Salesforce Managed Services Overview

Salesforce is the powerful and most popular CRM software. It is recognized as the #1 CRM solution across the world. But there is a serious matter of concern. Every software is effective when it is maintained in a constant way. Salesforce Managed Services cover a comprehensive set of activities to ensure seamless Salesforce CRM performance and prevent system issues. 

Every Salesforce implementation requires continuous monitoring and updating. Salesforce Managed Services keeps the functioning of the CRM software smooth. Many businesses hire the services of a professional team that will handle their system issues. Though in some cases, it becomes ineffective as it does not prevent the problems to occur at the start. Thankfully managed services are capable of taking companies out of the riddle.

 Salesforce Managed Services is ongoing support to keep the Salesforce CRM in the best of its health. Before the rise of Salesforce Managed Services, companies had only one option to maintain the system when the networking device failed. This system fixed the problem but decreased productivity and revenue. Now, Salesforce Managed Service has brought the whole cramped house into order. 

Key Activities Of Salesforce Managed Services

Salesforce Managed Services is a practical approach in running a business that is powered by Salesforce CRM. Most organizations face issues related to lack of resources, problems with regular updates, etc. To remove these issues, Salesforce Managed Services come with a complete set of activities, that prevents those issues. Following are the key activities of Salesforce Managed Services. 

1. Consulting 

Consulting comprises a process and business analysis to create a long-duration policy for effective utilization of Salesforce.

2. Implementation

Salesforce service providers take the assistance of other Salesforce apps and cloud to develop new infrastructure in the current Salesforce system.  

3. Customization

Customization involves the development of reports, dashboards, and setups. 

4. Integration

Integration focuses on building a connected environment through the integration of Salesforce infrastructure with third parties such as ERP and e-commerce solutions.

5. Data Management

Setting up a perfect architecture for data flow and collection that is guided by users’ needs. 

6. Training

Conduction of training program for availing best practices on the Salesforce platform.

7. Other Support

Other support includes bug fixing, checking, and updating the system, and resolving issues that arise with time. 

Why Companies Should Hire A Salesforce Managed Service Provider

Following are the 5 key benefits of hiring a Salesforce Managed Service provider.  

  • Provides a ready solution for the organization along with available Salesforce experts at a low cost. 
  • Process optimizing by introducing automation, custom dashboards, real-time reports, and data migration efforts. 
  • Helps in compliance as per industry standards.
  • Deploying Salesforce critical updates and new functionalities to keep the instance up to date. 
  • Drive higher ROI from the Salesforce investments.

Do you have any queries for Salesforce Managed Services? Feel free to take a look at or take a free consultation call with our Salesforce experts to find a suitable solution for your salesforce investment. 

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Pardot or marketing automation is a very important business process in today’s digital world. Pardot is essential for targeted campaigns so that the best leads can be earned and the sales team can draw the maximum revenue and better ROI. Pardot customers can close the deals faster, increase marketing productivity, and a noticeable increase in website leads. Today, in this article, CloudVandana is sharing 5 important steps of Pardot implementation

1.  Technical Setup

The technical setup is very important for any implementation. So help from Webmaster and IT admin team is very much needed. They will be responsible for implementing the tracking code on the website, the creation of the vanity tracker domain, and implementing email authentication. A Pardot implementation is a collaborative project. So inputs from the Sales, Marketing, Product, and Operations team are highly appreciated. Salesforce makes the integration a lot easier. Users would need the admin’s help to set up the Pardot app on Salesforce, map the lead and contact fields, add necessary fields and buttons to show Pardot data in Salesforce, and assign permissions to the right people. 

 2. Journey Map Planning

A proper journey map planning should be there before the Pardot implementation. If a user is migrating from one system to another, and a time crunch is there, the user has to make sure that the backups are taken in Pardot. If the user needs to schedule an email campaign or send it right away, the user needs to be sure to prioritize and get them set up right away. Defining steps according to the priority of the Sales and Marketing team is an essential part of a smooth implementation. 

3. Database And Assets

Team members’ collaboration is very much needed to gather case studies, images, guides, content files, etc. These should be arranged in a nice and organized manner so that users can replicate the same system within Pardot to keep them organized. Hosting files within Pardot is essential. Without this feature, users can’t take advantage of tracking and campaign reporting available within Pardot and Salesforce

4. Setup Integrations

Pardot has a list of connectors that users can integrate very easily with the account.  Even if the connector is not listed, Pardot provides an API that can help in connecting with a lot of third-party applications so that users never have to compromise on anything. Testing the functionality of the implementation comes after that. The sales team should check if they are receiving the assignment notifications and the correct prospect information synced from Pardot. The marketing team should check the tracking of the website and the operations team should confirm the email campaign activities

5. Import Pardot Prospects

This is considered the last stage of the implementation. In this stage, the Pardot account will start functioning in the desirable way. This final step is followed by prospects. Admins had already segmented the database in an organized way in the beginning. So at this stage, that database should be imported into Pardot. Users should map fields and add them to the corresponding lists in Pardot. Now the implementation process is over and Pardot is ready for all necessary campaigning. 

Though the implementation process is quite easy it is always advisable to hire a Salesforce Consultant to make the process efficient and seamless. A minor error can ruin all your efforts. So technically proficient resources of CloudVandana can always help you to make the process hassle-free. They can advise you to align marketing strategies with automation needs so that you can meet your marketing KPIs. Please feel free to take a consultation call with our Salesforce experts for all your Salesforce requirements. 

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The core functions of marketing are very important to help the marketer focus on the strategies to enhance the business. It becomes easier to calculate the ROI and relevant KPIs if the marketer knows what the marketing department is expected to deliver. So in this blog, CloudVandana is digging into the 7 functions of marketing and describing the way how they align with overarching business objectives. 

Following are the 7 key functions of marketing.

  • Promotion
  • Selling
  • Product Management
  • Marketing information management
  • Pricing
  • Financing
  • Distribution

1.  Promotion

Promotion stays at the top of the marketing strategy. Building brand awareness and raising the company profile are major priorities for every marketing department. Promotional strategies sometimes overlap with other awareness-building activities, such as advertising and public relations. So marketers need to plan the promotional campaign in a proper way. Promotional events include everything from content marketing and email marketing to social media and influencer marketing. So promotion is the most essential component of the marketing mix. 

2. Selling

The main target of selling is to push the target audience through the sales funnel and make them customers offering products r services. Marketers can reach out to the target audience by delivering quality content or product demonstrations that will attract the audience. Marketers’ ultimate goal is to increase sales and enhance business. Marketers need to nurture the leads throughout the sales process whether it is consumers or B2B prospects

3. Product Management

Product management is an organizational function within a company dealing with new product development, business justification, planning, verification, forecasting, pricing, product launch, and marketing of a product or products at all stages of the product lifecycle. Designing a new product that better meets customer needs and fills a gap in the marketplace doesn’t happen by coincidence or sheer luck. Marketing teams may identify new growth opportunities while speaking with prospects, running competitor analysis, and incorporating feedback from customer support services into marketing strategies. 

4. Marketing Information Management

Strategic marketing is generally data-driven. The more information a marketer can gather about the target customer, competitors, and market trends, the more successful the marketing efforts will be.  One of the core functions of marketing is to collect valuable data and share it with other departments that might find it useful. The sales team can always use more in-depth marketing insights to help them refine their pitches.

5. Pricing

Marketing research also informs the marketer how brands set the price of a product. Brands need to set effective pricing that balances how customers value the goods or services with the cost of production and delivery as well as accounting for the current price of competing products. Marketing research sheds light on a brand’s reputation and helps you better understand the amount of value the target audience pays to the brand. 

6. Financing

Financing is the less-discussed function of marketing, but they are very important for business. Financing may not seem like a serious concern for the marketing team, but gradually marketers need to think about this matter. If the marketing department can’t secure a space in the budget to fully support the next marketing campaign, the ROI calculation will be difficult in the future. A marketing campaign program that gets the most value out of available resources and applies the right strategies to engage and nurture qualified leads, can show undeniable ROI

7. Distribution

Distribution is the final step of any marketing effort. Distribution is segmented into two categories.

  • Physical Distribution
  • Digital distribution

So, where to sell the products or services and how to get them into customers’ hands is another important planning of marketing. Marketers need to be aligned whenever a new product, promotion, or campaign is launched so companies can have all of their distribution ducks in a row. 

So, we can see that marketing touches every part of any business. The insights gathered from the marketing efforts can inform and improve any number of day-to-day operations while guiding long-term strategic decision-making. 

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Google provides high-quality results for each user as per the requirement. So the role of Google is very important in everyone’s life. If marketers can use the search engine Google in an innovative way, Google can open up numerous opportunities to enhance the business. Today, in this blog, CloudVandana will describe the 5 most important secrets of Google that every marketer should know. 

1. Advanced Search Functions

We all are very familiar with the search bar of Google. Nowadays, almost every person goes to the Google search bar at least 3 times a day. The search engine also comes along with some pretty cool, advanced search functions that most people are not aware of. These tools guide the users to optimize for search engine optimization(SEO) and everything in between. 

The search feature ‘ related’ lets the user include similar or identical topics. This search feature can be beneficial for online business owners or marketers in identifying competitors. Google can show other vendors offering similar products and services This makes research into competitor search ranking, social strategy, and other marketing functionality easier. 

2. Thousand of Updates Each Year 

In the beginning, Google didn’t make to its algorithms annually. Now Google algorithms are updated several times a year. Each update contains a modification to how pages display in the search engine result pages(SERPs) and can impact the search visibility. Recently Google has recently decided to remove all third-party cookies from its engine. These third-party cookies were used as a tool for tracking individual movement across the web. These cookies were a marketer’s best friend but on the other hand a security threat too. So cookie removal is a massive update by Google. To stay updated every time, marketers need to take few steps like building agile, editable sites, and pages that can roll with the changes. This will enhance the digital success of every marketer. 

3. Google Shows Bounce Rate

Marketers or Sales teams generally struggle with email sign up, increase site search traffic, and getting more leads. The main cause of this struggle is the bounce rate. The bounce rate refers to the number of visitors who come to visit the landing page but leave the page without conducting any further activity or purchase. Bounce rate is a very important metrics as it gives the scenario of the visitors’ on-page behavior, and Google Analytics gives a clear picture of the audience behavior.  

4. Google Releases Their Own SEO Guides

Google releases its own SEO guides. These tools depend on the skill level and include a starter guide and developer guide. These guides help the marketers in every aspect of their success with SEO on Google

5. Define The Number of Search Results

Every marketer’s aspiration is to come on Google’s first page. Sometimes the proper information does not land there. Marketers can customize the setting by selecting ‘Settings’ below the right-hand of the search bar on the result page. From there, marketers can adjust the number of results that appear at a time. So, Google drives the majority of traffic to the website regardless of the category of the organization. 

Do you have any suggestions or queries for Google functionalities? Share your valuable comments with CloudVandana, a registered Salesforce partner. 

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A document generation App in Salesforce allows the user to generate rich format documents by using Salesforce data for creating PDF or HTML documents based on templates. Companies across the world are using this native document generation app for their business enhancement. In this article, CloudVandana is discussing the 7 ways to use document generation. 

1. Sales Proposals

Business proposals smoothen the way of opportunities but the time and related to this are high. To make the process easy, uploaded proposals templates can be used to close deals faster than before. With a click, those blue tags will convert into Salesforce data. It will save time as well as costs and can make a huge impact on the sales process. 

2. Event Invitations

To create lots of customized invitations first, Salesforce provides a brilliant process. Marketers just upload their invitation PDFs to Salesforce and tag them with fields like company details and then mass-generate invitations for all contacts at once. 

3. Timesheets

Organizations are using Documents and e-signature to calculate the stand-in workforce for temporary staffing. Throughout the week, the timesheets are created and at the end of the week, the timesheets are auto-generated for payroll and stored for record purposes. 

4. Audit Reports

Compliance officers need to do a lot of paperwork. Document generation helps them to turn the paperwork load into a seamless digital experience. 

5. Product Engineering 

Manufacturers need to document all product changes and enlistment as well as notify all customers about the products. This process can be totally automated with document generation. If the product change is logged in Salesforce, a document with information about the change can be triggered to email itself to all existing customers and prospects. 

6. Access Logs

Through the access logs, monitor login history becomes easy. Salesforce document generation lets the user create custom access logs with a button click. 

7. Attestations

Every company should have the ability to serve responsibility. Document generation and e-signature can be the key to maintaining a responsible acquisition process. Procurement managers can click a button from a vendor account that sends a responsible procurement attestation document for the vendor to fill out and sign.

Do you have any queries regarding Salesforce document generation? Please feel free to take a consultation with CloudVandana for any Salesforce requirements for your business. 

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