Technology

Salesforce Cloud Solutions

Leverage Salesforce, expertly implemented to supercharge your sales pipeline, unify sales and marketing platforms, and manage your customers.

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Sales Cloud

Experience Cloud

Data Cloud

Agentforce

Service Cloud

Salesforce is more than just a CRM—it’s a comprehensive business platform that connects your entire organization, streamlines operations, and drives revenue growth. When sales, marketing, and service teams operate in silos, processes become fragmented, and opportunities are lost. Without a unified system, businesses struggle with inefficiencies, inconsistent data, and missed insights.

Drive Predictable Growth with accurate forecasting and data-driven strategies.
Optimize Your Marketing Funnel by tracking lead progression and campaign performance.
Enhance Customer Engagement with AI-powered insights and personalized interactions.
Automate Critical Business Workflows across sales, finance, service, and beyond.
Unify Departments for Seamless Collaboration with integrated data and real-time communication.
Gain Actionable Insights through advanced reporting, AI-driven analytics, and predictive modeling.

Canidium transforms Salesforce into a scalable, intelligent solution for automation, integration, and growth. We eliminate silos, optimize processes, and drive measurable success.

Leverage Canidium’s Strategic Expertise

With 15+ years of strategic technical consulting, we go beyond basic set up to deliver Salesforce solutions tailored to your business goals. Our deep expertise ensures your implementation is efficient, scalable, and aligned with your processes—so you can accelerate revenue, improve data integrity, and empower your teams with the right insights.

Why Canidium?

Strategic Guidance – We don’t just implement; we optimize and future-proof your investment.

Technical Precision – Seamless integrations, automation, and configurations designed for your unique needs.

Proven Success – Decades of experience delivering results for businesses like yours.

Don’t settle for an off-the-shelf approach. Maximize your Salesforce investment with Canidium, where strategy meets execution.

Salesforce Org Health Check

Optimize Salesforce for accuracy, efficiency, and adoption with Canidium’s comprehensive assessment of data integrity, customization, integrations, security, performance, and user adoption.

We Assess:

Data Quality – Identify duplicates, missing values, and validation gaps.
Customization & Integrations – Review workflows, automations, and data flow.
Security & Access – Evaluate permissions, sharing rules, and risks.
Performance & User Adoption – Optimize speed, system efficiency, and training needs.

Deliverables: A detailed health report with key findings, prioritized recommendations, and a roadmap for improvement to enhance system performance, security, and adoption.

Fixed Fee: Custom | 3-4 Weeks

Streamline and future-proof your Salesforce—get started today.

Admin Assist for Salesforce

Admin Assist is a flexible managed service delivering expert Salesforce administration, from routine maintenance to complex automation, so your team can focus on strategic goals.

Service Tiers

Foundation Support – Essential admin tasks like user management, reports, and layouts.
Advanced Support – Enhanced security, automation, and optimization.
Enterprise Support – AI-powered automation, complex integrations, and advanced configurations.

Benefits: Provides scalable Salesforce expertise, comprehensive support from maintenance to advanced development, and flexible service levels that adapt to your needs.

Custom pricing available with volume discounts available.

Optimize your Salesforce operations—Get started today.

Salesforce AI Readiness Service

Canidium’s fixed-fee AI Readiness service prepares your Salesforce data, strategy, and team to leverage AI. In weeks, we assess data quality, identify key use cases, and provide an implementation roadmap.

What’s Included:

Data Health & Governance Assessment – Ensure Salesforce data is clean, structured, and optimized for accurate AI-driven insights.
Use Case & ROI Analysis – Identify the most valuable AI applications and assess their potential business impact.
Implementation Roadmap – Develop a clear, phased strategy for AI adoption, training, and long-term success.
Live Stakeholder & Technical Reviews – Align leadership and technical teams to ensure smooth execution and adoption.

Deliverables: A comprehensive AI Readiness Report, prioritized Use Case & ROI Matrix, phased Implementation Roadmap, and live stakeholder review to ensure seamless execution.

Fixed Fee: $7,500 | 3-4 Weeks

Get AI-ready with a clear strategy and measurable impact.

Sales & Service Cloud Training Program

Canidium’s fixed-fee training equips sales and service teams to maximize Salesforce, streamline workflows, enhance adoption, and drive measurable impact with hands-on learning and AI-driven insights.

What’s Included:

Sales Cloud Training – Covers lead and opportunity management, automation, forecasting, and AI-powered insights.
Service Cloud Training – Focuses on case management, omnichannel tools, AI-driven support, and reporting.
Customization & Automation – Teaches workflow automation, page layout optimization, and report creation.
AI-Enabled Insights – Leverages Einstein AI for predictive analytics, lead scoring, and customer engagement.

Deliverables: Canidium’s fixed-fee training helps sales and service teams optimize Salesforce, streamline workflows, and drive impact with hands-on learning and AI insights.

Fixed Fee: $5,000 | 2-3 Weeks

Empower your teams with the knowledge and tools to maximize Salesforce efficiency.

Salesforce AgentForce Quickstart

Accelerate AgentForce adoption with Canidium’s AgentForce Quickstart, integrating Data Cloud, Einstein Copilot, essential reporting, and targeted training for immediate impact.

We Set Up:

Data Cloud Foundation – Import, cleanse, and segment customer data for real-time insights.
AI-Powered Prompt Templates – Create reusable prompts to enhance agent interactions.
Copilot Configuration – Enable Einstein Copilot for automated recommendations and guided workflows.
Performance Dashboards & Reports – Build real-time analytics for agent efficiency and AI effectiveness.
Role-Based Training & Support – Equip agents and admins with best practices for seamless adoption.

Deliverables: Canidium configures Salesforce Data Cloud, creates AI-driven prompt templates, and builds custom dashboards and reports to track key KPIs. We also provide a quick-reference guide and post-launch support for seamless adoption.

Fixed Fee: $6,500 | 4-6 Weeks

Transform your contact center with AI-driven efficiency—get started today.

Salesforce Org Health Check for Xactly

Ensure seamless Xactly performance with Canidium’s Salesforce Health Check—a deep dive into data integrity, configurations, and integrations critical for accurate commission processing.

We Assess:

Data Integrity – Ensure Salesforce data is clean, complete, and fully aligned with Xactly requirements.
Customization Review – Identify potential conflicts in workflows, automations, and custom configurations.
Integration Health – Optimize Salesforce-Xactly data sync for accuracy, reliability, and efficiency.
Security & Access – Verify proper permissions, compliance measures, and data access controls.
Performance Optimization – Detect and remove bottlenecks that impact data flow and system efficiency.

Deliverables: A detailed report with risks, recommendations, and a roadmap for improvement.

Fixed Fee: $5,000 | 1-2 Weeks

Maximize your Salesforce & Xactly efficiency—let’s get started!

Sales Ops Management →
Support Management →
Marketing Automation →
Automation and Configuration →
Analytics and Reporting →
Integrations and Data Management →

Sales Ops Management

Manage your sales processes more effectively by leveraging tools for lead management, opportunity tracking, sales forecasting, and productivity.

Support Management

Deliver personalized customer support. Access features like case management, a knowledge base, and omni-channel support.

Marketing Automation

Engage with your customers across multiple channels. Send marketing emails, nurture leads, build prospect journeys, and manage your campaigns.

Automation and Configuration

Configure your CRM to your specific business needs through low-code automations.

Analytics and Reporting

Gain insight into your sales, marketing, and customer service performance. Utilize pre-built dashboards and reports or create your own through an intuitive report builder.

Integrations and Data Management

Utilize your CRM as the hub for your data integration strategy by setting up seamless connectors to external systems.

Discover

What are your current processes? Pain points? Goals? Through interviews, workshops, and documentation review, we assess your requirements to identify the key objectives of a Salesforce implementation.

Align

You’ll work closely with the implementation team to align Salesforce with your business goals and processes. This may involve mapping out current workflows, defining new processes, and creating a roadmap for the implementation.

Implement

During implementation, we’ll configure Salesforce software to meet your specific requirements, integrate it with other systems (such as ERP), and test the solution.

Manage

Once Salesforce is implemented, the focus shifts to managing and maximizing its performance. We’ll train users, monitor system performance, and adjust as needed to optimize the solution.

Advocate

We’ll work with you to promote the benefits of Salesforce within your organization. This involves highlighting success stories, conducting training sessions, and providing ongoing support to ensure the project’s success.

Evolve

Your business needs will change. We’ll evaluate and evolve Salesforce by implementing new features when appropriate, exploring integrations, and optimizing processes to improve performance and ROI.