We’ve all been there. You invest in a powerful tool like Salesforce, brimming with the potential to revolutionize your organization. But then, things don’t go as expected. Instead, you find yourself stuck with an out-of-the-box setup that doesn’t meet your unique needs, information is still siloed, you’re still working with multiple spreadsheets and platforms, work streams are clunky, and user adoption never takes off or has plummeted. Your Salesforce org, once a promised land of efficiency, starts to feel more like an old memory collecting dust.

Fear not, fellow changemakers! As a Salesforce consultancy, we’ve helped many organizations struggle to get through these hurdles, and the GOOD NEWS is it’s not anyone’s fault. It CAN be fixed!

The problem often lies in the gap between possibility and implementation. That’s where we come in.

Here are some telltale signs Salesforce might be underperforming for you:

• Data is still scattered across spreadsheets and emails, making it hard to get a holistic view of your operations.
• Manual tasks are eating up your team’s time and energy, leaving less room for impactful work.
• Reports and dashboards are confusing, irrelevant, or worse, non-existent, failing to provide actionable insights.
• User adoption is low, with team members clinging to outdated processes.

If any of this sounds familiar, don’t let that get you down. These are all solvable challenges.

With the right approach, Salesforce can still transform into the powerful asset you had hoped for.

Here’s how we can help:

• Assessment of your org: We can work with you to assess your needs and identify gaps. We’ll work together to understand your unique goals and identify areas where Salesforce is being underutilized.
• Process optimization: We’ll streamline your processes, eliminating redundancies and automating manual tasks. We can also migrate and streamline old Workflow Rules or Processes, moving them into Flow.
• Data cleansing and centralization: We’ll consolidate your data, seeking that single source of truth, making it easier to track progress and gain insights.
• Custom development and app integration: We’ll build custom solutions or integrate existing apps to extend Salesforce’s capabilities and cater to your specific needs.
• Dealing with Duplicates? You’re not alone. We can help identify causes and implement solutions that work for the long term.
• Forms Integrations and support: We specialize in helping with many different form integrations and can help you get the most from them.
• Payment or donation platforms: Our experienced team can ensure you’re set up for success and that the platform you choose is integrated seamlessly with Salesforce.
• User training and adoption: We provide user training to ensure your team is comfortable and knowledgeable using Salesforce to its full potential.

Remember, Salesforce is not a one-size-fits-all solution. We help customers using Salesforce across all industries and EVERY organization has unique needs. Salesforce is a robust platform that must be customized to fit your organization’s unique demands and goals.

Let’s stop the frustration and start wielding its superpower.

 Contact Client Cloudcare today for a free consultation and learn why we’re different. Our mission-driven veterans and military spouses will have you Soaring With Salesforce in no time! Together we’ll unlock the power of this powerful platform and ensure Salesforce can drive efficiency, impact, and success the way you envisioned it would.

P.S. For nonprofits, Salesforce offers incredible discounts and resources. Client Cloudcare and many of our integration partners provide discounts, too! Let’s leverage these opportunities to make a real impact together!

Are you ready to Soar with Salesforce? Let’s get started!