Salesforce Sales Cloud

Refresh Your Salesforce

When was the last time you evaluated your Salesforce Sales Cloud to see if you're getting the most out of it? If you haven't refreshed your system configuration in the last 3 years, or taken advantage of new automation features, or sussed out integrations with other systems, you're missing out.

Salesforce Sales Cloud provides 360 degree view of your customers and the whole deal lifecycle. It’s a one-stop shop for your entire team, where they can both input and access every detail of a customer interaction and keep information about leads, customers and sales all in one place.

With Salesforce at the center of your operations, we will not only optimize your sales processes, but can also connect and automate all of your critical cloud-based systems to each other, including marketing, CRM and data services, ticketing and customer service, invoicing and payment systems.

At the very core of our expertise is Salesforce, and we have delivered countless customized Salesforce systems for satisfied clients that meet the unique organizational challenges and varied business models of each one.

  • Lead and Opportunity Management
  • Forecasting
  • Enterprise Territory Management
  • Role Hierarchy
  • Profiles, Users and Permissions
  • Requests &
  • Workflows and Approvals
  • Salesforce AppExchange
  • Chapter Collaboration
  • Email Integration

Free Consultation

Customers Testimonials

The team at CloudPrism are our Bay Area Salesforce experts.  We had a large project that needed technical guidance, and they came in, ramped up, and drove the design through completion.  Their team is very good, and helped economize the project, and their role in it.

Marc Sacoolas
Director IT Strategy at Pulse Secure