SaaS ISV – Org Merge
- Sales Cloud
- Acquisition
The CloudMasters team engaged during due diligence pre-acquisition and completed a complex org migration that included design and build-out of business process focused on growth acceleration in areas such as renewals, financial systems integration, and Pardot implementation
Global Investment Bank – Salesforce Support
- Sales Cloud
- Ten thousand plus employee global firm
CloudMasters provided Sales Cloud technical expertise across US-based Salesforce support operations
Mutual Fund Wholesaler – Sales and Marketing Strategy
- Sales Cloud, Community Cloud, Pardot
- Multi – Billion Dollar Mutual Fund
Customized CRM, Partner Website and Mobile Platform offering Wholesalers and Registered Advisors easy access to tools and marketing assets that create demand and drive sales
Regional Bank – Data Architecture
- Financial Services Cloud
- 500 plus employee Retail Bank
The CloudMasters team worked with the Banks Architecture team to design and build the Financial Services Cloud Data Model to fit the Banks unique business needs
Global Life Sciences Firm – Customer Care System
- Service Cloud
- 2.5 Billion Dollar Revenue, 3,000 Enterprise User Sales and Service Cloud org
The CloudMasters team provided planning, design, and technical architecture for a Global Customer Care Services Cloud system. Our team worked with business unit leaders and IT leadership over nine months to complete the project.