Cloud Orca

https://www.cloudorca.com/blog/how-to-prepare-for-cpq

⚠️ Does your business rely on excessive manual labour to configure complex products and create quotes?

🚀 Salesforce CPQ helps sales staff provide customers with fast, accurate quotes using any given pricing or product configuration.

🐳 Join Cloud Orca as we explain how to get the most out of any Salesforce CPQ implementation. Click the links above or below to read more:

https://www.cloudorca.com/blog/how-to-prepare-for-cpq

🎉 Cloud Orca celebrated its 5th anniversary earlier this year!

🥇 In recognition of some of the hardest-working and longest-serving members of our team, we'd like to thank some of those who have made this journey possible.

🙌 A big round of applause for Roy Dennis, Tom Skingle, Andrew Baldwin, Dzhansu Yumerova and Rhys Read (and the many other members of Cloud Orca who've been around almost as long)!

We've just completed another project with Cambrionix – an expert manufacturer and retailer of USB hubs and software.

Having implemented Sales Cloud and Marketing Cloud earlier this year, our latest project aimed to build on this foundation with the addition of quote and payment management processes.

By leveraging standard features for quote management and building an API integration with the Stripe payment platform, we helped optimise Cambrionix's end-to-end sales process.

Thank you again to Cambrionix for your continued trust in Cloud Orca!

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https://www.cloudorca.com/blog/successful-salesforce-implementations

If you are currently evaluating Salesforce or looking to maximise your current setup then discover key strategies for successful Salesforce implementation and configuration in our latest blog post.

Cloud Orca’s expert tips will guide you through planning, customisation, and user adoption to ensure your Salesforce platform delivers optimal results.

Whether you’re starting fresh or enhancing your existing system, this article is a must-read. Click the links above or below to read more.

https://www.cloudorca.com/blog/successful-salesforce-implementations

Cloud Orca have just completed another successful project! This time with LYST – the largest global fashion search platform and premium shopping app. Working closely with the Lyst team, we implemented a comprehensive CRM solution, including some of the following tools:

• Streamlined lead management for prospects and partners
• Opportunity management with defined Media sales and Integration sales processes
• Integration with their finance package to allow for streamlined invoicing.

Thanks again to the team at Lyst for this exciting opportunity to work with a big name in retail!

🏆 Cloud Orca is honoured to be recognised with two Salesforce awards this year. These awards reflect our teams' hard work and the trust our clients place in us to deliver excellence.

💫 We'd like to take this opportunity to thank those who made these achievements possible, and to mention Natterbox with whom we share the the Connected Ecosystem Award, for delivering outstanding results on a recent project together.

🆕 Being awarded the Outstanding New Logo Award for the Salesforce partner that has onboarded the most net-new customers shows that hard work and close collaboration with our customers pays off!

https://www.cloudorca.com/blog/account-engagement-implementation

Account Engagement (formerly Pardot) is a powerful tool, preferred by many for its user-friendliness and seamless integration with the wider Salesforce ecosystem.

If you would like to know how to prepare for a seamless implementation, be sure to read the linked article, written by Cloud Orca's own Senior Marketing Automation Consultant – Aylara Hadjimova!

https://www.cloudorca.com/blog/account-engagement-implementation

Have you ever wondered if you can group your leads in Salesforce by company like you can with accounts and contacts?

Our Group Leads By Company app helps Salesforce users save time by automatically grouping and mass-converting leads based on specified criteria.

✅ Simple, hassle-free integration into any Salesforce instance
✅ View all leads from the same company in an intuitive UI
✅ Fully customisable with configurable metadata.
✅ Totally free!

Click the link below to learn more about this accessible productivity tool:
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000MSEpUEAX

Or click here to view all Cloud Orca apps on the Salesforce App exchange:
https://appexchange.salesforce.com/appxSearchKeywordResults?keywords=Cloud%20Orca

We've just finished another successful Salesforce implementation, this time with Amius – a global brokerage and financial risk management services provider.

Working closely with key Amius staff, Cloud Orca helped Amius upgrade from Enterprise Edition (EE) to Unlimited Edition (UE), helping Amius take advantage of the enhanced functionality offered.

This project aimed to ensure effective management of communications and data, allowing the global team a unified view of customers and leads.

With additional API integration, the Amius team can prioritise their efforts on high-potential prospects, enhancing their overall sales strategy.

https://www2.cloudorca.com/translation-workbench

Does your organisation hire a multi-national, multi-lingual team?

Salesforce Translation Workbench is an innovative solution that allows users to create an inclusive development platform for their entire team.

Using automatic translation rules with an optional 'translator' role, businesses can use a single salesforce org to cater to all staff regardless of their preferred language.

Click the links above or below to learn more about this great tool:

https://www2.cloudorca.com/translation-workbench

Cloud Orca is fortunate enough to have a team of highly skilled and motivated professionals who bring their expertise, passion and creativity to every project.

We want to highlight the key staff that make Cloud Orca so great, and this week we're happy to introduce Rhys Read!

Rhys joined us as an apprentice and quickly became a certified Salesforce consultant owing to his hard work and dedication. He has continued to grow professionally within Cloud Orca and we're fortunate to have him on the team!

Have you ever wanted to automate your currency conversion rates in Salesforce?

Cloud Orca provides a wealth of free apps on the Salesforce AppExchange. New this month is our updated Currency Rates API.

✅ Simple, hassle-free integration into any Salesforce instance
✅ Retrieves specified currency rates and adds them to the Dated Exchange Rates
✅ Can be scheduled to run at regular intervals or by request
✅ Exchange rates verified by 15+ FX data sources
✅ Salesforce App is totally free*

Click the link below to learn more about this accessible productivity tool:
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Is642UAB

Or click here to view all Cloud Orca apps on the Salesforce App exchange:
https://appexchange.salesforce.com/appxSearchKeywordResults?keywords=Cloud%20Orca

*FixerIO incurs a small subscription fee

We've just completed another successful Salesforce implementation, this time with the excellent Football Association of Wales!

Working closely with senior FAW staff, we created tools, reports, automation and workflows to manage their sales/new partnerships process.

To achieve this, our team created a comprehensive CRM and Marketing solution to organise Leads, Accounts, Contacts, and Opportunities effortlessly.

Important to this particular implementation was the emphasis on tracking, reporting and total visibility over all sales operations.

We'd like to thank FAW for trusting Cloud Orca to help modernise their approach to sales and account management, we wish you the best of luck in your Salesforce journey!

https://www2.cloudorca.com/maximise-marketing-cloud

Salesforce Marketing Cloud (MC) is a powerful tool which offers a level of customizability unrivalled in the marketplace.

Join Cloud Orca's Marketing Automation Consultant, Nathan Jones, as we help you understand MC’s key features and best practices.

With it, you can help your business transform its marketing efforts and deliver exceptional customer experiences.

https://www2.cloudorca.com/maximise-marketing-cloud

With a partnership spanning just over 3 years, Aguettant has been one of Cloud Orca's most loyal customers.

As we've just wrapped up yet another successful project with the Aguettant team, we'd like to take this opportunity to extend our warmest thanks to the great people we've had to the good fortune to work with.

We're excited to see what the future brings, and as always, thank you for choosing Cloud Orca as your Salesforce Partner!

Did you know?

Cloud Orca provides a wealth of free apps on the Salesforce AppExchange.

New this month is our updated Case Timer 2.0 app.

✅ Simple, hassle-free integration into any Salesforce instance
✅ Track the time spent resolving Cases with this free tool
✅ Intuitive reports show where and when time was spent
✅ Totally free!

Click the link below to visit the App Exchange and learn more:
https://ow.ly/TxqP50REyU4

Not long ago we welcomed new members to the Cloud Orca team. This month, our staff has grown by another 4 new additions to help us better serve our valued clients.

We're happy to be joined by John Rey Gelpe, Christopher Orkney, Xylene Jewel Reyes and Filippa Bystedt.

Welcome all to Cloud Orca!

We've just concluded another successful Salesforce implementation, this time with Clear Treasury – an international payments broker and FX strategy advisor.

Our team helped the Clear Treasury team move from their existing back-office system to Salesforce, implementing Sales Cloud to help better manage their customers, leads and opportunities.

In addition, we created an API to pull trading data and customer information from their existing database into Salesforce, automated multiple business processes, and implemented comprehensive reporting capabilities to help Clear Treasure make informed decisions.

The Clear Treasury team was immensely helpful in this endeavour. We'd like to extend our warmest thanks for choosing Cloud Orca as your Salesforce Partner.

https://www2.cloudorca.com/api-integration

Salesforce API integrations are powerful tools which can improve productivity, automate complex tasks and much more.

Understanding the basics of API technology is important for developers, but equally important for those new to the Salesforce ecosystem.

If you haven't yet researched the many potential applications of Salesforce APIs, click the links above or below to read our latest article.

https://www2.cloudorca.com/api-integration

Cloud Orca is fortunate to have a passionate, highly motivated and highly skilled team.

This week, we'd like to introduce you to one of our Lead Salesforce Consultants, Kingdom Steel!

https://www2.cloudorca.com/project-delivery-part-2

Be sure to read part two of our blog series "A Guide to Successful Project Delivery" – written by Cloud Orca's Delivery Director, Luke Bellamy.

In this article, we cover:
- How to understand what 'success' looks like and why clear project goals are essential
- The role of robust data gathering in project success
- How good communication can serve as the 'backbone' of your projects.

Click the links above or below to find our more:
https://www2.cloudorca.com/project-delivery-part-2

Cloud Orca has just finished a successful project with Cambridge Healthcare Research – a provider of specialist intelligence and research services for businesses in healthcare and life sciences.

Cambridge Healthcare Research approached Cloud Orca to help implement customer journeys and a CRM solution to help manage their prospects. Our team implemented the following solutions to help CHR achieve their business goals:

- A tailored Lead assignment process used to distribute prospects to relevant teams
- A structured sequence of touch points and interactions designed to engage with leads and contacts systematically using Sales Engagement Cadences
- Marketing Cloud Account Engagement to segment audiences and ensure relevant content is sent
- Automated Marketing-led journeys utilising Engagement Studio
- Integration with the ICD (International Classification of Diseases) API to pull data into Salesforce.

This project gave our team a welcome opportunity to work with a major name in health & life sciences. The CHR team was fantastic at every stage of development! We'd like to take the opportunity to thank CHR for choosing Cloud Orca as your Salesforce partner.

We're proud to announce another successful project, this time with Cambrionix – experts and leaders in designing & manufacturing USB hubs for mass mobile device management.

Our team implemented a CRM and Marketing solution provides a consistent process for users to progress leads, win sales, and report on important metrics. Through Marketing Cloud Account Engagement, the Cambrionix team can create dynamic marketing campaigns and feed collected data into their new Salesforce instance.

Thanks to the continued support of the Cambrionix team and the expertise of our consultants, Cambrionix now benefits from total visibility of customer activities, enhanced lead management, comprehensive stock management capacities and an improved sales pipeline.

Thanks again to the fantastic team Cambrionix!

We've recently completed another project with our long-term partner Hofy – a specialist platform in home working equipment and software for remote workers anywhere in the world.

This Marketing Cloud Account Engagement project built on an existing implementation of Salesforce with the aim of refining and enhancing existing marketing capacities.

In a short time, our team implemented a series of segmentation lists and engagement studio journeys to personalise communications and customer onboarding, as well as the ability to track web traffic and understand engagement across their customer base.

As always, we'd like to thank the Hofy team for their continued partnership. We look forward to working with you again in the near future!

Cloud Orca is excited to introduce you to the newest members of our team! We enjoyed huge successes in 2023. Just 4 months into 2024 and our team has already grown with 8 new additions to our staff!

2024 is already set to be an amazing year and we can't wait to see who will join Cloud Orca next!

We've just wrapped up another successful multi-cloud project. This time with Insync Insurance Solutions – one of the UK's fastest-growing insurance providers.

Our consultants Dunjhaise Singh and Nathan Jones worked closely with the Insync team to to migrate existing customer and lead management to Marketing Cloud, ensuring seamless data flows from their Salesforce CRM.

To future-proof their strategy for building customer journeys, Digital Engagement was also implemented, enhancing customer communications with the option to use WhatsApp, SMS, Facebook Messenger, or LiveChat.

We'd like to extend our thanks to the Insync team for choosing Cloud Orca as your Salesforce Partner!

https://www2.cloudorca.com/guide-to-successful-project-delivery

Check out Part 1 of our guide to a successful project delivery, where Luke Bellamy, Cloud Orca's Delivery Director puts his thoughts to paper to help others benefit from his extensive experience in his role.

Don't miss out on this weeks' blog article, click the links above or below to read more!
https://www2.cloudorca.com/guide-to-successful-project-delivery

We've just completed another successful project, this time with KTSL – a BMC Elite Partner and ITSM consultancy.

Our project team led by Jonathan Binpong helped KTSL implement Salesforce with a suite of tools and capacities to meet their business needs.

Our consultants created a suite of bespoke tools tailored to KTSL needs including:

- Precise opportunity margin forecasting
- Streamlined lead management for efficient team assignment
- Approval processes for enhanced management visibility
- Automated account development plans to bolster client relationships through regular tasks.

The Cloud Orca team would like to thank KTSL for giving us this fantastic opportunity to work on a challenging and exciting project!

Cloud Orca is fortunate to have a passionate, highly motivated and highly skilled team.

This week, we'd like to introduce you to one of our Salesforce Architects, Aden Ashir!

See below to find out more about his role and repsonsibilities here at Cloud Orca.

We've just wrapped up another project, this time with BASE Media Cloud, a leading SaaS provider specialising in integrated online media solutions. Our team, led by Sageetha Sambasivam, implemented Marketing Cloud Account Engagement to streamline BASE Media Cloud's sales and marketing operations.

To enhance internal processes, we implemented the following solutions:

- Email automation and dynamic segmentation lists: Streamlining email campaigns and segmenting customers for targeted communication.
- Customer journeys: Personalising prospect and customer experiences based on real-time interactions.
- Engagement Scoring & Customer Grading: Ensuring prospects and customers receive relevant content and speak to the right people internally.

Thank you to Emily and the entire BASE Media Cloud team for being a fantastic partner.

Wishing them continued success in their Salesforce journey!

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