Salesforce is a cloud-based CRM platform that offers businesses an inclusive set of tools to manage their business processes and customer interactions. Salesforce is now one of the most widely used CRM platforms globally due to its features like sales automation, marketing automation, and customer service management.
Salesforce assists businesses in improving customer satisfaction, increasing efficiency, and enhancing collaboration. It has millions of users worldwide.
Salesforce Implementation:
We at CloudCache Consulting know the importance of having a strong and secure Customer Relationship Management (CRM) system in order to manage your business operations. Salesforce is one of the most popular and complete CRM platforms and emerged as the preferred choice for businesses due to its extensive list of features and capabilities.
Empower your business operations with our Salesforce Implementation solutions. OurSalesforce Consultants assist businesses to implement reliable systems for sales, marketing processes and customer service.
Our Implementation Process Includes:
Requirements Gathering:
The first step of the implementation process is to recognize your business requirements and goals. Here we conduct a thorough assessment of your current systems and processes to determine your organization's specific needs.
Solution Design:
once business requirements are gathered, our consultants' team will design a customized solution targeting your specific needs. This includes customizing workflows, reporting capabilities, and dashboards to guarantee seamless integration with your existing systems.
Data Migration:
Once the solution is designed, the next step is to migrate your existing data into the Salesforce platform, ensuring that all critical information is accurately and securely transferred.
Configuration and Customization:
once the solution is designed, our team of experts will start configuring the Salesforce platform if needed.
Testing and Quality Assurance:
To ensure that the Salesforce platform is operating properly with fulfilling all business needs identified, our expert team conducts an extensive testing and quality assurance checks before actual implementation.
User Training:
CloudCache Consulting provides comprehensive user training and ongoing support, to ensure that your staff can fully leverage the capabilities of Salesforce.
Implementation:
Upon completion of testing and user training, our team will Implement the Salesforce platform and make it available for use by your organization.
Ongoing Support:
Our commitment to you continues even after implementation. We provide ongoing support and maintenance to ensure that the Salesforce platform is functioning optimally and that your staff is able to fully leverage its capabilities.
Benefits of Salesforce Implementation:
Accurate and Complete Information:
After Salesforce implementation, your business gains access to a centralized platform that stores customer information accurately and completely. This improves decision-making, strengthens customer relationships, and reduces the risk of lost or duplicated data.
Sales Forecasting:
With Salesforce's real-time forecasting and reporting, much-refined decisions regarding future sales opportunities are possible. This allows a better understanding of market trends, identification of new opportunities, and improved business decision-making.
Lead and Sales Team Management:
With its robust lead and sales team management tools, Salesforce streamlines sales pipeline management, assigns leads and opportunities effectively, and tracks the progress of sales initiatives with ease.
Increased Customer Retention:
with Salesforce implementation, businesses gain a comprehensive understanding of their customers, including their interactions with your business, purchasing behaviours, and feedback. This leads to elevated customer satisfaction, good customer loyalty, and reduced customer churning.
Why Choose CloudCache Consulting?
If you are looking for a trusted Salesforce Implementation Partner then your search ends here. We are an official Salesforce Gold Consulting Partner. We are a known Salesforce implementation company with expertise in Salesforce implementation services.
With its expertise in assisting companies to get more out of their Salesforce instance, CloudCache Consulting has established itself as one of the leading Salesforce Implementation partners.
Configuration, customization, migration, integration, and support for numerous industries are all part of our Salesforce implementation services.
Our Process Includes
Define Stakeholders
Define High-level Goals
Gather Requirements
Prioritize Requirements
Build
Testing and Implementation of Feedback
Prepare for Go-Live (change management)
Go-Live
Benefits
Accurate and Complete Information
Sales Forecasting
Lead and Sales Team Management
Increased Customer retention
Increase in sales revenue
We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.CLOUDCACHE's Quick start-up packages start for only 2,100 US dollars including all you need to get up and going on the various Salesforce packages. Our certified Salesforce Consultants are ready to conduct a specialized discovery session just for your needs and the product you have just purchased or an existing setup that was not completed in an ideal way by a previous implementation organization. Our quick start fully implements customized Leads, Contacts, Accounts, opportunities, and training.
Salesforce Quick Start For Non-Profits
Cloudcache’s Quick Start Implementation Packages are tailored to get our customers quickly start delivering ROI on their Salesforce investments. These implementations are performed by experienced consultants with the aim to assist budget-conscious organizations get up and rolling quickly on Salesforce CRM.
-> Uncover information to be tracked in Salesforce and ways in which your team interacts with customers and prospective clients
-> Capture requirements around your business metrics
SALEFORCE Out-Of-The-Box Configuration
->Setup company profile
->Create up to 10 system users and 2 custom profiles
->Home Tab, Leads, Accounts & Contacts, Opportunities, Activities (Tasks, Events and Email) [Creation of up to 15 custom fields]
Configuration Review & Updates
Presentation of the configuration for your review and feedback Final changes can be incorporated Demonstrate how your team will work in Sales Cloud – managing information and tracking interactions with your customers
Reports And Dashboards
Configuration of up to 5Reports and 2 Dashboards
End User Training Session
Training session will be conducted to get your team into a whole new world of Salesforce! Provide hands-on exercises to reinforce business processes and drive adoption Show your end users how Salesforce can make them more productive and successful – get their buy-in by sharing “WIFM” (what’s in it for me) Cover key concepts, how Salesforce manages data, and best practices on quickly finding, creating and updating records Provide the know how & expertise to guide your team to success
Complimentary Inclusions
Q & A Session / Training Material A MS PowerPoint training presentation, ~ 10 slides in length will be created using screenshots from your configured Salesforce.com instance and archived inside your Salesforce org for reference and training
Use Service cloud to improve the efficiency of your service operations and drive customer satisfaction.CLOUDCACHE’s quick start up packages starting for only 2,100 US dollars including all you need to get up and going on the various Salesforce packages. Our certified Salesforce Consultants are ready to conduct a specialised discovery session just for your needs and product you have just purchased or an existing setup which was not completed in the ideal way by a previous implementation organisation.We will setup your customer base, import your data and customize your cases,leaving you with a 360 degree view of each of your customers.
Discovery Session /Project Kickoff And Strategy Sessions
We’ll discuss your finalized goals for Salesforce, including a customization plan for your service process. Overview of Service Cloud, Service Cloud Console, and Case Management Discovery We’ll configure and create fields on accounts and contacts — your customer base. We’ll customize Cases, including list views, queues, custom fields, and page layouts for your customer service department to manage inbound tickets. Review and agree upon use cases
Configuration Review & Updates
Presentation of the configuration for your review and feedback Final changes can be incorporated
Out-Of-The-Box Configuration
Setup company profile Create up to 10 system users and 2 custom profiles as needed Home Tab, Accounts & Contacts, Cases Communications (1 branded Letterhead & up to 2 Email Templates) New Case Queue and a Case Assignment Rule with up to five routings Case Assignment Rules Activities (Tasks, Events and Email) Analytics (12 custom reports and 2 dashboards) List views, Queues and up to 2 layouts for cases
Reports And Dashboards
Configuration of up to 5Reports and 2 Dashboards
End User Training Session
Training session will be conducted to get your team into a whole new world of Salesforce! Provide hands-on exercises to reinforce business processes and drive adoption Show your end users how Salesforce can make them more productive and successful – get their buy-in by sharing “WIFM” (what’s in it for me) Cover key concepts, how Salesforce manages data, and best practices on quickly finding, creating and updating records Provide the know how & expertise to guide your team to success
Complimentary Inclusions
Q & A Session Training Material
CLOUDCACHE’s quick start-up packages start for only 3,200 US dollars including all you need to get up and going on the various Salesforce packages. Our certified Salesforce Consultants are ready to conduct a specialized discovery session just for your needs and the product you have just purchased or an existing setup which was not completed in the ideal way by a previous implementation organization. Our certified Salesforce Consultants and will provide you with the services and tools to Implement Salesforce by leveraging the packages on offer. We are experienced at tailor-fitting and focussing on meeting your needs at lightning speed.
Discovery Session/Project Kickoff And Strategy Sessions
Structured agenda based requirements gathering Understand your objectives for Communities, including a customization plan for your sales process
Accounts And Contacts Setup
We’ll configure Accounts & Contacts with up to 15 custom fields as required
Communities Portal Setup
We’ll customize your Communities Portal using the standard themes and template configuration to display tabs and other info
Security Setup
We’ll configure your Role Hierarchy and Profiles to ensure right information sharing in the portal
Configuration & Setup Review
Presentation of the configuration for your review and feedback Final changes can be incorporated
End User Training
Two hours training session will be conducted to get your team up to speed!
CLOUDCACHE’s quick start up packages starting for only 3,500 US dollars including all you need to get up and going on the various Salesforce packages. Our certified Salesforce Consultants are ready to conduct a specialized discovery session just for your needs and the product you have just purchased or an existing setup which was not completed in the ideal way by a previous implementation organization.Our certified Salesforce Consultants and will provide you with the services and tools to Implement Salesforce by leveraging the packages on offer. We are experienced at tailor-fitting and focussing on meeting your needs at lightning speed.
Discovery Session/Project Kickoff And Strategy Sessions
We’ll discuss your finalized goals for the Marketing Cloud, including a customization plan for your marketing process.
Lead And Contact Setup
We’ll configure fields on your Lead and Contact records for marketing optimization, including field mapping
Marketing Cloud Connector
We’ll install and configure the Marketing Cloud Connector to Salesforce Leads, Contacts and Campaigns
Journey Builder & Email Templates
We’ll customize the Journey Builder for a unique visitor experience, to guide customers through your brand with up to five email templates
Marketing Cloud Training
We’ll provide one hour of Marketing Cloud training, including one outbound campaign demo
Training Material
A MS PowerPoint training presentation will be created using screenshots from your configured Salesforce instance and archived inside your Salesforce org for reference and training
CLOUDCACHE’s quick start-up packages start for only 5,100 US dollars including all you need to get up and going on the various Salesforce packages. Our certified Salesforce Consultants are ready to conduct a specialized discovery session just for your needs and the product you have just purchased or an existing setup which was not completed in the ideal way by a previous implementation organization.Our Salesforce certified Salesforce Consultants and will provide you with the services and tools to Implement Salesforce by leveraging the packages on offer. We are experienced at tailor-fitting and focus on meeting your needs at lightning speed.
Presentation of the configuration for your review and feedback Final changes can be incorporated Demonstrate how your team will work in Quote-to-Cash: managing information and tracking interactions with your customers
Creation Of Training Material
A MS PowerPoint training presentation, ~ 30 slides in length will be created using screenshots from your configured Salesforce instance and archived inside your org for reference and training purpose
End User Training
Provide the know how & expertise to guide your team to success Cover key concepts, how Salesforce manages data, and best practices on quickly finding, creating and updating records Show your end users how Salesforce can make them more productive and successful – get their buy-in by sharing “WIFM” (what’s in it for me) Provide hands-on exercises to reinforce business processes and drive adoption
Cloudcache’s Quick Start Implementation Packages are tailored to get our customers quickly start delivering ROI on their Salesforce investments. These implementations are performed by experienced consultants with the aim to assist budget-conscious organizations get up and rolling quickly on Salesforce CRM.
Discovery Session
One-hour project kick-off call to plan & coordinate Requirements gathering sessions
Out-Of-The-Box Configuration
Tracking Donors, Volunteers, partners, media partners Contacts / Constituent information
Program Management
Programs Case Management, Activity Management Reports and Dashboards
Fundraising
Fundraise – Individual donations, Major gifts, In Kind gifts,Pledges, Recurring donations, Grants Donor, Grants, Volunteer Management Events Management
Outreach / Marketing Communication
Campaigns, Events, Attendees Email Marketing
Analytics
Custom Reports (10) Custom Dashboards (1)
Setup
Workflow Rules (5), Assignment Rules (2), Approval Process (2) Security, Roles and Profiles
Training Material
A MS PowerPoint training presentation will be created using screenshots from your configured Salesforce instance and archived inside your Salesforce org for reference and training
End User Training Session
2-hour Training Session via Online Meeting with your users 2-hour Handover with your System Administrator via Online Meeting
Complimentary Inclusions
Data Import (CSV import files to be provided by client) up to 2000 records. Q & A Session Future Value Add – A document listing additional Salesforce features that can add value to your business
B2B Marketing Automation. With Pardot implementation you can combine the power of marketting and sales to find higher quality Leads, Tracking engagement along the way
Discovery Session
We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process.
Salesforce® Integration
Install and enable the Pardot® connector
Technical Setup
We will set up website tracking code to log visitor activity
Marketing Asset And Integration Setup
Create one email template Set up one landing page One form or form handler
Engagement Studio Setup
We will set up Engagement studio, the lead generation of Pardot®. One drip campaign setup
Salesforce Engage Setup
We will set up Salesforce Engage for Pardot which provides marketing automation for sales.
Training
One hour of custom-recorded training to fully implement Salesforce Pardot®
Maximize your sales appointment with salesforce maps. Our quick start fully implements salesforce maps with installation, configuration and Maps optimization
Maximize your sales appointment with salesforce maps. Our quick start fully implements salesforce maps with installation, configuration and Maps optimization
Discovery session/Project Kickoff and Strategy Sessions
-> We’ll discuss your goals for Salesforce Maps and your desired configuration options
Maps Installation
->Create five layers with up to three preset criteria
-> Configure hover fields with related lists from field data
-> Configure the transportation mode, routing optimization, and scheduling
Maps Configuration
-> Create five layers with up to three preset criteria
-> Configure hover fields with related lists from field data
-> Configure transportation mode, routing optimization, and scheduling
Maps Optimization
-> Configure up to two routes for optimization, up to 50 stops per route
-> Create company and personal folders for route storage and sharing
-> Configure units of measurements, default radius, markers, and shape
Maps Training
-> Salesforce Maps Quickstart Package
Get started with salesforce's health cloud, A patient relationship platform built to give you a complete view of patient data, enable smarter patient mangement and makes real time patient engagement possible.
Discovery session/Project Kickoff and Strategy Sessions
-> We’ll discuss your finalized goals for Salesforce, including a customization to your practice process.
Patient and Patient Card Setup
-> We’ll setup your patient and patient card object for tracking detailed patient information.
Diagnosis and Care Plan Management
-> We’ll configure the diagnosis and plan management modules for managing diagnosis, treatments, and care plans displayed on a patient timeline.
Physician Assignment Setup
-> Keep track of provider services, specializations, licensing, and any other information pertaining to patient care.
Health Cloud Console
->We’ll configure the console for streamlined viewing and access to multiple records at your fingertips
Salesforce Training
->We’ll perform a custom, one-hour webinar training session of your Salesforce application.
Increase the productivity of your team with our lightning migration.Our quick starts fully implements this mordern user interface which will help your team sell faster and supports customer for productivitively.
Discovery session/Project Kickoff and Strategy Sessions
-> We’ll discuss your finalized goals for the new features included in Salesforce Lightning.
User Interface
-> We’ll perform page layout and list view modifications better suited for the Lightning experience.
AppExchange Apps
-> We’ll install the newest versions of up to two apps from the AppExchange that are Lightning compatible
Custom Code
-> We’ll revise up to three Visualforce pages to be compatible with Lightning components and the faster user interface.
Analytics
-> We’ll revise up to 5 reports on one dashboard to adjust to the new Lightning analytics experience.
Salesforce Training
-> We’ll perform a custom, one-hour webinar training session of your Salesforce Lightning.
CLOUD Cache offers on-demand consulting services to help you with any of your salesforce need
Expert Services
-> Use for customization, training, custom code, documentation, reporting, etc.
-> Only Salesforce-certified staff working on your account
-> On-demand access to a project manager, business analyst, and developer
->Start and stop work at any time
Simplified Billing
-> All-inclusive rate of $150 per hour
-> Time logged in 5-minute increments and reported on a monthly invoice
-> Payment via check or credit card accepted
-> No monthly retainer, we only bill you for the hours we work
AppExchange Apps
-> We’ll install the newest versions of up to two apps from the AppExchange that are Lightning compatible
Flexible Contract
-> No long-term commitment to hours – only pay for the hours you use
-> Cancel remaining hours at any time with no additional fees
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