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Salesforce Help Without the Hassle - Handled By Experts Who Make It Easy

Get professional long term support that turns Salesforce into what you always wanted it to be.

Let's Talk Solutions
Let's Talk Solutions

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Does This Sound Like You?

"I don't know what I don't know." +
Access a team of experts that eliminate the anxiety of "not knowing what you don't know." Cloud Trailz acts as a team inside your business that knows you, knows your request history, and acts on your behalf to make Salesforce perform for you.
"I'm struggling to get people to use the system." +
Get a comprehensive plan that creates a path towards a better future. We act as your guide to navigate the challenges of getting people to embrace Salesforce.
"I feel like we are underutilizing Salesforce." +
Get help understanding the causes of underutilization within your business. From there, work with a team that knows how to eliminate manual tasks, show value through reporting, and broaden your understanding of the vast feature set in Salesforce.
"I'm too strapped for time to understand the product like an expert." +
Salesforce professionals who work quickly and decisively are a few clicks away. Our team stays up to date with certifications and education so you don't have to. Shift your focus away from trying to be a Salesforce expert and let us do it instead.
"I inherited a bad build and I need help turning things around." +
Almost nothing is worse than being saddled with a bad build from someone else. Our intake process is designed to clean this up by learning about your business, your challenges, and your success criteria.
"I don't like the way my current provider does things." +
It's safe to say we've been around the block. Our roots trace back to 2011. With that knowledge we set down and removed the most common friction points from our service. No change orders. No frequent team member turnovers. No surprises on the invoice. Fast delivery. What's left is a framework that serves and delivers real impact every day.
"I need help getting started." +
Salesforce projects can be done fast with high quality. This is our goal when someone comes along with a new Salesforce environment. Choosing Cloud Trailz is an investment in a smooth system that has been refined with first hand experience on over 250 real businesses.
A Cloud Trailz certified expert ready to help with Salesforce solutions.

Cloud Trailz - Your Salesforce Solution.

The Industry Problem: Salesforce firms don't have a talent issue; the industry is overrun with smart, talented, and certified people. Our industry has an orientation problem. The typical business model dictates that the team must be busy billing their time.


🛑 Common Issues

  • ❌ You can't reach out to close a knowledge gap without getting slapped with an hourly bill.
  • ❌ People actually using the system takes a backseat to more complexity.
  • ❌ Custom configuration where standard functionality would work just fine.
  • ❌ Slow turn around times because there is no incentive to be efficient.

✅ The Cloud Trailz Difference

We understand that Salesforce is a tool that should enhance your work. It's not a toy to be endlessly configured to hit an internal billable target.

We pride ourselves on moving efficiently, being clear about our recommendations, and honesty (even if it stings a bit).

TAKE THE NEXT STEP

People We’ve Helped

James Murphy
Chief Sales Officer
Soothe

“The Cloud Trailz team takes the time to understand your business needs and, specifically, help mold your system in a way to best support your organization. With needs arising on almost a daily basis, the team works efficiently and always with a fast and successful resolution.”
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Brook Burtyk
Sales Supervisor
Display Sales

“Great experience with the Cloud Trailz team when it comes to Sales Force Support. Specific shout out to Chris and his helpfulness, knowledge and expertise. He has been a massive asset to our team.”
DS.Logo 1

Fritz Smickle
CEO
Eagle Eye Anesthesia

“I can’t say enough about how knowledgeable and helpful the Cloud Trailz team is. Training is patient and thorough. They are quick to respond to our questions and other needs. In addition to everything else, the Cloud Trailz staff was extremely friendly and made us feel tremendously comfortable from beginning to end. Our staff was highly impressed and we would recommend Cloud Trailz for any fulfillment that they offer. They are truly a “get it done” group.”
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Choose the Right Support Plan

Silver

Essential ongoing support

$3,499/mo

  • ✓ Projects
  • ✓ Digital Training
  • ✓ Tickets (Standard)
BOOK A CALL
MOST POPULAR

Gold

Full strategy and support

$5,499/mo

  • ✓ Projects
  • ✓ Digital Training
  • ✓ Priority Tickets
  • ✓ Roadmapping + Check Ins
  • ✓ Change Management
  • ✓ On-Site Session (2/yr)
  • ✓ Workflow Workshops (2/yr)
BOOK A CALL

Platinum

Executive-level advisory

$7,499/mo

  • ✓ Projects
  • ✓ Digital Training
  • ✓ Priority Tickets
  • ✓ Roadmapping + Check Ins
  • ✓ Change Management
  • ✓ On-Site Session (4/yr)
  • ✓ Workflow Workshops (4/yr)
  • ✓ Executive Automation Package
  • ✓ Executive Reporting Package
  • ✓ Executive Strategic Advisory (4/yr)
BOOK A CALL

*Price adjustments are available for 3 month, 6 month, and 12 month commitments.
**Any offering in Gold and Platinum packages can occur on site.

Our Resolution Guarantee

Collectively the team has been at this since 2011. Things happen.


Misalignments are frustrating for both customers and employees. Most firms take this opportunity to put on a show, do a little dance, and waste everyone's time.


We don't do that.


If you aren't happy at any point you get an immediate direct line to the CEO for a personalized resolution plan.


We've found this to be the simplest way to take care of the people that trust us.

Really Smart Questions

The truth is nobody uses “all” of Salesforce. That would require an unhealthy amount of clicking on things that have no benefit to you. We steer customers towards using the features that drive results for them.

Yes. In our experience serious customers ask serious questions to get serious answers. We’ve had a small handful of customers try to game the system with volume, but it doesn’t end up being a great use of their time.

It’s a competitive advantage for us to obsess over speed (very few companies in this industry do). Time is money and if we are wasting your time we are costing you money. 

There are 4 criteria that stand out

  1. A person or company who values our time and theirs.
  2. Has a primary POC who can answer questions on what success in Salesforce looks like for them.  The contact does not need to be highly technical, but they do need to be able to be descriptive about outcomes.
  3. Don’t think Salesforce is a toy.  They recognize that the primary goal is to extract business value from it.
  4. 25 – 100 people is our sweet spot.
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