Salesforce Consulting Services

Delivering guranteed success in Salesforce Consulting. Our consulting focuses on customer satisfaction, manages risk and delivers success.

Salesforce consulting that focuses on customer satisfaction, manages risk and delivers guaranteed success.

Success In Cloud is a leading provider of Salesforce consulting services. Our Certified Salesforce Consultants strengthen business to improve Salesforce adoption and save time and money for Salesforce implementation.

We have deep knowledge of, and experience with, the entire Salesforce platform, including Sales Cloud, Revenue Cloud (CPQ and Billing), Service Cloud, Field Service, Digital Engagement, Marketing Cloud, Experience Cloud, App Cloud, Tableau, Mulesoft and more.

As a full-service solution provider, Success In Cloud optimizes the full Salesforce stack including AppExchange apps and deep integrations with DocuSign, Intacct and other ERP and API-based applications.

Stratgic Partnerships that bring you success.

Success In Cloud is a strategic partner to numerous, small to large clients with quote-to-cash digital transformations, customer support and customer experience transformations, and org migrations to support mergers and acquisitions.

Our Salesforce team understands your business and industry, and we can help you transform your business and leverage the full power of the Salesforce platform. Whether you are considering Salesforce or need to optimize your existing Salesforce platform, Success In Cloud is here to help.

Quick Integration Packages

Our quick deploy packages get your team up and running quickly, enabling your team to recognize value of Salesforce immediately. This helps in continuous growth while delivering quick value from Salesforce investment.

Salesforce implementation

Get your business up and running on your Salesforce platform with our wide range of implementation services. Customized Salesforce implementation enables your Salesforce platform to serve your specific needs.

Our Salesforce experts work with you to understand your current business and sales processes. As we learn more of your company goals, we suggest certain modifications that will enhance your workflow without compromising your goals.

Quick deploy packages

Our quick deploy packages get your team up and running quickly, enabling your team to recognize value of Salesforce immediately. This helps in continuous growth while delivering quick value from Salesforce investment.

Business Process implementation

Our team will work with your business to assess the existing business process and current state. Our experts will create best possible design to implement business processes that will deliver long-term value from Salesforce investment.

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Quick To Cash (QTC) Implementation

“Quote to cash” involves the complete customer journey, from lead conversion, to opportunity management, to a contract management, to onboarding, and then on to fulfillment, billing and payment. And this customer life cycle also includes recognizing revenue and renewal.

Salesforce QTC Consulting

Success In Cloud has extensive knowledge of the entire quote-to-cash process, including marketing, sales, logistics, billing, revenue recognition and compliance. Our team has successfully delivered multiple QTC projects by implementing Salesforce CPQ, Sales and Marketing cloud. This also includes integration with backend ERP and financial systems for revenue management.

The QTC challenge and why it’s essential

The quote-to-cash process, also known as the lead-to-revenue-recognition process, is essentially “the customer process” and for the most part encapsulates your entire business. It spans multiple departments like sales, finance and fulfillment/delivery, and multiple IT systems such as customer relationship management tools like Salesforce and ERP systems like SAP and Intacct. If not designed and managed well, these siloed organizations and systems can create friction and incompatibility points that impede growth.

Our Development approach

Success In Cloud believes in Low or No-code development approach recommended by Salesforce. Our team always try to design the process by using no-code components of Salesforce platform (like Flow or Validation rules). But we understand not everything can be solved with no-code approach. We have experts developers that can handle complex situations where custom coding is required.

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