We have built a reputation for working closely with our customers to solve real business problems quickly and efficiently.
From getting your Marketing Cloud up and running within 48 hours, to a more complex enterprise implementation with advanced integration with your existing systems.
CloudSmart offer Salesforce Implementation services across the entire suite of products.
Implement Salesforce from scratch
Do you know that you need a Digital Marketing or CRM solution, but you’re not sure where to start?
To make this process as painless as possible, CloudSmart has come up with 3 standard setups, that we’ve perfected from our experience of multiple implementations. Let us give you the industry best practices to kick-start your journey:
Marketing Cloud
- Initial setup of Marketing Cloud
- Standard Profile Center
- 1 Landing Page / Registration form
- 1 custom email template
- Initial setup of a single Data Extension or List
- 1 day training for the marketing team
- Initial setup of Marketing Cloud
- Custom Profile Center
- 4 Landing Pages / Registration forms
- 5 custom email templates
- Setup of up to 10 Data Extensions
- 4 Automation Studio Jobs
- 2 Journeys in Journey Builder
- 3 days training for the marketing team
- Initial setup of Marketing Cloud
- Standard Profile Center
- 2 Landing Pages / Registration forms
- 3 custom email templates
- Setup of 3 Data Extensions
- 2 Automation Jobs
- 2 days training for the marketing team
Sales Cloud
- Initial setup of Sales Cloud
- 10 custom fields
- 1 automation (workflow or process)
- 1 report
- 1 day sales training
- Initial setup of Sales Cloud
- Up to 50 custom fields, 3 custom objects
- Up to 10 automations
- Up to 5 validation rules
- Up to 10 reports and 1 dashboard
- 1 day sales training
- 1 day sales leadership training
- 1 day support training
- Initial setup of Sales Cloud
- 20 custom fields, 1 custom object
- 3 automations (workflow, visual workflow or process)
- 1 validation rule
- 3 reports
- 1 day sales training
- ½ day sales leadership training
Migration from another platform
- MS Dynamics
- Siebels
- SAP CRM
- Mailchimp
- Cheetah Mail
Our wide range of experience ensures a smooth transition with minimal interruption to your business.
Each migration is different, so contact us now to talk to one of our Salesforce implementation consultants who can help you understand your next steps in moving over to Salesforce.com
