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Industries We’ve Been Serving

Backed by years of experience, we’ve helped diverse industries make the most of Salesforce solutions and more

 

Aviation

Agriculture

Banking

Construction

Consumer Goods

eCommerce

Education

Energy

Real
Estate

Healthcare

Hospitality

Insurance

Telecom

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Non-Profit

Marketing

Salesforce Implementation for for Wellington Farming Equipment

Client Overview

Wellington Farming Equipment, based in Ohio, USA, is a leading provider of agricultural machinery and farming solutions. They specialize in selling, servicing, and maintaining farming equipment for businesses and individual farmers.

📍 Industry: Agriculture & Farming Equipment

📍 Location: Wellington, Ohio

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Salesforce Development Services

Challenges Before Salesforce Implementation

◉ Manual Inventory Management 

No real-time stock updates, leading to delays and stock shortages.

◉ Inefficient Billing & Invoicing 

Paper-based invoices are causing errors and delayed payments.

◉ Lack of CRM System 

 No centralized customer database for tracking inquiries, purchases, and service requests.

◉ Follow-up & Quotation Delays 

Sales teams are struggling with missed follow-ups and unorganized quotation processes.

Our Salesforce Solution

✅ Inventory Management System

✔ Integrated Salesforce with warehouse operations for real-time inventory tracking.

✔ Automated stock alerts for low or excess inventory levels.

✅ Billing & Invoicing Automation

✔ Implemented Salesforce CPQ (Configure, Price, Quote) for accurate pricing and invoicing.

✔ Integrated Salesforce with QuickBooks & Payment Gateways for seamless transactions.

✅ CRM & Customer Relationship Management

✔ Centralized customer database with order history, service requests, and communication logs.

✔ Enabled automated follow-ups & service reminders to enhance customer engagement.

✅ Quotation & Sales Pipeline Optimization

✔ Developed a dynamic quotation system with customized templates & real-time pricing updates.

✔ Implemented AI-powered sales forecasting for better demand planning.

Results After Implementation

⦾ 45% increase in efficiency with automated inventory tracking and stock management.
⦾ 50% faster billing & invoicing, reducing payment delays.
⦾ 60% improvement in sales team productivity with automated follow-ups & CRM tracking.
⦾ Reduced quotation turnaround time by 70%, improving customer satisfaction & conversion rates.
Check Out the Industries We Serve

Salesforce Implementation for Stewart Law Group

Client Overview

We help legal firms like Stewart Law Group, a well-established law firm based in Arizona, by implementing Salesforce solutions that streamline client management, automate administrative tasks, and improve case tracking. Our services enhance communication, foster collaboration, and provide real-time insights for smarter decision-making. We ensure compliance, simplify billing, and offer personalized services to boost client satisfaction.

📍 Industry: Legal Services
📍 Location: Arizona, USA
📍 Company: Stewart Law Group

◉ Challenges

  • Manual processes for client intake and case updates

  • Inefficient document and task tracking

  • Limited visibility into case progress and team performance

  • Time-consuming billing and compliance reporting

◉ Solutions

  • Implemented Salesforce Legal CRM tailored for case management

  • Automated workflows for client onboarding and task assignments

  • Centralized document management and communication logs

  • Integrated billing and compliance tools with real-time reporting

◉  Results After Implementation

  • 40% faster client onboarding

  • 30% reduction in admin workload

  • Improved team collaboration and communication

  • Enhanced case visibility and compliance tracking

  • Increased client satisfaction through personalized service

 

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Salesforce Implementation for Sanlam,diversified financial services company

Client Overview

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More Client Wins

Discover how businesses across industries are transforming operations and achieving results with Salesforce solutions

Salesforce Implementation for MedCore Health Systems

We help healthcare providers like MedCore Health Systems implement Salesforce Health Cloud to enhance patient engagement, streamline care coordination, and ensure regulatory compliance. Our solution centralized patient data, automated appointment workflows, and improved communication between care teams—leading to better patient outcomes and operational efficiency.

  • 📍 Industry: Healthcare
  • 📍 Location: Chicago, USA
  • 📍 Company: MedCore Health Systems

◉ Challenges

  • Fragmented patient records across multiple systems
  • Inefficient care coordination and follow-up procedures
  • Difficulty in tracking patient engagement and satisfaction
  • Struggles with HIPAA compliance and secure data sharing

◉ Solutions

  • Implemented Salesforce Health Cloud for centralized patient management
  • Automated appointment scheduling, reminders, and follow-ups
  • Integrated communication tools for cross-department collaboration
  • Enabled secure data sharing and built-in compliance workflows

◉ Results After Implementation

  • 35% reduction in patient no-shows
  • Improved care team collaboration and faster response times
  • Better patient satisfaction scores through personalized care
  • Full compliance with HIPAA and improved data security

Healthcare

Salesforce Implementation for BrightReach Marketing

We help marketing agencies like BrightReach implement Salesforce Marketing Cloud to deliver personalized campaigns, automate client engagement, and drive measurable ROI. Our tailored solution unified audience data, enabled multi-channel automation, and empowered the team with real-time performance insights.

  • 📍 Industry: Digital Marketing & Advertising
  • 📍 Location: Austin, Texas
  • 📍 Company: BrightReach Marketing

◉ Challenges

  • Disjointed client data across multiple tools
  • Manual campaign processes limiting scale
  • Lack of personalization and segmentation capabilities
  • Difficulty tracking ROI across campaigns

◉ Solutions

  • Implemented Salesforce Marketing Cloud with full audience segmentation
  • Automated email, SMS, and social campaigns with Journey Builder
  • Connected analytics for real-time performance dashboards
  • Integrated lead capture and nurturing workflows

◉ Results After Implementation

  • 45% increase in campaign engagement
  • Saved 30+ hours per month on manual processes
  • Enhanced targeting and personalization across channels
  • Clear attribution and reporting for smarter client decisions

Marketing

Salesforce Implementation for NextEdge Solutions

We help B2B sales-driven companies like NextEdge Solutions implement Salesforce Sales Cloud to optimize lead management, shorten sales cycles, and improve forecasting accuracy. Our customized CRM solution gave their sales team full pipeline visibility, automated follow-ups, and centralized account data—leading to better conversions and revenue growth.

  • 📍 Industry: B2B SaaS Sales
  • 📍 Location: Denver, Colorado
  • 📍 Company: NextEdge Solutions

◉ Challenges

  • Unorganized leads and inconsistent tracking
  • Low visibility into sales pipeline performance
  • Manual data entry slowing reps down
  • Unreliable sales forecasting and reporting

◉ Solutions

  • Deployed Salesforce Sales Cloud with custom lead stages and dashboards
  • Automated lead routing and follow-up reminders
  • Integrated email and call tracking into Salesforce
  • Provided sales managers real-time deal pipeline views

◉ Results After Implementation

  • 60% improvement in lead response time
  • 25% growth in monthly closed deals
  • Sales forecasts now 90% accurate
  • Significant time savings through automation

Sales

Salesforce Implementation for HopeBridge Foundation

We help mission-driven organizations like HopeBridge Foundation by implementing Salesforce Nonprofit Cloud to unify donor data, streamline fundraising, and increase volunteer engagement. Our solution enhanced donor relationship management, automated donation tracking, and delivered real-time insights—helping them expand their impact and reach.

  • 📍 Industry: Nonprofit & Social Impact
  • 📍 Location: Boston, Massachusetts
  • 📍 Company: HopeBridge Foundation

◉ Challenges

  • Scattered donor and volunteer records
  • Manual tracking of donations and campaigns
  • Lack of engagement insights for supporters
  • Limited reporting on fundraising performance

◉ Solutions

  • Implemented Salesforce Nonprofit Cloud with custom fundraising dashboards
  • Centralized donor and volunteer profiles
  • Automated acknowledgment emails and recurring donations
  • Set up real-time reporting on campaign performance

◉ Results After Implementation

  • 40% increase in donor retention
  • 30% boost in volunteer engagement
  • More accurate and timely donor reporting
  • Streamlined donation tracking with full transparency

Non- Profit

Why Choose Us

Discover the benefits of partnering with us for your business needs and growth.

Certified Salesforce Experts

Our team consists of experienced, certified Salesforce professionals with deep industry knowledge.

Flexible Hiring & Engagement Models

Choose from a variety of hiring models to match your project requirements.

Proven Track Record

We have successfully delivered Salesforce solutions for businesses across multiple industries.

Cost-Effective, Scalable Solutions

Our team provides expert advice tailored to your unique business challenges and goals.

24/7 Support

Reliable, round-the-clock Salesforce support to keep your business running smoothly. Remove the customized solution section.

Prepaid Salesforce Support Packages

All packages come with certified consultants and flexible hiring models (hourly or monthly).

Explore Our Packages

Our Success Stories

We assist both new and emerging startups in developing MVPs, forming teams, and gaining access to cutting-edge technologies. From application creation to modernization and maintenance, our 360° enterprise solutions cover it all.

R Singh

“I’ve been working with CloudVandana team for over a year now and they’ve worked with us on a variety of projects – from data analysis to data migration, to administrative support, to custom enhancements. They were also quick to learn nonprofit models and Salesforce NPSP’s architecture. I am very pleased with their work, their responsiveness, and attention to detail. I look forward to working with CloudVandana on several of our upcoming projects!-“

Amanda

“Our office has been working with CloudVandana for our Salesforce custom projects, no matter how big or small, and their service has been wonderful! CloudVandana keeps in constant communication with us regarding the status of any open project and complete projects timely. They take the time to listen to our ideas and let us know the best possible way to implement them. CloudVandana has also gone above and beyond to help me when I have questions regarding workflows and other processes that I’ve implemented myself. I would highly recommend CloudVandana for any Salesforce customization. Thank you, CloudVandana Team for all of your hard work!”

Andrew

“I’ve been with CloudVandanaand his team for over 2 years. They have been instrumental in building and integrating our business processes and systems together. The dedication, communication, and support are top-notch. We meet almost weekly, changes are recorded accurately and tested well. In the rare opportunity where we’ve not got things right as a customer, they are always there to quickly amend the situation. Huge thanks to CloudVandana for helping make our company a bigger success.”

Frequently Asked Questions

We assist both new and emerging startups in developing MVPs, forming teams, and gaining access to cutting-edge technologies. From application creation to modernization and maintenance, our 360° enterprise solutions cover it all.

We offer end-to-end support—from user issue resolution and system performance checks to enhancements, data management, and admin tasks.

Yes, our team is available around the clock to ensure your Salesforce org remains secure, optimized, and running smoothly.

Absolutely. We support all Salesforce orgs, regardless of who implemented them. We start with a system audit and take it from there.

We follow a priority-based response model. Critical issues are addressed immediately, while standard requests are typically resolved within 24–48 hours.

Yes. We specialize in org cleanup, removing unused components, optimizing data models, and improving overall performance.

All our support activities follow strict security protocols. We work with limited admin access, maintain audit trails, and follow data protection best practices.

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