
Cloudbase has the knowledge and experience needed to get your company up and running using Salesforce. From roadmap to reality, we design and implement systems your teams can’t live without.
We spend time assessing and evaluating the current and future needs of your company and then review your existing business processes to identify areas for improvement.
To satisfy your unique requirements, we design and configure the system leveraging platform features and building automation to make your operations more efficient and boost your productivity. We analyze your existing data and identify the best options for migrating your existing data over to Salesforce and integrate the apps and systems you need.
Since the best way to maximize your Salesforce implementation is to teach your team how to use it, we make it easy to understand with our hands-on training sessions.
Steps in our Process
Assess
Requirements gathering, project kickoff and onboarding.
Design
Project, schedule and environment setup, architect, design and prototype
Develop
Sprint planning, configuration and development, automation, unit testing, change management and training plan
Validate
End-to-end testing, user acceptance, deployment and data migration plan
Deploy
End user training, deployment, data migration.