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TheCloudPartner brings more than 17+ years of experience in CRM domain along with in-depth experience in Salesforce platform helping organizations of all sizes to select right Salesforce solution maximizing their CRM investments no matter where you are in your CRM journey.

Salesforce Quickstart SMB Lightening Implementation Package

QuickStart lightening implementation package is one of our most popular service which includes set up of Salesforce instance as quickly as within 160 hours helping client resulting in increased revenue growth maximizing their Salesforce investment.

 

Features include are as follows:

  • Home Page Standardization

  • Accounts and Contacts Management

    • Account Hierarchy​

    • One Contact to Many Accounts if needed

    • 360 degree customer view

  • Lead Management (Web-To-Lead & Lead Assignment rules)

  • Campaign Management

  • Opportunity Management

    • Sales Path

    • Pipeline Management

    • Opportunity Split Functionality​

    • Forecasting

  • Activity Management

    • Events​

    • Task

  • Analytics (Dashboards and Reports)

  • Security Modeling (Follow best practice for creation of Profile / Role Hierarchy)

Salesforce Service Cloud

With Salesforce Service Cloud implementation package our Salesforce Service cloud consultants can help the service organization of any size to quickly set up the Salesforce service console in a very short period of time resulting in increased ROI maximizing their CRM investments

Features includes are as follows:

  • Home Page Standardization

  • Accounts and Contacts Management

    • Account Hierarchy​

    • One Contact to Many Accounts if needed

  • Service Console optimized to increase productivity

  • Case Management

    • Service Console

    • Enable (Email-2-Case)​

    • Automated Case routing to appropriate service agent

  • Escalation Management

  • Knowledge Management

  • Enabling Live Agent

  • Computer Telephony Integration

Salesforce Staff Augmentation

Service

Need Salesforce guru's for short term or long term engagement here are some of the services we offer:

  • For $65K annually, you will have your own dedicated Salesforce expert. Contact us if you want to hear more about it.

  • Looking for Salesforce expertise for short term as small as for a week, do not hesitate as we take care of each and every assignment with utmost attention ensuring 100% customer satisfaction. Ask for our flat per hour rate.

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