Synergy Solution Consultant

Expert Consulting Solutions for Business Growth

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Synergy Solution Consultant

We understand that small and medium-sized enterprises (SMEs) need a system that is simple, flexible, yet powerful enough to effectively manage customers, sales, and services.

Synergy SME was created as a comprehensive digital transformation consulting and implementation platform built on Salesforce — designed specifically for Vietnamese businesses aiming for optimized operations and sustainable growth in the digital era.

With a team of experts holding multiple international Salesforce certifications, Synergy SME delivers end-to-end solutions from strategy to execution.

Vision

Vision

Become the trusted digital transformation partner for Vietnamese SMEs, enabling sustainable growth and global competitiveness through the power of Salesforce technology.

Mission

Mission

Synergy Solution Consultant aims to be a pioneering technology firm, delivering optimized, accessible, and budget-friendly Salesforce solutions for Vietnamese SMEs — partnering from consulting to deployment, operations, and continuous optimization.

Our Digital Transformation Journey

1
Before Digital Transformation

Before Digital Transformation

Manual workflows, siloed data, and operational bottlenecks limit growth.

2
Consulting & Implementation

Consulting & Salesforce Implementation

From discovery and solution design to configuration and user training.

3
Digital Operations

Digital Operations & Optimization

Automated processes, unified data, and real-time insights for decisions.

Salesforce Consulting & Implementation

Synergy SME provides strategic consulting and comprehensive Salesforce implementation services for small and medium-sized enterprises. We analyze business processes, optimize data, and design CRM, Sales Cloud, and Service Cloud systems tailored to each company's operating model. The result is a unified, automated, and user-friendly system that enhances productivity across the entire team.

Why choose our implementation approach?

Reduce manual operations with automation

Automate repetitive tasks across sales and service to minimize human error, speed up processing, and free your team to focus on higher-value work.

Centralized and unified customer data

Establish a single source of truth for accounts, contacts, and interactions to enable consistent reporting and better customer experiences.

Enhance sales efficiency and decision-making

Use real-time dashboards, forecasting, and guided flows to help sales teams prioritize opportunities and leaders make informed decisions.

15-step Implementation Diagram

Customization & Integration Sales Cloud

Sales Cloud Diagram

Customization & Integration Sales Cloud

Campaign, Lead & Opportunity Management

Manage the entire sales process from lead to deal closure.

Accounts Management

Manage company, partner, and corporate customer information within a centralized system.

Contacts Management

Store and synchronize contact details, transaction history, calls, and emails.

Reports & Dashboards

Visualize sales performance with customizable dashboards and real-time reports.

Pipeline & Forecasting

Track sales performance, conversion rates, and accurately forecast revenue.

Task & Activity Automation

Automatically remind tasks, assign opportunities, and synchronize work schedules.

Customization & Integration Service Cloud

Omni-Channel Routing

Automatically route requests from multiple channels (Email, Web, Zalo, Call Center, etc.) to the right personnel.

Telephony Integration

Integrate call center systems, record calls, and synchronize contact history directly within Salesforce.

Omni-Channel Support

Provide seamless support across phone, email, chat, social media, and more from a unified platform.

Workflow and Approvals

Standardize customer care, approval, and complaint-handling processes.

Automation with Macros

Automate repetitive tasks to help service teams save time.

Social Customer Service

Monitor and respond to customers across social media channels within a single interface.

Lightning Service Console

Unified workspace interface that enables customer service staff to respond faster and more accurately.

Custom Reports & Dashboards

Real-time reports on service performance, SLAs, and customer satisfaction levels.

Asset and Order Management

Manage products, orders, and post-sales warranties.

Account and Contact Management

Track the complete customer history to deliver personalized service.

Service Cloud Diagram

Salesforce Certified Experts

Certified Expertise. Proven Solutions.

At Synergy Solution Consultant, we take pride in our team of experts certified by Salesforce across multiple levels — from Admin, Developer, and Architect to Consultant. These certifications not only demonstrate technical expertise but also reflect a deep understanding of business processes and the real needs of Vietnamese SMEs.

With over 30 international Salesforce certifications, the Synergy team is fully equipped to design, build, and optimize comprehensive Salesforce systems, including:

  • Sales Cloud & Service Cloud Consulting — streamlining sales and customer service processes.
  • Data Architecture & Integration — connecting, standardizing, and synchronizing data across platforms.
  • App Builder & Developer Expertise — customized solutions for Vietnamese business models.

Certified expertise. Proven solutions. That is Synergy's commitment in every digital transformation project with our clients.

Pyramid Illustration

Our Certifications

Administrator Associate OmniStudio Consultant Data Cloud Consultant Platform Developer Sales Cloud Consultant Service Cloud Consultant Marketing Cloud Consultant CPQ Specialist Field Service Consultant

About

Synergy Solution Consultant

"Empowering Vietnamese SMEs through Smart Digital Transformation."

Synergy Solution Consultant (Synergy SME) is a consulting and implementation partner specializing in comprehensive digital transformation solutions on the Salesforce platform, helping small and medium-sized enterprises in Vietnam operate more efficiently, intelligently, and seamlessly.

We provide CRM, Sales Cloud, and Service Cloud systems, while also integrating Human Resource Management (HRM) and Accounting/ERP functions to build a unified business management platform.

With a team of internationally certified Salesforce experts, Synergy SME is committed to accompanying Vietnamese businesses on their journey to increase productivity, optimize costs, and achieve sustainable growth in the digital era.

Synergy SME Team Collaboration

Get In Touch

Contact Synergy

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