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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

Salesforce Data Cloud
How we harmonized PeerNova's customer data from Salesforce and Hubspot with a three-week Salesforce Data Cloud POC.

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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.

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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…

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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...

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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.

Read more
arrow
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.

Read more
arrow
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.

Read more
arrow
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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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

Ready to shake up your Salesforce approach?

Get your 30-minute complimentary consultation with one of our experts today, and start driving your business in the right direction.

Schedule Now

Real World Challenges

Salesforce Data Cloud
How we harmonized PeerNova's customer data from Salesforce and Hubspot with a three-week Salesforce Data Cloud POC.

Read more
arrow
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.

Read more
arrow
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…

Read more
arrow
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...

Read more
arrow
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.

Read more
arrow
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.

Read more
arrow
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.

Read more
arrow
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.

Read more
arrow
View all cases

Real-world Consulting Challenges

Success story
Salesforce Named a Leader in Gartner Magic Quadrant for CRM

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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Success story
Salesforce Named a Leader in Gartner Magic Quadrant for CRM

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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Success story
Salesforce Named a Leader in Gartner Magic Quadrant for CRM

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Read more
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Success story
Salesforce Named a Leader in Gartner Magic Quadrant for CRM

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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Integration

Experience the ease of integration with our services designed specifically for Salesforce. We connect your Salesforce org with a wide range of applications – from marketing automation and customer support software – to drive process efficiency and operational effectiveness.

We help you break down data silos and establish smooth data flow between Salesforce and other vital systems. This integration allows for a complete and holistic approach to your data, enabling you to gain a valuable perspective. By automating your marketing campaigns, optimizing your customer support workflows, and connecting disparate systems, we’ll have your overall productivity and growth at an all-time high.

Our integration serves you with:

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Better Collaboration
Enhanced Efficiency
Centralized Data Management
Real-Time Insights
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The tools we leverage:

Mulesoft
CDP

Ready to shake up your Salesforce approach?

Get your 30-minute complimentary consultation with one of our experts today, and start driving your business in the right direction.

Schedule Now

Real World Challenges

Salesforce Data Cloud
How we harmonized PeerNova's customer data from Salesforce and Hubspot with a three-week Salesforce Data Cloud POC.

Read more
arrow
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.

Read more
arrow
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…

Read more
arrow
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...

Read more
arrow
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.

Read more
arrow
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.

Read more
arrow
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.

Read more
arrow
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.

Read more
arrow
View all cases