At Cadre Scout, we have the business experience and Salesforce knowledge to architect a solution that would support your business and how it works, setting it up for success.
Our implementation services go from Salesforce consulting and configuration to customization, integrations, support, and more. We partner with businesses across different industries to understand their workflows and processes and help them implement a variety of Salesforce clouds and products. Most importantly, we support them in planning for successful user adoption.
Whether you’re a growing business, a department with several industry-specific workflows, an organization with several systems in place, or just a small business looking to customize your Salesforce CRM or jumpstart your implementation, we cover it all. Cadre Scout’s team will help transform your business through Salesforce products and 3rd party applications to help you build better relationships with customers, partners, and employees. Are you looking to implement these Salesforce Products? We are the specialist for you.
With the implementation of Salesforce Sales Cloud, you can group your accounts faster, find new customers more quickly, and close deals faster – from anywhere.
If you are looking for an improved customer experience, this Salesforce product gives your team a 360-degree view of your customers, enabling you to deliver smarter, faster, and more personalized service.
World-class digital marketing platform to unify data sources, personalize on every channel, engage in any stage of their relationship with your brand, and measure the performance of every campaign.
Whether your company needs to grant portal access to your customers to track orders or support tickets, channel partners to log leads and track activity, or build something completely custom, we cover it all.
Streamline your quoting process with Salesforce CPQ. Implementing Salesforce CPQ requires expertise and a thorough knowledge of quote-to-cash processes. Cadre Scout can help you implement CPQ right the first time.
Supercharge advisor productivity to focus on client needs with Financial Services Cloud. Enable financial services firms to increase employee productivity, accelerate time to value, and deepen customer trust with every interaction.
During the discovery stage, Cadre Scout's team will interview you to understand and capture the detailed business requirements of the new system and outline them in the project plan. We will analyze your work processes, define how a Salesforce implementation strategy can support and enhance your internal processes, design your vision, and set goals for the implementation to break it into manageable phases finally.
Our Salesforce implementation methodology helps us build a revolutionary tool that can enhance how your organization works while bringing an abundance of benefits to your users and increasing employee experience. We will design workflows to tailor your Salesforce solution, making it scalable and easy to use to provide your team with the tools and information they need and meet your business objectives.
One of the services we perform in our Salesforce implementation is to carry out the needed integrations. So, your Salesforce solution can synchronize with third-party systems such as electronic signatures, email providers, or document management systems to improve business productivity and ensure the increased visibility of crucial data between the integrated applications.
Our expert Salesforce Implementation Consultants have the experience to prepare a strategy to successfully migrate the data from the old system to the new org. In our data migration stage, we ensure no duplicated leads and accounts are imported into the new system while creating a mapping of the data so the client can easily find the information they are looking for, in the right location following Salesforce best practices. We are equipped to handle the most complex migration challenges successfully.
During this Salesforce implementation step, our team works on optimizing your user experience and workflow. We grant permissions to users as needed, create the required reports and dashboards, and configure dashboards and list views for the ops team to have visibility into their own work.
Once our team has successfully completed the implementation of Salesforce products for your company, we engage in company-wide training before going live. We train users on the new system functionalities; this will allow you to provide feedback on minor changes while also reporting on any possible bugs. We offer support for any post-go-live request and make immediate changes to production.
Our services do not end with Go-live. Manage Services is an optional Salesforce implementation support designed for organizations that want to continue enhancing their Salesforce platform over time. Salesforce Managed Services can be leveraged across the most common Salesforce products, including but not limited to Sales Cloud, Service Cloud, Experience Cloud, Pardot, Platform, and CPQ.
To obtain the most benefit out of your Salesforce implementation project, you need a partner that understands your business and can design workflows and processes that fit the way your business works.
We make it our #1 priority to seamlessly blend our team with yours to provide solutions that will equip you with the resources to expand and stay one step ahead of your competition. Our adaptability allows us to find common ground with any client, build a genuine long-term partnership with them, and develop the most innovative solutions to revolutionize the way they do business.
Cadre Scout’s extensive experience across different industries, like financial services, Healthcare and life sciences, high technology, manufacturing, media, and entertainment, and more, help us understand your industry’s needs and the challenges that come with it. Additionally, our holistic approach ensures we deliver measurable outcomes by architecting a unique and robust Salesforce solution that ties in seamlessly with your business approach.
Our Top-Rated Salesforce implementation consultants have a deep knowledge of Salesforce best practices to help you avoid making costly mistakes. You can count on the guidance and support of our team from start to finish to set your organization up for successful adoption of your new system and take your business where it needs to go.
Our Salesforce consultants will be by your side well after launch, monitoring your environment and finding ways to make the enhancements you’ll need to continue growing with the platform. We provide an open line of communication with you so that we can be a constant source of support as you venture into the world of Customer Relationship.
Get in touch with us today to discuss your Salesforce goals with one of our Salesforce subject matter experts.