Salesforce optimization

Salesforce Sales Cloud 

As a certified Salesforce Partner, we specialize in the customization and ongoing optimization of Salesforce for enterprise companies, primarily in highly regulated industries. We are known for our expertise in robust integration projects and improving the ROI of your Salesforce implementation.  As a strategic advisor to our clients, our team of certified Admins, developers, and architects provide a roadmap and build end-user focused Salesforce solutions. 

Consulting & Advisory Services 

Our talented team has been using Salesforce for over a decade and includes several former Salesforce employees. 

We begin every client engagement with an audit. The result of the audit is a report that outlines our findings, including an executive summary, with recommendations and a prioritization of what needs to be done. Following the audit, we work with clients on a retainer basis to execute on the action items in the audit report. 

Our goal is to partner with enterprises looking to transform their Salesforce ecosystem. Following a Salesforce audit, we work with clients to extend the value they get from Salesforce Sales Cloud by assisting them in one or more of the five ways below. 

Salesforce Architecture & Development

Our team of professionals architect Salesforce to reflect industry best practices and your business. While the work we for each client differs, some examples include:

  • Developing and implementing  a data retention and archive policy to manage usage and improve Salesforce performance 
  • Evaluating the current Salesforce customization is regards to long term cost of ownership and make recommendations for improvements
  • Audit and replace legacy functionality and supporting processes based on our audit findings and conversations with end users

Integrations and Mergers 


Our team of Salesforce veterans will help maximize the return on your investment in Salesforce by integrating it with other tools like Google Analytics, LeanData, Pardot, Marketing Cloud, and Eloqua. We provide strategic oversight on robust integration projects, such as: 

  • Implementing the Salesforce Google Analytics 360 integration 
  • Leveraging Salesforce Einstein insights in Google BigQuery 
  • Implementing the Marketing Cloud and Google Analytics 360 integration 
  • Connecting your marketing automation solution with Salesforce


Merging multiple Salesforce instances is complex and can be time-consuming. We have the experience needed to make the merger process seamless for your team and help coach clients on:

  • Which data and processes should be merged
  • How to adhere to Salesforce security best practices (how Roles, Profiles, Record Types, etc. can be used to ensure data is visible only to those who need it)
  • How multiple organizations or departments can still use individual sales processes and custom fields

BI & Einstein Analytics 

Today, businesses have more data than ever before. They are collecting data about their products, customers, competitors, etc; however, many of these data-rich businesses are starving for meaningful information.

We help organizations turn data into insights.

CloudKettle’s Business Intelligence team works with key stakeholders within the enterprise to assist with everything from basic operational reporting to advanced and/or predictive modeling. To learn more about our Business Intelligence services, click HERE

Salesforce Security 

With Salesforce being the central hub of information for many companies, it’s no surprise that organizations are focused on keeping their Salesforce instance secure. The good news is, Salesforce is an extremely secure platform.

However, there are still basic steps all organizations need to take to minimize external threats and breaches caused by employee error or malicious intent. We help organizations customize Salesforce and design processes with security at data compliance best practices in mind. 

Managed Services 

For a flat fee our team of Salesforce certified professionals will fully manage the customization and ongoing optimization of Salesforce Sales Cloud for your organization. We also act as an organization’s Salesforce Administrator to help maintain and monitor your Salesforce instance. 

Salesforce Monitoring

Our SaaS monitoring tool includes around-the-clock, proactive monitoring of your Salesforce instance, as well as all other integrated tools (ex: Marketing Automation platforms, Google Analytics, etc) to identify potential security risks, daily API call limits, prep you for product releases, and suggest improvements based on industry best practices. To learn more about our Monitoring Services, click HERE.

Free Consultation

Want to speak to a consultant about your Salesforce needs? Reach us at 1-800-878-4756 ext. 202 or  fill out the Get in Touch form below.

Who we are

About us

CloudKettle helps enterprises drive revenue with the Salesforce and Google ecosystems. We do this by providing the strategy and hands-on keyboard execution to leverage platforms like Salesforce’s Sales Cloud, Marketing Cloud, Einstein, and Tableau to create highly personalized cross-channel experiences that drive revenue.

As your strategic advisor, we help by enhancing your people, processes, and technology to build a roadmap centered around scalable tactics and security.

Would you like to learn how CloudKettle can help you reach your revenue goals? Speak with a consultant today and discover how our blend of industry knowledge and platform expertise has earned us a 5/5 rating on the Salesforce AppExchange. 

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