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Our Offerings

Tailored for Success

Consulting

Expert Guidance

We provide customized consulting services to help businesses identify their unique digital transformation needs, leveraging our expertise in Salesforce and cloud solutions to implement robust strategies that yield measurable results.

Implementation

Seamless Integration

Our expert team specializes in implementing Salesforce and cloud technologies, ensuring a seamless integration with existing systems while minimizing disruptions and maximizing efficiency throughout the transition process.

Support

Ongoing Help

We offer continuous support and maintenance services post-deployment, including troubleshooting, training, and system updates, empowering organizations to fully utilize their technology investments for sustained growth.

Our Services

1

Sales Cloud

  • Optimize sales processes & pipeline management

  • Automate lead scoring & opportunity tracking for faster deal closures

  • Build dashboards & reports for smarter forecasting

2

Service Cloud

  • Streamline customer service workflows

  • Implement omni-channel support (email, chat, phone, social)

  • Gain real-time analytics to improve response and satisfaction

3

Financial Services Cloud

  • Deliver personalized client experiences with a 360° view.

  • Automate wealth management and banking workflows.

  • Gain actionable insights with dashboards and analytics.

  • Ensure compliance and data security across operations.

4

Experience Cloud

  • Build customer, partner, or employee portals

  • Configure self-service tools & knowledge bases

  • Enable collaboration with secure access control

5

Manufacturing Cloud

  • Align sales and operations for better forecasting and planning.

  • Gain real-time visibility into customer demand, orders, and inventory.

  • Track account-based revenue and performance metrics.

6

Agentforce

  • Agentforce brings AI-powered automation to the Salesforce platform, helping businesses streamline processes, provide 24/7 support, and deliver personalized experiences. With CloudTrail Consulting’s expertise, you can unlock its full potential and transform the way your business works.

7

Salesforce Administration

  • Manage users, profiles, and permissions for secure access and end to end system maintenance.

  • Configure objects, fields, page layouts, and workflows.

  • Maintain data quality with validation rules and duplicate management.

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