Salesforce Consulting

We create a sustainable competitive advantage for you with the digitization strategy that makes the most out of your CRM investments. Unlock the potential of Salesforce for your business with professional consulting services from our certified technicians and experts.

Have you outgrown your current CRM? Plan on switching to Salesforce? Let us help you

We help rapidly growing organizations looking to migrate to a robust CRM system that shifts gears towards expansion. We believe in investing in the world’s leading and best technologies that support core business functions. Hence, choosing Salesforce as your CRM is a safe and ideal choice.

But only purchasing Salesforce might not guarantee you results because making it fit into your sales processes and network ecosystems is necessary to create the impact it promises.

Why our Salesforce Consultants can add immense value to your Salesforce Instance

At Cloud Primero, our consultants have exposure to a breadth of industries which allows them to understand your business holistically while keeping all externalities in mind. Also, working closely with technology partners like Microsoft and Salesforce enables us to stay at the forefront of developments and know precisely what to deliver. This includes:

Recommending a suitable Salesforce Edition

Selecting the correct edition that will meet your business challenges without paying for unnecessary features is important. Therefore, we analyze your requirements and propose an edition that will fit your business perfectly.

Defining business objects

We can help you address your challenges in time and efficiency. Whether you need to enable reports of increased visibility, reduce long sales cycles or case resolution time, introduce efficient email marketing campaigns, or automate your sales and customer services processes.

Building a strategy for users

To help your users master the new system, we develop a user adoption strategy that includes iterative training for users, timely Salesforce admin user support, release notes, and advanced Salesforce users’ rewards.

Mapping business objectives

Mapping business goals into Salesforce functions is done when your business goals are clear. After selecting these goals, we build a roadmap and strategy to create the suitable Salesforce functionality to achieve it.

Top Notch Salesforce Consultancy, that guarantees improved performance and results

We believe in taking full ownership of the end-to-end salesforce consultancy process. Firstly, our consultants define business objectives to achieve with Salesforce and consequently build a user adoption strategy. Then, we work to deliver your goals and achieve your vision. Finally, we consider our clients as partners and make their priorities our work. This helps us make vital decisions that can have a lasting impact on your long-term success and your Salesforce usage.

salesforce Products we work with

SALESFORCE PRODUCTS WE WORK WITH

Sales Cloud

Service Cloud

Community Cloud

Marketing Cloud

Commerce Cloud

Let`s work together!

Send us your details and one of our business analysts
will call you back to explore possibilities of helping you with your business ambitions.

Let`s work together!

Send us your details and one of our business analysts will call you back to explore possibilities of helping you with your business ambitions.