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# Cloud Next Level

Salesforce Consulting

## Sitemaps

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## Posts

- [Blog](https://cloudnextlevel.com/blog/) - Resources and News Unlocking Sales Potential with Salesforce Sales Engagement In today’s fast-paced sales environment, leveraging advanced tools like Salesforce Sales Engagement is essential for driving efficiency and enhancing customer relationships. This innovative platform empowers sales teams to automate workflows, streamline communication, and boost revenue. Key Features Why It Matters As organizations increasingly adopt AI-driven
- [Unlocking Sales Potential with Salesforce Sales Engagement](https://cloudnextlevel.com/unlocking-sales-potential-with-salesforce-sales-engagement/) - In today's fast-paced sales environment, leveraging advanced tools like Salesforce Sales Engagement is essential for driving efficiency and enhancing customer relationships. This innovative platform empowers sales teams to automate workflows, streamline communication, and boost revenue. Key Features Automated Outreach: Salesforce Sales Engagement allows sales representatives to automate their outreach efforts, ensuring timely follow-ups and consistent
- [Leveraging ChatGPT for best result and Enhanced Salesforce Development](https://cloudnextlevel.com/leveraging-chatgpt-for-best-result-and-enhanced-salesforce-development/) - ChatGPT with Salesforce to accelerate development and improve project outcomes. Here’s a summary of the key takeaways and best practices for using ChatGPT in your Salesforce projects. First, let’s discuss some basic tips for using ChatGPT to its fullest. 1. Setting Custom Instructions If you have the paid version, you can set your profile to
- [Why Ohio and not OH Should Be Your Data Standard](https://cloudnextlevel.com/why-ohio-and-not-oh-should-be-your-data-standard/) - Standardizing data is crucial for any organization that uses Salesforce. Standardization means ensuring data is consistently and uniformly entered in a database, following consistent rules or guidelines. One of the most essential aspects of standardizing data is to use standard names and abbreviations for geographical locations, such as states, cities, and counties. For example, Ohio
- [The Pros and Cons of Customizing Salesforce](https://cloudnextlevel.com/customizing-salesforce/) - Businesses routinely make several customizations to their Salesforce to align it with their specific business requirements. It’s never a one-size-fits-all situation. Customization requires input from all departments that will be using the platform. Here are a few customizations we often guide customers through at Cloud Next Level. Data Model Customization: Modifying the standard objects, fields,
- [Top 5 Suggestions For Negotiating a Salesforce Contract Renewal](https://cloudnextlevel.com/salesforce-license-renewal/) - Salesforce is crucial for many businesses looking to automate their customer relationship management (CRM), marketing, analytics, and other business processes. But when it comes time for Salesforce license renewal, businesses often find themselves overwhelmed by the complexity of options and the potential costs involved. Here are the top five suggestions you should consider when negotiating
- [SaaS founders, impress your investors!](https://cloudnextlevel.com/saas-founder-reporting/) - How Salesforce Can Help SaaS Founders to Impress Investors with Data-Driven Decisions So, you're a SaaS founder and you want to wow your investors with some solid, data-backed decisions, right? And let's face it, in today's fast-paced digital landscape, this is more of a necessity than a nice-to-have. The secret weapon here? Salesforce, the super-charged
- [Salesforce Summer '23 Release Highlights](https://cloudnextlevel.com/summer-23-release-highlights/) - The Salesforce Summer ’23 Release starts rolling out this weekend. And Jo Ann Woodcock put together an outline of some of the most important features and highlights. The Sandbox previews are already out, and releases start THIS WEEKEND. Let us know if you’ve got any questions or if we can help you with the transition to
- [From Voluntold to Certified](https://cloudnextlevel.com/from-voluntold-to-certified/) - Do you know what a voluntold admin is? It's a person who has some interest in how Salesforce works at your company. Since no one else does, they are called Salesforce Administrators without proper training or guidance. It always happens, but it is not a lasting or productive solution. What Can Be Done? There are
- [Company Mergers and Salesforce](https://cloudnextlevel.com/company-mergers-and-salesforce/) - Company mergers often involve combining multiple systems and databases into one unified system. Customer relationship management (CRM), specifically data merging in Salesforce.com instances, is one key area often impacted by a merger. When two companies come together in a merger, they typically have their own Salesforce.com instances containing unique sets of data, including customer, sales,
- [Hubspot to Salesforce Migration](https://cloudnextlevel.com/hubspot-to-salesforce-migration/) - Moving from Hubspot to Salesforce is a great way to combine your CRM and marketing efforts seamlessly. If your company is thinking about this change or is in the process, here are a few things to consider.
- [Archiving Data as Part of Your Business Strategy](https://cloudnextlevel.com/archiving-data/) - Archiving old data can improve the performance of your systems by reducing the amount of data that needs to be stored and processed. Smart archiving can lead to faster query times, more efficient use of storage resources, and improved overall system stability.
- [Data Privacy](https://cloudnextlevel.com/data-privacy/) - Data privacy regulations are becoming increasingly complex. How do we identify and remove or lock down sensitive information from Salesforce instances to comply with regulations?
- [Salesforce ERP Integration](https://cloudnextlevel.com/salesforce-erp-integration/) - Salesforce / ERP Integration happens using an integration platform or a middleware solution that bridges the two systems. The integration platform allows you to easily map the data fields from one system to the other to share and update the information in real time.
- [Financial Systems Integration](https://cloudnextlevel.com/financial-systems-integration/) - Salesforce can integrate with financial systems like QuickBooks, SAP, and NetSuite using middleware, such as Zapier, or with Salesforce’s built-in integration tools, such as Salesforce Connect and Salesforce Lightning Connect.
- [Gathering Requirements](https://cloudnextlevel.com/gathering-requirements/) - How does requirements gathering safeguard efficiency and effectiveness for integrations with Salesforce? Requirements gathering is an essential step in integrating with Salesforce because it helps ensure that the integration is tailored to meet the specific needs and goals of the organization. By gathering requirements from stakeholders, including sales and marketing teams, IT staff, and other
- [Reports and Training](https://cloudnextlevel.com/fathom-case-study/) - 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.
- [Business Process Automation](https://cloudnextlevel.com/marketing-sales-operations-and-service-working-better-together/) - 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
- [Jo Ann Woodcock, Never Stop Learning](https://cloudnextlevel.com/jo-ann-woodcock-never-stop-learning/) - Jo Ann is a multi-certified Salesforce Admin who combines technical and change management skills to design and deploy automated solutions for organizations. The best part is that she uses specialized and business experience from various industries and organizations like entrepreneurial organizations, nonprofits, large corporations, and her own IT service company to assist clients. Jo Ann
- [Tabitha McDowell, Striving for Perfection](https://cloudnextlevel.com/tabitha-mcdowell-striving-for-perfection/) - I’m extremely detailed/organized, and I have a knack for uncovering the true business need behind new Salesforce requests. This means you’ll have a solution that brings real value to your business. As a Project Manager and a Business Process Specialist, Tabitha keeps Cloud Next Level projects on time and budget, and she does deliver real
- [Three Tools Every Salesforce Admin Should Be Using](https://cloudnextlevel.com/three-tools-every-salesforce-admin-should-be-using/) - Every salesforce admin needs a well-stocked toolbox of easy-to-use apps that make their job easier. At Cloud Next Level, our team of admins has plenty that helps us with our clients daily. So we’ve come up with a list of the top three tools to help you keep your Salesforce instance organized and your change
- [Salesforce Managed Service: Maximize Your ROI](https://cloudnextlevel.com/salesforce-managed-service/) - Time for some Q&A to help familiarize you with managed services? What’s in it for me? Q: What is Salesforce Managed Service? A: Salesforce done for you! Often a third-party company such as Cloud Next Level, endorsed by Salesforce to ensure the use of the platform to its full capabilities for your business. Q: What
- [Getting Started With Salesforce: Quick Tips From Our Experts](https://cloudnextlevel.com/getting-started-with-salesforce/) - Are you thinking about Salesforce as your primary CRM? Already decided on Salesforce and looking where to start? Congratulations! Not only in joining the world’s largest CRM platform for business growth but also for landing on this quick guide in preparation for your Salesforce implementation. The decision to choose Salesforce to run some of or
- [Cloud Next Level & MERIBAH FLOW a Partnership for Catholics](https://cloudnextlevel.com/meribah-flow-partnership/) - Cloud Next Level is proud to be partnered with MERIBAH FLOW. This All-Catholic team believes deeply in their mission to journey with the diocesan world in the quest to modernize their technology infrastructure. Their tech stack was developed in collaboration with and supported by the Archdiocese of Vancouver.What is MERIBAH FLOW?“Where the sons of Israel contended with the Lord,
- [Lightning Conversion – Turbocharge your Salesforce experience](https://cloudnextlevel.com/lightning-conversion-turbocharge-your-salesforce-experience/) - You know that here at Cloud Next Level, we love helping our customers get comfortable with Salesforce Lightning. We’ve written about the transition to Salesforce Lightning and the benefits of Salesforce Lightning. But, perhaps most importantly, we’ve talked about the advantage of Salesforce Lighting for your service functions. So, you know how we feel about
- [Living the Life, She Loves](https://cloudnextlevel.com/living-the-life-she-loves/) - Profile: Laura Eaton Customer Success ManagerLaura Eaton is dedicated to every Cloud Next Level (CNL) client’s success and delight with our service. Two of Laura’s greatest loves are: being an exuberant Salesforce Cheerleader/teacher and her Catholic faith. Fortunately, she can help both entities at CNL through our specialized services for Catholic Archdioceses and Diocese using
- [Do You Need a Managed Service Provider for Your Salesforce Environment?](https://cloudnextlevel.com/managed-services-decisions/) - The decision to find help outside Salesforce administration is one small to medium-sized businesses often need to make. Hiring a qualified in-house admin can be expensive and may not cover all of your needs depending on the admin's background and training. You may also need a second-level admin and a developer. Or perhaps what you
- [Customer Support](https://cloudnextlevel.com/hci-customer-service/) - 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.
- [Salesforce Spring '21 Release Highlights](https://cloudnextlevel.com/salesforce-spring-21-release-highlights/) - As you’re reading this, you may already have the Spring ’21 release of Salesforce, or you may be on the list for the February 5 or February 12 release.No matter where your instance is in the process, we’d like to highlight just a few of the updates that the Spring ’21 release has to offer.MANUAL
- [Optimizing Tech Stack](https://cloudnextlevel.com/cincinnati-boychoir/) - 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
- [Administrative Managed Services](https://cloudnextlevel.com/ctg-case-study/) - 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.ProblemCTG had a sole administrator for a mid-sized international instance of Salesforce. They had outsourced
- [Managed Services](https://cloudnextlevel.com/hci-case-study/) - 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](https://cloudnextlevel.com/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 like to give you a scenario in which you can see the real benefits of an integrated service system
- [Field Service](https://cloudnextlevel.com/are-you-ready-to-take-your-field-service-team-to-the-next-level/) - 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 still working from Excel spreadsheets and Google calendars to schedule tech visits
- [Salesforce Future Feature Retirement – What you Need to Know](https://cloudnextlevel.com/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. If you’re still actively using a feature that’s being retired you need to know how and when to transition. Cloud Next Level can
- [How Can We Use The Salesforce Instance That We Have Better?](https://cloudnextlevel.com/how-can-we-use-the-salesforce-instance-that-we-have-better/) - Salesforce CRM tools are dynamic and quite robust. These tools are designed with both the customer and the end-user in mind. Your business is empowered to track contacts, assist customers, address concerns, find solutions, and provide value. Salesforce makes it possible for you to put customer success first, and as a result, focus on your
- [Hidden Treasures in Pardot: Einstein Next Best Action](https://cloudnextlevel.com/hidden-treasures-in-pardot-einstein-next-best-action/) - Einstein Prediction Builder lets you make predictions about almost any field in Salesforce with just a few clicks. Then, you can use the projections to power workflow, focus your efforts, and work smarter. No models, no algorithms, no code needed. Point. Click. Predict.
- [Cloud Next Level Introduces Kendra McKeever](https://cloudnextlevel.com/cloud-next-level-introduces-kendra-mckeever/) - Kendra McKeever has been in the technology world since 2002. She earned a BS in Computer Science from Miami University and an MBA in eCommerce from Xavier University. Her early days included building databases, B2B integrations, and programming. She then transitioned into Enterprise Sales of software, hardware, and services with companies such as IBM and
- [Spring '20 Release Highlights](https://cloudnextlevel.com/spring-20-release-highlights/) - Here we go, Salesforce 2020 has been released. Lots of features that were introduced at DreamForce in November are going live and you won’t want to miss them. For all of the details on the Spring ’20 release be sure to go to the Salesforce release website. Here’s just a few of the updates and new features that we think are most important and can have the biggest impact on your business.
- [Salesforce Isn’t Doing Away with Classic, Is It?](https://cloudnextlevel.com/mobtt1s45i6hciekle8udggz6xj5u/) - Salesforce is strongly urging all users to move to the Lightning platform it is not pulling the plug on Classic. Lightning is definitely the future for Salesforce users. It looks good, it improves processes and really embraces the “clicks not code” philosophy. For businesses that use Salesforce Classic as their CRM resource, it will be a change but not an earthshaking one. While the pressure is on, you are not going to lose the safety and comfort of Classic if that’s what you are most familiar with just yet.
- [Cloud Next Level Welcomes Jay McKeever as Vice President of Salesforce.com Services Operations](https://cloudnextlevel.com/cloud-next-level-welcomes-jay-mckeever/) - Jay R. McKeever is a highly experienced business leader with 17 years of experience with Cincom Systems, Inc, an international company, where he was responsible for global marketing strategy, product management, and regional marketing teams for seven software lines.
- [Training your Staff in YOUR Salesforce and Pardot System](https://cloudnextlevel.com/training-your-staff-in-your-salesforce-and-pardot-system/) - If your company is making decisions about the best way to train your staff in Salesforce.com, good news! You’re already ahead of many of your peers! Salesforce is unquestionably the world’s most popular and, many would argue, the most powerful CRM. The addition of Pardot links sales and marketing in a fluid process that not only increases your ROI, but
- [Cloud Next Level Welcomes Lori McAlister](https://cloudnextlevel.com/cloud-next-level-welcomes-lori-mcalister/) - Lori Preede McAlister Social Media Specialist Lori grew up on the east coast, went to college in Pennsylvania and graduate school in Boston. Lori has spent most of her career in the non-profit world as a Writer, Editor and, in recent years, Social Media Manager and Web Master. She's done all this while at the
- [Pardot Taking Your Marketing to the Next Level](https://cloudnextlevel.com/pardot-taking-your-marketing-to-the-next-level/) - If you’re already using Salesforce as an outstanding CRM and sales tool, there’s no reason not to take advantage of its marketing automation counterpart Pardot. The systems are built for bidirectional information syncing. You update a record in your CRM and your marketing system automatically updates. The same works in reverse. Your sales team and
- [The Hottest Skills to Have on Your Resume – SALESFORCE](https://cloudnextlevel.com/the-hottest-skills-to-have-on-your-resume-salesforce/) - If you entered the workforce in the 90’s Lotus, or Excel were THE skills to have on your resume. Over the years we’ve seen a progression through Access, PowerPoint, Publisher and the rest of the Microsoft Suite. All still good skills to have, but according to an October 2017 IDC White Paper: “Worldwide, Salesforce and its ecosystem
- [Cloud Next Level Welcomes Laura Eaton as Director of Customer Success](https://cloudnextlevel.com/cloud-next-level-welcomes-laura-eaton-as-director-of-customer-success/) - Laura Eaton Director of Customer Success As Director of Customer Success, Laura’s role is to make sure that projects run smoothly and Cloud Next Level exceeds every customer expectation. Laura balances complex workloads while keeping things light with her bubbly disposition. Laura has been on the customer end of multiple integrations and understands the unique challenges
- [Salesforce Optimization](https://cloudnextlevel.com/checkpointid-a-case-study-in-salesforce-optimization/) - 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 entryBetter reportingAccess customizationTrainingAvoiding
- [Field Service Lightning – the key to taking your service system to the Next Level](https://cloudnextlevel.com/field-service-lightning/) - [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 since we began as a Salesforce Partner in 2018. We know what we're doing. Now more than ever you may need help in pivoting your business
- [Salesforce Summer ’20 Release Highlights](https://cloudnextlevel.com/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 Instance. Release Dates: Depending on your particular Salesforce Instance, Summer ’20 arrives either June 10, July 12 or July 17-18.To determine
- [What To Know About The Winter ’20 Release](https://cloudnextlevel.com/what-to-know-about-the-winter-20-release/) - While it may not feel like winter – or even Fall – here in Cincinnati, on October 14, 2019 Salesforce made their Winter 2020 release globally available. There are lots of new features across functions and industries. Here are just a few you should know about to enhance your organizations functionality. We’ll focus this time on the features
- [Cloud Next Level Salesforce Training Takes Your Good Work to The Next Level](https://cloudnextlevel.com/cloud-next-level-salesforce-training-takes-your-good-work-to-the-next-level/) - Your sales team is terrific. You already know that. At Cloud Next Level we know that they can be even better with some training on how to use Salesforce more efficiently. 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
- [I Just Inherited a Salesforce Org…. Now what?](https://cloudnextlevel.com/i-just-inherited-a-salesforce-org-now-what/) - In an ideal world a Salesforce admin would walk into a new dream job and create a Salesforce implementation from scratch. But we don’t live in that ideal world we live in the real world. It’s still the dream job, but perhaps not the dream system. What’s an admin to do? Here’s some tips for how to start your
- [The Benefits of Salesforce Lightning Experience](https://cloudnextlevel.com/the-benefits-of-salesforce-lightning-experience/) - The Lightning Experience transition is coming this October, but that doesn’t mean it has to be spooky! Salesforce developed Lightning Experience to make selling easier and service more personalized. At its best, Lightning Experience will boost productivity and save up to 10 hours per employee per week. Not to mention saving up to 25% of the time
- [Pardot + Salesforce + Cloud Next Level = Marketing and Sales Success   ](https://cloudnextlevel.com/pardot-salesforce-cloud-next-level-marketing-and-sales-success-nbsp/) - Cloud Next Level is ready to help you take your marketing to the next level. If you’ve already invested in Pardot and Salesforce you know that each is a robust system with seemingly endless possibilities. Are you using them to their full potential or yours? Let’s explore what Pardot integration into Salesforce can do for
- [Cloud Next Level Supports Women Returning To The Workforce](https://cloudnextlevel.com/cloud-next-level-supports-women-returning-to-the-workforce/) - 2020 will mark the 100th anniversary of the 19th Amendment to the US Constitution that granted women the right to vote. As a Woman Owned Business Cloud Next level has plans to recognize this centennial next year through our Apprenticeship Program. Relaunch, Returnship, Encore, Second Act, whatever you may call it the fact is that 43% of
- [Salesforce Expanding Field Service Capabilities With ClickSoftware Acquisition](https://cloudnextlevel.com/salesforce-expanding-field-service-capabilities-with-clicksoftware-acquisition/) - Salesforce announced that it struck a deal to buy ClickSoftware Technologies Ltd., a leading provider of mobile workforce management and service optimization solutions for enterprise and small business. Combining their functionality with Salesforce on a single platform promises an unparalleled force in the future of field service. Salesforce already offers tools through Service Cloud and
- [Cloud Next Level is WBENC Certified!](https://cloudnextlevel.com/cloud-next-level-is-wbenc-certified/) - CLOUD NEXT LEVEL CERTIFIED BY THE WOMEN’S BUSINESS ENTERPRISE NATIONAL COUNCIL CINCINNATI, OH – May 25, 2019– Cloud Next Level a Cincinnati based Salesforce consulting partner has been certified as a Women’s Business Enterprise (WBE) through the Women’s Business Enterprise National Council (WBENC). Cloud Next Level recognizes the commitment to supplier diversity that is embraced by corporations
- [The Transition to Salesforce Lightning](https://cloudnextlevel.com/the-transition-to-salesforce-lightning/) - For those of us that have grown to love Salesforce Classic, the clock is ticking. When Salesforce Lightning was first released in 2017, we all knew the day was coming when all Salesforce users would be forced to migrate over. Also, Salesforce will be turning on Lighting Experience on a rolling basis starting in winter
- [How Salesforce’s Work.com Can Help You Restart Your Business](https://cloudnextlevel.com/how-salesforces-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.
- [Why You Should Find a Salesforce Consulting Partner](https://cloudnextlevel.com/next-level-how-company-xyz-improved-sales-with-salesforce/) - The decision to choose Salesforce to run some or all of your business operations is a big one. Not only is the financial investment significant, but the changes in people’s every day routines are substantial as well. These factors all contribute to why decisions like this shouldn’t be made in haste. You’ve probably spoken to
- [What to know about the Spring '19 Release](https://cloudnextlevel.com/what-to-know-about-the-spring-19-release/) - Starting February 8th, Salesforce admins should notice a few changes to their instance as a part of the Spring ‘19 release. As is the case with most Salesforce releases, there’s a lot of new features and improvements, and navigating through all of them to determine what your instance can benefit from can be an overwhelming
- [Introducing Cloud Next Level Apprenticeships](https://cloudnextlevel.com/apprenticeships/) - The rate at which companies expand to the Salesforce platform is faster than the rate that Salesforce professionals are joining the Salesforce ecosystem. What this means is that companies are struggling to staff their Salesforce teams and, also, aspiring Salesforce professionals are less prepared for the struggles they will face as an admin. The Cloud
- [Salesforce Data Recovery Service Retirement](https://cloudnextlevel.com/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.

## Pages

- [Home](https://cloudnextlevel.com/) - 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. Contact Us Today Featured Services Salesforce Implementations Implementations Salesforce Implementations are complex, high-stakes projects that can change companies. We offer a full suite
- [Privacy Policy](https://cloudnextlevel.com/privacy-policy/) - Who we are Our website address is: http://www.cloudnextlevel.com What personal data we collect and why we collect it Comments When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection. An anonymized string created from
- [About](https://cloudnextlevel.com/about-4/) - Contact Us Now About Us 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. We can help you meet your Salesforce AND Diversity goals…75% of our teammates are Women! Contact Us
- [Case Study Highlights](https://cloudnextlevel.com/cnl/) - We Help Businesses Overcome their Salesforce Challenges Here are a few case studies highlighting ways we can help your company! Business Process Automation Read More » Customer Support Read More » Optimizing Tech Stack Read More » Administrative Managed Services Read More » Contact us Today!
- [Contact](https://cloudnextlevel.com/contact-2/) - We're Here To Help! Contact Info Phone Number: 513-296-8555 Email: info@cloudnextlevel.com Contact Us Today Name Email Business Message Send
- [Thank You](https://cloudnextlevel.com/thank-you/) - Thank You We’ll be in touch soon. In the meantime, check out some of what Cloud Next Level can do for you! Featured Services Salesforce Implementations Implementations 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
- [Sound Bytes](https://cloudnextlevel.com/sound-bytes/) - Salesforce Sound Bytes is an occasional series of videos designed to teach you more about what you can do with the robust functionality in Salesforce. Cloud Next Level experts speak from their experience with our customers and answer the questions we are often asked. Cloud Next Level Salesforce Sound Bytes Reduce your Operating Expenses Do
- [Salesforce Implementations](https://cloudnextlevel.com/salesforce-implementations/) - Salesforce Implementations The decision to choose Salesforce to run some or all of your business operations is a big one. Not only is the financial investment significant, but the changes in people’s everyday routines are substantial as well. These factors all contribute to why decisions like this shouldn’t be made in haste. Cloud Next Level
- [Salesforce For Nonprofits](https://cloudnextlevel.com/salesforce-for-nonprofits/) - Salesforce for Nonprofits The Nonprofit Success Pack is the foundation for the Connected Nonprofit. NPSP starts with industry-standard data architecture and adds pre-built constituent and donor management components. This flexible platform enables nonprofits of any size to run their organizations better and engage more deeply with constituents to advance their missionsCloud Next Level serves as the translator between what
- [Managed Services](https://cloudnextlevel.com/managed-services-2/) - Managed Services Our Managed Services focuses on using the right technology, processes, and people to get the job done. We look at your whole business to evaluate your system. It’s not uncommon to find an overburdened tech stack with competing functions that aren’t necessary. Who doesn’t love getting more value for your dollar by eliminating
- [Data Migration](https://cloudnextlevel.com/data-migration/) - Data Migration Data migration is simply moving data from one location to another. Migration may mean changing formats or changing applications in the process. The process takes planning and care. Some data takes special handling due to sensitivity, and some data needs to be cleaned up and deduped before the process begins. But at heart,
- [Corporate Salesforce Training Programs](https://cloudnextlevel.com/corporate-salesforce-training-programs/) - Corporate Salesforce Training Programs 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.At Cloud Next Level, we can help train your team to use your Salesforce CRM to its
- [Case Studies](https://cloudnextlevel.com/case-studies/) - Cloud Next Level Case Studies Cloud Next Level Case Studies Business Process Automation 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
- [Careers](https://cloudnextlevel.com/careers/) - Careers We help clients with Salesforce strategic business systems to improve sales and marketing. We specialize in Sales Cloud, Service Cloud, and Salesforce Field Service. 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. We

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