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Strategyfocused Attitudedriven
As a Cloud System Integrator Stratitude partners with you through the complete lifespam of
your cloud journey while amplifying your returns from the cloud and minimizing the risks. We
hold core expertise in Salesforce.com CRM implementation and Force.com services.
We leverage our dedicated Salesforce.com Center of excellence (CoE) and registered
partnerships with Salesforce to cater to your CRM, Force.com and SaaS needs. Our
comprehensive solutions range from existing system evaluation and roadmap, end-to-end
implementation and releases, production support, custom Force.com development, migration
from legacy applications to Salesforce, data migration and integration.
Salesforce.com Services
Customization
Sales Cloud
Service Cloud
Marketing Cloud
Partner Cloud
Content Management System
Other enterprise processes
Point-and-click Configuration
Customized UI
Modify Data Model Structure
Modify Business Logic
Apex and Visualforce
Custom App Development
Business Processes
Salesforce Reports and Dashboards
Build Custom Reports
Forecast-to-actual
Pipeline Analysis
Performance Management
Reports in Custom Apps
Release Planning
Requirements Management
Quality Assurance
Change Management
Workflow and Approval Processes
Force.com Cloud Platform
Reports and Analytics Custom Apps, Zen
© 2013 Stratitude, Confidential and Proprietary. Do not reproduce or distribute without prior permission
Delivering CRM Success inthe Cloud
Systems Integration Data Migration
Initial Planning and Estimation
Analysis and Documentation
Migration Strategy
Data Cleansing and Warehousing
Data Conversion Programming
CRM Database Migration
Integration Strategy
Integration Development
On-premise/backoffice ERP
Cloud Systems Integration
SOA Integration
Web Services API
Stratitude provides Salesforce.com Advisory services to analyze your existing
Salesforce.com implementation and provide recommendations based on the best
practices. Our Innovative approach helps achieve goals with minimal disruptions.
Key offerings include
SFDC Advisory Services
• Roadmap/Blueprint
• Fit/Gap Analysis
• Business Process Review
• Project Estimation and Planning
Process Review
Add-On Review
• AppExchange Strategy
• Analytics Strategy
• Mobile Strategy
• Social Collaboration
• User Training and Adoption Strategy
Technology Review
• Solution Design Review
• Schema Restructuring
• Targeted Module Review
• System Integration and Data Migration Strategy
• Portal and Sites Integration
Delivering CRM Success inthe Cloud
© 2013 Stratitude, Confidential and Proprietary. Do not reproduce or distribute without prior permission
• Integration Assessment and Strategy:
• Integration Development:
• Cloud Integration Management:
Our Integration approach includes custom code based point-to-point integrations or
enterprise service bus integrations. Our solution always complements your unique IT
environment and requirements thus delivering the smart cloud integration results. Key
elements of our solution are as follows,
Integration Services
By evaluating your existing integration setting, we determine the best integration
architecture for replacing the current one.
Aimed at cloud-to-cloud and cloud-to-ground integrations, the development includes
Integration templates, Error handling, and Integration testing.
Continued management including custom integration, improvements and sustained
engineering services.
Delivering CRM Success inthe Cloud
© 2013 Stratitude, Confidential and Proprietary. Do not reproduce or distribute without prior permission
Informatica Data Loader
Data Synchronization
Data Replication
Data Profiling
Data Profiling & Cleansing
Data Enrichment
Data Transformation
Monitoring & Management
Integration Solution
Workflow, Routing and Validation
Ongoing Monitoring Services
Reports and Dashboards
Wide ESB
Message Queue Connectivity
Incremental Development
High Level Composite Data Services
Leverage our expertise to use Salesforce Mobile solutions to help your sales
teams stay abreast with the latest data, as and when they need it. We have core
expertise in implementing and customizing a mobile solution best fit to your
organization needs. We build mobile apps for variety of mobile platforms (iOS,
Android, Blackberry) using Salesforce Mobile toolkits (SDKs) through any of the
following approaches.
SFDC Mobile Services
Custom build native apps for each mobile platform
(Android, iOS etc), leveraging the native capabilities of
these platforms
Native Apps
Hybrid Apps
Build highly portable and light-weight HTML5 apps using
familiar technologies such as HTML5, CSS, and
JavaScript.
HTML Apps
Delivering CRM Success inthe Cloud
© 2013 Stratitude, Confidential and Proprietary. Do not reproduce or distribute without prior permission
Build hybrid Apps by leveraging JavaScript in the native
platform allowing to enjoy the portability of HTML5 and
native device capabilities
Social media has become more live and more real-time. Social media has transformed ways
businesses interact with customers pre-sales or post-sales.
As a technology enabler, Stratitude empowers you to meet customer expectations, engage with
customers faster, and manage service-related social conversations from customers. With
Salesforce technology such as Social Hub (from Radian6), Stratitude helps you respond more
quickly to the customer questions, issues and challenges through social channels such as
Facebook, Twitter and Linkedin. With social capabilities integrated in your enterprise CRM
strategy you will never miss any customer insight.
SFDC Social Services
Zen is an easy to use requirements, defects, test case, and
change management tool designed for the agile implementation of
Salesforce.com & Force.com projects. Zen enables your team with
the following capabilities:
• Integrated requirements and quality management
• Change requests and change management process
• Workflow automation and submittal/approval processes
• End-to-end traceability
• Effective collaboration and updates through Chatter
Zen is an AppExchange app available for demos, free trials, and
purchase. Customers can obtain application support and post
reviews about their experiences with our application and services.
ZEN, Integrated Requirements and Quality Cloud
Automated Case generation
by tracking the interactions
and associating it with
Custom records in the CRM.
Faster response to customer
questions or comments.
Customer Service
Integrate and streamline your
important social data into
reporting.
Understand the changing trends
and customer preferences by
keeping track of social data
overtime
Analytics and Intelligence
Use social platforms to identify
new potential leads through social
posts
Run campaigns such as webinars
to reach out to more prospects and
leverage your social presence
Enable Sales, Build Pipeline
Zen Users
Business Analysts
Quality Analysts
SFDC Developers
SFDC Users
Project Managers
Delivering CRM Success inthe Cloud
© 2013 Stratitude, Confidential and Proprietary. Do not reproduce or distribute without prior permission
Is your Customer Relationship Management System truly in sync with your organizational
needs and policies? Engage with Stratitude to build smart CRM solutions best fit to your
strategies and goals. Stratitude has been in the CRM space for over a decade and has deep
understanding and vast experience of the CRM processes. Our effective CRM strategies,
process engineering and architecture designing enable us to deliver to you a CRM solution
that achieves ROI envisioned. Some of our key offerings are-
Stratitude’s Salesforce consulting partnership shines across expert services such as
configuration, deployment and maintenance of Sales and Service modules. In addition,
our Force.com expertise and Salesforce AppExchange partnership help clients leverage
the benefits from the platform.
Stratitude Salesforce ecosystem consists of a large number of certified consultants
whose expertise has allowed us to execute multiple end-to-end salesforce
implementations
CRM Expertise
Partnerships and Certifications
• Discovery:
• Data Analysis and Services:
• Configuration and Customization:
• Implementation and Integration:
Study and define strategy to implement comprehensive, cost effective and easy to
deploy CRM solution.
Analyze your data sources and help in seamless data migration and ensure data
enrichment and de-duplication.
Configure and customize the CRM to suit your business processes and specific
business requirements.
Stratitude has in-depth industry knowledge and profound customer experience in
implementing business processes and integration with other enterprise solutions.
Delivering CRM Success inthe Cloud
© 2013 Stratitude, Confidential and Proprietary. Do not reproduce or distribute without prior permission
Stratitude provides Salesforce.com Advisory services to analyze your existing
Salesforce.com implementation and provide recommendations based on the best
practices. Our Innovative approach helps achieve goals with minimal disruptions.
Key offerings include
Engagement Models
Turnkey
Projects
Domestic
Outsourcing
Service
on-demand
Onsite
Staffing
Stratitude On-Demand for
Salesforce.com is a “flexible”
package designed to provide you
with support for SFDC
administration, configuration and
data services and help with
process or data related
“How-TO” question. It eliminates
need for full-time administrator
or “IT” resources on your
employee stuff.
• Prepaid package
of fixed number of hours valid for 1
year from date of purchase.
•Can be utilized for any
administration, customization or
migration related work.
•Work done ald delivered
remotely
A Unique engagement option
where work is delivered from our
Fremont based Center of
Excellence.
Stratitude offers you the cost
advantage of outsourcing while
eliminating all the risks and
downsides of offshore
outsourcing such as delays and
inaccuracies in the output,
stretched delivery time-frames
and inferior quality.
Following are some of the
advantages of our domestic
outsourcing model.
• Geographical closeness
• Management attention
• Effective communication
• Tighter control
• Higher efficiency
• Local time Zones
Delivering CRM Success inthe Cloud
© 2013 Stratitude, Confidential and Proprietary. Do not reproduce or distribute without prior permission
Challenges faced by the Client
• Lack of one common integrated platform for employee ideas, questions and feedback
• Employee adoption through rich, interactive, intuitive and visually appealing UI in sync with corporate styling
• Employee collaboration through voting, posting comments and feedback on the shared ideas
Solution by Stratitude
• Custom App was built leveraging the collaborative features of the Force.com platform
• This enabled getting employee feedback, recommendations and innovative ideas to improve their internal processes.
• The solution was built using technologies like CSS, jQuery, Visualforce and Apex and carries corporate style look and feel.
• App was iteratively designed, built, tested across multiple browsers and the final solution was delivered in record two weeks.
Benefits to the Client
• Employees can now post ideas in a predefined community and categories
• Employees can vote and comment on ideas, using a rich, intuitive and interactive UI right within Salesforce.com
• The solution was built using technologies like CSS, jQuery, Visualforce and Apex and carries corporate style look and feel.
• App was iteratively designed, built, tested across multiple browsers and the final solution was delivered in record two weeks.
Case Study 1
Custom Chatter Platform for Employee Collaboration
Challenges faced by the Client
• Customize the CRM into a stronger and more robust system that better supports the business activities and processes
• Manage high volume of change requests from business users through a common integrated platform
• Automate the process for managing change requests and further the requirements and testing through a single
integrated, collaborative platform
Solution by Stratitude
• Zen allowed business teams to create new change requests from within their Salesforce accounts.
• The project teams could capture change requests and manage new requirements, document and test them within Zen
• Zen allowed leveraging the native Force.com workflow and approval processes and Chatter collaborative features to interact
and work on change requests, requirements, and other project objects
Benefits to the Client
• The efficiency of change management and requirement management increased and was supported by documentation
• Eliminated the need for tools outside Salesforce and thus the business was able to effectively enhance its productivity
• Project team could deliver accurate development releases for their CRM application in time and on budget
• Zen improved team collaboration and significantly reduced rework resulting from poorly communicated changes
Case Study 2
Change Management Solution on AppExchange
Delivering CRM Success inthe Cloud
© 2013 Stratitude, Confidential and Proprietary. Do not reproduce or distribute without prior permission
Contact Stratitude
39510 Paseo Padre Parkway,
Ste 160, Fremont, CA 94538
Phone: (510) 709-4200
Email: sales@stratitude.com
Delivering Cloud CRM Success
© 2013 Stratitude, Confidential and Proprietary. Do not reproduce or distribute without prior permission
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Brochure, Stratitude Salesforce.com Services

  • 2. As a Cloud System Integrator Stratitude partners with you through the complete lifespam of your cloud journey while amplifying your returns from the cloud and minimizing the risks. We hold core expertise in Salesforce.com CRM implementation and Force.com services. We leverage our dedicated Salesforce.com Center of excellence (CoE) and registered partnerships with Salesforce to cater to your CRM, Force.com and SaaS needs. Our comprehensive solutions range from existing system evaluation and roadmap, end-to-end implementation and releases, production support, custom Force.com development, migration from legacy applications to Salesforce, data migration and integration. Salesforce.com Services Customization Sales Cloud Service Cloud Marketing Cloud Partner Cloud Content Management System Other enterprise processes Point-and-click Configuration Customized UI Modify Data Model Structure Modify Business Logic Apex and Visualforce Custom App Development Business Processes Salesforce Reports and Dashboards Build Custom Reports Forecast-to-actual Pipeline Analysis Performance Management Reports in Custom Apps Release Planning Requirements Management Quality Assurance Change Management Workflow and Approval Processes Force.com Cloud Platform Reports and Analytics Custom Apps, Zen © 2013 Stratitude, Confidential and Proprietary. Do not reproduce or distribute without prior permission Delivering CRM Success inthe Cloud Systems Integration Data Migration Initial Planning and Estimation Analysis and Documentation Migration Strategy Data Cleansing and Warehousing Data Conversion Programming CRM Database Migration Integration Strategy Integration Development On-premise/backoffice ERP Cloud Systems Integration SOA Integration Web Services API
  • 3. Stratitude provides Salesforce.com Advisory services to analyze your existing Salesforce.com implementation and provide recommendations based on the best practices. Our Innovative approach helps achieve goals with minimal disruptions. Key offerings include SFDC Advisory Services • Roadmap/Blueprint • Fit/Gap Analysis • Business Process Review • Project Estimation and Planning Process Review Add-On Review • AppExchange Strategy • Analytics Strategy • Mobile Strategy • Social Collaboration • User Training and Adoption Strategy Technology Review • Solution Design Review • Schema Restructuring • Targeted Module Review • System Integration and Data Migration Strategy • Portal and Sites Integration Delivering CRM Success inthe Cloud © 2013 Stratitude, Confidential and Proprietary. Do not reproduce or distribute without prior permission
  • 4. • Integration Assessment and Strategy: • Integration Development: • Cloud Integration Management: Our Integration approach includes custom code based point-to-point integrations or enterprise service bus integrations. Our solution always complements your unique IT environment and requirements thus delivering the smart cloud integration results. Key elements of our solution are as follows, Integration Services By evaluating your existing integration setting, we determine the best integration architecture for replacing the current one. Aimed at cloud-to-cloud and cloud-to-ground integrations, the development includes Integration templates, Error handling, and Integration testing. Continued management including custom integration, improvements and sustained engineering services. Delivering CRM Success inthe Cloud © 2013 Stratitude, Confidential and Proprietary. Do not reproduce or distribute without prior permission Informatica Data Loader Data Synchronization Data Replication Data Profiling Data Profiling & Cleansing Data Enrichment Data Transformation Monitoring & Management Integration Solution Workflow, Routing and Validation Ongoing Monitoring Services Reports and Dashboards Wide ESB Message Queue Connectivity Incremental Development High Level Composite Data Services
  • 5. Leverage our expertise to use Salesforce Mobile solutions to help your sales teams stay abreast with the latest data, as and when they need it. We have core expertise in implementing and customizing a mobile solution best fit to your organization needs. We build mobile apps for variety of mobile platforms (iOS, Android, Blackberry) using Salesforce Mobile toolkits (SDKs) through any of the following approaches. SFDC Mobile Services Custom build native apps for each mobile platform (Android, iOS etc), leveraging the native capabilities of these platforms Native Apps Hybrid Apps Build highly portable and light-weight HTML5 apps using familiar technologies such as HTML5, CSS, and JavaScript. HTML Apps Delivering CRM Success inthe Cloud © 2013 Stratitude, Confidential and Proprietary. Do not reproduce or distribute without prior permission Build hybrid Apps by leveraging JavaScript in the native platform allowing to enjoy the portability of HTML5 and native device capabilities
  • 6. Social media has become more live and more real-time. Social media has transformed ways businesses interact with customers pre-sales or post-sales. As a technology enabler, Stratitude empowers you to meet customer expectations, engage with customers faster, and manage service-related social conversations from customers. With Salesforce technology such as Social Hub (from Radian6), Stratitude helps you respond more quickly to the customer questions, issues and challenges through social channels such as Facebook, Twitter and Linkedin. With social capabilities integrated in your enterprise CRM strategy you will never miss any customer insight. SFDC Social Services Zen is an easy to use requirements, defects, test case, and change management tool designed for the agile implementation of Salesforce.com & Force.com projects. Zen enables your team with the following capabilities: • Integrated requirements and quality management • Change requests and change management process • Workflow automation and submittal/approval processes • End-to-end traceability • Effective collaboration and updates through Chatter Zen is an AppExchange app available for demos, free trials, and purchase. Customers can obtain application support and post reviews about their experiences with our application and services. ZEN, Integrated Requirements and Quality Cloud Automated Case generation by tracking the interactions and associating it with Custom records in the CRM. Faster response to customer questions or comments. Customer Service Integrate and streamline your important social data into reporting. Understand the changing trends and customer preferences by keeping track of social data overtime Analytics and Intelligence Use social platforms to identify new potential leads through social posts Run campaigns such as webinars to reach out to more prospects and leverage your social presence Enable Sales, Build Pipeline Zen Users Business Analysts Quality Analysts SFDC Developers SFDC Users Project Managers Delivering CRM Success inthe Cloud © 2013 Stratitude, Confidential and Proprietary. Do not reproduce or distribute without prior permission
  • 7. Is your Customer Relationship Management System truly in sync with your organizational needs and policies? Engage with Stratitude to build smart CRM solutions best fit to your strategies and goals. Stratitude has been in the CRM space for over a decade and has deep understanding and vast experience of the CRM processes. Our effective CRM strategies, process engineering and architecture designing enable us to deliver to you a CRM solution that achieves ROI envisioned. Some of our key offerings are- Stratitude’s Salesforce consulting partnership shines across expert services such as configuration, deployment and maintenance of Sales and Service modules. In addition, our Force.com expertise and Salesforce AppExchange partnership help clients leverage the benefits from the platform. Stratitude Salesforce ecosystem consists of a large number of certified consultants whose expertise has allowed us to execute multiple end-to-end salesforce implementations CRM Expertise Partnerships and Certifications • Discovery: • Data Analysis and Services: • Configuration and Customization: • Implementation and Integration: Study and define strategy to implement comprehensive, cost effective and easy to deploy CRM solution. Analyze your data sources and help in seamless data migration and ensure data enrichment and de-duplication. Configure and customize the CRM to suit your business processes and specific business requirements. Stratitude has in-depth industry knowledge and profound customer experience in implementing business processes and integration with other enterprise solutions. Delivering CRM Success inthe Cloud © 2013 Stratitude, Confidential and Proprietary. Do not reproduce or distribute without prior permission
  • 8. Stratitude provides Salesforce.com Advisory services to analyze your existing Salesforce.com implementation and provide recommendations based on the best practices. Our Innovative approach helps achieve goals with minimal disruptions. Key offerings include Engagement Models Turnkey Projects Domestic Outsourcing Service on-demand Onsite Staffing Stratitude On-Demand for Salesforce.com is a “flexible” package designed to provide you with support for SFDC administration, configuration and data services and help with process or data related “How-TO” question. It eliminates need for full-time administrator or “IT” resources on your employee stuff. • Prepaid package of fixed number of hours valid for 1 year from date of purchase. •Can be utilized for any administration, customization or migration related work. •Work done ald delivered remotely A Unique engagement option where work is delivered from our Fremont based Center of Excellence. Stratitude offers you the cost advantage of outsourcing while eliminating all the risks and downsides of offshore outsourcing such as delays and inaccuracies in the output, stretched delivery time-frames and inferior quality. Following are some of the advantages of our domestic outsourcing model. • Geographical closeness • Management attention • Effective communication • Tighter control • Higher efficiency • Local time Zones Delivering CRM Success inthe Cloud © 2013 Stratitude, Confidential and Proprietary. Do not reproduce or distribute without prior permission
  • 9. Challenges faced by the Client • Lack of one common integrated platform for employee ideas, questions and feedback • Employee adoption through rich, interactive, intuitive and visually appealing UI in sync with corporate styling • Employee collaboration through voting, posting comments and feedback on the shared ideas Solution by Stratitude • Custom App was built leveraging the collaborative features of the Force.com platform • This enabled getting employee feedback, recommendations and innovative ideas to improve their internal processes. • The solution was built using technologies like CSS, jQuery, Visualforce and Apex and carries corporate style look and feel. • App was iteratively designed, built, tested across multiple browsers and the final solution was delivered in record two weeks. Benefits to the Client • Employees can now post ideas in a predefined community and categories • Employees can vote and comment on ideas, using a rich, intuitive and interactive UI right within Salesforce.com • The solution was built using technologies like CSS, jQuery, Visualforce and Apex and carries corporate style look and feel. • App was iteratively designed, built, tested across multiple browsers and the final solution was delivered in record two weeks. Case Study 1 Custom Chatter Platform for Employee Collaboration Challenges faced by the Client • Customize the CRM into a stronger and more robust system that better supports the business activities and processes • Manage high volume of change requests from business users through a common integrated platform • Automate the process for managing change requests and further the requirements and testing through a single integrated, collaborative platform Solution by Stratitude • Zen allowed business teams to create new change requests from within their Salesforce accounts. • The project teams could capture change requests and manage new requirements, document and test them within Zen • Zen allowed leveraging the native Force.com workflow and approval processes and Chatter collaborative features to interact and work on change requests, requirements, and other project objects Benefits to the Client • The efficiency of change management and requirement management increased and was supported by documentation • Eliminated the need for tools outside Salesforce and thus the business was able to effectively enhance its productivity • Project team could deliver accurate development releases for their CRM application in time and on budget • Zen improved team collaboration and significantly reduced rework resulting from poorly communicated changes Case Study 2 Change Management Solution on AppExchange Delivering CRM Success inthe Cloud © 2013 Stratitude, Confidential and Proprietary. Do not reproduce or distribute without prior permission
  • 10. Contact Stratitude 39510 Paseo Padre Parkway, Ste 160, Fremont, CA 94538 Phone: (510) 709-4200 Email: [email protected] Delivering Cloud CRM Success © 2013 Stratitude, Confidential and Proprietary. Do not reproduce or distribute without prior permission