Sales Cloud
About the product
Supported by our implementation process, our team of experts utilizes all components of the Salesforce Sales Cloud. We support our clients to create a tailored buying experience for each of your customers, empower your sales reps to work faster and smarter, expand their reach, and lay the foundation for scalability with new workflow processes.
client success
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North Georgia Replacement Windows, transitioning from an outdated system with years of data, needed to track their sales cycle from front to back. Cloud on Tap established trust with the client, and instilled confidence in Salesforce's ability to meet their needs and ingest all the historical data.
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Not only did North Georgia need to track sales appointment requests, but they needed to dispatch and track their sales reps in the field. Cloud on Tap resolved these issues with the implementation of Sales Cloud, using it to track initial outreach and the sales cycle, as well as Service Cloud to manage incoming service requests from multiple channels.
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The final piece to solve was having a system that would dispatch the appropriate field technician based upon their availability. Cloud on Tap configured Field Service Lightning to meet this need.
