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Our Services

Salesforce services that help your teams sell, serve, and market better.

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Salesforce Implementation

Complete Salesforce setup and configuration tailored to your business processes.

  • Custom object creation
  • Workflow automation
  • User training
  • Data migration
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Data Management

Clean, organize, and govern customer data so reporting and AI can be trusted.

  • Data cleansing
  • Duplicate management
  • Import and export
  • Data quality rules
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Cloud Migration

Move from legacy CRM or spreadsheets onto Salesforce without losing history.

  • Legacy system analysis
  • Migration planning
  • Data transfer
  • Testing and validation
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Security and Compliance

Role-based access, sharing, and monitoring aligned to how your teams actually work.

  • Security audit
  • Compliance setup
  • Permission management
  • Monitoring
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Analytics and Reporting

Dashboards and KPIs that leadership will actually open.

  • Custom dashboards
  • KPI tracking
  • Automated reports
  • Data visualization
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Training and Support

Enablement for admins and users, plus ongoing support.

  • User training
  • Admin certification coaching
  • 24/7 support options
  • Best practices
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Sales Cloud Implementation

Pipeline, quoting, and sales process design on Salesforce Sales Cloud.

  • Lead and opportunity design
  • Forecasting
  • Activity capture
  • Quote-to-cash handoff
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Health Cloud

Patient and member processes on Salesforce Health Cloud.

  • Patient 360
  • Care plans
  • Consent
  • Integrations
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System Integration

Connect Salesforce to ERP, billing, and industry systems without a brittle tangle of scripts.

  • ERP connectivity
  • Middleware design
  • Error handling
  • Monitoring
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24/7 Support

Production support for Salesforce orgs we implement or inherit.

  • Named consultants
  • Release management
  • Escalation
  • Health reviews

Our process

A proven methodology that keeps Salesforce implementations on time and on purpose.

01

Discovery

Understand business needs and current processes.

02

Planning

Create a detailed implementation roadmap.

03

Implementation

Build and configure the CRM solution.

04

Training and support

Make sure the team is ready to succeed.

Frequently asked questions

How long does a typical CRM implementation take?

Most Cloudastick Salesforce implementations complete in 6 to 12 weeks, depending on integrations, data migration, and the number of clouds in scope.

Do you provide ongoing support?

Yes. Cloudastick offers named support and maintenance so your Salesforce org stays healthy after go-live, including release reviews.

Can you migrate data from our existing system?

Yes. We migrate from other CRMs, spreadsheets, and industry systems with mapping, trial loads, and reconciliation before cutover.

What industries do you specialize in?

We implement Salesforce across automotive, real estate, manufacturing, healthcare, education, logistics, and professional services in the Middle East and Africa.

Ready to transform your business?

Tell us your goal and a Cloudastick consultant will follow up.

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