CRM - Implementation and Customisation
Cloudtech will implement your CRM and provide all the skills and experience to make sure that you get the maximum benefit as quickly as possible. Our core strength is customising your application and building out bespoke features and functionality – to your exact specifications.
Support
Cloudtech provides onsite and offsite system administration, support and maintenance – 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 any 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.
Click here to see what typical CRM components we support
Sandbox
Sandboxes create copies of your live system in separate environments. They can be used for development, testing and training, without compromising existing users, data or existing applications in your live system.
Salesforce.com
Many Salesforce.com licence types come with access to a Sandboxes 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 also 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!
Zoho
Zoho now provides a Sandbox in their paid for CRM applications. You can create all your changes in the Sandbox, try out new features and functionality and test thoroughly before deploying anything to Production. If as a Zoho user you are unfamiliar with how to set up and use the Sandbox we can help.
Please contact Tim Pullen at telephone +353 86 6044820 or e-mail tim.pullen@cloudtech.ie for further information and pricing.
Typical support items covered
We 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.
Typical CRM Features, Functions, Applications & Objects supported
| Feature | Description | Salesforce | Zoho |
| Accounts | Out of the Box | ||
| Answers | Out of the Box | ||
| APEX – app builder | Custom | ||
| API | 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 | ||
| Communities | SFDC App | ||
| 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 | ||
| Desk.com | SFDC App | ||
| 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 | ||
| SalesIQ | Zoho App | ||
| 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 | ||
| Social | Zoho App | ||
| Solutions | Out of the Box | ||
| Support | Zoho App | ||
| Surveys | Zoho App | ||
| 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 |
- 13 Classon House, Dundrum Business Park, Dundrum, Dublin 14, Republic of Ireland
- +353 (86) 604 4820
- info@cloudtech.ie
- Find Us using Google Map
- Contact Form
- VAT No. - IE 3358372 QH
- CRO No. - 478337