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Salesforce with ZingWorks

Empower your team with automation, smarter insights, and seamless workflows for better decision-making.

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Salesforce icon indicating CRM tools for enhanced customer engagement and workflow automation

Why Businesses Need

Salesforce Customization

Built for Your Workflow

Out-of-the-box Salesforce may not fit—custom workflows align with your processes.

Smarter Sales & CRM

Go beyond defaults—automate lead scoring, optimize pipelines, and personalize engagement.

Seamless Integrations

Standard setups lack flexibility—custom integrations connect ERP, marketing, and finance systems.

Real-Time Insights

Predefined reports fall short—custom dashboards provide data that matters to you.

Maximum Efficiency

Default processes create bottlenecks—automation eliminates manual tasks and boosts productivity.

What We Offer

Salesforce Customization

Tailor Salesforce to your business needs with Apex, LWC, Flows, Triggers, MuleSoft, and CPQ customization, supporting both low-code and no-code solutions.

CPQ Customization

Optimize pricing, quotes, and amendments with streamlined CPQ solutions for accurate and automated sales processes.

Managed Services

Optimize Salesforce with licensing rationalization, implementation best practices, governor limits management, and ongoing system improvements.

Integration Services

Seamlessly connect Salesforce with ERP, CRM and apps using MuleSoft-powered API integration for real-time data sync and automation.

Why Choose ZingWorks

for Salesforce?

Certified Experts

PD-1, PD-2, and CPQ-certified developers

Proven Salesforce Partner

Expertise in scalable enterprise solutions

Agile Implementation

Faster, iterative deployment for efficiency

Test. Validate. Decide. Start Your Free Pilot Today.

Not sure if it's the right fit? Try our solution in a real-world setting, risk-free— so you can experience the benefits firsthand before making a decision.

Real Businessses , Real Results

Explore Our Success Stories

Call Attempt-Based Lead Disqualification & Campaign Prioritization

To streamline outbound calling efforts and improve lead management efficiency, we implemented a tightly integrated solution between Salesforce and Five9. The primary objective was to accurately track call attempts, automatically disqualify leads after a predefined threshold, and ensure consistent data across both platforms. This helped prioritize campaigns more effectively, reduce time spent on non-viable leads, and enhance overall data integrity. The result is a more focused sales process, with a clear, synchronized view of lead activity and status.

Streamlining Customer Invitations: Empowering CSRs with Automated and Scalable Outreach

To enhance customer engagement and streamline outreach, the organization aimed to empower Customer Service Representatives (CSRs) with tools to manually and automatically invite customers during key interactions such as quote and order processing. The goal was to maintain consistent brand communication, support bulk invitation capabilities, and ensure robust tracking for audit and reporting. Through a combination of automation, user-friendly interfaces, and standardized templates, the solution delivered measurable operational efficiency and improved customer experience.

Utility Rental Company based in North America

This is the largest Utility Rental Company based in North America. Renting porta potties,fences and sanitation utilities.Salesforce CPQ was to be implemented. In addition a customer portal was to be built which could enable users to request for quotes, place orders and manage orders.The Source of Truth was to be in Salesforce.

Dynamic Flex ServiceScheduler for Managing Site-Based Service Requests

The Flex Service with dynamic UI empowered the client’s staff to efficiently manage services per site from a single interface. This led to: <ul class='list-disc pl-8'> <li>Faster quote finalization</li> <li>More accurate service scheduling</li> <li>Improved user satisfaction and operational agility</li> </ul>

Lead Disqualification & Campaign Automation

To improve the efficiency of Sales Development Representatives (SDRs) and maintain high campaign hygiene, we implemented an automated lead disqualification process integrated with the Five9 dialer platform. The objective was to instantly remove unqualified leads based on predefined disposition logic, streamline exception handling for web leads, and provide end-to-end visibility through logging and audit trails. This solution ensures SDRs spend time only on quality leads, enhancing productivity while maintaining a clean, real-time lead pipeline.

Automated Customer Communication for Order Confirmations

In an effort to streamline customer communication and reduce manual workload, our team implemented an automated email system for sending order confirmation PDFs. The goal was to ensure accuracy, brand consistency, and timely notifications, while minimizing errors in recipient details. By leveraging dynamic data from Quotes and Orders, and using standardized email templates, we achieved a fully automated solution that enhances efficiency and improves the customer experience.