Professional Services 2017-05-05T13:56:20+00:00

We’re CRM and data experts.

Whatever you need, we’ll work with you.

We built Cloudingo with ease-of-use and convenience in mind, but we understand not everyone has the resources or time to manage data cleansing on their own. No matter the size of an organization, cleaning and maintaining data can be a full time job. For this reason, companies trust and rely on our expertise to handle the job for them.
With our configuration and managed services packages, our team of in-house customer service and data analysts will work with you to carefully evaluate and assess your goals.

Our Services

Managed Dedupe and Customizations

Sometimes “out-of-the-box” just isn’t enough. Having clean and accurate data is crucial but for many of our clients there just isn’t enough time in the day to dedicate to that task. Create the confidence in your data that your users deserve by letting us handle the dedupe and data maintenance tasks.
Features One-Time Configuration Managed Services
Data profiling with recommended filters and rules created by a Cloudingo specialist

Automation engine configuration

Weekly, monthly, quarterly management of deduplication

Weekly, monthly reports emailed to key stakeholders

Address validation and standardization Optional Optional
Email validation Optional Optional
Bulk record reassignment Optional Optional
Bulk record archive or delete Optional Optional
Storage report and recommendations Optional Optional
User reporting and licensing tips for your next Salesforce renewal Optional Optional

Consulting Services

Make your data work for you, not against you. Our experts can help ensure your business is using Salesforce as efficiently as possible. Having worked extensively with both large and small companies, we have the experience to create solutions that not only solve today’s data challenges, but will work seamlessly as your company grows and changes.

Custom Projects

We understand that when it comes to data projects, one size does not fit all. Leverage the experience of our developers and engineers to help build a solution tailored to your needs and that addresses the root issue, not the symptoms. Let us help you choose the right approach.

What can we help you with?

Spend a few minutes with a friendly member of our team, and we’ll help you come up with the right solution to your problem.
Talk to an expert