Let us support and evolve your sales automation platform

CloudROI offers ongoing technical support and maintenance services to ensure that the sales automation systems continue to operate efficiently and effectively. 

With our technical expertise, clients can be assured that their sales automation systems are optimized for performance, scalability, and security, allowing them to focus on growing their businesses. See more on our process below.


When partnered with CloudROI, you can be confident that you will have a system in place for promptly addressing and resolving technical issues and concerns, with a focus on minimizing downtime and ensuring the platform is working as intended.


Utilize CloudROI’s knowledgeable and experienced technical support agents who have in-depth understanding of the sales automation platform and can quickly diagnose and troubleshoot issues.

Continuous Improvement

CloudROI can continuously review and improve systems based on customer feedback and emerging technical trends.

Our Process

Migrating a sales automation platform can be a complex process that requires careful planning and execution to ensure a smooth transition. The four key steps to consider when migrating a sales automation platform are:


The first step in migrating a sales automation platform is to create a detailed plan that outlines the goals, timeline, and budget for the project. This plan should also include a thorough analysis of the current sales automation platform, the desired features and functionality of the new platform, and any potential challenges or risks that may arise during the migration process.​​


Data Migration

The second step is to migrate the data from the old sales automation platform to the new one. This involves identifying the data that needs to be transferred, cleaning up the data to ensure accuracy, and developing a data migration plan that outlines the specific steps and timelines for transferring the data.


Configuration and Customization

The third step involves configuring and customizing the new sales automation platform to meet the specific needs of the organization. This may include setting up workflows, creating custom fields, and integrating third-party tools and applications.​


Testing and Training

The final step is to test the new sales automation platform to ensure that it is functioning properly and to train the sales team on how to use the new platform. This involves conducting testing on various features and functionalities of the platform, identifying and resolving any issues or bugs that arise, and providing training and support to the sales team to ensure a smooth transition.​

Why Choose Us

We are increasing business success with technology

Over a decade of experience supporting sales automation platforms for clients all over the world.

Increased Client Base

Automated Processes

Increased Sales

Increased Margins

Happy Clients
400 +
Projects Delivered
4. 98 /5
Rating on the App Exchange
Years in Business 
Salesforce Sales Cloud® solutions

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