SALESFORCE

YOUR PARTNER TO ACCELERATE
ADOPTION & DEVELOPMENT

OUR EXPERTISE & SERVICE OFFERINGS

SALES CLOUD

SALES CLOUD

Our Sales Cloud Experts will help you automate repetitive tasks, have better insights about your deals, and collect the correct data needed. Customer 360.

SERVICE CLOUD

SERVICE CLOUD

Using the suite of intelligent productivity tools, our Service Cloud experts will help you resolve customer cases faster and provide support on any channel, at any time, at scale.

COMMUNITY CLOUD

COMMUNITY CLOUD

Create stunning, responsive portals, sites, and forums to engage customers and partners from anywhere. Our Community Cloud experts can help you create digital spaces for every need, such as customer community, channel partner site, commerce, and beyond.

INTEGRATION

INTEGRATION

CleanSlates team of integration experts are here to understand your business process and requirements to ensure we develop the best Salesforce integration strategy with new or existing applications..

FIELD SERVICE LIGHTNING

FIELD SERVICE LIGHTNING

Take your Field Service Operation from paper, Excel, and other disparate systems to one centralized, cloud platform with Salesforce Field Service Lightning.

CLASSIC TO LIGHTNING MIGRATION ASSESSMENT

CLASSIC TO LIGHTNING MIGRATION ASSESSMENT

Let our team of experts help you move over to Lightning. Salesforce Lightning will enhance your user experience, engagement, and productivity. Free classic to lightning assessment.

BUSINESS PROCESS & SYSTEM REVIEW

BUSINESS PROCESS & SYSTEM REVIEW

Unsure if your using your salesforce instance to it’s full capacity? We can help review your business processes and Salesforce instance to ensure maximum efficiency and productivity.

CUSTOM LIGHTNING DEVELOPMENT

CUSTOM LIGHTNING DEVELOPMENT

Leveraging the Salesforce Lightning Component Framework, a custom solution can be designed, built, tested, and deployed to bring in multiple groups of data all within one, editable User Interface.

MANAGED SERVICES PROGRAM

MANAGED SERVICES PROGRAM

Our industry experts are here to help your team bring your backlog of items to the finish line while keeping your business processes in mind. Extension of your team.

CleanSlate is your partner to accelerate the adoption
and implementation of your Salesforce solutions

CUSTOMIZING YOUR SALESFORCE PLATFORM

We are a Salesforce consulting partner focused on Sales Cloud, Service Cloud, Community Cloud and Integration. Our team can enhance Salesforce capabilities through APEX development, integrations, process & workflow automation, and dashboards and reporting.

CASE STUDIES

INTEGRATING AN INTERNAL CRM WITH SALESFORCE

INTEGRATING AN INTERNAL CRM WITH SALESFORCE

The client has been using various custom CRM applications throughout its lifetime. These systems were difficult to maintain and to gain visibility into the organization as a whole. Each application was helpful to one specific team, but it was cumbersome to get visibility to the rest of the company.

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INTEGRATING SALESFORCE WITH ORDER MANAGEMENT

INTEGRATING SALESFORCE WITH ORDER MANAGEMENT

CleanSlate integrated Salesforce and the client’s current CRM. Salesforce and the company’s current accounting system have also been integrated using Scribe, a third-party cloud integration service.

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IMPLEMENTATION OF A SMALL BUSINESS LOAN APPLICATION

IMPLEMENTATION OF A SMALL BUSINESS LOAN APPLICATION

Our client had a small business loan application process that was done with all paper documents. All communication and required documents were handled via email. There was little visibility into the status of the loan and it’s position in the overall process.

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NON-PROFIT ROADMAP TO MEMBER ENGAGEMENT

NON-PROFIT ROADMAP TO MEMBER ENGAGEMENT

Our client’s business involves designing and constructing complex steel structures for commercial building projects. As part of the construction, technical specifications, documentation, and compliance materials must be assembled to satisfy audit requirements for state and local regulatory organizations. The process of assembling documentation and completing the required audits took as long as 3 months and was not centralized.

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MICROSOFT DYNAMICS TO SALESFORCE USING SCRIBE

MICROSOFT DYNAMICS TO SALESFORCE USING SCRIBE

Our client had a legacy CRM still being used by existing business processes and product teams. There was a desire to use Salesforce, but needed to keep the data in sync between CRM solutions.

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