What we do…

Giving our clients the tools, insight and understanding to provide better service and support for theirs.

Cloud computing has been around for many years, but many companies have not yet begun to take advantage it. Cloud computing enables companies to store information and files in the cloud, securely and efficiently, removing the burden of costly infrastructure and backups.

Some of the advantages of cloud computing include:


  • Increased competitiveness – having the ability to deliver and support new products rapidly, much faster than the competition


  • Team flexibility & mobility – providing the ability for your team to work together from any location


  • Visibility of data – instead of needing to pull together umpteen spreadsheets, the data is available instantly in reports and dashboards


  • Security – the technology includes the latest features to keep the data locked down


  • Save on costs – using cloud based applications provides the potential to save money


  • Less in-house IT –  reduce the worry around hardware and software updates and data loss


Sales Cloud – Sell faster and better

Empower your sales team with improved forecasting, on-demand reporting, and sales management tools. Spend less time doing paperwork and more time closing deals! We can help you to deploy the key features of Sales Cloud including:

Account & Contact Management

  • Access critical customer information, see your previous emails and calls to get a complete 360 degree picture of each customer. See what marketing campaigns they’ve been involved, what problems they’ve had and what deals they’re involved in.


  • Collaborate with your colleagues from across the Organisation using the ‘chatter’ feature.


  • Arrange meetings and access key information from your laptop, tablet or mobile phone.

Reports, Dashboards & Mobile

Reports and Dashboards

  • Quickly and easily develop and view reports to see instantly your personal and company performance


Mobile Data

  • Access all your information, manage your key tasks, update deals, collaborate – all from your mobile device


Email Integration

  • Salesforce provides some clever features to integrate with various email systems (Outlook & Gmail) and quick synch emails, create new Contacts, Opportunities and more.

Manage your Opportunities

  • Track the information on your deals, what stage it’s currently in, what you need to do next in order to close the deal.


  • Quickly generate quotes


  • Map your sales process quickly and easily


  • Work with your team to close deals quickly and efficiently from any location

Manage your Opportunities

  • Track the information on your deals, what stage it’s currently in, what you need to do next in order to close the deal.


  • Quickly generate quotes


  • Map your sales process quickly and easily


  • Work with your team to close deals quickly and efficiently from any location

Sales Forecasting & Lead Management

Sales Forecasting

  • Salesforce provides powerful forecasting features


Lead Management

  • Keep on top of your leads and give them the attention they need to convert them into customers and opportunities


  • Make sure Leads are assigned to the right people with the right skills and experience to progress them


  • Integrate with marketing solutions such as Campaign Monitor to encourage your leads to buy your products and services

Workflow & Process Automation

Automate tasks using Salesforce’s powerful automation capabilities. Some examples include:


  • Automatic email alerts


  • Auto create tasks as deals move through the sales process


  • Guide users visually through a process using interactive flows


  • Implement approval processes for opportunities and other types of data


  • Respond to approval requests quickly and efficiently using email or chatter


  • Use Artificial Intelligence to evaluate Leads & Opportunities, gain insights into Accounts and Opportunities, save time


  • Other powerful features such as CPQ (Configure Price Quote), Territory Management and Partner Relationship Management (Communities)


Service Cloud – Better service, adding value

Give your customers the help they need with faster, more intelligent support. Key features include:

  • A highly and productive user interface known as the ‘Lightning Console’


  • Powerful problem resolution tracking using Case Management – quickly view details, progress and interactions across the support team


  • Make information and solutions available to agents and customers using the Knowledge Base


  • Other powerful features include Omni-channel, integration with telephony systems and automation using macros.


Community Cloud – Enable fast and efficient self-service

Connect and collaborate with customers, partners, and employees. Build a community for everyone that matters to your business ecosystem:

  • Customers can use communities to log cases and review knowledge articles. Giving customers access to knowledge articles can be a key method to deflect calls into the call centre and reduce costs.


  • Partners can update Leads and Opportunities, access marketing collateral and run marketing campaigns and also access documents and knowledge articles.


  • Brand the community to reflect your corporate identity


  • Use personalisation to tailor content and suggestions to the individual user


  • Access the community from anywhere on any device


Salseforce Classic to Lightning Transition

Transition from Classic to Lightning and take advantage of the stunning modern user interface and all the new features that are being continuously added:

  • Evaluate if the time is right to move to Lightning


  • Understand what you company needs and how this can be achieved


  • Identify any potential gaps between your current version and Lightning


  • Use the Lightning Experience Migration Assistant to get an idea of how ready you are and areas that need some attention


  • If it’s time to switch start to develop a plan of action

Our Approach…

• Understand your requirements as a business

• Map your Sales & Service processes to Salesforce

• Setup your Leads, Accounts, Contacts & Opportunities

• Configure custom objects where required

• Implement automation where it makes sense –

For example using automation to eliminate manual tasks or set reminders so nothing gets overlooked.

• Integrate with additional products –

Such as Outlook, Campaign Monitor or Skype for Business

• Load your data on to the system

• Setup your users and profiles

• Setup reports and dashboards

• Provide training sessions to get you up to speed pronto!

• Provide support & advice after you go live

Get in touch…

For more information about CloudLogico and Salesforce CRM...