CRM: Salesforce & Pega
Connect customer information with the work your teams need to complete. ANT Frameworks develops CRM and customer workflow solutions on Salesforce and Pega, aligning the platform with sales, service, and operational processes. We treat data quality, access, integrations, and user adoption as part of delivery, so the result supports day-to-day work as well as reporting.
Talk to Our TeamCapabilities inside this offering
Salesforce implementation and configuration
Map sales and service processes into the Salesforce environment. Define records, permissions, workflow steps, and reporting around real responsibilities, keeping standard configuration understandable before introducing custom development.
Pega case and workflow engineering
Model customer and operational work as cases with clear stages, routing, ownership, and exception paths. Design the process around the teams completing it and the systems that provide the information or actions each step requires.
Platform customization and automation
Develop scoped extensions and automation where configuration alone does not meet the requirements. Review maintainability, access controls, error handling, and release dependencies so local improvements do not create fragile system-wide behavior.
CRM and enterprise integration
Connect customer workflows with billing, applications, data services, and other business systems. Define the source of truth, interface contracts, retry behavior, and operational ownership for information shared across platforms.
Data migration and governance
Profile existing data, agree mappings, and address duplicates and missing values before migration. Validate representative records and reconciliation results, with ownership rules that help keep data useful after go-live.
Adoption, release management, and support
Prepare role-based guidance and validate workflows with the people who use them. Establish configuration records, release checks, support routing, and a review process for ongoing changes as business requirements evolve.
How we run this engagement
Understand the workflow
Review customer journeys, team responsibilities, data sources, and exceptions. Agree the platform scope and measurable acceptance criteria.
Configure and integrate
Build workflows and access controls, develop required extensions, and connect dependent systems in manageable increments.
Validate and prepare users
Exercise realistic cases, migration samples, permissions, and failure handling. Prepare user guidance and resolve adoption issues before rollout.
Launch and evolve
Release in agreed stages with operational ownership and support channels. Govern subsequent configuration and integration changes through a documented process.
What we work with
This offering fits best when...
- Organizations implementing or improving Salesforce or Pega
- Teams coordinating customer service and complex operational workflows
- Enterprises integrating customer platforms with existing applications and data
Pairs well with
Cloud Services
Cloud architecture, migration, integration, and ongoing operations with our cloud partners AWS, Google Cloud, and Microsoft Azure.
AI & Agentic Systems Integration
Building custom Generative AI tools and autonomous AI agents to automate corporate workflows.
Digital Product Engineering
Prototyping, designing, and maintaining enterprise applications and software platforms.
Cybersecurity Operations
Threat detection, risk management, and security operations supported by our proprietary Neuro® Cybersecurity hub.
Common questions
Do we need both Salesforce and Pega?
No. The engagement can focus on either platform. If both are part of your environment, we define their responsibilities and integration boundaries to avoid duplicate data ownership and conflicting workflow logic.
Can you improve an existing implementation?
Yes. We begin by reviewing configuration, customizations, data quality, integrations, and user pain points. The findings guide a staged improvement plan with clear validation and release priorities.
How do you protect data quality during migration?
Migration starts with data profiling, mapping, and agreed ownership. Trial imports and reconciliation checks help identify problems before cutover, with acceptance criteria defined for the final migration.
Can AI be included in customer workflows?
AI-assisted steps can be scoped with clear input boundaries, evaluation criteria, permissions, and human review where needed. The workflow remains accountable through defined ownership and diagnostic visibility.
What working with us actually looks like
Hardware-Software Co-Design
Embedded controllers, industrial gateways, and on-device machine-vision units alongside AI, cloud, digital product engineering, and cybersecurity operations.
Security by default
Secure-by-design practices and risk management run through our delivery process from day one, not as a final audit.
India-based, globally engaged
Two India delivery centers with round-the-clock operational coverage for clients across time zones.
Lifecycle engineering responsibility
Approximately eleven thousand hardware units are presently in service, and we retain lifecycle engineering responsibility for the majority of them.
Ready to build what's next?
Let's discuss how ANT Frameworks Private Limited can support your Hardware-Software Co-Design and technology engineering needs - from embedded systems to AI, cloud, digital products, and cybersecurity.
hello@antframeworks.com