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Sales Cloud

Service
Cloud

Health Cloud

Financial Services
Cloud

Experience Cloud

Analytics Cloud

Quip

Pardot

Marketing
Cloud

CPQ

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 organization 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

  • Create a unique buying experience for each of your customers.
  • Empower sales reps to work faster and smarter.
  • Expand your reach and lay the foundation for scalability.
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Service Cloud

  • Provide your service agents with a 360-degree view of the customer.
  • Minimize inbound interactions with a self-service customer portal.
  • Provide seamless customer support across all channels.
  • Leverage a tailored service console to resolve cases on the first interaction.
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Health Cloud

  • Have a comprehensive view of your patients in a single location.
  • Collaborate with providers and care coordinators alike on customized care plans and timelines for each patient.
  • Deliver a personalized experience for each patient to promote wellness and reduce readmission risk.
  • Collect relevant insights from your patients.
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Financial Services Cloud

  • Understand who your customers are, what financial products they have, and what they need to achieve their life goals. With a comprehensive view of customers’ financial profiles, you can unite your bank and drive loyalty with needs-based selling.
  • Strengthen client relationships by delivering faster, more personalized financial advice. With a 360-degree view of goals, accounts, investments, and more, you can proactively reach out to clients when opportunities arise and stay one step ahead of their expectations.
  • Benefit from more visibility into a client’s family wealth ecosystem, and get a holistic view of both managed and held-away assets.
  • Utilize the visual Client Relationship Map to keep track of your clients’ top relationships and uncover new opportunities to deepen and grow your book of business across multiple networks.
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Experience Cloud

  • Deliver tailored experiences for each user through defined audiences and personalized content.
  • Leverage data from Salesforce or third-party systems to collaborate with your community users on sales, service, and marketing operations.
  • Provide customers with a self-service portal allowing them to access help articles, post questions to the community, and submit cases to your support team.
  • Utilize pre-built themes and built-in branding tools to deliver a community experience that aligns with your brand standards.
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Analytics Cloud

  • Spend less time collecting data and more time analyzing it.
  • Identify the best strategies to help you achieve your business goals.
  • Have an in-depth visual analysis of your business’ KPIs on a single screen.
  • Know the specific next steps to take with real-time insights.
  • Create advanced experiences with AI models, dashboards, and more.
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Quip

  • Streamline collaboration across all teams within a single location.
  • Keep deals moving forward on the go via mobile.
  • Win more by replicating your best practices and strategies.
  • Increase transparency through a seamless Salesforce integration.
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Pardot

  • Use intelligent lead nurturing to close more deals.
  • Send personalized messages created with dynamic content.
  • Know when to connect at the right moment with real-time alerts.
  • Get a detailed view of your prospect’s activity.
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Marketing Cloud

  • Leverage a 360-degree view of your customer.
  • Use AI to personalize the buying experience for each customer.
  • Engage with your customers throughout the entire journey.
  • Use advanced metrics to determine the effectiveness of each strategy.
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CPQ

  • Utilize an intuitive interface to navigate complex product catalogs to enable your reps and partners to make quick pricing decisions.
  • Create customer solutions easily with preconfigured or customized bundles.
  • Model deal scenarios, refine pricing with intelligence, and create branded quotes.
  • Promote sales compliance with dynamic quoting approvals and product rules.
  • Streamline the contracting process and reduce attrition with automatically generated renewal opportunities.
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