Solutions 2019-04-05T15:32:40+00:00

Salesforce Solutions

CloudQnect supports all Salesforce solutions and has supported clients ranging from Fortune 500 to start-ups.

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Find customers, close deals, and grow accounts faster with Sales Cloud.

Account & Contact Management

Have a complete view of your customers, including activity history, key contacts, customer communications, and internal account discussions. Gain insights from popular social media sites such as Facebook, Twitter, and LinkedIn — right within Salesforce.

Opportunity Management

Get a complete view of your team’s deals with Opportunity Management. See stage, products, competition, quotes, and more. Stay connected to the people and information you need to close every sale.

Lead Management

Track your leads from click to close, while continually optimizing your campaigns across every channel. Make smarter decisions about where to invest your marketing dollars.

Sales Data

Get the right sales data at the right time with Data.com. Connect with key decision makers faster. Easily plan territories. Increase sales and marketing productivity with the latest, most accurate data.

Mobile

Salesforce turns your mobile device into a portable sales office. You can log calls, respond to hot leads, work opportunities, or check dashboards, no matter where you are. And with mySalesforce, the experience can be customized to match your brand.

Workflows and Approvals

Use Visual Workflow to rapidly design and automate any business process with drag-and-drop simplicity. And drive success with flexible approvals processes for deal discounts, expenses, and more.

Sync and Share Files

Now it’s easier to share files, discuss them, publish the best, and track your content in real time. Quickly find what you’re looking for, share it securely, and even subscribe to receive alerts when something changes.

Dashboards and Reports

Dashboards offer a real-time picture of your business at a glance. Dig deeper with detailed reports that anyone can create. And access your reports and dashboards from anywhere.

Sales Forecasting

Fast, easy, accurate. Get a real-time view into your team’s forecasts. Use in-line editing, override visibility, multicurrency support, and more to stay on top of your business.

Salesforce CPQ and Billing streamlines the customer lifecycle on the #1 Sales Platform, bringing together Sales & Finance to help businesses build recurring relationships with their customers.

Configure, Price, and Quote complex deals. Fast.

Give Sales teams and channel partners the necessary tools to quickly configure, price and quote complex solutions. Automate discounts, pricing, and approvals to maximize revenue and margins.

Build recurring customer relationships.

Launch products with one-time, subscription or usage-based pricing models. Automate complex billing requirements and electronic payments for timely invoices and cash collection. Minimize churn by proactively reaching out to customers ahead of their contracts’ expiration.

Make smarter business decisions.

Unify sales and finance with complete visibility across the customer lifecycle from quote to retention. Leverage the AppExchange and our ISV partners to integrate with ERP. Quickly recognize revenue and report on quotes, orders, invoices, and payments for actionable intelligence.

We help you understand consumers, personalize their experience, and engage them across channels with powerful digital marketing software.

Be consumer-centric.

Build a single, comprehensive view of each consumer to power 1-to-1 journeys.

Connect every interaction.

Integrate every touchpoint and experience with your brand across advertising, marketing, commerce, sales, service, and apps.

Market smarter with AI.

Discover new segments, identify the likeliest consumers to engage, and power predictive recommendations — all automatically.

Operate with ease.

Leverage pre-built templates, streamlined messaging flows, and mobile apps to easily create and execute cross-channel campaigns.

Manage B2C or B2B.

Use one platform to engage both businesses and consumers alike.

Drive productivity and supercharge your channel by building personalized experiences for your partners.
Deliver a completely connected self-service experience with Customer Community.
Knowledge Base

“A knowledge base is a store of online information or data that is available to your communities to draw on. Most companies that sell a product or service have a collection of articles in their knowledge base that answer FAQs and are meant to help partners and users with everyday product features and functionality. From a support perspective, knowledge base articles help you save valuable time by sharing pre-written content that users can review at their leisure.”

Service Cloud
Cloud-based ERP

FinancialForce
Rootstock

Integrate with QuickBooks and other small business accounting solutions
Convert more shoppers with AI-powered digital experiences for mobile, social, web, and store.
Create exceptional online buying experiences designed specifically for your business customers.
Build and nurture life-long relationships with your constituents.
Gaining user buy-in is critical when implementing any CRM, we work with you and your team to ensure buy-in takes place.

Einstein AI integration

Work smarter with artificial intelligence that’s built right into Salesforce.

Get more done with Einstein AI, your smart CRM assistant. Make decisions faster, make employees more productive, and make customers happier using AI-powered predictions and recommendations

Discover opportunities hidden in your business data
Identify meaningful patterns and trends you can act on

Development of Apps for Salesforce AppExchange

Maximizing
Your Salesforce Investment.

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