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 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.