, real estate, services, and many others.” adds Harit.

A Focus on Building Products
As a globally recognized company, Sailfin has catered to a large and growing base of clientele. In doing so the company has developed flagship products of its own: Enterprise Manager, Import Buddy and AuthFin. These products are not only used by Fortune 500 companies but are also used by other Salesforce partners who use the products during their own Salesforce customer implementation projects. Sailfin is also among the few companies to build proprietary products on top of the Salesforce platform for other companies to use during their own presales, implementation and post-sale customer lifecycles. And due to having these proprietary products, the Sailfin team gets to work very closely and regularly with leaders in various industry verticals. To read more about products visit www. sailfin.tech/product-offerings.

"Sailfin Deeply Understands The Challenges That In-House Teams Face With Managing Complex Technology Implementations And Aims To Boost Employee Productivity By Empowering Staff, With The Right Tools And Training, To Make A Bigger Impact On Their Organizations"

Sailfin Real Estate Manager Assists Real Estate with Complex Multi-Party Views
Built on top of Salesforce.com, the solution supports marketing, sales, service, and operations functions within the real estate domain. Even though the product is targeted towards small-and-medium enterprises, the product is easily customizable and scalable for large real estate aggregators.

Primary features include:omni-channel support, 360 degree view of customers/inquiries, lead scoring, robust analytics, and visibility into commissions and invoices.

Benefits to the customer include:increase in sales conversion rate, lower cost of operation due to streamlined internal processes, effective tracking of leads and employee performance, and an increase in customer satisfaction.

Sailfin Rapid Application Development Platform: Reduces Development Time
Sailfin’s RAD platform based on Salesforce Lightning Web Components reduces development time significantly and is incorporating AI into the product to help organizations get-to-market smarter and faster.

Drag & drop user interface design, omni-channel support, seamless data integration,preconfigured process packages and Assistive AI are some of the key features included in this Platform.

Staying Ahead of Technology Trends with AI
Assistive AI embedded in RAD platform captures user interactions called “click-streams” seamlessly in the background, identifies patterns and prompts the user for the next step or completes the action automatically. This is the kind of artificial intelligence being built in the backend by Sailfin. Assistive AI is a learning algorithm that automatically analyzes usage patterns over time.

Benefits of RAD platform combined with Assistive AI include: ability to deliver Salesforce-based applications 10x times faster, an increase in overall productivity by increasing output, accelerating cycle times, and improving customer service;an improvement in the ability to flexibly respond to changing businessconditions faster; elimination of bottlenecks and reduction in lag time between tasks and activities that help in staying ahead of the curve; and beat SLAs & KPIs.

This platform provides a faster and more cost-effective way to develop flexible Salesforce applications and provides a quantum leap forward in the Salesforce no-code development vision.

Harit signs off on a positive note saying, “As a company, we are committed to bringing a unique hybrid of AI and Salesforce domain to help our clients and their teams gain efficiency while they are focused on their core business challenges – growing the business. In addition to our elaborate portfolio of services that we have provided to our clients over the past eight years, we want to bring innovative, technologically advanced product that helps serve our customers better. We are already proving we can do this with the existing products that we have on the market today, which are solving real business problems for our client teams using them.”

Meeting and Exceeding Customer Requirements
Sailfin has worked with several renowned organizations across a broad spectrum of industry verticals. One such organization, a mid-sized US-based manufacturing company had been struggling to keep up in an increasingly competitive industry. The client was in dire need to increase process efficiency and productivity by getting real-time visibility across different channels.

Sailfin began the implementation process with a series of discovery calls with the client to understand their business processes and learn their Salesforce requirements. Utilizing advanced Salesforce platform capabilities, the Sailfin team developed an end-to-end solution that simplified customer processes and automated them where possible. A unique agile approach helped to achieve rapid delivery and high-quality process automation that reduced the process time by half, compared to other alternatives. Sailfin also provided best practice guidance on Salesforce feature usage for measuring performance and results.

This transformation helped the client to bridge the gap with competitors and equipped them to offer exceptional customer experience which resulted in a significant uptick in the topline revenue growth. With Sailfin’s solution, the client could now manage multiple functions (Sales, Service) within Salesforce and no-longer need multiple applications to manage them. More over, it provided complete visibility into organizational health, quickly identified bottlenecks which led to more effective decision-making, increased employee productivity, and improved visibility on performance metrics.