KnowCloudAI | Expert Sales Cloud, Marketing Cloud, and MCI Consultants

Techtrust partnered with KnowCloud to optimize our fintech staffing operations on Salesforce after struggling to fully leverage the platform's capabilities. Our main challenge was efficiently managing our talent pipeline and placement processes while ensuring compliance with financial industry regulations. KnowCloud stood out due to their deep expertise in both fintech and staffing industries, combined with their comprehensive knowledge of Salesforce. Their team quickly understood our unique business model and customized solutions that aligned perfectly with our workflows. They implemented Salesforce Sales Cloud and added custom objects to track candidate certifications and compliance requirements, while also setting up automated approval processes that significantly reduced our placement timeline. The project involved Salesforce Sales Cloud, along with integrations to our existing financial systems. Since implementation, we've seen a reduction in placement cycle time, improved candidate matching accuracy, and better reporting capabilities for regulatory compliance. The automated workflows have helped us scale our operations without adding administrative overhead. Tip for others: KnowCloud excels when you provide them with detailed business processes upfront. Their team works best when they can fully understand your industry-specific requirements before diving into technical solutions. They're particularly strong in compliance-sensitive implementations.

It was my first time launching a Salesforce / Pardot CRM. The team guided me the whole way with best practices and also, helped me problem solve for unique and specific problems I was hoping to solve. In recruiting, it's very hard to setup proper tagging to identify where leads and contacts are in the buying process, and keep them engaged even when the time is not right... the team was able to help me set this up and tweak as my needs changed.

It was great working with KnowCloudAI, they have strong technical expertise.

Knowcloud is a great team to work with. They have experienced consultants who have an immense understanding of Salesforce. They understand the business requirements deeply, work on it effectively, and keep you updated with the progress made every week. Our project was to create the workflow for our sales organization with all the Leads associated with the respective Accounts. The team at Knowcloud not only helped us in creating the workflow but also created dashboards with relevant data, setting up our sales team for success. Moreover, they also give recommendations that might be beneficial for your firm, which we felt, were super helpful for the team at Techtrust.