Salesforce Consulting Services

CloudROI / Salesforce Consulting Service

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

Sales Cloud

Service Cloud

Marketing Cloud

Experience Cloud

CPQ

Non-Profits (NPSP)

SALESFORCE CONSULTING SOLUTIONS

White Papers

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10 Key Benefits of Implementing a CRM

In this article, we will explore the top 10 benefits of implementing a CRM system

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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

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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

Working Process

How we can effectively implement and enhance Salesforce

1. Discover

At CloudROI, we start with the discovery phase, which involves delving into your business processes and data infrastructure to identify potential areas for improvement and automation within Salesforce.

2. Plan

During the planning phase, CloudROI’s consultants and architects meticulously devise a plan tailored to your needs. This includes selecting the best Salesforce tools and outlining clear objectives and timelines for implementation.

3. Execute

During this phase, our team at CloudROI executes the deployment of tailored software and processes. This aims to streamline and enhance various sales activities, encompassing lead management, customer engagement, and sales forecasting within the Salesforce ecosystem.

4. Deliver

The final step involves delivering seamless services to end-users promptly. Additionally, we meticulously track and update relevant system information to ensure accuracy and efficiency post-implementation.

SALESFORCE CONSULTING SOLUTIONS

Case Studies

Pricing Management with Salesforce CPQ

With the new system in place, our client can generate...

Reporting and Forecasting for Solar Panel Manufacturing with Salesforce Sales Cloud

CloudROI's implementation of Salesforce Sales Cloud helped the solar panel...

Managing Multiple Channels with Salesforce Service Cloud

By partnering with CloudROI and implementing Salesforce Service Cloud, the...

Legal Partner Management with Experience Cloud

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

Truck Routing with Field Service Lightning

Thanks to the expertise and guidance of CloudROI, the company...

Seeking Solar Customers with HubSpot

The implementation of HubSpot by CloudROI improved the solar panel...

Acquisition Tracking for Law Firm

CloudROI's implementation of Google Analytics conversion and acquisition tracking provided...

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