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Full Scale Implementation
Whether you have been managing your organization's data in another CRM or you are just getting started, Cloud on Tap will guide you through the entire implementation; process kickoff to go-live. Our comprehensive approach will ensure that Salesforce is tailored to your business’ needs in order to drive efficiency, adoption, and organizations processes to help drive productivity and efficiency for your users as they manage customer relationships and day-to-day operations.
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Salesforce Optimization
Regardless of its current state, our team of experts will work with you to triage your Salesforce org. and execute a plan of action geared towards cleaning your existing configuration, optimizing the overall user experience, automating your internal processes, and streamlining daily operations on the platform to increase efficiency and drive user adoption.
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Marketing Cloud Implementation
Our personalized Marketing Cloud Implementation and training covers the entire range of all that this powerful marketing is capable of. Cloud on Tap will walk with you through the entire implementation process from kickoff to go-live. Our comprehensive approach will ensure that Marketing Cloud is tailored to your marketing needs in order to seamlessly engage your customers through the digital space.
Pardot Onboardings
As a Pardot Partner, our personalized training covers the entire range of Pardot’s powerful marketing and lead nurturing capabilities. We provide onboarding packages with a streamlined approach to get your organization up and running quickly. Our solutions-driven approach will provide an easy to use tool that will give your marketing team the analytics necessary to connect with customers more effectively.
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Admin-on-Demand Support
Our Admin-on-Demand service is a pay-as-you-go support program that provides your organization with real-time access to our dedicated and certified Salesforce experts. From building fields and importing data, to writing complex automation rules and training on how to serve as an effective admin; our team of Salesforce gurus has you covered every step of the way.
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Sales Cloud

Service Cloud

Health Cloud

Financial Services Cloud

Community Cloud

Analytics Cloud

Quip

Pardot

Marketing Cloud

CPQ