Partners
Salesforce
Elevate Customer Experience with Intelligent
Salesforce CRM Solutions
Enhance Your Salesforce
Experience with DPA
Seamless CRM Integration | Intelligent Automation | Scalable Growth
Salesforce is a powerful platform, but without expert support, seamless integration, and intelligent automation, its full potential remains untapped. At Decimal Point Analytics (DPA), we provide structured, data-driven solutions that improve operational efficiency, streamline workflows, and automate key processes—helping your business make informed decisions and scale effectively.
Our Expertise : Comprehensive Salesforce CRM Solutions
Salesforce CRM Integration & Data Management: We streamline CRM data with seamless integration, structured architecture, and high accuracy. Our expertise covers system integrations, automated processing, and KPI-driven insights for better decisions. Optimize your CRM for better decision-making.
Process Automation & AI-Powered Enhancements: We automate workflows using Salesforce Flows, Apex Triggers, and AI-powered analytics to reduce manual work and improve efficiency. Our solutions include pre-populated compliance forms and intelligent CRM automation for faster processing. Boost productivity with smart automation.
Customization & Value-Added Services: We tailor Salesforce with custom dashboards, automated alerts, and secure access controls to enhance efficiency. Our solutions also enable instant PDF and document generation within Salesforce. Get a CRM setup that works for you.
Ongoing Maintenance & Continuous Support: We ensure seamless Salesforce performance with deployment management, security updates, and continuous optimization. Our team also provides training and adoption support to help businesses maximize Salesforce capabilities. Stay ahead with expert Salesforce support.
Key Benefits of Partnering with DPA for Salesforce
Increased
Efficiency
Automating workflows reduces manual tasks by 42%, improving productivity and cutting costs. Streamlined processes eliminate bottlenecks for seamless operations.
Enhanced Customer
Experience
Customer retention improves by 35%, while satisfaction scores rise 33% through personalized interactions and faster service.
Smarter
Decision-Making
With 38% more accurate data and a 45% boost in analytics, businesses gain better insights for strategic planning.
Accelerated
Growth
Revenue grows by 37%, while faster workflows cut policy issuance time by 50%, improving market responsiveness.
Seamless Collaboration &
Integration
A unified Customer 360 view enhances customer focus, while low-code solutions like OmniStudio enable faster implementations.
Cost Savings &
Resource Efficiency
Automation reduces costs and manual errors while optimizing human resources for strategic priorities.
Who We Work With
We support a diverse range of industries, including:
Financial Services & Investment Firms
Lending Institutions & FinTech Enterprises
Private Equity & Asset Management Companies
B2B SaaS & Enterprise Businesses
Let’s Build a Smarter CRM for Your Business
A well-optimized Salesforce setup leads to better efficiency, improved customer engagement, and faster decision-making. Whether you need seamless integration, intelligent automation, or expert CRM management, we are here to help.
Specialized Solutions for Alternative Asset Managers
Efficiency & Automation
Automated Investor Operations: Automate investor onboarding, communications, and reporting to reduce manual work, minimize errors, and ensure consistent stakeholder engagement.
Optimized Deal & Fundraising Workflows: Centralize deal pipeline tracking and automate LP interaction follow-ups to accelerate fundraising, enhance decision-making, and improve overall operational efficiency.
Customization & Integration
Seamless System Integration: Integrate Salesforce with key platforms like FactSet, Preqin, PitchBook, and fund accounting systems for unified data access and operational continuity.
Tailored Salesforce Enhancements: Customize dashboards, workflows, and user controls to align CRM functionalities with your business model and compliance needs.
Investor & LP Engagement
Real-Time LP Reporting: Leverage real-time dashboards and automated reporting to ensure transparent, timely updates that build investor confidence.
Personalized Engagement Tools: Deliver tailored investor experiences through self-service portals, dynamic communications, and email automation within Salesforce.
Data-Driven Decision Making
AI-Powered Insights: Use predictive analytics and intelligent dashboards to refine investment strategies, optimize fundraising, and drive smarter decision-making across operations.
KPI Monitoring & Performance Tracking: Track critical KPIs in real time to measure fund performance, investor engagement, and operational efficiency—enabling proactive, data-backed actions.
Transform Business for Tomorrow
Stay ahead in a world driven by data and disruption. Whether you're looking to enhance efficiency, unlock new revenue streams, or future-proof operations, our AI-led, analytics-powered approach is built to scale with your vision. Let’s turn challenges into opportunities together.
