CLOUSOL

Salesforce

Improving business processes with the world’s most powerful CRM

Get Salesforce Right the First Time

Clousol is committed to delivering high quality solutions that produce outcomes for your business. We seek to understand your vision and your strategic goals and then provide expertise to ensure you have a Salesforce solution that exceeds your expectations. Our team has technical competence across the Salesforce platform and proven experience with system integrations and technologies that form part of your overall enterprise architecture.

Sales Cloud

    Whether you’re moving your business off spreadsheets, transitioning from an existing CRM or seeking to optimize the use of your current Salesforce solution, we enable the sales function in your organization to deliver results. Our approach includes participation from your team to ensure we’re delivering on your requirements and engaging people who will own the Sales Cloud solution when it becomes operational.

    Our specialties include:

  • Sales automation
  • Forecasting and pipeline management
  • Reporting and dashboards
Service Cloud

    We transform the way organizations interact with and deliver service to their customers. We focus on improving the customer experience, empowering your team, and delivering analysis that supports decision making. Whether you’re implementing Service Cloud stand-alone, with Salesforce Community Cloud or integrating it with other applications in your environment we have the capabilities to make it happen.

    Our specialties include:

  • Service process automation and omni-channel
  • Service console design and service level agreements (SLA)
  • Computer Telephony Integration (CTI)
Community Cloud

    Whether you're dealing with customers, partners or even employees – people are seeking more meaningful ways to engage with your businesses on their own terms. Our team specializes in building fully immersive portals available on any device. We work with you to identify user engagement strategies, to define an approach to customer success and deliver on your commitment to satisfying customers, partners and employees.

    Our specialties include:

  • Rapid implementation for customer & partner communities
  • Building customer centric engagement strategies
  • Leveraging community cloud to deliver more value across your Salesforce ecosystem
Salesforce CPQ

    Too often sales cycles are negatively impacted by the quoting process. Quote preparation can be time-consuming and the quotes themselves can be inconsistent and inaccurate, lacking key terms and conditions, and sent without the proper approvals. In implementing Salesforce CPQ (configure-price-quote) we identify your unique quoting and governance requirements and build an integrated and scalable CPQ solution right within Sales Cloud. The end result is a repeatable, controlled and easy-to-use quoting process that translates into more closed business.

    Our specialties include:

  • Quote document creation with e-signatures
  • Discounts, product bundles and approvals
Field Service Lightning

    Field Service Lightning ensures field service personnel and in-house customer services representatives alike are empowered with a unified view of your customers. We work with your service delivery managers, dispatchers and technicians to understand your unique service requirements, capabilities and goals. We then build on the Sales Cloud and Field Service Lightning platform to deliver a solution that optimizes your delivery efficiency, allows you to manage your team more effectively and brings you closer to your customers.

    Our specialties include:

  • Scheduling and dispatch management
  • KPI tracking and service delivery analysis
  • Parts and materials supply chain system integration
Lightning Platform & Heroku

    App Centrica started out as an application development company, delivering complex web and mobile business solutions to enterprise-class customers. Our legacy lives on through the Salesforce platform. Your vision may be complex, but we’re up to the challenge.

    Our specialties include:

  • Lightning Platform development
  • Heroku application development
  • Lightning mobile development
  • Publication of your Salesforce-related application on the AppExchange
System Integration

    Clousol has built a reputation for delivering reliable, secure system integrations for major banks, insurance companies and automotive manufacturing companies. Now we’ve applied our skills and resources to do the same for Salesforce customers. We help our customers integrate Salesforce with other systems in their environment, minimizing data entry, driving higher levels of automation, and improving data quality.

    Our specialties include:

  • Integration with ERPs and other systems of record
  • API developments
  • Enterprise architecture
  • MuleSoft
Data Management & Einstein Analytics

    While there is a lot of hype around Big Data, business intelligence, predictive analytics and data driven decision making, many companies are still struggling to govern, manage and even identify their key data. Clousol’s dedicated team of data architects and specialists has enabled our customers to overcome these challenges and unlock new insights for intelligent, forward-looking business development..

    Our specialties include:

  • Data migration
  • Data governance and data management best practices
  • Einstein Analytics
Manufacturing & Construction

    Manufacturers today are capable of turning ideas into realities faster than ever before, but production at such a scale is only beneficial if customer expectations can be managed effectively. Legacy enterprise planning software systems (ERPs) are critically important for managing order details and back-end information but they lack the capabilities to enable a robust customer experience.

    Clousol has a proven track record of transforming the way manufacturers do business. By integrating existing ERPs with the Salesforce platform, we enable a customer-centric approach, centralizing data, driving a higher degree of automation, and unlocking new business insights. All of this ensures your business development teams have a holistic view of the customer journey.

Financial Services

    As new markets emerge and develop financial service institutions are facing more pressure than ever before to enhance customer engagement strategies.
    Historically slow to evolve, the financial world is pivoting in favour of more agile solutions to drive increased value whilst preserving a human touch.

    Since our founding Clousol has worked alongside financial institutions large and small to provide a range of solutions from Salesforce to integrations to complex custom applications.
    Trusted by banks, insurers, and wealth management firms – we understand the space and possess the technical expertise to build your vision while always putting security first.

Media & Communications

    The digitization of the consumer experience has fundamentally changed how people consume content.
    As viewing habits and mediums of engagement continue to change media outlets have an increasingly diverse arsenal of platforms to drive interaction and gather customer insights.

    Clousol has extensive experience helping media outlets make the most of the digital revolution.
    We consolidate customer data, build lasting customer communities, optimize digital media supply chains, develop superior marketing strategy and stop at nothing to deliver a fully immersive customer experience.

Technology

    Continuous digital innovation is a hallmark of technology-based industries, such as software publication. The notion of a standardized business model has quickly disintegrated as products themselves are created, sold, and monetized in ways the world has never seen before. To stay ahead in this space dynamic, hyper efficient processes are essential.

    As technology leaders shift to SaaS and other innovative delivery models, Clousol has become a trusted partner in supporting this enterprise transformation. We understand the new age of engagement and provide support in a variety of areas including: pricing and quoting (CPQ), Community Portals, Einstein Analytics, custom integrations, and AppExchange app publication.

Retail & Distribution

    An increasingly interconnected world has fueled the already hyper competitive retail landscape. Better access to consumer information allows retailers to expand and capitalize on new markets faster than ever before, but to generate continuous growth retailers must constantly seek out new business, better connect with existing customers, and push products without delay.

    Our solutions help retailers reach new heights. We deliver strategy for multi-channel selling, intelligently automated marketing campaigns, and solutions to improve communications with distributors and customers alike. All of this ensures customer expectations are managed effectively and your brand can continue to grow and flourish.

Healthcare

    Healthcare providers today are met with complex, systemic and, far too often, urgent challenges. Whether it’s adhering to strict regulatory constraints, the rising cost of speciality drugs, or the pursuit of more effective treatment methods, healthcare organizations have been forced to devise more dynamic strategies and adopt more advanced technologies for managing patient care.

    Clousol has worked closely with organizations across the healthcare sector to deliver best-in-class Salesforce solutions to meet these challenges head on. We have helped our customers protect patient data, develop critical integrations with ancillary medical systems, and unlock new capabilities for delivering superior patient-centered care.

Ready to make your vision a reality?