- Marketing
- Manage Pipeline
- CPQ and CLM
- Case Management

Marketing - Engage customers and drive demand​
- Build an interactive approach to brand awareness and visibility
- Personalize delivery of experiences and journeys across channels and devices
- Drive customer engagement, demand generation and manage lifetime relationship value
- Measure, optimize and report product and service performance across channels

Metrics
- Â Â Campaign Performance
- Â Â MQL to SQL Ratio
- Â Â Digital Engagement


Sales and Pipeline Management
- Motivate, plan and direct sales teams to achieve targets
- Create quotas and territories to break down the targets by individuals
- Build and manage opportunity pipeline through the sales cycle
- Focus on important clients, accounts and deals
- Actively manage pipeline, forecast revenue

Metrics
- Â Â Pipeline Coverage
- Â Â Oppurtunities by Stage
- Â Â Bookings and Revenue Forecast

Related Case studies

Quote and configure with confidence

- Systemic process for product configuration, pricing and quoting processes
- Empowerment for sales, partners and customers to configure bill of material
- Efficient and guided process to increase win rates and retain profitability
- Enhanced partner and customer experience

Manage Contracts with visibility and speed

- Quickly create complex contracts without errors
- Automate time-consuming tasks like authoring, negotiation, approvals and reporting
- Control processes and guarantee compliance
- Setup approvals for pricing, discounting, promotions, contract terms, agreement clauses and more

Digital Case Management
- Drive customer delight by resolving customer issues with speed, accuracy and empathy
- Engage and support customers across multiple channels
- Structure workflows and queues for efficient resolution
- Ensure consistent quality of service with escalation and backlog reporting

Metrics
-
  NPS | CSAT
- Â Â Time to Resolution
- Â Â First Contact Resolution
- Â Â Average Handle Time

Related Case studies
Services that offer world-class cloud based solutions to transform your business
TESTIMONIALS
Don’t just take it from us – hear what our clients have to say
CloudPaths was engaged to enable a major go to market transformation for Azuga, by launching a channel partner program to expand our market penetration and reach. CloudPaths team was very proactive from day 1 and made our decisions very easy by building a custom demo of the Partner Communities. They were involved with us in the whole journey by helping us craft the portal, buildout the training and partner onboarding processes as well as customizing the portal to our branding and marketing needs. The Azuga team loved CloudPaths collaborative style, expertise with Salesforce and commitment to Azuga’s success. Great going team CloudPaths, thank you for your diligence.

Yield Engineering Services is a rapidly growing global business. CloudPaths has been an integral part of designing, building and building our CRM systems. Our CRM platform provides us granular level of pipeline visibility and enables collaboration through our multitier distribution network. CloudPaths helped with migration of our customer service platform to Salesforce. Thanks to CloudPaths leadership, guidance and support we now have 100% adoption on the CRM applications. As we expand globally, YES will continue to work with CloudPaths and their leverage their services to architect and build systems for our business.

CloudPath's committed team and continued engagement has helped our team gain full visibility to the sales funnel. CloudPaths effective roll out strategy ensured adoption and acceptance from our sales team as well as channel partners globally. I would definitely recommend reaching out to CloudPaths to solve your pressing Salesforce challenges.

Entegris partnered with CloudPaths because of their expertise in IBP and ability to understand our business model and constraints. CloudPaths team helped Entegris with Demand Planning, Inventory Optimization and Supply Planning rollouts, adoption and has been supporting the application for more than a year. They delivered very effective solutions for improving Forecast Accuracy on three dimensions including Sales, Business Unit and Customer sales forecast. Because of their flexible engagement models, experienced domain experts and partnership with SAP, CloudPaths is my go to partner for any SAP IBP engagements in the future.

We have a complicated business model. CloudPaths has been able to configure Salesforce to support our unique business model. They have also brought in significant improvements in usability and content to provide an unparalleled and personalized user experience to our demanding consumers. Over the last three years and multiple projects with CloudPaths their entire team has always been responsive, flexible and a delight to work with.

We engaged CloudPaths to review and improve our customer service operations. CloudPaths team improved our agent productivity and knowledge management system, as well as significantly improved customer experience by building live agent capabilities tailored to our unique needs. They also brought in exceptional Salesforce expertise and a very effective Project Governance model to ensure timely delivery of the project. We were impressed with the team's domain knowledge as well as the commitment to our success. Azuga will continue to engage with CloudPaths for similar transformational programs in the future.
