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After years of using the same dated customer relationship management (CRM) software, Ascend was ready to make a change. Yet a wholesale migration to Salesforce presented a significant challenge. At the time, all internal sales efforts were being managed in the previous CRM. This included lead scoring and assignment to the sales team, as well as deals submitted by the company’s valued partners. It would be a hands-on project requiring an attentive and highly skilled team
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Before engaging Cloudsquare, the sales manager for California Energy Contractors spent a lot of time scheduling and confirming appointments. Without sophisticated reporting, the company was missing out on important customer insights. See how Cloudsquare Salesforce consulting helped relieve the bottleneck and boost leads.
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In many ways, the success of an alternative business lender depends on the strength of its partner relationships. In an effort to better track submissions from partners and make sales pipeline tracking more efficient overall, Fund-Amental Capital knew it had to migrate disparate and dated tracking methods into a streamlined solution for better tracking and management.
Read the Case StudyOur certified, top-rated Salesforce consultants and implementation specialists have years of experience taking complex solutions from ideation to launch. Our job doesn't stop there; after the launch, we monitor your work environment to refine it, so your business can continue growing with the platform.
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“ Amazing! Considering there was a lot to take on board regarding our business and how we do things. ”
“ I’m very happy with the way they’ve understood, scoped, implemented and trained our Sales people. ”
“ Cloudsquare was very transparent and communicative! They are a pleasure to work with! ”
“ They were efficient and professional, communicated well and got the implementations done quickly. ”
“Their ability to find the right template and integrate it quickly saved the company a lot of down time.”
“Jeff, Dennis and John listened to our needs and came up with a perfect solution for us.”
“ They were efficient and professional, communicated well and got the implementations done quickly. ”
“ We are pleased with the results and are coming back for additional enhancements. ”
“ Attentive and personal. I felt they really understood my problem. They truly understand the CRM we use. ”
