Ambik

Salesforce Solutions
Company That Helps You
Do Business Better.

Ambik Solutions helps Start-ups, Scale-ups, & Enterprises be more profitable and efficient with Salesforce.

Have a Salesforce Project?

You’ll be in good company

Trusted by hundreds of Start-ups, Scale-ups, & Enterprises helping improve their Salesforce and accelerate revenue.

What We Do

Ambik Solutions solves problems with technology. We partner with you to deliver measurable outcomes based on your business needs. Build and grow your Salesforce platform with a team of world-class solution architects, developers, business analysts, and project managers.

Salesforce Expertise

Sales Cloud

Sales Cloud

Service Cloud

Service Cloud

Marketing Cloud

Marketing Cloud

Experience Cloud

Experience Cloud

Platform

Platform

 Financial Services Cloud

Financial Services Cloud

CPQ & Billing

CPQ & Billing

Tabelau

Tabelau

Integration

Integration

Product Development

Product Development

AppExchange

AppExchange

NonProfit Success Pack

NonProfit Success Pack

Sales Cloud

Platform

Integration

Service Cloud

Financial Services Cloud

Product Development

Marketing Cloud

CPQ & Billing

AppExchange

Experience Cloud

Tabelau

NonProfit Success Pack

Our Products

Robust accelerators and integrations built for the Small Business Lending Sector. All of our products have a 30-Day Money Back Guarantee.

Small Business Lending Accelerators

FundSite

FundSite

Loan Origination System (LOS) on Salesforce built for the Small Business Lending sector. If you are a direct funder, you can originate, underwrite, service and invite syndicators to your deals
BrokerSuite

BrokerSuite

Introducing the #1 App for brokers in Merchant Cash Advance, built natively on the Salesforce platform.

Third Party Integrations

Clear

Clear

Direct integration with Thomson Reuters CLEAR. Purchase and retrieve CLEAR data natively on Salesforce. Integrated with CLEAR ID Confirm, Risk Inform, Business, and Person reports.
Plaid

Plaid

Direct integration with Plaid. Authenticate bank accounts, see transactional data up to 24 months, auto-summarize the most important key metrics, and auto-calculate balances as additional transactions are fed.
Credit Hero

Credit Hero

Soft and Hard Credit pulls directly from Salesforce. Compatible with Experian and Factual Data.
Checklist

Checklist

Auto create stips or tasks based on the criteria of the Salesforce record.

Who We Serve

Our skilled team has expertly worked with numerous industries. We understand your industry’s needs and the challenges that come with it. Every new client works with Ambik Solution’s dedicated resources who are familiar with your industry.

Why Ambik Solutions

We work closely with you to develop a unique and robust Salesforce solution for your company. From start to finish, you can count on the guidance and support of experienced, Top Rated Salesforce consultants to take your business where it needs to go. We’re here to help, whether you need to migrate from another CRM software to Salesforce or have been working on Salesforce but couldn’t maximize its benefits and features.

Ready to transform the way your company uses Salesforce?

Contact us today to take the first step toward powerful automations that increase productivity and maximize ROI.