Cloud Next Level
We help clients with Salesforce strategic business systems to improve sales and marketing. We specialize in Sales Cloud, Service Cloud, and Salesforce Field Service.
What We Do
Services
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.
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.
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.
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.
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.
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.
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.
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.
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
Cloud Next Level helped us rethink our Salesforce strategy. We revisit it routinely to readjust priorities as needed to stay on task.
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.
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.
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!
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
Kendra McKeever
Founder and President of Cloud Next Level
Our Expertise
From growing startups to non-profit organizations to mature enterprises, Cloud Next Level offers ready-made and custom solutions on the Salesforce platform that increase efficiency, minimize time spent on administration tasks, and increase sales and support through a comprehensive solution that supports business needs and goals. We specialize in;
– Sales Cloud
– Service Cloud
– Salesforce Field Service
– Marketing Cloud
– Pardot
– CPQ
– Experience Cloud
– Knowledge
– Lightning Migration
– Non-Profit NPSP
The Salesforce Soundbyte
What’s New?
HCI a Case Study in Managed Services
Seeking an outsourced partner to provide ongoing Salesforce administration and optimization, HCI turned to Cloud Next Level for Managed Services.
Salesforce Field Service: A Scenario-Based Look
If you’ve read our last two blog posts you have an idea of why an organization would adopt Salesforce Field Service and perhaps even a broad idea of what the service offers. In this article, we’d...
Field Service Lightning – the key to taking your service system to the Next Level
[On September 1, 2020 Salesforce changed the name of "Field Service Lightning" to "Salesforce Field Service."] Cloud Next Level has been supporting Field Service Lightning set up and implementation...
Are You Ready to Take Your Field Service Team to The Next Level?
[On September 1, 2020 Salesforce changed the name of "Field Service Lightning" to "Salesforce Field Service."] Salesforce Field Service Lightning If your company has a service division and you are...
CheckpointID a Case Study in Salesforce Optimization
THE CHALLENGE: A startup, CheckpointID, with no certified Salesforce Administrator on staff, needed help for their “accidental administrator.” CheckpointID had a quick start implementation for its...
Salesforce Summer ’20 Release Highlights
The Salesforce Summer ’20 Release was delayed initially due to the COVID-19 pandemic, but we now have solid dates and information about what this update looks like and how it will affect our...
Salesforce Future Feature Retirement – What you Need to Know
We all know how innovative and forward-looking Salesforce is. With all that innovation and new product development also comes some feature retirement. Out with the old, in with the new and better....
How Salesforce’s Work.com Can Help You Restart Your Business
Salesforce is using their stellar technology team together with business and health professionals to bring businesses back in a safe and healthy way that allows for personal safety and economic viability.
Salesforce Data Recovery Service Retirement
At Cloud Next Level we know that the data in your Salesforce incident is probably the most valuable asset your company owns.
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