Salesforce Migration Services

CloudROI / Salesforce Migration Services

VALUE-DRIVEN APPROACH

Migrate to a solution that drives value for your business

CloudROI specializes in facilitating smooth migrations to new sales automation platforms for clients. We offer a comprehensive range of services to simplify and streamline the migration process, aiming to alleviate complexities often associated with such transitions.

Throughout the journey, our team provides continuous support and guidance, ensuring a successful transition while maximizing the return on investment (ROI) of the new sales automation platform. Contact us to discover how our process can revolutionize your business.

Facing migration challenges?

MIGRATION 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

Migration

Reporting

Product Expertise

Sales Cloud

Service Cloud

Marketing Cloud

Experience Cloud

CPQ

Non-Profits (NPSP)

Looking to speak with an expert to learn more about how to seamlessly migrate to Salesforce?

Customer Success Story

Salesforce Integration Services with Apartment List

See how we engaged with Apartment List and enabled their business with custom features and integrations.

LEVELS OF SUPPORT OFFERED AT CLOUDROI

Migration Support Tiers

Standard Support Tier

Essential support during business hours for common Salesforce migration issues, offering basic configuration guidance, ideal for cost-conscious organizations looking for migration assistance.

Advanced Support Tier

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

Premium Support Tier

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

Experience Seamless Salesforce Migration with CloudROI's Proven Process. From request assessment to tailored solutions, we ensure your Salesforce needs are met with expertise and precision.
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Request Assessment

We kick off with a deep dive into your Salesforce migration needs, pinpointing specific challenges and objectives.

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Design Solution

We then outline a tailored migration plan, detailing timelines and resource assignments to meet your Salesforce goals.

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Implementation and Support

Our Salesforce-certified experts execute the plan, ensuring seamless transition with ongoing support, training, and system monitoring for peak performance.

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Quality Assurance

We conduct rigorous testing and quality reviews to guarantee your Salesforce setup fulfills your requirements and exceeds industry standards, with your satisfaction at the forefront throughout the process.

MIGRATIONs WE HAVE DELIVERED

Case Studies

Coordinating 10,000 Truck Loads with Advanced TMS

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

GA4 Migration for Education Services

CloudROI's team successfully migrated the education services company's GA account...

Private Jet Chartering with Salesforce

Salesforce provided Monarch Air Group with the advanced functionalities they...

Let's Talk

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Phone: (813) 451-5191
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