CloudSmart helps transform Sales, Marketing and Customer Service teams with the power of Salesforce.com. We excel at providing best-in-class solutions across Sales, Marketing, Service and Community Clouds.

Starting from Scratch

Often people know that they need a Digital Marketing or CRM solution, but really do not know where to start. What data should be collected, how frequently should leads and customers be contacts.

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, that give you the industry best practices to kick-start your journey:

Marketing Cloud

Personal Contact

  • Initial setup of Marketing Cloud
  • Standard Profile Center
  • 1 Landing Page / Registration form
  • 1 custom email templates
  • Initial setup of a single Data Extension or List
  • 1 day training for the marketing team
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Automated Contact

  • 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
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Sales Cloud

ACCOUNT MANAGEMENT

  • Initial setup of Sales Cloud
  • 10 custom fields
  • 1 automation (workflow or process)
  • 1 report
  • 1 day sales training
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CUSTOMER MANAGEMENT

  • 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
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Contact us now to see how our team of consultants can help you get started.

Helping organisations become Cloud Smart