Streamline your workflows for amplified efficiency.

Unite and enhance your data ecosystem, and get empowered with real-time insights and unparalleled business agility.

Salesforce Data Cloud Services

Transform your scattered customer data into a strategic asset with Modelit's Salesforce Data Cloud services. We specialize in turning complex data ecosystems into streamlined operations that empower your business's goals.

Modelit guides businesses of all sizes and purposes through the Data Cloud implementation process. As your Salesforce SI Partner, we promise that you will always benefit from the latest best practices and innovative solutions. Our team, with their extensive certifications, particularly in Data Cloud and AI, is dedicated to ensuring that your data works for you. We transform your data to deliver insights and efficiency across all customer touchpoints – driving smarter decisions and superior customer experiences.

What do we offer?

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Data Health Assessment

Strategy Discovery

MVP Implementation

Full-Scale Implementation & Adoption

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What makes us so unique?

Data Quality Assurance

Proactive Innovation Sessions

Ready to feel the impact of Data Cloud on your business?

Complete our client form today, and we’ll get your business set up with the perfect implementation plan.

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Real World Challenges

Service Cloud, Experience Cloud

Modelit Snapshot: How we secured sensitive data with Salesforce.

Our client specializes in life expectancy analysis for life insurance policies, along with providing life insurance underwriting services. With a focus on meticulous data organization, the company operates two Salesforce orgs—one dedicated to insurance policy writing and the other for data organization to initiate policies. The life expectancy calculation org plays a pivotal role, collecting and processing insured client information to determine policy decisions. Additionally, the company utilizes Salesforce tools for document generation, email communication, and policy servicing, ensuring comprehensive coverage of their operations.

Modelit Snapshot: How we facilitated the migration process from Hubspot to Salesforce.

Our client specializes in providing cybersecurity solutions for various software platforms. Operating as a small to medium-sized business, the client predominantly worked with HubSpot for their CRM needs in the past. The client was introduced to us by a Salesforce Account Executive, as they were in search of an outstanding implementation partner that could assist them in the migration from HubSpot CRM over to Salesforce. Here’s how Modelit got involved…

Service Cloud

Modelit Snapshot: How we leveraged Service Cloud for customer excellence.

Our client builds top-of-the-line POS solutions for the live entertainment marketplace, with the goal of creating a smoother overall interaction between vendors and consumers. Their customers in the entertainment industry regularly approach them with questions about their products and logistics. Thus, it is crucial for them to have an excellent handle on their customer service. We built a cloud-based customer service solution to help our client excel in addressing everyday customer queries. Here’s how Modelit got involved...

Modelit

How Fair Trade USA™ uses Modelit to scale up its team.

Fair Trade USA is the leading certifier of fair trade products in North America. Its trusted Fair Trade Certified™ seal on a product signifies that it was made according to rigorous fair trade standards that promote sustainable livelihoods and safe working conditions, protection of the environment, and strong, transparent supply chains. Rather than creating dependency on aid, Fair Trade USA’s model empowers farmers, workers, and fishers to alleviate poverty and earn additional money to improve their communities. They needed a reliable partner to help them evolve their business into the Salesforce platform in order to maximize their positive impact. The main goal was to achieve stronger technological capabilities.

Salesforce

Custom Solutions for Energy Efficiency.

In 2012, Modelit took on Build It Green as its first client. This nonprofit, which offers energy efficiency services throughout California, has since been acquired by Franklin Energy. With that acquisition in 2019, Franklin Energy was able to expand its reach to the west coast -- continuing with its mission of providing energy efficiency solutions to the entire United States. The ultimate goal is to encourage communities to make smart choices when it comes to energy efficiency, and to help reach net-zero carbon emissions by 2025. When we began working with Build It Green, they’d been using two separate legacy systems to run the Energy Upgrade California™ Home Upgrade - a program that is administered by the organization for Pacific Gas & Electric Company (PG&E). Not only was this approach a slow and expensive one, but trouble with data integration between the two systems was also costing the company in customer satisfaction.

Salesforce

Creating a better experience for MoreHands customers and employees alike.

MoreHands Maid Service is a family-owned business that provides cleaning and errand services across Texas. They needed a reliable Salesforce partner to help them build their business into the platform to provide better customer experiences and help streamline their internal operations. The main goal was to use efficient tech to offer an efficient service, so MoreHands can create more joy for their clients.

Salesforce

How we streamlined payment scheduling for Amazon's FreeTime Unlimited service.

Amazon is a multinational technology company that focuses on e-commerce, cloud computing, digital streaming, and artificial intelligence, among many other things. In 2019, the Amazon App Store division needed to streamline its business operations. The main challenge was to implement a system capable of automatizing the processing of hundreds of payments while taking into account the particular terms of each individual agreement.

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Related Notes

Heading

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

This is some text inside of a div block.

Stages of the Salesforce AppExchange Product Lifecycle

Ready to reach success on the Salesforce AppExchange? Navigate stages seamlessly with our expert guidance. Plan, Build, Market, Sell, Support - ace every step!

The Modelit Team

Unlocking Innovation: Why Your Business Needs a Salesforce AppExchange Package

We explore the game-changing potential of custom Salesforce AppExchange packages for your business. Learn how you can gain a competitive edge today!

Angelica Buffa

Salesforce Spring '24 Release: Enhancements for Security, Permissions, and Development

Read along as our CTO, Angelica Buffa, outlines her top recommendations from the recent Salesforce Spring Release of 2024.

Angelica Buffa

Data & Analytics

We maximize the potential of your data to propel your business forward through making data-driven decisions that strengthen operations and fuel growth. Our services help to unveil untapped opportunities for success.

Partnering with Modelit enables you to leverage advanced analytics tools that unlock the full value of your Salesforce data. From identifying inefficiencies in your workflows to fine-tuning marketing strategies, we provide you with actionable insights that drive impactful decision-making. With a deeper understanding of your business operations, you can streamline processes, enhance productivity, and gain a competitive edge in your industry.

Now is the time to act:

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For Optimal Visualization

To Make Accurate Predictions

For Game-Time Decisions

To Track Performance

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What we provide:

Full Sales Analysis

Customer Transparency