Cloud Synergy Solution

CloudSynergy Solution: Your Trusted Consulting Partner

CloudSynergy Solution was founded by two seasoned professionals, Benjamin Sanchez and Augusto Sanchez, who share a passion for helping businesses succeed using Salesforce. With over 20 years of combined experience in the CRM and technology industries, they have the knowledge and expertise to deliver exceptional results.

Augusto Sanchez: Reliable, energetic, and resourceful financial professional with over 10 years of experience in investment banking market, resolving complex issues with results mindset. Ability to cultivate key client relationships for multiples campaigns in diverse industries. Expertise in financial planning, account management and relationship-building.As a Certified Salesforce Consultant, Augusto has helped numerous organizations to optimize their Salesforce strategy, streamline their business processes, and drive revenue growth. His expertise in Salesforce Sales Cloud, Service Cloud, and Marketing Cloud enables him to provide comprehensive guidance and support to clients across a wide range of industries.


Benjamin Sanchez: Entrepreneur and Business Manager. Over 10 years of experience in project management, business data analysis, and organization processes and procedures. Over 5 years of experience in business development, and management. As a Certified Salesforce Administrator and Certified Business Analyst, Benjamin has led numerous successful Salesforce implementations and customizations for businesses of all sizes. His technical prowess, coupled with his strong understanding of business processes, enables him to design and implement solutions that are both efficient and effective.

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Salesforce Success Partners provided me with the best consulting services I've ever experienced. Their expertise in Salesforce was extremely helpful and their friendly attitude made the whole process a breeze. I highly recommend their services.
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CloudSynergy Solution provided me with the best consulting services I've ever experienced. Their expertise in Salesforce was extremely helpful and their friendly attitude made the whole process a breeze. I highly recommend their services.

- Rory Sanchez

The team at CloudSynergy Solution provided us with invaluable insights and guidance to help optimize our Salesforce implementation. We couldn't have done it without them!

- Renne F.

CloudSynergy Solution helped our business maximize its efficiency and streamline processes. We could not have done it without their expertise and dedication.

- Carla Rodriguez

Case Study: Implementation and Maintenance of Salesforce for Kiri Bio Group

Kiri Bio Group, a start-up in the funerary and pet sector, decided to migrate its CRM system from Hubspot to Salesforce to improve efficiency and user experience. Cloud Synergy Solutions, a consultancy specializing in Salesforce, led the implementation process and subsequent maintenance. This case study details the challenges faced, the solutions implemented, and the results obtained by Kiri Bio Group following the migration.

Challenges:

  1. Data migration from Hubspot to Salesforce: Kiri Bio Group had a large amount of data in Hubspot that needed to be migrated to Salesforce without loss of information or business disruption.

  2. Salesforce configuration: The platform needed to be configured according to Kiri Bio Group's specific business needs and processes.

  3. User training and adoption: Ensuring that employees adopt the new system and can efficiently utilize it.

  4. Integration of customer service module: Implementing a customer service solution in Salesforce that allows Kiri Bio Group to manage interactions with end-users of their products.

  5. Management of pricebooks for different customer types: Creating customized pricebooks to manage the pricing of Kiri Bio Group's products based on the type of customer.

     

     

    Solutions:

     

    Data migration: Cloud Synergy Solutions led a detailed and careful data migration process, ensuring that all records, contacts, and opportunities were correctly transferred from Hubspot to Salesforce.

     

    1. Data migration: Cloud Synergy Solutions led a detailed and careful data migration process, ensuring that all records, contacts, and opportunities were correctly transferred from Hubspot to Salesforce.

    2. Salesforce configuration: Cloud Synergy Solutions configured Salesforce according to Kiri Bio Group's requirements, including flows, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, and dashboards.

    3. User training and adoption: Cloud Synergy Solutions organized training sessions and provided ongoing support to users to ensure successful adoption and effective use of Salesforce.

    4. Integration of customer service module: Cloud Synergy Solutions implemented Salesforce Service Cloud for Kiri Bio Group, enabling efficient case management and interaction with their products' end-users across multiple communication channels.

    5. Management of pricebooks for different customer types: Cloud Synergy Solutions configured customized pricebooks in Salesforce to tailor the pricing of Kiri Bio Group's products according to customer type, including retail, distribution, and corporation. This allowed Kiri Bio Group to offer competitive and appropriate pricing for each market segment.

       

      Results:

      1. Increased operational efficiency: The migration to Salesforce allowed Kiri Bio Group to automate workflows and processes, reducing time spent on manual tasks and increasing productivity.

      2. Improved decision-making: The creation and maintenance of performance key metric dashboards provided valuable insights for strategic decision-making.

      3. Exceptional user experience: The customization of Salesforce and the training provided by Cloud Synergy Solutions resulted in an exceptional user experience and rapid adoption by employees.

      4. Enhanced customer support: The implementation of Salesforce Service Cloud enabled Kiri Bio Group to provide efficient and personalized support to their products' end-users, improving customer satisfaction and strengthening relationships.

      5. Pricing tailored to each market segment: Thanks to the customized pricebooks, Kiri Bio Group was able to offer competitive and suitable pricing for each market segment.

      Maintenance and Updates:

      Cloud Synergy Solutions continued to assist Kiri Bio Group in managing the system to test, deploy, maintain, and modify scalable processes. In addition, they managed all aspects of license and user management, including setup/deactivation, roles, profiles, permissions, public groups, security, and sharing rules. This proactive approach allowed Kiri Bio Group to keep its Salesforce platform up-to-date and adapted to its changing needs.


      Conclusion:

      The implementation and maintenance of Salesforce by Cloud Synergy Solutions enabled Kiri Bio Group to improve its operational efficiency, make more informed decisions, and provide an exceptional user experience. The migration from Hubspot to Salesforce proved to be a wise decision for the company's growth