Capabilities
Salesforce
Driven by the power of Data + AI + CRM + Trust, we partner with Salesforce to reimagine your success
Capabilities
Salesforce
Driven by the power of Data + AI + CRM + Trust, we partner with Salesforce to reimagine your success
Capabilities
Salesforce
Driven by the power of Data + AI + CRM + Trust, we partner with Salesforce to reimagine your success
Work with us
Work with us
Work with us
Our Salesforce Expertise
At CloudKaptan, we help companies maximize their Salesforce investments with tailored solutions that boost productivity, enhance customer experiences, and increase ROI. Our team of experts has a proven track record of delivering successful Salesforce implementations, integrations, and managed services.
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Global Clientele
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Associates
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Integrations
Get in touch with a team member
our services
Our Salesforce Offerings
Advisory
Implementation
Managed Services
Integrations
DevOps
01 / 05
Seek Professional Advisory for Your Salesforce Implementations
As you embark on shaping your Salesforce roadmap or if you're a seasoned organization seeking to enhance your existing architecture, CK offers unparalleled expertise in the Salesforce ecosystem. Our insights and guidance can expedite your journey to maximize the potential of the latest available features.
our services
Our Salesforce Offerings
Advisory
01 / 05
Seek Professional Advisory for Your Salesforce Implementations
As you embark on shaping your Salesforce roadmap or if you're a seasoned organization seeking to enhance your existing architecture, CK offers unparalleled expertise in the Salesforce ecosystem. Our insights and guidance can expedite your journey to maximize the potential of the latest available features.
our services
Our Salesforce Offerings
Advisory
Implementation
Managed Services
Integrations
DevOps
01 / 05
Seek Professional Advisory for Your Salesforce Implementations
As you embark on shaping your Salesforce roadmap or if you're a seasoned organization seeking to enhance your existing architecture, CK offers unparalleled expertise in the Salesforce ecosystem. Our insights and guidance can expedite your journey to maximize the potential of the latest available features.
Our Expertise
How We Can Help
Agentforce
AgentForce empowers your organization with AI-driven agents that enhance customer interactions and streamline workflows. Leveraging our deep expertise across the Salesforce ecosystem, you can now tap into our platform expertise to create tailored AI solutions that drive efficiency and engagement.
Mulesoft
MuleSoft empowers seamless integration of AI, data, and CRM to deliver unified, connected customer experiences. Our experts streamline integrations and workflows, enabling tailored solutions that enhance engagement and drive efficiency across your organization, ensuring you unlock the full potential of MuleSoft’s capabilities.
Data Cloud
Salesforce Data Cloud transforms customer data into actionable insights. With our expertise, deliver hyper-personalized, AI-driven experiences. Empower your organization with predictive insights, relevant interactions, and productive outcomes that redefine engagement and optimize decision-making across every touchpoint.
Manufacturing Cloud
Tap into Manufacturing Cloud on Salesforce to enhance your manufacturing operations. With a solid grasp of manufacturing processes, we help you kickstart your journey toward improved efficiency. Whether you're focused on planning production, managing orders, or ensuring quality control, Manufacturing Cloud on Salesforce offers a tailored solution for your production and sales teams.
Financial Services Cloud
Utilize the full suite of your financial services, whether you're involved in Wealth Management, Retail Banking, or Insurance. We've got you covered, tailoring solutions to meet your specific business needs. With the dynamic capabilities of Sales & Service, you're well on your way to ensuring both your staff and customers experience continuous satisfaction.
Sales Cloud
Unlock the capabilities of Sales Cloud implementation to streamline your sales operations. With a keen understanding of sales processes, initiate your journey towards improved efficiency. Whether you're optimizing lead management, closing deals, or delivering exceptional customer service, Sales Cloud implementation provides a customized solution for your sales team.
CPQ
Harness the potential of CPQ (Configure, Price, Quote) implementation to streamline your quoting and sales processes. With a deep understanding of CPQ workflows, begin your journey towards improved efficiency and accuracy. Whether you're simplifying product configuration, accurate pricing, or generating quotes swiftly, CPQ implementation offers a tailored solution for your sales team.
Service Cloud
Enhance your customer service with an immersive omnichannel approach, seamlessly integrated into your existing system. Empower your staff to consistently deliver exceptional customer experiences, with a wide range of service options readily available at their fingertips. Provide your customers with the flexibility to select from a spectrum of low-touch to highly interactive communication mediums.
Marketing Cloud
Delight your customer with your product offerings, that are personalized to their needs & interest. With 360 degree insights you have the power of deliver engaging context through a diverse range of channel available at your fingertips. With CDP integrated you have wide range of possibilities in enriching data collated from multiple sources to provide quality insights for your customer communication.
Our Expertise
How We Can Help
Agentforce
Mulesoft
Data Cloud
Manufacturing Cloud
Financial Services Cloud
Sales Cloud
CPQ
Service Cloud
Marketing Cloud
Our Expertise
How We Can Help
Agentforce
AgentForce empowers your organization with AI-driven agents that enhance customer interactions and streamline workflows. Leveraging our deep expertise across the Salesforce ecosystem, you can now tap into our platform expertise to create tailored AI solutions that drive efficiency and engagement.
Mulesoft
MuleSoft empowers seamless integration of AI, data, and CRM to deliver unified, connected customer experiences. Our experts streamline integrations and workflows, enabling tailored solutions that enhance engagement and drive efficiency across your organization, ensuring you unlock the full potential of MuleSoft’s capabilities.
Data Cloud
Salesforce Data Cloud transforms customer data into actionable insights. With our expertise, deliver hyper-personalized, AI-driven experiences. Empower your organization with predictive insights, relevant interactions, and productive outcomes that redefine engagement and optimize decision-making across every touchpoint.
Manufacturing Cloud
Tap into Manufacturing Cloud on Salesforce to enhance your manufacturing operations. With a solid grasp of manufacturing processes, we help you kickstart your journey toward improved efficiency. Whether you're focused on planning production, managing orders, or ensuring quality control, Manufacturing Cloud on Salesforce offers a tailored solution for your production and sales teams.
Financial Services Cloud
Utilize the full suite of your financial services, whether you're involved in Wealth Management, Retail Banking, or Insurance. We've got you covered, tailoring solutions to meet your specific business needs. With the dynamic capabilities of Sales & Service, you're well on your way to ensuring both your staff and customers experience continuous satisfaction.
Sales Cloud
Unlock the capabilities of Sales Cloud implementation to streamline your sales operations. With a keen understanding of sales processes, initiate your journey towards improved efficiency. Whether you're optimizing lead management, closing deals, or delivering exceptional customer service, Sales Cloud implementation provides a customized solution for your sales team.
CPQ
Harness the potential of CPQ (Configure, Price, Quote) implementation to streamline your quoting and sales processes. With a deep understanding of CPQ workflows, begin your journey towards improved efficiency and accuracy. Whether you're simplifying product configuration, accurate pricing, or generating quotes swiftly, CPQ implementation offers a tailored solution for your sales team.
Service Cloud
Enhance your customer service with an immersive omnichannel approach, seamlessly integrated into your existing system. Empower your staff to consistently deliver exceptional customer experiences, with a wide range of service options readily available at their fingertips. Provide your customers with the flexibility to select from a spectrum of low-touch to highly interactive communication mediums.
Marketing Cloud
Delight your customer with your product offerings, that are personalized to their needs & interest. With 360 degree insights you have the power of deliver engaging context through a diverse range of channel available at your fingertips. With CDP integrated you have wide range of possibilities in enriching data collated from multiple sources to provide quality insights for your customer communication.
trusted salesforce partner
Partnership
We're proud to be a trusted Salesforce Summit Consulting partner and ISV Partner. This distinctive positioning enables us to provide exceptional service to our customers.
trusted salesforce partner
Partnership
We're proud to be a trusted Salesforce Summit Consulting partner and ISV Partner. This distinctive positioning enables us to provide exceptional service to our customers.
trusted salesforce partner
Partnership
We're proud to be a trusted Salesforce Summit Consulting partner and ISV Partner. This distinctive positioning enables us to provide exceptional service to our customers.
Case study
Service Management for the financial wing of a well-established solar energy firm
Implemented an end-to-end CRM journey including application origination and broker onbaording, while also leveraging the Service Cloud features. This involved integrating service management and live chat to enhance the overall customer experience, making interactions smoother and more satisfying.
USA - Oct 2022
Case study
Streaming sales & service for high-value auction house
Sales Cloud and Service Cloud implementation to enhance legacy opportunity management. The integration fostered better data sharing and collaboration between internal and external teams, resulting in improved overall operational efficiency.
New Zealand - Sept 2016
Case study
Streamlining operations through a Financial Services Cloud
Digitising customer management and relationships through Salesforce Financial Services Cloud. The platform helps automate routine tasks and handle important life events, ensuring better and more personalized customer engagement
Australia - Jan 2016
Case study
Service Management for the financial wing of a well-established solar energy firm
Implemented an end-to-end CRM journey including application origination and broker onbaording, while also leveraging the Service Cloud features. This involved integrating service management and live chat to enhance the overall customer experience, making interactions smoother and more satisfying.
USA - Oct 2022
Case study
Streaming sales & service for high-value auction house
Sales Cloud and Service Cloud implementation to enhance legacy opportunity management. The integration fostered better data sharing and collaboration between internal and external teams, resulting in improved overall operational efficiency.
New Zealand - Sept 2016
Case study
Streamlining operations through a Financial Services Cloud
Digitising customer management and relationships through Salesforce Financial Services Cloud. The platform helps automate routine tasks and handle important life events, ensuring better and more personalized customer engagement
Australia - Jan 2016
Case study
Service Management for the financial wing of a well-established solar energy firm
Implemented an end-to-end CRM journey including application origination and broker onbaording, while also leveraging the Service Cloud features. This involved integrating service management and live chat to enhance the overall customer experience, making interactions smoother and more satisfying.
USA - Oct 2022
Case study
Streaming sales & service for high-value auction house
Sales Cloud and Service Cloud implementation to enhance legacy opportunity management. The integration fostered better data sharing and collaboration between internal and external teams, resulting in improved overall operational efficiency.
New Zealand - Sept 2016
Case study
Streamlining operations through a Financial Services Cloud
Digitising customer management and relationships through Salesforce Financial Services Cloud. The platform helps automate routine tasks and handle important life events, ensuring better and more personalized customer engagement
Australia - Jan 2016
Case study
Service Management for the financial wing of a well-established solar energy firm
Implemented an end-to-end CRM journey including application origination and broker onbaording, while also leveraging the Service Cloud features. This involved integrating service management and live chat to enhance the overall customer experience, making interactions smoother and more satisfying.
USA - Oct 2022
Case study
Streaming sales & service for high-value auction house
Sales Cloud and Service Cloud implementation to enhance legacy opportunity management. The integration fostered better data sharing and collaboration between internal and external teams, resulting in improved overall operational efficiency.
New Zealand - Sept 2016
Case study
Streamlining operations through a Financial Services Cloud
Digitising customer management and relationships through Salesforce Financial Services Cloud. The platform helps automate routine tasks and handle important life events, ensuring better and more personalized customer engagement
Australia - Jan 2016
Case study
Service Management for the financial wing of a well-established solar energy firm
Implemented an end-to-end CRM journey including application origination and broker onbaording, while also leveraging the Service Cloud features. This involved integrating service management and live chat to enhance the overall customer experience, making interactions smoother and more satisfying.
USA - Oct 2022
Case study
Streaming sales & service for high-value auction house
Sales Cloud and Service Cloud implementation to enhance legacy opportunity management. The integration fostered better data sharing and collaboration between internal and external teams, resulting in improved overall operational efficiency.
New Zealand - Sept 2016
Case study
Streamlining operations through a Financial Services Cloud
Digitising customer management and relationships through Salesforce Financial Services Cloud. The platform helps automate routine tasks and handle important life events, ensuring better and more personalized customer engagement
Australia - Jan 2016
Case study
Service Management for the financial wing of a well-established solar energy firm
Implemented an end-to-end CRM journey including application origination and broker onbaording, while also leveraging the Service Cloud features. This involved integrating service management and live chat to enhance the overall customer experience, making interactions smoother and more satisfying.
USA - Oct 2022
Case study
Streaming sales & service for high-value auction house
Sales Cloud and Service Cloud implementation to enhance legacy opportunity management. The integration fostered better data sharing and collaboration between internal and external teams, resulting in improved overall operational efficiency.
New Zealand - Sept 2016
Case study
Streamlining operations through a Financial Services Cloud
Digitising customer management and relationships through Salesforce Financial Services Cloud. The platform helps automate routine tasks and handle important life events, ensuring better and more personalized customer engagement
Australia - Jan 2016
Case study
Service Management for the financial wing of a well-established solar energy firm
Implemented an end-to-end CRM journey including application origination and broker onbaording, while also leveraging the Service Cloud features. This involved integrating service management and live chat to enhance the overall customer experience, making interactions smoother and more satisfying.
USA - Oct 2022
Case study
Streaming sales & service for high-value auction house
Sales Cloud and Service Cloud implementation to enhance legacy opportunity management. The integration fostered better data sharing and collaboration between internal and external teams, resulting in improved overall operational efficiency.
New Zealand - Sept 2016
Case study
Streamlining operations through a Financial Services Cloud
Digitising customer management and relationships through Salesforce Financial Services Cloud. The platform helps automate routine tasks and handle important life events, ensuring better and more personalized customer engagement
Australia - Jan 2016
Case study
Service Management for the financial wing of a well-established solar energy firm
Implemented an end-to-end CRM journey including application origination and broker onbaording, while also leveraging the Service Cloud features. This involved integrating service management and live chat to enhance the overall customer experience, making interactions smoother and more satisfying.
USA - Oct 2022
Case study
Streaming sales & service for high-value auction house
Sales Cloud and Service Cloud implementation to enhance legacy opportunity management. The integration fostered better data sharing and collaboration between internal and external teams, resulting in improved overall operational efficiency.
New Zealand - Sept 2016
Case study
Streamlining operations through a Financial Services Cloud
Digitising customer management and relationships through Salesforce Financial Services Cloud. The platform helps automate routine tasks and handle important life events, ensuring better and more personalized customer engagement
Australia - Jan 2016
Case study
Service Management for the financial wing of a well-established solar energy firm
Implemented an end-to-end CRM journey including application origination and broker onbaording, while also leveraging the Service Cloud features. This involved integrating service management and live chat to enhance the overall customer experience, making interactions smoother and more satisfying.
USA - Oct 2022
Case study
Streaming sales & service for high-value auction house
Sales Cloud and Service Cloud implementation to enhance legacy opportunity management. The integration fostered better data sharing and collaboration between internal and external teams, resulting in improved overall operational efficiency.
New Zealand - Sept 2016
Case study
Streamlining operations through a Financial Services Cloud
Digitising customer management and relationships through Salesforce Financial Services Cloud. The platform helps automate routine tasks and handle important life events, ensuring better and more personalized customer engagement
Australia - Jan 2016
Case study
Service Management for the financial wing of a well-established solar energy firm
Implemented an end-to-end CRM journey including application origination and broker onbaording, while also leveraging the Service Cloud features. This involved integrating service management and live chat to enhance the overall customer experience, making interactions smoother and more satisfying.
USA - Oct 2022
Case study
Streaming sales & service for high-value auction house
Sales Cloud and Service Cloud implementation to enhance legacy opportunity management. The integration fostered better data sharing and collaboration between internal and external teams, resulting in improved overall operational efficiency.
New Zealand - Sept 2016
Case study
Streamlining operations through a Financial Services Cloud
Digitising customer management and relationships through Salesforce Financial Services Cloud. The platform helps automate routine tasks and handle important life events, ensuring better and more personalized customer engagement
Australia - Jan 2016
Case study
Service Management for the financial wing of a well-established solar energy firm
Implemented an end-to-end CRM journey including application origination and broker onbaording, while also leveraging the Service Cloud features. This involved integrating service management and live chat to enhance the overall customer experience, making interactions smoother and more satisfying.
USA - Oct 2022
Case study
Streaming sales & service for high-value auction house
Sales Cloud and Service Cloud implementation to enhance legacy opportunity management. The integration fostered better data sharing and collaboration between internal and external teams, resulting in improved overall operational efficiency.
New Zealand - Sept 2016
Case study
Streamlining operations through a Financial Services Cloud
Digitising customer management and relationships through Salesforce Financial Services Cloud. The platform helps automate routine tasks and handle important life events, ensuring better and more personalized customer engagement
Australia - Jan 2016
Case study
Service Management for the financial wing of a well-established solar energy firm
Implemented an end-to-end CRM journey including application origination and broker onbaording, while also leveraging the Service Cloud features. This involved integrating service management and live chat to enhance the overall customer experience, making interactions smoother and more satisfying.
USA - Oct 2022
Case study
Streaming sales & service for high-value auction house
Sales Cloud and Service Cloud implementation to enhance legacy opportunity management. The integration fostered better data sharing and collaboration between internal and external teams, resulting in improved overall operational efficiency.
New Zealand - Sept 2016
Case study
Streamlining operations through a Financial Services Cloud
Digitising customer management and relationships through Salesforce Financial Services Cloud. The platform helps automate routine tasks and handle important life events, ensuring better and more personalized customer engagement
Australia - Jan 2016