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?
Data Health Assessment
We start with a one-week assessment, through which we identify CRM data and configuration debt and challenges. From there, we focus on improvements to data reliability, application usability, and user adoption.
Strategy Discovery
We examine your organization’s preparedness for Data Cloud adoption, and develop a comprehensive strategy focusing on how data is utilized, its quality, existing challenges, business goals, and governance. This stage involves identifying key use cases for Data Cloud solutions that align with business objectives.
MVP Implementation
Implement a targeted, high-impact use case of the Data Cloud. This 'Minimum Viable Product' approach allows for a quick win, demonstrating the value and effectiveness of Data Cloud solutions in a practical, scalable manner.
Full-Scale Implementation & Adoption
We leverage MVP results to set the best implementation roadmap, including broader integration of Data Cloud services for comprehensive adoption across the organization. We focus on guiding and implementing analytics, insights, and AI to maximize benefits.
What makes us so unique?
Data Quality Assurance
We use top-of-the-line tools and latest best practices, while simultaneously incorporating profound expertise to help our customers achieve better overall data quality.
Proactive Innovation Sessions
We offer exclusive sessions focused on maximizing the business value of your data. Our proactive approach includes regular meetings to explore emerging trends, brainstorm potential use cases, and strategize how to leverage new Salesforce Data Cloud features.
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.
Real World Challenges
How we harmonized PeerNova's customer data from Salesforce and Hubspot with a three-week Salesforce Data Cloud POC.
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…
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...
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.
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.
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.
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.
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.
What makes Dreamforce worth your time?
Not sure if you should attend this year’s Dreamforce conference? Let the Modelit team fill you in on its unique value.
Dreamforce 2024: Survive and thrive at Salesforce’s biggest event of the year.
Not sure if you’re ready for Dreamforce 2024? Don’t worry, we’ve got you covered. Here’s our complete guide to this highly anticipated Salesforce event.
Here’s what our staff augmentation teams can provide
This is how Modelit’s staff augmentation services empower businesses with Salesforce, AWS, and top Data Cloud and AI solutions for enhanced efficiency.
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:
For Optimal Visualization
You need intuitive data visualization tools to effectively communicate insights to stakeholders and facilitate data-driven decisions.
To Make Accurate Predictions
You may seek to harness predictive analytics to identify trends and anticipate future outcomes – uncovering hidden patterns and insights.
For Game-Time Decisions
Looking to leverage your Salesforce data to make informed decisions that improve operations and boost growth? We’ve got you.
To Track Performance
If you’re in need of tools to monitor and evaluate your business performance based on key performance indicators (KPIs), you’re in the right place.
What we provide:
Full Sales Analysis
We will help you unlock the full power of CRM Analytics and Einstein Analytics to analyze sales performance, identify trends, and empower your sales strategies.
Customer Transparency
Through Customer 360, we’ll get you a unified view of your customers – centralizing your data and allowing the company to gain quick customer insights at any point in the sales process.
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.
Real World Challenges
How we harmonized PeerNova's customer data from Salesforce and Hubspot with a three-week Salesforce Data Cloud POC.
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…
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...
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.
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.
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.
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.
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.
What makes Dreamforce worth your time?
Not sure if you should attend this year’s Dreamforce conference? Let the Modelit team fill you in on its unique value.
Dreamforce 2024: Survive and thrive at Salesforce’s biggest event of the year.
Not sure if you’re ready for Dreamforce 2024? Don’t worry, we’ve got you covered. Here’s our complete guide to this highly anticipated Salesforce event.
Here’s what our staff augmentation teams can provide
This is how Modelit’s staff augmentation services empower businesses with Salesforce, AWS, and top Data Cloud and AI solutions for enhanced efficiency.
Real-world Consulting Challenges
Salesforce Named a Leader in Gartner Magic Quadrant for CRM
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Salesforce Named a Leader in Gartner Magic Quadrant for CRM
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Salesforce Named a Leader in Gartner Magic Quadrant for CRM
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Salesforce Named a Leader in Gartner Magic Quadrant for CRM
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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:
Better Collaboration
A seamless integration between Salesforce and other systems facilitates cross-department collaboration and eliminates data silos.
Enhanced Efficiency
Businesses aim to streamline operations and reduce manual data entry by automation processes through integration.
Centralized Data Management
Companies require a single source of truth for all of their data, which can be achieved by integrating Salesforce with other applications.
Real-Time Insights
By connecting Salesforce with other applications, companies can gain a comprehensive view of their business and access real-time insights.
The tools we leverage:
Mulesoft
With its robust platform, we connect your disparate systems, applications, and data sources to enable smooth data flow and amplified interoperability.
CDP
We amplify your Salesforce investment with consulting services that pinpoint adoption roadblocks, fine-tune workflows, and boost your organization’s success.
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.
Real World Challenges
How we harmonized PeerNova's customer data from Salesforce and Hubspot with a three-week Salesforce Data Cloud POC.
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…
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...
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.
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.
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.
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.
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.
What makes Dreamforce worth your time?
Not sure if you should attend this year’s Dreamforce conference? Let the Modelit team fill you in on its unique value.
Dreamforce 2024: Survive and thrive at Salesforce’s biggest event of the year.
Not sure if you’re ready for Dreamforce 2024? Don’t worry, we’ve got you covered. Here’s our complete guide to this highly anticipated Salesforce event.
Here’s what our staff augmentation teams can provide
This is how Modelit’s staff augmentation services empower businesses with Salesforce, AWS, and top Data Cloud and AI solutions for enhanced efficiency.
You know the services, now know the products.
Find out how Modelit can help your business grow and thrive with our seamless Salesforce product integrations.