Transform to a 360°

customer view with

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Services we offer

Whether you’re already using Salesforce and just require a helping hand or are looking to upgrade from a legacy system CloudPlease supports customers in six key areas to support your digital transformation strategy.

Managed Services
Development
Integrations
Consulting
Administration
Training
Flexible monthly support to troubleshoot, configure and support your business using Salesforce.
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Bespoke development to help extend the functionality of your Salesforce application.
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Allow your data to flow correctly between your Salesforce application and your existing systems.
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Strategic guidance for organisations to implement Salesforce and integrate with other software platforms.
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From business process reviews to configurations, along with security audits and AppExchange application installations, we’ve got you covered.
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Tailored training courses to ensure your staff have all the skills they need to operate on your Salesforce application.
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1

Creating the right Salesforce solution for your organisation

Discovery

Understanding the project requirements and aligning them to your business objectives.

To understand your digital transformation vision, we will run a series of discovery workshops with all key stakeholders. The key aspects of your processes and existing systems will be documented, and ROI metrics will be captured to measure the project's success and drive user adoption.

Planning

Designing a high-level solution in line with your business processes and reporting requirements.

Given your unique requirements and our experience, we will recommend the relevant Salesforce products and services to meet your needs. A high-level system design and project plan will be developed with agreed delivery timelines.

Implementation

Translating design documents into solutions within your Salesforce environment.

Using an agile approach, our team starts to bring your vision to life by mapping your processes onto Salesforce and integrating any current systems (if required) through to end-to-end testing. Communication channels are set up to ensure you are updated throughout the build process.

Launch

Once the setup meets the requirements and behaves as expected, the solution is deployed to end users and training is given.

The solution is deployed to your live environment using best-in-class deployment practices. Two separate training sessions are conducted to ensure a high level of user adoption is maintained throughout the relevant business departments.

A wealth of skill and experience

Our team has a wealth of experience in delivering software and support for companies of all sizes across a multitude of industries, which places us in an ideal position to help you manage your Salesforce implementation and integration ambitions.
  • Sales Cloud

    Use Sales Cloud to lay the groundwork for increased revenue. AI-powered deal insights and guided selling can help you close deals more quickly.

  • Service Cloud

    In order to improve productivity and the customer experience, Service Cloud integrates customer data, automation and support processes into a single platform driven by GenAI.

  • Experience Cloud (DXP)

    To communicate and work together with those who are essential to your business operations—such as clients, partners, or staff - create branded digital experiences.

  • Tableau Analytics

    Tableau provides insights everywhere, for everyone, to drive better business outcomes and intelligent customer experiences.

  • Revenue Cloud

    Revenue Cloud can help you achieve profitable growth. Automate everything, including product catalogues , pricing, configuration, quoting, order management, fulfilment and billing.

I was recommended to Cloudplease, and the immediate difference has been huge.

Having someone available in the UK who already understands our business and Salesforce set up and who can work with us on continual Improvement has already proven invaluable.

Looking forward to working with the team at CloudPlease for many years to come.

Claire Cleland, Sales Manager

Static Solutions

A brilliant partner who worked extremely hard for us in order to migrate from an existing system.

The pain and effort was worthwhile as Salesforce is clearly in another league to our previous solution.

To coin an old phrase, we couldn't have done it without them and would not hesitate to engage them going forward for any updates.

Ian Bolt, Managing Director

Custom Sight & Sound

CloudPlease have been paramount to our success on the Salesform platform.

Throughout the project the team were fantastic to work with and very understanding.

They streamlined our Lead and Opportunity process within Salesforce and have helped us to produce real tangible and quantifiable results.

Chris Poon, Head of Document Management

KBS Capital

I've found the whole team approachable, knowledgable, and results-driven.

They focus on delivering excellent value and have kept me on track to complete the project(s) with the most efficient solutions.

I feel more in control of my system than ever before.

Ailie Fan, Managing Director

Study Links

Our Partners

We work with our network of market leading relationships to offer our customers a complete 360 degree solution.

Customer success stories

Slide 1
Choices is a London based charity which offers support to women who have been faced with a pregnancy crisis. By offering counselling and other key support services to women in all types of difficult situations, Choices provide a much needed lifeline to those in need.
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Slide 2
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About CloudPlease

Founded in 2019, CloudPlease is a London and Bristol based independent consulting firm with a focus on helping UK based SME and Nonprofit organisations grow with Salesforce.

Our company ethos is to deliver value to customers by providing an honest, transparent and quality service at all times. We are steered by a strong moral compass to ensure that the people we do business with and the way we conduct business is only ever honourable and ethically sound.

If you would like to know more, get in touch below, we’d love to hear from you.

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