Expertise

Achieve your strategic, commercial and operational objectives with a Salesforce partner that understands the nuance of your business.

What makes Cloud Integrate stand out as a Salesforce partner?

We operate according to a fundamental truth: businesses change fast, and the technology they rely on must evolve to enable that change.

We make it our business to understand yours so that we can help you optimize processes, enhance customer experiences, save costs, and accelerate growth.

Businesses partner with us to:

Want to know more?

Send a quick email or give us a call. We’re happy to answer any questions you have and promise we won’t dive into a sales pitch.

Salesforce Optimization

We enhance business efficiency by optimizing your Salesforce environment, establishing one single source of truth and ensuring it aligns perfectly with your business goals and delivers maximum value.

We can help you:

  • Siloed data is awkward to manage and analyse, and often results in manual, repetitive tasks, duplication of effort and needing to fetch and consolidate data from multiple sources. 

    We can help you unify all your databases and data repositories to create a 360 view of your customers, partners and suppliers.

  • Streamlining and simplifying the way cross-departmental teams access data and information is the foundation of seamless collaboration.

    We help businesses improve collaboration by ensuring data is connected and updated from any system and can be securely accessed no matter what the user point of entry may be.

  • Connect the hidden dots behind your processes and operations in real time to produce effective and actionable business intelligence. 

    We can help you unlock data-driven decision-making by combining data from any source, such as IoT devices, ERP systems, and customer and supplier interactions to create a Single Source of Truth. This allows you to access insightful (and predictive) analytics as and when they’re needed.

Improved ROI

Get more bang for your bucks out of your Salesforce licenses with our Managed Service Packages.

Clean and accurate data

Make better business decisions using data that is accurate, up-to-date, and relevant.

Enhanced user experience

Fine-tune Salesforce to make it easier for employees to navigate and use.

Sales Efficiency

We streamline your processes, automating tasks, and empowering your team with data-driven insights to close deals faster and drive growth.

We can help you:

  • Automate repetitive admin tasks so that you can free up your sales reps to focus on what they do best: close deals.

    By unifying all your relevant customer information in the Salesforce Customer 360 view, we can help arm your sales reps with recommendations about the next best action to take to improve their productivity and move deals into ‘closed won’.

    We can help you unify all your databases and data repositories to create a 360 view of your customers, partners and suppliers.

  • Aligning sales and marketing is the most effective way to improve acquisition, conversion and retention.

    We can help you build workflows that ensure that the leads generated by your marketing team are properly followed up by sales.

    This also opens up upselling and cross-selling opportunities that can be created straight from prospect and customer inquiries.

  • Monthly, or even weekly, reporting doesn’t move at the pace modern businesses need to stay competitive.

    We can help you improve your analytics by implementing real-time reporting and dashboards to track team performance and sales activities. Discover new sales opportunities with AI-powered predictive models and scores.

Benefits of improving sales efficiency

Reduce Sales Cycle Duration by

20-30%

Reduce Customer Acquisition by

15-25%

Time Saving by

25-50%

Product to Cash

We streamline your quote-to-cash process, from accurate quoting to efficient billing, and optimize every stage of the revenue lifecycle to minimize errors and maximize productivity and profitability.

  • CPQ

  • Billing

  • Revenue Cloud

We can help you:

  • More than 50% of sales wins go to companies that are first responders. Long sales and quoting processes will negatively impact sales quota.

    CPQ is the ultimate sales tool for speed and efficiency. It eliminates manual quoting and simplifies business complexity so your salespeople have more time to sell.

    We implement CPQ solutions that drastically shorten the sales cycle by having one central location for all product and pricing information. Manage product complexity with  guided selling recommendations, and user-friendly interfaces and configurations.

  • By leveraging Salesforce's powerful automation capabilities, we help you reduce manual data entry, eliminate billing errors, and ensure timely invoicing. Our expertise enables us to configure custom workflows that align with your unique business needs, streamlining the entire billing cycle from invoice generation to payment collection. 

    Additionally, we provide real-time visibility into your billing data, allowing you to monitor performance, manage disputes, and optimize cash flow with greater efficiency.

  • Revenue Cloud is an effective way to streamline how you manage products and pricing, simplify the process of configuring complex products for your sales team and automate the backend process to turn quotes into orders and fulfilled orders into assets.

    Speak to us and we’ll gladly answer any Revenue Cloud questions you may have relating to what’s included with Salesforce Revenue Cloud, specific use cases, how to get it set up and how best to prepare for your implementation.

Why Invest in a quote-to-cash solution?

Faster sales & renewals

+33%

faster quote generation

Increase speed & accuracy
of sales processes

+38%

reduced errors

Boost profitability with a well-configured CPQ solution

+25%

increased sales productivity

Omnichannel Customer Experience

We implement omnichannel communication solutions, integrating telephony and IVRs, live chat, AI-powered bots, and WhatsApp on Salesforce to deliver a unified experience that meets your customers wherever they are.

We can help you:

  • Save your customers from convoluted automated phone menu systems, unanswered support emails and endless hold music. 

    We can help you reduce support tickets and improve self-service by deploying AI-powered chatbots that are seamlessly integrated with Salesforce.

    Build stronger customer relationships and brand loyalty by interacting with customers on apps they know and love such as WhatsApp, Messenger, WeChat, and Telegram.

  • Let your customers reach out to your company as they do with friends, on WhatsApp, Messenger, or other instant messaging apps.

    Transform both your B2B and B2C customers’ shopping experiences and support, empowering them to shop on-the-go. 

    We build workflows that allow your customers to message you straight after a simple Google search, allowing you to provide fast and relevant information to solve customer questions about your products and services at lightning speed.

  • Build an Omnichannel personalized journey collecting critical data points to understand your customers better. 

    Exceed customer expectations with customized offerings based on their preferences to assist them in their buying decisions.

Why is Omnichannel Communication a game-changer?

79%

of customers prefer to talk to businesses using conversational messaging channels, such as WhatsApp and Instagram.

47%

of consumers are open to buy products during their interaction with a chatbot.

54%

Mobile commerce sales make up for 54% of all e-commerce sales owed to strong WhatsApp and/or Instagram integration.

Strategic Partnerships

Contact Our Experts

Send a quick email or give us a call. We’re happy to answer any questions you have and promise we won’t dive into a sales pitch.

Get In Touch ➜