Cloud Next Level Case Studies - Cloud Next Level

Business Process Automation

Lori McAlister — Sun, 05 Feb 2023 19:21:30 +0000

Marketing, Sales, Operations, and Service – Working Better Together

jācapps is a Michigan-based tech company focusing on mobile app development for radio stations. They have made over 600 radio apps since 2008 and helped mainstream the industry. While media has been their emerging industry expertise, they are anything but a one-trick pony. jācapps works with a diverse mix of companies, from construction powerhouses to the big three to award-winning hospitals.

Problem

jācapps had used Salesforce since 2013 but never used it beyond a basic database. They knew Cloud Next Level’s work through professional connections and started with a bucket of hours to help them work efficiently across Marketing, Sales, Operations, and Service.

Cloud Next Level quickly analyzed our business and developed a keep understanding of how jācapps operates and what we are trying to accomplish.

Bob Kerner, COO

Solution

Cloud Next Level and jācapps took a holistic view to make each business function more efficient while at the same time better connected to one another. CNL took a cross-organizational approach to implement a new structure, eliminate redundant technologies, provide documentation, and train “voluntold” admins and super users.

Marketing:

An automated marketing tool was integrated into Salesforce, eliminating manual processes to convert marketing leads to qualified sales leads.
Website forms were updated to eliminate redundant data entry by potential customers when contacting the company for information or support.

Sales:

CNL created a sales pipeline and performance dashboard for executive visibility and decisioning.
Security settings were improved to focus salespeople on their own accounts which accelerated timely follow-up activities.

Operations:

Processes were automated for follow-up on contract renewals.
Users were trained in essential system maintenance and security.
Profiles and role structures were implemented to simplify access and onboarding for new users.

Service:

The Service department is no longer siloed from Marketing and Sales which has expedited service and sales requests.

Cloud Next Level had an immediate impact on several jācapps foundational marketing processes. They fixed our email platform, making it more user-friendly, then fixed the connection to our website so that leads could be easily captured and segmented into product categories. Now we can track the origin of our leads. It is exactly the information that we need. Our team is so stoked to have information to act on.

Bob Kerner COO

Process

After an initial evaluation, Cloud Next Level suggested seven key projects to increase efficiency and connect departments within Salesforce.

Form creation – to provide an easy and logical user interface
Dashboards & Reports – sales pipeline and business pipeline dashboards created with appropriate reports
Sales goal discovery and congruent data mapping
Automated marketing integration and best practices training
Profiles and permissions set up to secure the system and simplify future user setup
Email-to-case setup and mapping
Training of marketing, sales, operations, and service users with documentation for future reference.

The ability to track important business metrics like Won/Lost reporting is a game-changer for us. Traditionally, we have long sales cycles. Having precise information about the buying cycle will help us to understand and manage the dynamics of platform and custom product lines more successfully.

Bob Kerner COO

Results

Through marketing automation, jācapps was able to increase lead capture by 400% and, as a result, increase revenue by 100%.
With training and a well-mapped sales process, the sales team has tripled their pipeline and doubled their revenue.
By developing a transparent business process with the sales team, qualified leads increased by 150%
The Sales team, no longer relying on only existing accounts, has grown in number and expanded their territory.
By exposing the sales team to support and tickets, they now have a 360-degree view of the business and can better serve their customers.

Cloud Next Level has been nothing short of amazing for us. The communication was always top-notch to the ENTIRE team, which was important for us. I could not recommend them enough.

Elizabeth HusseyMarketing Manager

The post Business Process Automation first appeared on Cloud Next Level.

Reports and Training

Lori McAlister — Wed, 20 Apr 2022 14:48:18 +0000

Teaching to Fish

Fathom is a digital marketing specialist firm located in Cleveland, Ohio. They draw on their deep roots in digital to bring clients a unique skillset for all their digital needs—from SEO to marketing automation, social media to paid search and display. Plus, the content, creative, analytics, and technical support customers require to amplify success.

Problem

Fathom used Salesforce as their CRM. They also used spreadsheets and an external business analytics tool for their reporting. Fathom was referred to Cloud Next Level through the Salesforce ecosystem. The initial goal was to reproduce external sales, pipeline, and account plan reporting inside of Salesforce.

Fathom’s Manager of Information Technology and Security was not familiar with Salesforce or how users worked inside of it. Cloud Next Level and Fathom identified other workflow, application, and business process needs during their engagement.

Solution

Initially, reports were created that mimicked and enhanced the reports from their now obsolete Business analytics application. Testing of these reports and the IT manager’s increased knowledge of Salesforce functionality revealed additional business requirements. For example, fathom needed objects related to account plans, and plan service reviews built in Salesforce. Using “low code” solutions, Cloud Next Level built out the system and automation to provide accurate reporting and features for editing and deleting within opportunity revenue schedules.

Process

CNL and Fathom met weekly review results and newly-identified needs. During the engagement, CNL:

Replicated sales reporting from the external business analytics system inside of Salesforce
Added Account Plans for performance tracking in Salesforce
Created dashboards for the executive and sales teams
Introduced Fathom to an AppExchange app to simplify business process automation.
Transitioned the sales team from Salesforce Classic to Lightning, with system and business process training
Assisted the IT manager in getting his Salesforce Administrator certification so he could ensure the new processes would be maintained and supported
Taught Fathom how they could simplify the flows within their new business processes
Mapped out future enhancements that Fathom can incorporate as they grow

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 recommended resources that helped me achieve my Salesforce admin certification. They were a true partner, not just consultants who did a specific job and nothing else.

Results

Better visibility – Sales dashboards and executive dashboards were created to display customers’ buying cycles and allow them to track goals. (This information was difficult to quantify in their old system.)
Reduced spending – Fathom simplified its tech stack by eliminating an external business analytics tool.
Upskilling – CNL supported the Manager of Technology in getting certified.
Documentation – Business processes are now outlined and documented for consistency and training.
Self-sufficiency – Fathom is confident knowing that they have all the tools needed to maintain and update the system as their processes change.

The post Reports and Training first appeared on Cloud Next Level.

Customer Support

Lori McAlister — Wed, 17 Feb 2021 16:02:50 +0000

HCI Uses Service Cloud to Provide Excellent Customer Service

Human Capital Institute (HCI) was founded on the principle that strategic Human Capital Management is the most powerful lever for performance and growth. Since 2004, HCI’s research-based learning solutions have helped leaders, human resources, and talent management professionals plan for, acquire, engage, and develop their people. Headquartered in Cincinnati, Ohio, HCI’s industry-recognized certification programs and conferences are delivered all over the world and virtually.

Problem

HCI’s Client Support team needed new tools to improve the customer support experience and align their internal operations with those of the Sales team. Thanks to their longstanding relationship with Cloud Next Level, they knew that they could use native Salesforce functionality to integrate sales and support efforts, but they also knew they couldn’t do it without some expert help.

The Client Support team managed help tickets through a group email in-box; The same team addressed other requests with phone calls and internal email requests making it difficult to stay organized.
Sales team members often couldn’t see their customers’ requests nor the Client Support team’s responses. So, they were uncertain about how and when to follow up.
The responses to client requests weren’t always consistent with HCI’s company standards and brand image.
The Client Support team needed better documentation around the business processes in order to train additional staff. If turnover occurred or additional support was needed it could mean a loss institutional knowledge and inconsistent results.

Our old process for handling cases was through email. This became inefficient because it was difficult to track and communicate with the various stakeholders at HCI. Salesforce Service Cloud now supplies us with a 360-degree view of every client’s interaction. We can see all sales opportunities and cases that come to us in one place. That reduces the margin for error and increases the information around client activity. The opportunity handoff to the Sales team is quick and efficient as a result.

Solution

HCI had access to essential Service Cloud functions with their existing licensing. Activating the features and functionality of Service Cloud presented the right solution with no additional licensing fees. The solution was approached in two phases:

Implementation of Service Cloud features

Service console
Email to case
Email templates
Quick text
Related automation
Training in application and reporting functions

Understanding of the full functionality of Salesforce Service Cloud enabled CNL to create a roadmap for future enhancements for continuing customer experience improvement

Webchat
Telephony integration and call recording
The Knowledge product

When a case comes into our queue, several things now happen automatically that have improved our customer experience and efficiency. First, we are alerted about the origin of the case–the website, email, text, or other. Then, various field automation assists us in prioritizing our response based on certain keywords in the case submission. The keywords allow us to escalate in an emergency and to ensure that cases are routed to the right resource. It also helps in planning for enough resources to efficiently close cases to the satisfaction of our client.

Process

After the initial discovery and exploratory phase, CNL activated Service Cloud and implemented features tailored for HCI needs. Together HCI and CNL developed a business process using Salesforce best practices and based on HCI’s desired outcomes.

CNL built out Email-to-case.

Everyone with Account or Contact relationships can view case history and status.
Client Support team members are now working inside of Salesforce, so they have a 360 view of clients making for a better service experience
Training on user experience was thorough and documented for future users.

Customization
- Email templates reflect HCI branding and company-approved answers to FAQs.
- CNL and HCI together created a business process around cases
  - Cases are all categorized by type (web access, product customization, account, and financial questions)
  - Escalation rules were set for sticky problems and VIP customers
- Reporting and Dashboards for Client Support team members and management to view and monitor case metadata.
- Other HCI departments were trained on the “case object,” so cases created in-house follow a consistent solution path.
Automation
- Field automation makes categorizing cases and problems quantifiable and trackable.
- Case automation based on contact, type of problem, and particular product means cases get funneled to the appropriate internal resource for prompt resolution.
- Escalation rules make sure customers with problems related to accessing the system have priority.

Maintaining a consistent brand image is very important to HCI. CNL helped us to extend our brand image and messaging through email templates for our Services Team. 80% of the email is prewritten, and we only need fill in a few pertinent details to personalize it. Our brand messaging remains consistent.

Results

Cloud Next Level Results:

With Service Cloud, HCI’s Client Support team is able to close 2 to 3 time more cases, add calls and chat, reduce close time, and create a better overall customer experience.
Tracking increased to 100% with cases coming from Calls and add Live chat
Implementation of CSAT on Cases to evaluate Customer service reps resolution handling
Reduce close case time by more than 20%
In the first five months of implementation, over 2000 cases were closed by three agents
Cases are categorized based on general inquiry, product, sales, finance (invoice receipt) allowing for faster funneling to the appropriate contact or solution
Email templates assure company branding and messaging is accurate and consistent.
100% adoption of the solution
First-call resolution has greatly improved
Cases that are sales opportunities get moved to the appropriate salesperson easily
Leads are delivered to the sales team more quickly
Management has insight from dashboards and reports to balance resources on the Client Support team
Customer satisfaction ratings have increased, validating the hard work of the Client Support team.

Automatic responses after a client submits a case extends our brand. It’s fast, professional, and reassuring to clients who quickly receive acknowledgment of their requests. When a case is complete, a Customer Satisfaction Survey is automatically triggered for client feedback. It is important that we monitor our work. through the eyes of our clients.

The post Customer Support first appeared on Cloud Next Level.

Optimizing Tech Stack

Lori McAlister — Thu, 21 Jan 2021 20:49:20 +0000

Boychoir Significantly Improves Marketing Functionality, Enrollment Management, And Efficiency While Optimizing Tech Stack And Spending As A Result of Partnering With Cloud Next Level

The Cincinnati Boychoir is one of Cincinnati’s oldest and most beloved musical organizations for young people. Several thousand boys have passed through its ranks. From its start in 1965, the ensemble has grown into one of the most respected boychoirs in the world.

Problem

Cincinnati Boychoir implemented a custom Salesforce instance shortly before undergoing a significant leadership transition, leaving behind little-to-no documentation or training, confusing automation, and no knowledgeable administrator. Their only solution seemed to be dumping data and starting over. They turned off functionality because they didn’t understand what they had, and it was more trouble to use than not. A lack of marketing functionality left them sending postcards with printed URL’s pointing to their website.

Solution

Cincinnati Boychoir needed a partner to reactivate and understand their system. They wanted a partner who could also act as an extension of their team. They found Cloud Next Level through professional connections with the first-hand experience of our work and ability.

Cloud Next level was able to reactivate the Cincinnati Boychoir Salesforce system, evaluate their initial implementation and move forward with a business plan, which included:

Automating marketing
Training
Managed Services Assistance
Documentation of all processes

“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.”

Process

Discovery – CNL approached the project as if it were a new implementation
Automation – We automated what was created but not used
Training – Staff received data management training using their native functionality and additional Apps from the App Exchange
Marketing – We identified what they should be taking advantage of and added a marketing automation tool with email templates, campaigns, and enhanced letterhead.
Forecasting – A clear path for capitalizing on incoming leads and data was created.
Documentation – Sustainability was created through process documentation.

“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!”

Results

Quick Win Early in the engagement – Within the first two weeks of working with CNL, Cincinnati Boychoir gathered valuable feedback from their client base by leveraging their marketing tools that CNL helped to integrate and set up.

Time-Saving Metrics – Reduced time spent on repeatable, manual data tasks by approximately 90%.

Optimizing Tech Stack – By evaluating and fully integrating applications with Salesforce, they are able to leverage Salesforce as the single source of truth. They can see a Marketing to Potential Donors Journey, which has led to increased engagement.

Staff savings – Within the first two weeks, CNL provided training to expand the team’s skills. Work is now distributed across the team, and each team member can work autonomously and efficiently.

Donor and Member Data cleanup – By leveraging tools CNL introduced, they have been able to scrub and update the email database to provide confidence in the data.

Marketing Campaign Performance – By cleaning up the data and leveraging the tools at hand, marketing campaigns are at or above their peers by 3X.

The post Optimizing Tech Stack first appeared on Cloud Next Level.

Administrative Managed Services

Lori McAlister — Thu, 17 Dec 2020 13:00:53 +0000

An Experienced CNL Team Helps CTG Work Through Bottlenecks

Cleaning Technologies Group is a global supplier of the most innovative industrial and precision cleaning technologies available today. CTG serves the medical, semiconductor, electronics, aerospace, automotive, off-road, and many other industrial markets.

Problem

CTG had a sole administrator for a mid-sized international instance of Salesforce. They had outsourced development and administrator processes to offshore contractors, and that was unsatisfactory. As CTG launched a new business venture, the in-house Salesforce administrator was pulled in too many directions and no longer could get everything done. She needed to partner with a diverse team of Salesforce fluent resources within the same time zone. CTG also needed a partner they could trust to work as if they were an integral part of the company. The experience made CTG cautious of jumping in feet first with a comprehensive managed partner.

Solution

Cloud Next Level provided the needed capacity for Salesforce managed services with admins, developers, architects, and strategy advisors.

By proving themselves with small contained projects, Cloud Next Level was able to take some of the day-to-day pressure off of the admin and learn the business well enough to take on broader issues.

“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.”

Process

CNL started routine maintenance of the system, allowing the solo admin to pursue urgent parts of her job, while backfilling independent projects.

As CNL learned their business better, they proved trustworthy and more able to handle day-to-day Salesforce needs. CGT turned over maintenance and development to CNL. CTG knew that they could trust Cloud Next Level to provide strategic advice and administrative and architectural expertise.

“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.”

Results

The breadth of knowledge with the CNL team was more than the solo admin could have known as an individual, and the capacity to develop and implement structure increased dramatically.

Cloud Next Level Results:

Relieved the sole manager of the daily grind of Salesforce management 50% faster response time on user requests for help, fixes, and guidance
Provided a time-critical resource for handling emergencies often completed in the same business day
Reduced OPEX associated with SFDC administration by a minimum of 25%
15% Tech Debt Reduction
Streamlined communication and process between several 3rd party and internal tech resources
Comprehensive, efficient Managed Services including 25% faster rollouts and training for new Salesforce features and functionality
Strategic Advisory services for efficient use of Salesforce license purchasing during contract renewal resulting in acquiring a more diverse product portfolio at the same annual cost to CTG
The flexibility to handle support and 100% of the new project work due to the diverse team skills of our CNL Team
Implementation of Salesforce Field Service

The post Administrative Managed Services first appeared on Cloud Next Level.

Managed Services

Lori McAlister — Mon, 19 Oct 2020 13:33:07 +0000

HCI a Case Study in Managed Services

Customer Snapshot

Challenge

Seeking an outsourced partner to provide ongoing Salesforce administration and optimization, HCI turned to Cloud Next Level for Managed Services. With only two weeks of transition time to avoid a gap in support for Sales and Operations, Cloud Next Level evaluated the situation, and provided recommendations based on the current state of the environment, along with an assessment of HCI’s true support needs. Cloud Next Level also helped map out a plan for an optimized system based on best practices. The process included:

Exploring and auditing the current system
Determining the baseline user needs and user engagement
Mapping out immediate support needs and implementing communication/case process
Identifying and resolving system redundancies
Evaluating licensing agreements for maximum value
Assessing data integrity for accuracy of reporting and forecasting
Creating a business process and technical roadmap to take HCI’s system to the Next Level

“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

Solution

Cloud Next Level’s Managed Services team stepped in to provide day-to-day administration, several critical license consolidations, and system optimization. In a short amount of time, the CNL team was able to help beyond the scope of the original plan and solve a critical website to Pardot connectivity breakdown. When HCI needed to provide additional tools to the sales and support teams, CNL was there to make it happen efficiently. Cloud Next Level recommended immediate updates to the HCI environment to resolve lingering issues that were causing repeated support holdups. HCI was able to leverage Cloud Next Level’s Managed Services solution, which provided personalized, hands-on support and training as needed. HCI’s staff was able to skill up and learn to use their system and maintain their data with minimal downtime. Value-added services provided by Cloud Next Level include:

Overseeing infrastructure, support, and maintenance
Advising on and assisting with software application management
Reducing software license exposure and costs
Seamless partnering with 3rd party vendors for holistic solutions
Gaining trustworthy data for decision-making
Cleaning up system redundancies and overlaps – including reducing workflows from 40 to 11 to eliminate competing flows and timeout problems
Implementing an automated lead assignment and lead scoring system
Increasing understanding of the culture of the system to make smarter decisions concerning customization
Identifying and addressing custom field complications
Training in-person and online for end users and administrators
Providing regular updates and dashboards for management/executive visibility

With Cloud Next Level’s help, HCI’s system evolved to bring a level of maturity to the company’s processes, and expertise in using their Salesforce instance more effectively.

“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

Results

By using Cloud Next Level’s Managed Services instead of an in-house Salesforce administrator, HCI has been able to utilize a broader skillset across multiple people while also controlling operational expenses. Previously, their system was administered by a “voluntold” administrator who needed to focus on putting out fires rather than considering the long-term health of the system. By contracting CNL for Managed Services, HCI now has a team uniquely qualified to look at the integrity of the overall system and plan for the future while meeting today’s needs. The result: 15% software savings from the initial engagement, reduction of digital data debt by 29+ GB, and significant operational efficiency gains. Most importantly a deeper understanding of their Salesforce instance’s complexities. In addition to daily support, CNL also has strategic-level support with a wide array of Salesforce platform experiences to support and build towards future needs.

“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

The initial engagement realized savings across several areas. Other tangible benefits included:

Drove efficient application management
Reduced software licensing footprint
Increased efficiencies in the operating model
Operated as an advisor as well as an admin
Influenced business processes for better efficiency
Met the need for data integrity
Identified problems, researched solution applications, attended demos, provided implementation, training, and on-going management
Brought the customer support processes seamlessly into the Salesforce system
Provided coaching for process improvement

With Cloud Next Level’s distinct Managed Services options, organizations can maintain their Salesforce products with high levels of operational and systems efficiencies, data integrity, and scalability. With sophisticated methodologies and process optimization, CNL’s certified specialists help clients increase ROI and reduce TCO. CNL offers a range of services tailored to the size, scale, and maturity of the clients’ systems.

About CNL:

Motivated by the growing need for Salesforce assistance among small businesses in the Midwest, Cloud Next Level was founded in 2018. We are a certified Salesforce Consulting Partner and a Certified Woman-Owned Enterprise (WBE). We can help you meet your Salesforce AND Diversity goals … 75% of our teammates are women!

The post Managed Services first appeared on Cloud Next Level.

Salesforce Optimization

Lori McAlister — Mon, 22 Jun 2020 23:50:11 +0000

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 system which had limited customization. They knew that their Salesforce instance could be better, and needed help with:

Automated data entry
Better reporting
Access customization
Training
Avoiding technical debt due to inexperience

CheckpointID knew that they had the needed tools. What they didn’t have was the time and expertise to customize their Salesforce instance to meet the specific needs of their clients. It was time to invest in a Salesforce consulting partner. They required a partner with multifamily industry-specific experience.

“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

SOLUTION AND STRATEGY:

Cloud Next Level was able to meet CheckpointID’s immediate needs and offer suggestions for the future. In the end, with minimal code development, and maximum efficiency Cloud Next Level:

Built an automated data entry system
Streamlined reporting from list view reports to drilled down specifications
Customized dashboards and filters, so the right people see the correct data
Provided clear guidance on access protocols and best practices
Accelerated data dissemination to key team members
Trained and educated staff to troubleshoot basic needs and customize for new needs

“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

Cloud Next Level was able to offer suggestions and choices for workflow and utilization. CheckpointID was able to choose what to implement immediately and what to delay until they were better prepared. Some options they decided to use in phases and then to scale-up entirely, when ready. Cloud Next Level was also able to provide stepping stones for future growth. All the development provided was scalable, so that CheckpointID won’t need to build a new system or functionality in the future but will be able to expand on the current system.

TIMELINE:

The Checkpoint ID/Cloud Next Level project took four weeks from the initial engagement.

Cloud Next Level continues to provide ongoing support. CheckpointID realized the impact of continuing to work with CNL to solve problems and enhance performance.

THE FINAL RESULTS:

The time saved by not manually uploading data.
Monthly reports are now produced weekly without increasing admin time.
Training on the system saves time and increases efficiency.

ABOUT CHECKPOINTID:

CheckpointID is the leading ID Verification and Fraud Prevention service in the multifamily industry. Their mission is to transform the multifamily ID verification practice to encourage a safer, more accurate, and more objective leasing process. CheckpointID has grown from serving 21,000 units in January 2018 to over 1,000,000 in June 2020, making them one of the fastest-growing new companies in the apartment space.

ABOUT CLOUD NEXT LEVEL:

Cloud Next Level is a Registered Salesforce Consulting Partner with dozens of consultants from various industries. Cloud Next Level provides the industry knowledge needed to take your company to the next level as well as the technical expertise to make it happen quickly. Woman-owned, WBENC Certified and based in Cincinnati, OH. Cloud Next Level was created in 2018 to fill the gap for midwestern companies needing expert assistance in optimizing their Salesforce experience.

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