Salesforce
Welcome to CloudPaths Customer 360! We specialize in helping businesses of all sizes and across a range of industries transform their operations, drive growth, and deliver exceptional customer experiences. Our team of certified Salesforce experts provides strategic advisory, implementation, and managed services to help clients leverage the full potential of the Salesforce platform. With Salesforce, we can help you unify your customer service experience, streamline your operations, and gain valuable insights into your business. Our solutions are tailored to your unique business needs and objectives, empowering you to deliver personalized experiences for your customers, drive revenue growth, and stay ahead of the competition.
Talk to us about how we can help you transform your business and achieve your goals by putting your customers at the center of everything!​
- Accelerate Revenue
- Unify Customer Service
- Drive Marketing ROI
- Make Data Actionable
- Engage Employees
- Operate Efficiently
- Post-Merger Integration
Sell Smarter with Sales Cloud
- Tailor and guide sellers through your business process. Gather complete data, seamlessly manage your relationships, and take action.
- Maintain and manage a healthy pipeline on a single screen. Address gaps with embedded charts, prioritize deals with AI, and empower better coaching.
- Manage your forecasts in real-time. Tailor KPIs to match your business, uncover pipeline trends, and make adjustments on the fly to drive accuracy.
Price and Quote Accurately with Revenue Cloud (CPQ)
- Streamline and optimize pricing, configure complex products, automate quoting, and manage contracts to help businesses close deals faster, increase deal size, and reduce churn.
- Speed up deal approval and reduce errors by equipping reps with one product catalog and price book, product configurator, and conditional quote terms.
- Reduce churn and identify new opportunities with automated renewals, advanced order management, and simplified contract amendments.
Gain Actionable Insights with Sales Analytics
- Surface pipeline trends and track key metrics in one consolidated view.
- Run, update, and manage your forecasts with live rollups, visual signals, AI predictions, and historical trends.
- Get rid of spreadsheets with the flexibility to forecast by team, territory, product, line of business, and more.
Metrics
- Â Â Campaign Performance
- Â Â MQL to SQL Ratio
- Â Â Digital Engagement
Sell Smarter with Sales Cloud
Tailor and guide sellers through your business process. Gather complete data, seamlessly manage your relationships, and take action.
Maintain and manage a healthy pipeline on a single screen. Address gaps with embedded charts, prioritize deals with AI, and empower better coaching.
Manage your forecasts in real-time. Tailor KPIs to match your business, uncover pipeline trends, and make adjustments on the fly to drive accuracy.
Price and Quote Accurately with Revenue Cloud (CPQ)
Streamline and optimize pricing, configure complex products, automate quoting, and manage contracts to help Sales Reps close deals faster, increase deal size, and reduce churn.
Speed up deal approval and reduce errors by equipping reps with one product catalog and price book, product configurator, and conditional quote terms.
Reduce churn and identify new opportunities with automated renewals, advanced order management, and simplified contract amendments.
Gain Actionable Insights with Sales Analytics
Surface pipeline trends and track key metrics in one consolidated view.
Run, update, and manage your forecasts with live rollups, visual signals, AI predictions, and historical trends.
Get rid of spreadsheets with the flexibility to forecast by team, territory, product, line of business, and more.
Deliver Omni-Channel Service with Service Cloud
- Deliver personalized, consistent, and timely service to your customers across all channels, including email, phone, social media, and chat. Even better, you can distribute work to agents based on skill set, availability, or workload.
- No more toggling between systems! Ease agent onboarding and increase agent productivity by giving them one screen to do all their work – the Salesforce Service Console – a single location that aggregates data from Salesforce and other systems, provides step-by-step guidance, and automates routine tasks.
- Swarm cases and collaborate across departments to resolve customer issues by leveraging built in collaboration tools
Enhance Customer Self-Service with Chatbots
- Reduce costs, deflect cases, and keep agents focused on resolving complex issues when you enable customers to find answers themselves.
- Provide customers with self-service portals, chatbots, and communities to help them find answers to their questions and resolve issues on their own.
- Reduce the workload on agents and improve customer satisfaction.
Boost Productivity for your Frontline Workforce with Field Service
- Enable your front-line workforce with the Field Service Mobile App powered by AI and real-time data, providing them with access to guided workflows and knowledge articles in the Field Service Mobile App — on and offline.
- Ensure that the right resources with the right skills and the right tools are on the best routes, and quickly respond to dynamic requests and emergencies with automated scheduling and dispatching. Provide customers with real-time appointment updates on the day of service.
- Improve first-time fix rates by resolving issues from anywhere with live video. Connect customers and your frontline workforce with experts using augmented reality and interactive guidance.
Deliver Omni-Channel Service with Service Cloud
Deliver personalized, consistent, and timely service to your customers across all channels, including email, phone, social media, and chat. Even better, you can distribute work to agents based on skill set, availability, or workload.
No more toggling between systems! Ease agent onboarding and increase agent productivity by giving them one screen to do all their work – the Salesforce Service Console – a single location that aggregates data from Salesforce and other systems, provides step-by-step guidance, and automates routine tasks.
Swarm cases and collaborate across departments to resolve customer issues by leveraging built in collaboration tools
Enhance Customer Self-Service with Chatbots
Reduce costs, deflect cases, and keep agents focused on resolving complex issues when you enable customers to find answers themselves.
Provide customers with self-service portals, chatbots, and communities to help them find answers to their questions and resolve issues on their own.
Reduce the workload on agents and improve customer satisfaction.
Boost Productivity for your Frontline Workforce with Field Service
Enable your front-line workforce with the Field Service Mobile App powered by AI and real-time data, providing them with access to guided workflows and knowledge articles in the Field Service Mobile App — on and offline.
Ensure that the right resources with the right skills and the right tools are on the best routes, and quickly respond to dynamic requests and emergencies with automated scheduling and dispatching. Provide customers with real-time appointment updates on the day of service.
Improve first-time fix rates by resolving issues from anywhere with live video. Connect customers and your frontline workforce with experts using augmented reality and interactive guidance.
Metrics
- Â Â Campaign Performance
- Â Â MQL to SQL Ratio
- Â Â Digital Engagement
Enhance Customer Relationships with Journey Builder
- Deliver consistent, relevant, and personalized experiences for your customers at every touchpoint.
- Optimize your website and emails with dynamic content to meet each customer’s needs in real time.
- Engage customers in the moment with AI and real-time data. Determine personalized next-best actions — rooted in business value.
Improve Marketing Efficiency and Effectiveness
- Automate and streamline marketing processes, such as email marketing, campaign management, and social media marketing, saving time and reducing manual work, allowing your business to focus on strategy and creativity.
- Leverage advanced analytics and reporting capabilities to measure the effectiveness of your marketing efforts and optimize your strategies, including tracking customer behavior, conversion rates, and return on investment (ROI).
- Gain real-time visibility into marketing performance and customer engagement, enabling your business to collaborate more effectively and make data-driven decisions.
Unlock the Value of Real-time Customer Data with Data Cloud
- Connect all your customer data at scale, from any app, device, or real-time stream, with out-of-the-box connectors.
- Harness the power of real-time data from any source to build a single view of your customers and take action across Customer 360 based on in-the-moment customer behavior with Data Cloud.
- Make better decisions, save time, and lower costs by understanding your customer in any moment through AI-powered intelligence and analytics.
Metrics
- Â Â Campaign Performance
- Â Â MQL to SQL Ratio
- Â Â Digital Engagement
Enhance Customer Relationships with Journey Builder
Deliver consistent, relevant, and personalized experiences for your customers at every touchpoint.
Optimize your website and emails with dynamic content to meet each customer’s needs in real time.
Engage customers in the moment with AI and real-time data. Determine personalized next-best actions — rooted in business value.
Improve Marketing Efficiency and Effectiveness
Automate and streamline marketing processes, such as email marketing, campaign management, and social media marketing, saving time and reducing manual work, allowing your business to focus on strategy and creativity.
Leverage advanced analytics and reporting capabilities to measure the effectiveness of your marketing efforts and optimize your strategies, including tracking customer behavior, conversion rates, and return on investment (ROI).
Gain real-time visibility into marketing performance and customer engagement, enabling your business to collaborate more effectively and make data-driven decisions.
Unlock the Value of Real-time Customer Data with Data Cloud
Connect all your customer data at scale, from any app, device, or real-time stream, with out-of-the-box connectors.
Harness the power of real-time data from any source to build a single view of your customers and take action across Customer 360 based on in-the-moment customer behavior with Data Cloud.
Make better decisions, save time, and lower costs by understanding your customer in any moment through AI-powered intelligence and analytics.
Gain better insights with Data Cloud
- Harness the power of real-time data from any source to build a single view of your customers and take action across Customer 360 based on in-the-moment customer behavior with Data Cloud.
- Segment and target the right audiences with greater precision, using data-driven insights to create more personalized and relevant experiences for your customers.
- Powerful analytics and visualization tools allow you to gain valuable insights from your data, helping you make better-informed decisions to improve your operations.
Improved Data Maintenance and Governance
- Data Cloud uses data cleansing and enrichment tools to ensure that data is accurate, up-to-date, and consistent, reducing the risk of errors and improving overall data hygiene.
- Data Cloud provides robust data governance features, including data security and compliance controls, that help businesses protect their data and ensure that it is used in accordance with regulations and best practices.
- Automate many data-related tasks, such as data cleaning and enrichment, freeing up employees to focus on higher-value activities and increasing overall productivity and efficiency.
Accelerate Data Integration with MuleSoft
- Jumpstart development using pre-built assets provided by the MuleSoft, discovering existing APIs, transforming data quickly and deploying virtually to any environment.
- Secure your enterprise integrations automatically with prebuilt and custom security policies. Protect sensitive data through format-preserving tokenization using policies, and establish secure perimeters around data, APIs, microservices, and integrations.
- Improve productivity and reuse with a consolidated source of truth for APIs, integration assets, governance policies, and other best practices.
Metrics
- Â Â Campaign Performance
- Â Â MQL to SQL Ratio
- Â Â Digital Engagement
Gain better insights with Data Cloud
Harness the power of real-time data from any source to build a single view of your customers and take action across Customer 360 based on in-the-moment customer behavior with Data Cloud.
Segment and target the right audiences with greater precision, using data-driven insights to create more personalized and relevant experiences for your customers.
Powerful analytics and visualization tools allow you to gain valuable insights from your data, helping you make better-informed decisions to improve your operations.
Improved Data Maintenance and Governance
Data Cloud uses data cleansing and enrichment tools to ensure that data is accurate, up-to-date, and consistent, reducing the risk of errors and improving overall data hygiene.
Data Cloud provides robust data governance features, including data security and compliance controls, that help businesses protect their data and ensure that it is used in accordance with regulations and best practices.
Automate many data-related tasks, such as data cleaning and enrichment, freeing up employees to focus on higher-value activities and increasing overall productivity and efficiency.
Accelerate Data Integration with MuleSoft
Jumpstart development using pre-built assets provided by the MuleSoft, discovering existing APIs, transforming data quickly and deploying virtually to any environment.
Secure your enterprise integrations automatically with prebuilt and custom security policies. Protect sensitive data through format-preserving tokenization using policies, and establish secure perimeters around data, APIs, microservices, and integrations.
Improve productivity and reuse with a consolidated source of truth for APIs, integration assets, governance policies, and other best practices.
Create and Manage Personalized Employee Journeys
- From the point of first engagement during the recruiting process, through onboarding, learning, and career management, CloudPaths can help you personalize your employee’s journeys and create a greater feeling of engagement
- Integrate with HR systems and other data sources to break down siloes across departments and create a wholistic, 360-degree view of your employees
- Reach out and engage employees when it matters most, whether it be for critical organization announcements, a work anniversary or a personal milestone such as the birth of a child.
Improve Employee Satisfaction and Retention
- Replace your dated employee intranet with a sleek, search-driven experience.
- Reduce employee frustration by providing self-service options that place everything they need at their fingertips. Offer a mobile experiences that let’s employees find what they need on the go!
- Use Pulse Surveys to gain real-time insights into employee morale and better understand your employees’ state of mind.
Manage Employee Related Processes with Ease
- Automate processes, like recruiting, onboarding, learning management and annual reviews with prebuilt workflows.
- Deliver support for every device, across any channel, with AI-powered tools that drive proactive resolution. Decrease ticket resolution time and increase productivity for your IT team.
- Scale employee support with an intelligent help desk. Centralize knowledge and Salesforce Self-Service channels into one experience to help employees find answers for any question.
Metrics
- Â Â Campaign Performance
- Â Â MQL to SQL Ratio
- Â Â Digital Engagement
Create and Manage Personalized Employee Journeys
From the point of first engagement during the recruiting process, through onboarding, learning, and career management, CloudPaths can help you personalize your employee’s journeys and create a greater feeling of engagement
Integrate with HR systems and other data sources to break down siloes across departments and create a wholistic, 360-degree view of your employees
Reach out and engage employees when it matters most, whether it be for critical organization announcements, a work anniversary or a personal milestone such as the birth of a child.
Improve Employee Satisfaction and Retention
Replace your dated employee intranet with a sleek, search-driven experience.
Reduce employee frustration by providing self-service options that place everything they need at their fingertips. Offer a mobile experiences that let’s employees find what they need on the go!
Use Pulse Surveys to gain real-time insights into employee morale and better understand your employees’ state of mind.
Manage Employee Related Processes with Ease
Automate processes, like recruiting, onboarding, learning management and annual reviews with prebuilt workflows.
Deliver support for every device, across any channel, with AI-powered tools that drive proactive resolution. Decrease ticket resolution time and increase productivity for your IT team.
Scale employee support with an intelligent help desk. Centralize knowledge and Salesforce Self-Service channels into one experience to help employees find answers for any question.
Establish a Salesforce Center of Excellence to Maximize Platform ROI
- Provide a clear processes for identifying, evaluating and prioritizing needed platform changes
- Drive Salesforce architecture standards, configuration and development best practices and user adoption to avoid technical debt and maximize platform usage
- Manage resource needs and required skillsets. Leverage in conjunction with CloudPaths Managed Services Pod Model to flex your team up and down as necessary
Leverage DevOps for Salesforce to Deliver Value Efficiently
- Save time, deliver more for your business and improve the quality of your salesforce releases, resulting on better Salesforce platform ROI and increased speed-to-value
- Gain real-time project visibility based on a consistent tracking approach and built for purpose reports and dashboards to improve quality, reduce cost and increase delivery velocity
- Leverage CloudPaths’ DevOps design approach, along with the best processes and tools in the industry, to implement and operate Continuous Integration, Continuous Delivery (CICD) processes to supercharge your team’s performance
CloudPaths Managed Services
- CloudPaths’ Salesforce Managed Services provides a flexible, scalable solution to help you manage, optimize and innovate your Salesforce platform to maximize the ROI of your Salesforce license purchase
- Address your company’s Salesforce skill gaps by leveraging CloudPaths’ deep product knowledge, industry domain knowledge, and best practices. Eliminate employee retention concerns leave the people management to us
- Realize value quickly leveraging our streamlined processes, increase throughput and deliver faster for your business
Metrics
- Â Â Campaign Performance
- Â Â MQL to SQL Ratio
- Â Â Digital Engagement
Establish a Salesforce Center of Excellence to Maximize Platform ROI
Provide a clear processes for identifying, evaluating and prioritizing needed platform changes
Drive Salesforce architecture standards, configuration and development best practices and user adoption to avoid technical debt and maximize platform usage
Manage resource needs and required skillsets. Leverage in conjunction with CloudPaths Managed Services Pod Model to flex your team up and down as necessary
Leverage DevOps for Salesforce to Deliver Value Efficiently
Save time, deliver more for your business and improve the quality of your salesforce releases, resulting on better Salesforce platform ROI and increased speed-to-value
Gain real-time project visibility based on a consistent tracking approach and built for purpose reports and dashboards to improve quality, reduce cost and increase delivery velocity
Leverage CloudPaths’ DevOps design approach, along with the best processes and tools in the industry, to implement and operate Continuous Integration, Continuous Delivery (CICD) processes to supercharge your team’s performance
CloudPaths Managed Services
CloudPaths’ Salesforce Managed Services provides a flexible, scalable solution to help you manage, optimize and innovate your Salesforce platform to maximize the ROI of your Salesforce license purchase
Address your company’s Salesforce skill gaps by leveraging CloudPaths’ deep product knowledge, industry domain knowledge, and best practices. Eliminate employee retention concerns leave the people management to us
Realize value quickly leveraging our streamlined processes, increase throughput and deliver faster for your business
Determine the Right Strategy
- You might consider merging Salesforce orgs for a number of reasons. Maybe orgs purchased by multiple departments need to come together to get a full view of the business, or maybe your initial implementation was sub-optimal and you want to move your team into a more well architected org. The most common reason, however, is that you find yourself managing multiple Salesforce orgs through a series of acquisitions.
- What strategy should you leverage to get a full view of your business? Should you centralize your business in a single org, group multiple orgs into a smaller number of orgs, or should you link all your orgs together leveraging a hub and spoke model?
- The answer to these questions often depends on several factors, including the business/regulatory environment you operate in, technical or data privacy limitations, or organizational considerations such as company politics, timing of strategic initiatives or departmental budgets. CloudPaths can help you sort through a variety of factors and craft a strategy that makes sense for your business
Opportunity to Rethink Business Processes and Approach
- Org Merge initiatives should not be approached as a purely technical exercise. It is an opportunity to innovate, rethink your business processes or address and adapt to changes impacting your industry.
- CloudPaths will help you identify opportunities to innovate on the platform, reduce inefficiencies and maximize platform ROI.
- Sometimes starting fresh with a brand-new Salesforce org is a better option than migrating your teams from one or more existing orgs to another. We will help you take advantage of platform features that you are not using today, and ensure you end up with a shiny new platform, free of technical debt and optimized for business agility.
Executing on Your Vision
- CloudPaths will conduct Business and Technology Reviews that include interviews with SMEs and key stakeholders. We will create inventory of your Orgs and key associated data (e.g., type, users, custom objects), and identify the commonalities and other factors required to pick the right strategy.
- Based on the information collected in workshops, CloudPaths will build a Commonality Model, draw conclusions and make recommendations. Of course, the result of all this hard work will be an Org Optimization Roadmap.
- Once the org strategy work is complete, CloudPaths will implement the required changes based on the defined roadmap and best practices collected through years of experience.
Metrics
- Â Â Campaign Performance
- Â Â MQL to SQL Ratio
- Â Â Digital Engagement
Determine the Right Strategy
You might consider merging Salesforce orgs for a number of reasons. Maybe orgs purchased by multiple departments need to come together to get a full view of the business, or maybe your initial implementation was sub-optimal and you want to move your team into a more well architected org. The most common reason, however, is that you find yourself managing multiple Salesforce orgs through a series of acquisitions.
What strategy should you leverage to get a full view of your business? Should you centralize your business in a single org, group multiple orgs into a smaller number of orgs, or should you link all your orgs together leveraging a hub and spoke model?
The answer to these questions often depends on several factors, including the business/regulatory environment you operate in, technical or data privacy limitations, or organizational considerations such as company politics, timing of strategic initiatives or departmental budgets. CloudPaths can help you sort through a variety of factors and craft a strategy that makes sense for your business
Opportunity to Rethink Business Processes and Approach
Org Merge initiatives should not be approached as a purely technical exercise. It is an opportunity to innovate, rethink your business processes or address and adapt to changes impacting your industry.
CloudPaths will help you identify opportunities to innovate on the platform, reduce inefficiencies and maximize platform ROI.
Sometimes starting fresh with a brand-new Salesforce org is a better option than migrating your teams from one or more existing orgs to another. We will help you take advantage of platform features that you are not using today, and ensure you end up with a shiny new platform, free of technical debt and optimized for business agility.
Executing on Your Vision
CloudPaths will conduct Business and Technology Reviews that include interviews with SMEs and key stakeholders. We will create inventory of your Orgs and key associated data (e.g., type, users, custom objects), and identify the commonalities and other factors required to pick the right strategy.
Based on the information collected in workshops, CloudPaths will build a Commonality Model, draw conclusions and make recommendations. Of course, the result of all this hard work will be an Org Optimization Roadmap.
Once the org strategy work is complete, CloudPaths will implement the required changes based on the defined roadmap and best practices collected through years of experience.