Cloudtech provides support, maintenance and administration for CRM applications – especially Salesforce.com and Zoho, allowing you to focus on your core business.
Our dedicated support team ensures users get the best from their CRM systems by being on hand to resolve queries and issues. We handle problems from Level I right through to in-depth technical issues at Level III (API, custom code – Java, PHP, Apex, etc.).
You can rest assured that your critical business systems and processes are kept up to date – taking advantage of the latest application releases and functionality.
When carrying out Support, it is best practice to make and test changes in a Test or Sandbox environment initially, before promoting to your production system. If you intend to make changes straight into your production system, we will ensure that formal sign-off is obtained first of all and that all precautions are taken beforehand.
Sandboxes create copies of your live system in separate environments. They can be used for development, testing and training, without compromising the users, data and existing applications in your live system.
Some Salesforce.com licence types come with access to a Developer or Data Sandbox as standard. You just need to check the type of licence you have and what sort of Sandbox you require – we can help you with this. Salesforce.com offers several different types of Sandbox (Developer, Developer Pro, Partial and Full Data) and you need to choose the version that is most suitable to what you want to achieve, and also according to your budget, as there is quite a difference in cost!
For Zoho customers we have created Zoho Sandbox Packages.
Choosing one of these packages could be the best thing you have done to protect your business against unnecessary risk and user down time and lost productivity.
Have to make changes in your live production system? Isn’t this a risk?
What happens if you make a mistake?
Have you backed up your data and do you know how to restore it if something goes wrong?
What do you do when you want to make a change or train new users?
We will set up, configure and then migrate test data to a Zoho Sandbox for you. We can also provide an ongoing change management service for you – testing changes in the Sandbox and then migrating them into your production system.
At the moment, if you want to create a Sandbox, you have to procure a completely new Zoho instance and use the Copy Customisation function to push your existing configuration and set up into this new system.
However, the following components are not automatically migrated, and so you will need to manually create/migrate/set up in the Sandbox the following:
Web Forms (web-to-lead, web-to-contact, web-to-case)
Auto Response Rules
Data Sharing Rules
Case Escalation Rules
Any bespoke or custom modules, objects or API’s also have to be migrated and linked to the correct ‘test’ objects or systems as appropriate.
We will create sets of ‘clean’ data to be imported into the Sandbox with an automated process to delete old data and refresh with new data after any destructive testing, UAT or training.
Cloudtech uses Cloudforge to securely store your custom code and files. We will initially ‘check In’ each of your components into Cloudforge and then ‘Check Out’ components before making any changes to them. This ensures that you always have a secure back-up version.
Successful changes are then checked back in as the latest version. That means that everything can be securely stored outside of Zoho with full version control – just in case someone does change, overwrite or delete the customisations in your Production system.
Please contact Tim Pullen at telephone +353 86 6044820 or e-mail email@example.com for further information and pricing.
We can support all ‘out of the box’ Salesforce.com and Zoho editions and licence types.
If you have custom applications or objects, bespoke code, integrated applications or are using third party apps, we will review these as part of an initial system review and will advise accordingly regarding support.
We are familiar with all major popular applications that Clients use alongside their CRMs – ERP & accounting packages, email campaign tools, customer service, project management, sales enhancement, business intelligence tools, mobile apps, CPQ and telephony applications.
|Accounts||Out of the Box|
|Answers||Out of the Box|
|APEX – app builder||Custom|
|Approvals||Out of the Box|
|Assets||Out of the Box|
|Auto Responders||Out of the Box|
|Campaigns – Lifecycle Marketing||Zoho App|
|Campaigns – standard||Out of the Box|
|Cases||Out of the Box|
|Change Sets||Out of the Box|
|Chatter / Chat||Out of the Box|
|Conga – complex document creation||Third Party App|
|Console||Out of the Box|
|Contacts||Out of the Box|
|Contracts||Out of the Box|
|Copy Customisation||Out of the Box|
|Creator – app builder||Zoho App|
|Dashboards||Out of the Box|
|Data Management – backup etc.||Out of the Box|
|Data Wizards – import / export||Out of the Box|
|Dataloader – data management||Out of the Box|
|Deluge – scripting||Out of the Box|
|Docs – document storage||Zoho App|
|Docusign – online signing||Third Party App|
|Echosign – online signing||Third Party App|
|Email Integration & syncing||Out of the Box|
|Escalation Rules||Out of the Box|
|Events & Calendars||Out of the Box|
|Forecasting||Out of the Box|
|Groups||Out of the Box|
|Ideas||Out of the Box|
|Inventory||Out of the Box|
|Invoices||Out of the Box|
|Jitterbit – data management||Third Party App|
|Leads||Out of the Box|
|Letterheads & Footers||Out of the Box|
|Lightning & Canvas App Builder||Out of the Box|
|Opportunities||Out of the Box|
|Page Layouts||Out of the Box|
|Partner Relationship Management – PRM||SFDC App|
|Portal||Out of the Box|
|Price Books||Out of the Box|
|Products||Out of the Box|
|Projects||Out of the Box|
|Quotas||Out of the Box|
|Quotes & Sales Orders||Out of the Box|
|Record Types||Out of the Box|
|Reports||Out of the Box|
|Reports (Advanced)||Zoho App|
|Roles & Profiles||Out of the Box|
|Sandbox||Out of the Box|
|Search||Out of the Box|
|Security||Out of the Box|
|Self Service – web2case & web2lead||Out of the Box|
|ServiceMax – field service management||Third Party App|
|Sheet – spreadsheet||Zoho App|
|Skyvia – data management||Third Party App|
|SLA’s – contracts cases||Out of the Box|
|Solutions||Out of the Box|
|System Administration||Out of the Box|
|Talend – data management||Third Party App|
|Tasks & Activities||Out of the Box|
|Templates – Email, mail, web forms||Out of the Box|
|Territory Management||Out of the Box|
|Translation Workbench||Out of the Box|
|User, Company & Org Administration||Out of the Box|
|Views||Out of the Box|
|VisualForce – creating custom user interface||Custom|
|Wiki – knowledge base||Zoho App|
|Workflows & Rules||Out of the Box|
|Writer – document creation||Zoho App|