Elevate your team & Amplify your Salesforce ROI

We help clients with Salesforce strategic business systems to improve sales and marketing. We specialize in Sales Cloud, Service Cloud, and Salesforce Field Service.

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What We Do

Services

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Sales Cloud

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Sales Cloud is a cloud-based Customer Relationship Management application from Salesforce. It includes tools for contact management, sales force automation, sales forecasting, and productivity. It allows sales teams and managers to manage the sales cycle, prioritise tasks, manage customer relationships, and access insights.

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Service Cloud

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The Service Cloud platform is a customer support platform that gives your agents superpowers to deliver service that’s as instant and easy as a conversation. Not only that, but your customers can choose how to reach out and start a conversation with you, anywhere, and on any device. Email, phone, SMS, social media, online communities, or real-time web chat.

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Salesforce Field Service

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Empower your field techs with Salesforce Field Service. Preventative Maintenance with Salesforce Field Service connecting to IoT devices becomes an up-time powerhouse. It's the future of field service. Plug your IoT devices into Salesforce Field Service and experience a new standard of service, leaving downtime behind--it's all upside.

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Salesforce Implementations

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Salesforce Implementations are complex, high-stakes projects that can change companies. We offer a full suite of consultants, project managers, developers and trainers to make your transition to the Salesforce platforms as smooth as possible.

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Move Your CRM to Salesforce

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Many companies currently operate their business from a CRM other than Salesforce. As industries evolve and business needs change, these companies will eventually encounter the limits of those systems. It’s not uncommon for companies working on other CRMs to decide to switch to Salesforce to support their growth and expansion. This not only involves configuring Salesforce to support the business but to also import legacy data so that the system gives the necessary insights.

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Managed Services

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Following a Salesforce implementation launch, it’s critical for our clients to have pathways to further educate and support not only end users but also system administrators. Especially in the immediate days after a system roll-out, having dependable and expedient access to additional support can go along way to having high user adoption rates.

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Salesforce Training

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An investment in Salesforce only works when the workers who have to use the system know how to use it and, more importantly, trust the information coming from it to gain insights and make decisions. This comes from effective training. At Cloud Next Level, we work with the processes and data in your system to tailor training materials that do just that. Our configurable training packages include in-person trainings, webinars and one-on-one screen share opportunities. This also includes analytics for management to review and address low-adoption users who may need additional help.

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Apprenticeships

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In the Salesforce ecosystem, it’s not hard to find trainings and videos on how to get certified. However, even with certifications, gaining the real-world experience to apply those lessons is harder to come by. At Cloud Next Level, we’ve created an apprenticeship program which pairs aspiring Salesforce professionals with experienced ones, giving the hopefuls a chance to learn best practices around Salesforce. Regardless of where you may be on your Salesforce educational journey, consider joining our apprenticeship program to get paid while working with Salesforce experts to jumpstart your path to Salesforce excellence.

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Tableau CRM

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Exceptional brainpower is at your fingertips via Tableau CRM. Using Einstein Vision, field service teammates can use image recognition to identify parts and components in images. It is an extra safeguard to check that the right part is repaired or replaced. Einstein eliminates errors and costly trips back to the services center for additional components. Based on an image's classification, you can automatically determine the exact setup steps and allow them to provide faster and smarter service.

TESTIMONIALS

What People Are Saying

From our first meeting, Cloud Next Level’s dedicated team has displayed a depth of knowledge and experience, helping us rearchitect our Salesforce and Pardot environments, putting us in position to efficiently improve and modernize both. — Kara Schott, SVP Business Development

Kara Schott

SVP Business Development

Cloud Next Level helped us rethink our Salesforce strategy. We revisit it routinely to readjust priorities as needed to stay on task.

Andrew Piddington

Vice President of Sales

We lost our Salesforce Admin and switched marketing automation platforms within the same 6 months, yet Cloud Next Level stepped in to quickly cover those responsibilities, being extremely flexible along the way as our internal priorities and goals changed.

Susan Fisher

Chief Product Officer

Cloud Next Level was highly responsive, flexible, and delivered tools we needed. They trained us to use them within our native environment. They also gave us insight into maintaining our system. Their experience in the multifamily industry helped us implement the tools we needed now in a way that will be scalable for the future.

Emily Martin

Vice President, CheckpointID

We Create Fully Connected Salesforce Business Systems So You Can Focus On Your Business

At Cloud Next Level, we help you with all of your Salesforce needs. Whether you’re already using Salesforce and need system improvements, have new hires that need to be trained, or are still working in spreadsheets or multiple systems daily, we can help you take your operations to the next level on the Salesforce Platform. There is no job too big or too small for us – we can help out even in a pinch!

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Who is Cloud Next Level?

In 2018, Kendra McKeever, working with multiple businesses saw a huge need for Salesforce assistance, training, and administration. Companies were struggling and had nowhere to turn. Kendra formed Cloud Next Level to fill this need. Now, as a Certified Salesforce Consulting Partner and a Certified Woman-Owned Enterprise, Cloud Next Level is comprised of a team of various Salesforce professionals made up of:

– Business Analysts

– Developers

– Strategists

– Trainers

– Project Managers

– Administrators