Custom Salesforce Needs
Your company is using Salesforce because it can be customized to exactly what your business needs. Your Salesforce consulting needs are also custom, and Cloud Adoption Solutions will provide you with world-class service and communication to make sure that your CRM goals fit perfectly with your bottom-line goals.
Salesforce Consulting Done Right
At Cloud Adoption Solutions, we believe in doing what’s right for your company. We specialize in the following components of Salesforce, and always wrap our services with an eye on change management for your organization.
The Sales Cloud is where all of the money is made – don’t leave that up to guesswork! We provide implementation, integration, migration, and training on your Sales Cloud approach to opportunity management and reporting.
Are you still using Salesforce Classic? You’re missing out on over 2k updates that are only on the Lightning platform. We handle the technical requirements, the implementation, and the training of your Lightning migration.
Business Process Automation
Opportunities, contracts, accounts, approvals – so many of your current manual business processes can be automated through workflow and process builder. We add the automation to keep your business running with scalability.
Service Cloud/ Case Management
When you connect Service Cloud with Sales Cloud and you can see account management end-to-end, the magic truly happens! We provide the services you need to get Service Cloud fully operational so that you can truly focus on your clients.
Data Migration/ CRM Switch
You may be moving to Salesforce from another CRM, or acquired a company using a different platform. We design the data plan, do the technical migrations and integrations, and train your teams to ensure ultimate adoption.
Outlook and Gmail users can sync inboxes, contacts, and calendars to Salesforce to relate information to objects. This allows even the least-frequent users to update CRM from the comfort of their mailbox. We’ll do the work and the training!
Adoption for System ROI
We are pioneering effective and efficient Salesforce adoption through our proprietary ADOPT approach and continuous academic research on user adoption. We train your leaders or your users on how and why to use the system to their own advantage.
Documentation + Contract Management
As official partners of Conga, we provide implementation and training on Conga Contract, Conga Composer, Conga Grid, and all integrations to the Sales Cloud and beyond.
If your company isn’t ready to hire a full-time admin but want to have access to best practices and updates, or are covering an employee’s leave or are in-between hires, we’ve got you covered. Our Admin On-Call managed services start at low minimums.
Case Study: CRM Switch
When Right Now Realty realized that their CRM was being discontinued, they needed to get Sales Cloud up and running – fast, and without business disruption.
"Cloud Adoption Solutions truly are on top of the Salesforce game - they were even able to teach our other vendors. They never stopped thinking about what was best for our business."
– David Reed, EVP, ProVerify by Application Verification