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Salesforce Implementation & Enhancement

Salesforce Implementation involves the setup, configuration, and customization of Salesforce CRM (Customer Relationship Management) platform to meet the specific needs and requirements of businesses. It includes deploying Salesforce solutions such as Sales Cloud, Service Cloud, Marketing Cloud, and more.

Needs Assessment

Cloud Epitome conducts a thorough assessment of the client's business processes, sales workflows, and customer engagement strategies to identify areas for improvement and customization within Salesforce.

Customization & Configuration

Cloud Epitome works closely with clients to tailor Salesforce to their unique requirements by customizing fields, objects, layouts, and workflows. They configure features such as lead management, opportunity tracking, customer service automation, and reporting.

Integration & Data Migration

Cloud Epitome ensures seamless integration of Salesforce with existing systems and data sources, such as ERP (Enterprise Resource Planning) systems, marketing automation platforms, and external databases. They also handle data migration to ensure accurate and secure transfer of data into Salesforce.

Training & Adoption

Cloud Epitome provides comprehensive training and change management support to help users adopt Salesforce effectively. They offer user training sessions, documentation, and ongoing support to ensure a smooth transition and maximize user adoption and productivity.

Configure Price Quote (CPQ)

CPQ (Configure Price Quote) on the Salesforce platform helps streamlines the quoting and proposal process for sales teams. It enables businesses to quickly generate accurate quotes, configure complex product configurations, and automate pricing calculations.

Product Configuration

Cloud Epitome helps clients configure complex product offerings, pricing rules, and discount structures within your selected CPQ Solution. They ensure that sales teams have access to accurate product information and pricing options to create customized quotes for customers.

Quote Generation

Cloud Epitome assists in setting up quote templates and automation rules to streamline the quote generation process. They optimize quote layouts, branding, and content to create professional and compelling proposals that resonate with customers.

Approval Workflow

Cloud Epitome designs approval workflows and processes within Salesforce CPQ to ensure that quotes are reviewed and approved efficiently. They configure role-based permissions, escalation rules, and notifications to facilitate collaboration and decision-making among stakeholders.

Analytics & Reporting

Cloud Epitome leverages Salesforce’s reporting and analytics capabilities to provide insights into quote performance, win rates, and sales pipeline health. They create customized dashboards and reports to track key metrics and identify areas for improvement in the quoting process.

Contract Lifecycle Management

Contract Lifecycle Management (CLM) on the Salesforce Platform involves managing the entire lifecycle of contracts, from creation and negotiation to execution and renewal. It helps businesses streamline contract processes, improve compliance, and minimize risks.

Contract Authoring

Cloud Epitome assists clients in creating contract templates and standard clauses within Salesforce CLM. They configure contract authoring workflows and approval processes to ensure that contracts are created efficiently and accurately.

Contract Negotiation & Collaboration

Cloud Epitome sets up collaboration tools and features within Salesforce CLM to facilitate negotiation and collaboration among stakeholders. They enable document sharing, redlining, and version control to streamline the negotiation process.

Contract Execution & Management

Cloud Epitome automates contract execution processes, such as e-signatures and approvals, within Salesforce CLM. They establish contract repositories and tracking mechanisms to manage contract milestones, obligations, and renewals effectively.

Compliance & Risk Management

Cloud Epitome implements compliance checks and alerts within Salesforce CLM to ensure that contracts adhere to regulatory requirements and company policies. They provide visibility into contract status, expiration dates, and compliance metrics through customized reports and dashboards.

Supply Chain Management on Salesforce

  • Supply Chain Management (SCM) on Salesforce.com involves leveraging Salesforce platform capabilities to optimize and streamline supply chain processes, including procurement, inventory management, order fulfillment, and logistics.
Supplier Relationship Management

Cloud Epitome helps clients establish and manage relationships with suppliers within Salesforce SCM. They configure supplier portals, performance metrics, and collaboration tools to enhance communication and collaboration with suppliers.

Inventory Visibility & Optimization

Cloud Epitome implements inventory management solutions within Salesforce SCM to provide real-time visibility into inventory levels, locations, and movements. They optimize inventory replenishment processes and automate inventory tracking to minimize stockouts and excess inventory.

Order Management & Fulfillment

Cloud Epitome streamlines order management and fulfillment processes within Salesforce SCM. They configure order entry, processing, and tracking workflows to ensure accurate and timely order fulfillment, from order capture to delivery.

Logistics & Transportation Management

Cloud Epitome integrates logistics and transportation management systems with Salesforce SCM to optimize shipping routes, carrier selection, and delivery scheduling. They leverage Salesforce's data analytics capabilities to optimize logistics operations and reduce transportation costs.