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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.
Your project deserves the very best talent, processes, and service. Rest easy knowing your project is in good hands.
“Cloudsquare has a great team of Salesforce experts. Their ability to find the right template and integrate it quickly saved the company a lot of down time. Highly responsive and collaborative, they continue to be valued partners.”
“We engaged with Cloudsquare to implement Salesforce for our business. They did an excellent job building a robust workflow and deploy Salesforce within a few weeks from us activating our licenses. We are pleased with the results and are coming back for additional enhancements.”
“Jeff, Dennis and John listened to our needs and came up with a perfect solution for us. They were instrumental in our Salesforce implementation and their custom solution has enabled us to manage our pipeline more efficiently. It has resulted in higher conversions, so we couldn’t be happier!”
“They were efficient and professional, communicated well and got the implementations done quickly.”
“Attentive and personal. I felt they really understood my problem. They truly understand the CRM we use. I feel better than the CRM developers themselves.”
“I liked how professional they were and how communicative they were every step of the way. They really took the time to understand our unique needs and worked out a solution that was perfect for us.”
