The Foundation of Your Salesforce Platform
Sales, Service, Experience, and Financial Services Cloud form the backbone of most implementations.
From launching your first org to optimizing existing implementations, we bring expertise across the core ecosystem.
Sales Cloud Excellence
Complete sales process automation from lead generation through opportunity management to closed-won. Custom workflows that align with your unique sales methodology—not generic out-of-the-box configurations.
Lead & Opportunity Management
- Lead capture and routing automation
- Lead scoring and qualification workflows
- Opportunity stages aligned to your sales process
- Forecasting and pipeline management
- Quote generation and approval processes
Account & Contact Management
- Account hierarchies and relationships
- Contact role management
- Territory and account assignment rules
- Activity tracking and engagement metrics
- 360-degree customer view
Sales Analytics & Reporting
- Custom dashboards for sales leadership
- Pipeline coverage and velocity reports
- Rep performance tracking
- Win/loss analysis
- Quota and commission tracking
Sales Productivity
- Email integration (Gmail, Outlook)
- Calendar sync and activity logging
- Mobile app optimization
- Lightning Sales Console configuration
- Sales cadences and sequences
Service Cloud Mastery
Customer service solutions that scale with your business. Case management, knowledge bases, omni-channel routing, and self-service portals that improve customer satisfaction while reducing operational costs.
Case Management
- Multi-channel case capture (email, web, phone, chat)
- Intelligent case routing and assignment
- SLA management and escalation rules
- Case collaboration and swarming
- Parent-child case hierarchies
Knowledge Management
- Knowledge article creation and approval
- Article recommendations for agents
- Self-service knowledge base
- Article performance analytics
- Multi-language support
Omni-Channel & Console
- Omni-channel routing configuration
- Agent capacity and workload management
- Service Console customization
- Macros and quick text for efficiency
- Presence and chat integration
Service Analytics
- Agent performance dashboards
- Case volume and backlog tracking
- First response and resolution time metrics
- Customer satisfaction (CSAT) tracking
- Channel performance analysis
Experience Cloud Solutions
Customer, partner, and employee portals that extend your Salesforce platform beyond internal users. Branded digital experiences with seamless authentication, role-based access, and integrated business processes.
Portal Types & Use Cases
- Customer self-service portals
- Partner relationship management (PRM) portals
- Distributor and reseller portals
- Employee intranets and communities
- Member portals for associations
Portal Features
- Custom branding and themes
- Responsive mobile-friendly design
- Self-registration and authentication
- Role-based content visibility
- Document libraries and downloads
Portal Functionality
- Case creation and tracking
- Knowledge article access
- Discussion forums and collaboration
- Lead and deal registration
- Order placement and tracking
Administration & Security
- Profile and permission set configuration
- Sharing rules for external users
- Single sign-on (SSO) integration
- User provisioning and deprovisioning
- Portal analytics and engagement tracking
Financial Services Cloud
Industry-specific solutions purpose-built for banking, wealth management, lending, and commercial finance. Client relationship management, household grouping, financial account aggregation, and regulatory compliance built into the platform.
Client Relationship Management
- Household and relationship grouping
- Client financial account aggregation
- Financial goals and planning
- Life events and key milestones
- Referral tracking and COI management
Advisor Productivity
- Lightning Scheduler for appointments
- Client onboarding workflows
- Document generation and e-signature
- Compliance and audit trails
- Book of business analytics
Banking & Lending
- Commercial and retail banking workflows
- Loan origination and pipeline management
- nCino platform integration
- Credit analysis and underwriting
- Deposit account management
Compliance & Security
- Regulatory compliance frameworks
- Data security and encryption
- Audit logging and reporting
- Privacy controls (GDPR, CCPA)
- Role-based data access
CPQ & Revenue Cloud
Streamline complex quoting, pricing, and revenue recognition with Salesforce CPQ and Revenue Cloud. Configure products, automate approvals, generate accurate quotes, and manage the entire revenue lifecycle—from quote to cash. We also help organizations transition from standalone CPQ to the comprehensive Revenue Cloud platform.
Salesforce CPQ
- Product and pricing configuration
- Guided selling and product rules
- Dynamic quote generation
- Discount and approval workflows
- Contract amendments and renewals
- Quote templates and document generation
Advanced Pricing & Configuration
- Volume-based and tiered pricing
- Multi-dimensional quoting (MDQ)
- Custom price books and discounting rules
- Product bundling and options
- Partner and channel pricing
Revenue Cloud
- Subscription billing and management
- Usage-based pricing models
- Revenue recognition (ASC 606, IFRS 15)
- Contract lifecycle management
- Renewals and upsell automation
- Revenue forecasting and analytics
CPQ to Revenue Cloud Migration
- Assessment and readiness planning
- Data migration and validation
- Billing and revenue feature enablement
- Integration with finance systems
- User training and change management
Order Management
- Order capture and fulfillment
- Complex ordering workflows
- Subscription amendments and upgrades
- Billing schedule automation
- ERP and accounting system integration