Core Features

Features that CloudROI can configure to drive value from Salesforce


Case Management 

The Salesforce Service Cloud solution offers robust case management capabilities that allow businesses to efficiently track and resolve customer inquiries, requests, and complaints.


Knowledge Management

With the Salesforce Service Cloud solution, businesses can create and maintain a centralized knowledge base that can be accessed by agents and customers to resolve issues quickly and efficiently.


Omni-Channel Support

The Salesforce Service Cloud solution offers omnichannel support capabilities that allow businesses to communicate with customers across multiple channels, including phone, email, chat, social media, and more.


Service Level Agreements (SLAs)

Businesses can set up SLAs to ensure that customer issues are resolved within a specific timeframe.


Field Service Management

The Salesforce Service Cloud solution provides field service management capabilities that allow businesses to dispatch technicians, manage work orders, and track inventory and assets in real-time.


Self-Service Portals

The Salesforce Service Cloud solution offers self-service portals that enable customers to access their account information, submit service requests, and search the knowledge base without having to contact an agent.

Salesforce Service Cloud® solutions

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

Working Process

How we can implement and optimize Salesforce Service 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 service activities, including case management, knowledge management, and service level agreements.

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.

Salesforce Service Cloud® solutions

Case Studies

Managing Multiple Channels with Salesforce Service Cloud

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

Apartment Listings Management with Salesforce Service Cloud

The implementation of Salesforce Service Cloud enabled the client to...

Medical Staffing Assignment Automation with Salesforce Service Cloud

By streamlining their customer service and staffing assignment processes, the...

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