• Ambit Software

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Transforming Customer Experiences with the World’s #1 CRM Platform

As a Salesforce Consulting Partner and a leading CRM/CX solutions company, Ambit is at the forefront of transforming customer experiences for the digital enterprise. With 15 years of experience in the CX space, our teams provide value through a range of tactical engagements to strategic programs.

Our comprehensive Salesforce offerings include:

  • Salesforce Consulting Process and technology consulting across the Salesforce platform – Sales, Service, Marketing Analytics, Artificial Intelligence, and Integration
  • Salesforce Implementation Increase customer engagement, streamline and optimize business functions with better ROI on your investment with Ambit’s unique CLIF (Customer Lifecycle-based Implementation Framework) methodology
  • Salesforce Support Complete after-deployment support with performance evaluation and fine-tuning of Salesforce CRM to run your business smoother than ever
  • Managed Services Sales and Marketing operations support on a 24×7 basis with dedicated teams to help you get the most out of your local, regional, or global Salesforce roll-outs.
  • Industry Templates Accelerate your Salesforce roll-outs with our pre-built industry template solutions leveraging on our deep knowledge and capabilities

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Interest (select all that apply)

Consulting Packages

4 Hours

  • Sessions with Expert Analysts
  • Quick Health Check

1 Week

  • Sessions with Expert Analysts
  • Complete Health Check
  • Quick Business Analysis


  • Sessions with Principal Consultants
  • Complete Health Check
  • Thorough Business Analysis
  • Digital Roadmap

End-to-End Implementation

Jump Start

  • Accelerator
  • Success Plan
  • Deploy
  • Train
  • Support


  • Business Analysis
  • Accelerator
  • Success Plan
  • Implementation
  • Migration
  • Deploy
  • Train
  • Support


  • Digital Roadmap
  • Business Analysis
  • Accelerator
  • Success Plan
  • Implementation
  • Migration
  • Integrate
  • Deploy
  • Train
  • Support

Support Packages

For Small Business

  • $ 2000
  • 100 Hours
  • Valid for 3 Months

For Mid-size Business

  • $ 4500
  • 250 Hours
  • Valid for 6 Months

For Enterprise Business

  • $ 8000
  • 500 Hours
  • Valid for 12 Months

Managed Service Packages


  • 8 X 5
  • For Local Implementation
  • Shared Account Manager
  • Basic SLAs


  • 16 X 5
  • For Regional Implementation
  • Shared Account Manager
  • Premium SLAs


  • 24 X 7
  • For Global Implementation
  • Dedicated Account Manager
  • Enterprise SLAs

Managed Service Packages for Sales Cloud

Routine Operations

  • Ensuring there are no precedent system changes impacting the CRM platform
  • Advise on CRM technology change impact
  • Define (ongoing) CRM system evolution
  • Manage liaison with Business Users (L1 support
    for CRM).
  • Define and Maintain record/ field/ data rules
  • Implement Master data rules
  • Create and maintain queue of user requests
  • Triage and attend to L1 requests
  • One-off reports

System Admin

  • Monitor utilization limits – storage/ APIs
  • License utilization
  • Duplication checks (over-night runs)
  • Monitor batch-failures
  • Scheduled reports
  • Workflow configurations
  • Process Improvement areas
  • Territory/Account alignment and realignment of individuals
  • Maintain and update territory master
  • Moving ownership of data from incumbent to incoming individuals in case of employee churn
  • Mass data uploads

User Admin

  • Provide recorded and ad-hoc training
  • Training capsules/ FAQs
  • Manage Change management process (User request – analysis – vendor check – cost approvals)
  • Ensure Client’s regional admin alignment
  • Scheduled Internal communication – progress reports, features, rules etc.
  • Training schedule aligned with HR onboarding process
  • User-profile based dashboarding

Leadership Support

  • Dashboards
    • Sales data
    • Service data
    • Adoption data
  • Process compliance
  • Reports – ad-hoc and scheduled
  • Customized high-impact employee onboarding(aimed at leadership)
  • Sales & leadership incentive calculation

Managed Service Packages for Marketing Cloud

Campaign Management

  • Campaign creation
  • Configure Channel-mix by campaign
  • Landing page – configuration
  • Create and Manage and Campaign calendar
  • Run Email drip/nurture campaign
  • Support events with campaigns and tracking of
    registrants and attendees.
  • Evaluate previous campaigns to advise on
    channel and target choices for new campaigns


  • L1 support for core Digital Marketing team
  • Test and assist in deployment of config changes in system
  • Assist with change management (release) process to implement new as well as update existing applications.
  • Configure lead scoring/ conversion rules
  • User training and refreshers
  • Configure workflows, screens, fields, rules and alerts
  • Monitoring integrations with external systems like website, CRM, etc.

Data Governance

  • Manage Lead quality
  • Ensure GDPR compliance
  • Insights into on-hand target data
  • Data Cleanliness
  • Data Prioritization
  • Segmentation
  • Data load/import rules and framework
  • Data optimization
  • Ensure License adherence or flag threshold breach


  • Provide analytics for channel strategy
  • Lead quality, volume and throughput
  • ROI
  • Content engagement
  • Draw customer insights
  • Regular reports on metrics – campaigns, website, and pages
  • Lead tracking from website

Industry Templates

  • Manufacturing

  • Financial

  • Technology

  • Retail

  • Hospitality

  • Media

  • Services

  • Healthcare