Our Process

At CloudArc we use what we call the Salesforce health check to quickly assess how your business is using Salesforce. We identify where there might be inefficiencies in the license types you have or how you are using Salesforce. We will examine how your business currently uses foundational elements of Salesforce such as activities and other collaboration tools and suggest ways that you might improve efficiency and outcome.

Working on customized solutions with businesses taught us how to understand industries, their drivers, and the technology solutions they needed. We applied this knowledge to our approach for products we designed for broad deployment across multiple industry sectors. We have optimized the impact of a technology solution on one of the most powerful cloud-based platforms in the world – Salesforce – by combining industry sector knowledge and technology. This has enabled us to create and market a solution that is much more cost competitive than what is available with many other offerings. Our offerings promote business efficiencies for customers without burdening them with extra features they don’t need and won’t use.

For any customer with whom we work we use the “6Ds” to implement new Salesforce orgs or changes to existing orgs. “6Ds” stands for:

• 1) Discovery,
• 2) Design,
• 3) Development,
• 4) Due diligence,
• 5) Demonstrate and direct, and
• 6) Drive adoption.

Using the 6Ds process, we identify solutions you need or changes to an existing solution that will improve an existing Salesforce org, design and develop the new content or modifications, test, train users, and create reports and dashboards to help users, managers, and executives understand where adjustments or enhancements may improve business processes or training to optimize your ROI on your Salesforce investment.