Vendor and Partner Management

CloudROI / Partner and Vendor Management Solutions

VALUE-DRIVEN APPROACH

Collaborate with your partners and vendors seamlessly

At CloudROI, we build dynamic partner and vendor management portals to foster collaboration and boost customer satisfaction. Streamline interactions, enhance relations, and synchronize efforts with your platforms

Our experts ensure smooth operations and a unified approach that enhances customer experiences through efficient partner and vendor engagement.

Are you ready to streamline your partner engagement?

CONSULTING SERVICES AT CLOUDROI

What We Can Do For You

Engagement Models

Audits

Projects

Quickstarts

Managed Services & Support

Staff Augmentation

Support Buckets

Services

Consulting

Implementation

Development

Integration

Data Migration

Reporting

Product Expertise

Experience Cloud

PRM Cloud

Commerce Cloud

Sales Cloud

Service Cloud

Marketing Cloud

Want to speak with an expert to learn more about how to automate your partner and vendor processes?

LEVELS OF SUPPORT OFFERED AT CLOUDROI

Partner Relationship Management

Standard Support Tier

Essential support during business hours for common Salesforce development queries, basic configuration guidance, ideal for budget-conscious organizations seeking development assistance.

Advanced Support Tier

Extended support hours, quicker response times, priority access to Salesforce-certified development experts, perfect for businesses requiring comprehensive assistance in Salesforce development endeavors.

Premium Support Tier

Round-the-clock support, rapid response times, dedicated account management, proactive monitoring, and advanced troubleshooting exclusively for mission-critical Salesforce development operations.

DEMYSTIFY YOUR SALESFORCE EXPERIENCE

Salesforce Articles

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10 Proven Sales Team Management Strategies for Salesforce

Looking to get more out of your Salesforce Org? Read this article to see 10 proven strategies that could benefit your sales organization today.

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Is it time for a CRM tune-up? 

Declining revenue, decreasing productivity and increasing costs can be red flags that your CRM may need a tune-up. Read this article to learn how to spot these issues.

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Signs Your Business Needs a New CRM

Thinking of rebuilding or replacing your current CRM? Check out this article which outlines factors that may indicate it is time for a change.

300
Happy Clients
500 +
Projects Delivered
4. 98 /5
Rating on the App Exchange
10
Years in Business 
STEPS WE TAKE TO ENSURE YOUR SALESFORCE ORG’S SUCCESS

Our Process

Discover bespoke vendor and partner portal development with CloudROI's trusted methodology. From detailed evaluations
to tailored platforms, we guarantee that your vendor and partner relationship management is handled with expert
precision and care.
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Request Assessment

We start by meticulously analyzing your partner/vendor management processes and comprehensively identifying your unique needs and challenges.

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Design Solution

We propose a customized solution, including timelines and resource allocation, to address your Salesforce requirements.

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Implementation and Support

Our certified experts implement the solution, providing ongoing support, training and monitoring for optimal performance.

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Quality Assurance

We conduct thorough testing and quality checks to ensure your Salesforce environment meets your needs and industry standards, ensuring your satisfaction throughout the process.

PARTNER/VENDOR RELATIONSHIP SOLUTIONS WE HAVE DELIVERED

Case Studies

Coordinating 10,000 Truck Loads with Advanced TMS

CloudROI build a custom transportation management system on the Salesforce...

Assiting Veterans with Salesforce NPSP

A comprehensive solution to manage donor relationships, fundraising campaigns, and...

Legal Partner Management with Experience Cloud

The implementation of the Salesforce Experience Cloud solution by CloudROI...

Let's Talk

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Phone: (813) 451-5191
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