Core Features
Features that CloudROI can configure to drive value from Salesforce
Lead and Opportunity Management
Allows sales reps to manage leads and opportunities throughout the sales process.
Account and Contact Management
Helps sales reps to manage and track their accounts and contacts.
Forecasting
Allows sales managers to forecast sales and revenue based on real-time data.
Sales Collaboration
Enables sales reps to work together on deals and share information.
Sales Performance Management
Provides insights into sales performance and enables sales reps to track their progress.
Sales Analytics
Provides real-time insights into sales data and enables sales reps to make data-driven decisions.
White Papers
10 Key Benefits of Implementing a CRM
In this article, we will explore the top 10 benefits of implementing a CRM system
Top CRMs Compared and Scored
In this article, we will explore the top 4 CRM systems, Salesforce, HubSpot, Pipedrive and Zoho, and score them based on the key benefits they deliver
Worksheet: Building a Business Case for CRM
This worksheet is a guide designed to help leaders evaluate the current state of their business and make a strong case for investing in a CRM system
How we can implement and optimize Salesforce Sales Cloud solutions
1. Discover
At CloudROI, we start with the discovery process, which involves identifying and analyzing the sales workflow and sales-related data to determine areas where automation can improve efficiency and effectiveness.
2. Plan
In the planning phase, CloudROI’s consultants and solution architects select appropriate sales automation tools and set implementation timelines and objectives.
3. Execute
In this phase, CloudROI deploys software and processes to streamline and optimize sales activities, including lead management, customer engagement, and sales forecasting.
4. Deliver
The final delivery process involves ensuring timely and accurate delivery of services to the end user, while also tracking and updating relevant information in the system.
Case Studies
Tracking Losses with Salesforce Sales Cloud
The implementation of Salesforce Sales Cloud by CloudROI helped BioSweep...
Private Jet Chartering with Salesforce
Salesforce provided Monarch Air Group with the advanced functionalities they...
Reporting and Forecasting for Solar Panel Manufacturing with Salesforce Sales Cloud
CloudROI's implementation of Salesforce Sales Cloud helped the solar panel...
Financial Technology Sales Increase with Salesforce and HubSpot
CloudROI's solution allowed FMGSuite to optimize its Salesforce Sales Cloud...