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

Featured Services

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 platform as smooth as possible. Learn more about our Salesforce Implementation Options

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. Learn more about our Managed Services Options

Corporate 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. Learn more about our Corporate Salesforce Training Programs

At Cloud Next Level, we are customer-obsessed. We strive to earn a trusted, long-term relationship with each client, and we pride ourselves on being proactive, dynamic, and authentic. With every client, in every meeting, on every project, our goal is to fully deliver the value that you and your business need.

What We Do

Additional Salesforce Consulting 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.

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.

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. 

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.

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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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 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

HCI was looking for day-to-day administration as well as a path towards best practices. Once we had an overview of the whole system, we could work in conjunction with the CNL team to lay a path for future best practices while meeting today’s needs. CNL’s broad experience allowed them to step in and support us daily while reducing our technical debt.

Brandon Bernzott
SVP of Global Sales and Marketing, HCI

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 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

Cloud Next Level gave us the tools we needed to give our sales/support team important information so we can engage with our clients more efficiently. And they gave me as a solo administrator the confidence I needed to be self-sufficient and to free up my time to concentrate on other parts of the business.

Review from the Salesforce App Exchange

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 Kelley
Vice President, CheckpointID

Having worked with Jay McKeever in the past, we knew that Cloud Next Level would take on our project as their own. We were impressed with their approach to our needs from the beginning. We weren’t just hiring a Managed Services vendor, but we were hiring a true partner for our business.

Ed Mack
Director of Channel Marketing, HCI

My experience with Cloud Next Level (CNL) has been exceptional. Kendra and team have been proactive and extremely professional in their approach to our project: they were quick to assess the state of our existing instance, make early and impactful changes, and document our progress in a way that has exceeded expectations. Plus, they’re just great people to interact with. I couldn’t be happier with their level of service and expertise. I would recommend (and HAVE!) CNL to any organization looking for Salesforce assistance.

Review from the Salesforce App Exchange

Cloud Next Level was able to provide our sales team daily administration support and training with very limited disruption. Their training was high quality and got our staff refocused on sales quickly with new knowledge and better understanding.

Andrew Piddington
VP of Business Development, HCI

My experience with Cloud Next Level has been exceptional. Kendra and team have been proactive and extremely professional in their approach to our project….Plus, they’re just great people to interact with. I couldn’t be happier with their level of service and expertise. I wholeheartedly recommend CNL and already have to a partnering organization!

Katie MacDonald from the App Exchange.

Cloud Next Level gave us the tools we needed to give our sales team important information so they can engage with our clients more meaningfully. And they gave our administrator the confidence she needed to be self-sufficient.

Emily Kelley
Vice President, CheckpointID

Laura Eaton, Customer Success Director at CNL, helped me work through problems for some time through the Cincinnati Women in Tech Group. Making the transition to a formal business arrangement seemed like a natural fit for CTG. My boss was skeptical, but they won him over. My workload was crazy, so it was quite a relief to get help with daily maintenance and more significant strategic thinking. We are confident that CNL will supply staff with the proper certifications and expertise for our CTG needs.

Randi Rabe
Garment Field Service Manager, CTG

My experience with Cloud Next Level has been exceptional. Kendra and the team have been proactive and extremely professional in their approach to our project: they were quick to assess the state of our existing instance, make early and impactful changes, suggest new processes that will make my work more efficient, and document our progress in a way that has exceeded expectations.

Katie MacDonald
Executive Director, Cincinnati Boychoir

Cloud Next Level was a valuable partner for me. As a new Salesforce admin with limited exposure to business processes, Cloud Next Level walked me through the reasoning we used to create our solution in a way I could understand. They gave me some valuable training on Salesforce automation. They provided me with a helpful tool I now use regularly, and also recommended some resources that helped me achieve my Salesforce admin certification. They were a true partner, and not just consultants who did a specific job and nothing else. 

Review from the Salesforce App Exchange

I know Salesforce well, but I no longer had the time to devote to maintaining daily activities. We appointed an internal admin, but she was being pulled in many directions as we launched a new business line. I was wary of 3rd party consultants—we had been burned in the past but decided to give a local company Cloud Next Level a chance. They earned our trust by being responsive and proactive in helping CTG. They accomplished many improvements in our instance and are still making strategic recommendations that are valuable additions to our business processes.”

Chris Whittaker
VP Business Development and Marketing, CTG

Building complex Flows is beyond my skillset, so we engaged Cloud Next Level to build the Flow and also give me a training around how and why they designed the Flow the way they did. It was immensely helpful and the Flow is working properly. I would not have been able to do it on my own, and am very grateful for Cloud Next Level’s expertise, their flexibility, and the friendliness of all the consultants I worked with.

Review from the Salesforce App Exchange

We’re looking forward to future projects with CNL to take their work to the next level for our organization. Plus, they’re just great people to interact with. I couldn’t be happier with their level of service and expertise. I wholeheartedly recommend CNL and already have to a partnering organization!

Katie MacDonald
Executive Director, Cincinnati Boychoir

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

Salesforce Field Service

Pardot

Experience Cloud

Lightning Migration

Service Cloud

Marketing Cloud

CPQ

Knowledge

Non-Profit NPSP