- Sales processes from Leads to invoice generation
- Generate quotes quickly with Steelbrick CPQ
- Sign documents electronically with DocuSign
- Dynamic document generation with Webmerge
Services
Cloudwharf offers a variety of services. We help you find the perfect solution for your business needs. Whether you need a deep integration of different business systems or full deployment and optimization of your Salesforce processes.
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- Service processes with SLAs, support cases, etc.
- Create surveys with Formyoula or Timba Surveys
- Automate the service process with our solution
- Evaluate your service performance with dashboards
- Collaboration through customer and partner communities
- Branding and configuration of communities
- Rewarding users for outstanding contributions
- Integrate deeply with your customer support
- Deep integration with marketing automation
- Create rich email templates easily with HTML or Drag & Drop
- Run automated marketing campaigns for your Leads
- Track and rate visitors accross your website
- Integrate any application or service into Salesforce
- Jitterbit or Scribe as middleware for large services
- Fast end-to-end integration with web services
- Microsoft Outlook, DocuWiki, Microsoft Dynamics AX, etc.
- Migrate data from any system into Salesforce
- Automated tool for migrating Microsoft CRM data into Salesforce
- Any data source: CSVs, web services, data bases, etc.
- Conversion of the old data structure into Salesforce architecture
- Solutions for specific and general purpose app development
- Technologies: Apex, Visualforce, Javascript, Lightning, Heroku
- Triggers, Workflows, Approval processes, advanced automations
- Development for Sales Cloud, Service Cloud, Community Cloud and force.com
- All solutions are adjusted for the specific industry
- Configuration and extension of Financial Service Cloud
- Existing app environment for service and consulting firms
- Expertise in multiple industries, such as technology, consulting, financial services
