Sales Cloud

The biggest Cloud of all

Our Sales Cloud certified experts make sure to implement and configure Sales Cloud, the world’s #1 CRM, to provide the tools your sales, marketing, and customer support teams need.

Do more in less time, and deliver just what you want.

Sales Cloud is the world’s #1 CRM and the ideal customer management tool for any stage of your company’s growth. Flexible enough for companies of any size or field and customizable to whatever you need with the largest enterprise app ecosystem. Connect your sales team to service, marketing, commerce, and more.

World’s Top-Rated Sales Software

Our team brings a unique inside/outside perspective on the Salesforce platform because we used to work in sales with Salesforce directly, so we know how Salesforce uses their own software to have become the fastest growing and one of the largest software companies in the world. Let us show how you can do the same.

Contact Management

Organizing contacts, scheduling tasks, and managing deals more effectively are possible with the Salesforce contact management software. You will get a full view of your clients, including activity history, important contacts, customer communications, and internal account conversations. The Salesforce app on your mobile device draws useful social profile info from your accounts and contacts, giving you solid insights so that you can confidently step into crucial sales meetings.

Reports & Dashboards

Easily and accurately monitor lead quantity, conversion rates, and every aspect of your pipeline for a clear picture of the status of your company. Creating reports without the aid of IT can be done in a heartbeat. If you need to modify charts in your report, it can be done on the same screen. Using Salesforce’s customer analytics software will enable you to monitor your key business metrics from anywhere.

Email Integration

You can transform your email into a strong sales tool with Salesforce integration to Outlook or Gmail. Creating new deals from your email, log support requests, and more will be easy tasks. Email, contacts, and calendars can be effortlessly synced with your Salesforce data on both your desktop and mobile devices.

Sync & Share Files

Collaborate on a wide variety of files, across your company, or externally with your clients. Monitor files and be updated when the latest version is uploaded as well as see version history and comments. Keep full control over sharing settings, including who has rights to access, edit, and collaborate. Use quick filters to find what you need.

Workflow & Approvals

A clear and user-friendly point-and-click interface automates business processes. Optimize the approval process to keep deals in movement and respond directly in Chatter or via email to approval requests. With drag-and-drop actions, complex sales processes can be automated and simplified.

Mobile

The complete CRM solution lets you sell wherever you go. Close deals faster by managing your day on a single and unified app. Connect with your co-workers and team members in a heartbeat and create, view and manage conversations. Whenever, even while offline, access and upgrade your CRM data, as well as easily browse, edit, and share all your files, including Microsoft Office.

Sales Cloud Products

Sales Cloud Einstein

Sales Cloud Einstein is the only and first extensive AI for CRM. It analyzes your CRM data to discover what separates deals won from deals lost. Einstein enables you to become an AI-first company so you can get smarter and more predictive about your customers. Every rep can have a personal data scientist to sell smarter.

Salesforce Inbox

Email integration tool that integrates with your inbox in Salesforce so it allows for more elaborate email and CRM functionality. Bring email, calendar, and CRM together in one seamless experience. Immediately update your CRM with sales data from your inbox and sell smarter from your inbox.

Salesforce Maps

Get sales and operation location intelligence by optimizing itineraries, assigning priority schedules and capturing leads. Save time and resources with route optimization and auto-logging of activity data. Also, speed up sales by concentrating on value-added nearby lead opportunities and service appointments on any field opportunity.

Partner Management

Create and strengthen your partner network with a partner community on Sales Cloud. Directly connect with channel partners to share objectives and initiatives in a safe, personalized and customized location, and get ready to maximize revenue. If your partners already use Salesforce, Salesforce to Salesforce helps you to connect, exchange, and update your Salesforce data.

Pardot

Marketing and sales will work side-by-side with Pardot marketing automation to handle all prospect interactions so that online campaigns can be created, deployed and managed from a single platform. Fill the funnel with high-quality leads and easily build landing pages and forms, run tailored email campaigns, and optimize the customer’s experience.

High Velocity Sales

Efficiently hit the best leads, smartly convert leads, and build new prospects in a single streamlined workspace. Sales managers will perfect the sales process by creating sequences of sales activities with Sales Cadence to bring the best in their reps and make every sales hit easy and simple to repeat.

Customer Stories

THE CHALLENGE

There was a lack of transparency, limited communication cross-departmentally and it was difficult to get a streamlined view of the extensive opportunities that Trace was tracking.

THE SOLUTION

Collaborating with Trace Systems, we derived a solution from Sales Cloud. We took into account long-term scalability as well as addressing pain points that Trace Systems experienced: we enabled integration with Outlook 365, added workflow automation and incorporated a LinkedIn integration to allow users the ability to see who the decision makers were and who was involved at what part of the acquisition cycle.

ASIS International Logo

THE CHALLENGE

Growing at such a high pace, ASIS International was struggling with managing their sales processes to align with their overall firm strategy. Disparate systems plagued the organization from properly connecting sales territories with their respective lead prospects.

THE SOLUTION

As a first step, ASIS partnered with App Solve to implement Salesforce.com Sales cloud with the purpose of integrating all of ASIS’ information from their current sources into the new centralized Salesforce instance.

THE CHALLENGE

All-Star Baseball Academy (ASBA) was actively looking for a more customized solution that would allow them to automate their marketing campaigns and create unique, targeted content for existing customers.

THE SOLUTION

ASBA turned to App Solve to build them a customized Salesforce platform from scratch. A customized platform addressed most of ASBA’s concerns but still lacked the automation required to make the process as smooth as possible.

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What Our Customers Are Saying

"Great team to work with! App Solve knows their stuff. They helped to get Pardot integrated with Salesforce, and I am excited to see what we can do with it."

Dawn Jones, Director of Marketing | Kraun Electric Inc.

"The App Solve team was very knowledgeable, organized, and worked diligently to set up Salesforce and Pardot within a tight timeframe. We enjoyed working with everyone on the project and appreciated the guidance along the way."

Simon Dealy, CEO | HIRE Technologies

"Experienced partner with good staff. We did our first project with App Solve this past summer. It was implemented professionally and has had a positive impact on our business. The staff are responsive and know their stuff. We will definitely use them again."

Aaron Jones, CEO | Kraun Electric Inc.

"Highly skilled and easy to work with! I’ve been working with App Solve for several years as a Salesforce partner and a software implementor of our platform - Accounting Seed. In my experiences with App Solve, they've been spot on with respect to the Accounting Seed and Salesforce value proposition and I've had countless successful project roll-outs with our mutual customers! Cheers to many more, App Solve!"

Anthony Schermer, Senior Account Executive | Accounting Seed

"A great long term partner. The team at App Solve has helped us implement several strategically valuable modules, custom design, and workflow processes to our org. We have been working with them for four years now. They understand our business needs and help us scope projects appropriately for our requirements and budget. Planning projects is always difficult when we don't understand the complexity of some challenges. They help us navigate appropriately and are reasonable to work with when original plans inevitably end up drifting into something different than first envisioned."

Craig MacAdam, CFO | Lift North America

"App Solve is great to work with, they take the time to understand our business and how best to implement Salesforce solutions to meet our objectives. Very knowledgeable team to work with our company as we rolled out Salesforce across North America to 12 cities, implementing our entire business. It was a pleasure doing business with App Solve. Thank you."

John Chiaramonte, Senior Business Development Executive | Enwave North America LP.

"Exceptional work and customer service! We contracted App Solve to help us with an implementation roadmap project and feasibility study. We were very pleased with the level of service they provided, the clarity of communication, and the attention we received. All our needs were addressed! I strongly recommend App Solve, their level of expertise, and customer service are unparalleled."

Asia Nebesnaia, IT Project Manager | Cox Automotive Canada Company

"Extremely pleased. David and his team have been a dream to work with. They are very responsive and complete projects in a timely manner. They also take the time to thoroughly explain things to a novice Salesforce user. I look forward to working with David in the future!"

Sierra Hayes, Operations Manager | Dream Local Digital

"We worked with the App Solve team to implement Salesforce for our organization, including the main system architecture and setting up the data model needed for our business. They have been a true partner in getting us rolling with Salesforce and have also been of great assistance in tackling smaller projects after the implementation was largely completed."

Gregory Kennedy, Controller | Generis

"Great Group to work with. We have used App Solve a few times and they have been great to work with. They were very knowledgeable and showed a willingness to work with or organization. I will use them for future consultation."

Chris Haase, President | Environmental Products Group

"Fantastic experience working with Pattie & David. Our company recently completed the transition to Lightning with the competent, guiding hand of Pattie. This transition provided us the perfect opportunity to fix an ongoing issue that was caused by a custom-built feature. Pattie & her team took the time to clearly understand the issue and to take the proper steps to fix it. I would highly recommend App Solve to anyone looking to integrate Salesforce into their business."

Lee-Anne Golden, Managing Director | Urban Flats Toronto

"A true partner. The team at App Solve is amazing. We have truly valued their expertise and consider them a partner, helping us maximize our Salesforce experience. They have been lifesavers on more projects than I can count. We look forward to a long and productive relationship. 5 stars all around!"

Kerrie LePage, Director of Marketing and Product Management | Edenred Commuter Benefit Solutions