Sales Cloud Optimization Assessment - CBQA Solutions - AppExchange
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Sales Cloud Optimization Assessment
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 33
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 12
Sales Cloud Optimization Assessment
Sales Cloud Optimization Assessment
Salesforce Implementations

Free expert assessment to identify quick wins and optimization opportunities in your Sales Cloud processes, configuration, automations, and data structure.

Highlights

  • At CBQA, we take a thoughtful, hands-on approach to delivering tailored Salesforce solutions for the Health & Life Sciences sector. We specialize in Service, Field Service Lightning, and Sales & Community Cloud, ensuring each client’s unique goals are met
  • With over 150 Salesforce projects completed, our team of certified professionals, holding more than 50 Salesforce certifications, is committed to empowering organizations through innovative solutions that drive success.
  • We offer comprehensive expertise across multiple Salesforce clouds, including:##Agentforce##Field Service Lightning##Experience Cloud


Description

The Sales Cloud Optimization Assessment is a free technical and functional evaluation designed for companies looking to improve performance, streamline sales operations, and maximize ROI from their Salesforce implementation.####Our experts review configuration, data quality, process automation, and user experience to identify inefficiencies and propose clear recommendations that accelerate pipeline velocity and improve forecasting accuracy.####What’s Included:####✔️ Review of objects, fields, validation rules & page layouts####✔️ Evaluation of Salesforce automation (Flows, PB, triggers)####✔️ Pipeline & forecasting health analysis####✔️ Opportunity lifecycle and stage efficiency check####✔️ Duplicate, data quality & reporting assessment####✔️ Recommendations for new automation & best practices####✔️ 30–45 minute review session with our specialists####Ideal For:####Mid-market and enterprise sales teams####Companies experiencing slow sales cycles####Organizations with automation issues or data chaos####Teams needing visibility, forecasting accuracy & adoption####Deliverables:####A detailed Optimization Report####Prioritized Quick Win Roadmap (0–30 days)####Recommendations for Sales Cloud enhancements####Architecture & sc

Geographic Focus

United States
Illinois
International Mexico

Languages

English, Spanish

About CBQA Solutions Our Expertise is on HealthCloud, Service Cloud, Service Voice Cloud, FSL. we are trusted by clients that leads on their Industry: Irhythm, Bio-rad And Toyota.

Headquarters
San Francisco, California