Salesforce & Zoho

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.

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

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.

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 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.

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.

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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