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Providing you with ongoing success on Salesforce

Salesforce
Training & Support

Users must be confident and engaged to achieve complete Salesforce success (and provide ROI). Identifying training needs and providing ongoing support is where we excel.

Training

To maximise your Salesforce solution, users must be thoroughly trained and know precisely how the system can support them in their role.

Without this crucial step, it becomes a challenge to realise the software’s full potential and reach that all-important return on investment regarding both cost and productivity.

Our experience working with beginners through to advanced users means we have found that to secure full user adoption, it’s essential to remove jargon and instead -provide context. In enlightening individuals to understand how Salesforce can support them in their role and department, they want to explore its full capability and make their working lives more efficient.

Cloud Orca are an Excellent team, they guided us through the planning and actual implementation of the project with detailed explanations and professionalism. We would highly recommend them!

Salesforce
Video support

While we enjoy a face to face meeting- it’s not always the most effective way to provide training and support, and sometimes a phone call just won’t cut it. That’s why we offer video support; whether it’s helping with task-based or technical queries to discussing the needs and challenges encountered, we are only ever a video call away.

Our video support sees private videos embedded on your Salesforce system that shows us using your Salesforce system to give the ultimate context.

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Salesforce Training

We offer Salesforce training in the style that suits you and your team. Whether that’s structured classroom-style training for end-users or a one-on-one workshop with a designated member of the team responsible for rolling out an internal training programme, the style must be aligned with your business’s needs to ensure adoption.

Our experience allows us to identify the specific areas of training required quickly. Defining a training strategy

Identify the use case for training

Arrange the training into manageable groups using business unit functionality

Divide the training into multiple manageable chunks

Record the training and develop a success and adoption plan

Salesforce Support

Are you struggling to support
your current Salesforce user base?

We are here to help for as long as you need us, from daily administration, data administration, user help and sustained engagement, troubleshooting, and system evolution.

Having a team of certified Salesforce experts to reach out to when you need it offers peace of mind. Whether there is a lack of expertise within your business, or you need guidance and best-practice advice from time to time, we can support you in reaching Salesforce success.

Service levels

We offer a range of monthly support packages that we look after our clients continually, ensuring optimal system usage. This support goes beyond fixing issues, identifying ways to improve your Salesforce systems and consistently enhance them.

There are four support levels available.

Platinium

Gold

Silver

Bronze


Our highest level support package provides access to our award-winning customer service community platform, offering:

  • The ability to manage your support cases and receive real-time reporting and analytics whenever you need it.
  • SLAs that ensure customer issues are solved effectively and quickly.
  • Monthly reviews that dive into Salesforce usage and best practice guidance ensure full adoption.
  • High levels of communication through multiple channels, including email, live chat and WhatsApp.
  • Developer support covering all code related issues and requests, including APIs and integrations.
  • The ability to roll over hours unused monthly support hours are not lost.
  • Full data backup services

This platform also hosts a wealth of rich content to offer further support, including webinar recordings, knowledge articles, guides, and blogs.

Find out more


The package provides access to our award-winning customer service community platform, offering:

  • The ability to manage your support cases and receive real-time reporting and analytics whenever you need it.
  • SLAs that ensure customer issues are solved effectively and quickly.
  • High levels of communication through multiple channels, including email, live chat and WhatsApp.
  • Developer support covering all code related issues and requests, including APIs and integrations.
  • Full data backup services

This platform also hosts a wealth of rich content to offer further support, including webinar recordings, knowledge articles, guides, and blogs.

Find out more


The Silver package provides access to our award-winning customer service community platform, offering:

  • The ability to manage your support cases and receive real-time reporting and analytics whenever you need it.
  • SLAs that ensure customer issues are solved effectively and quickly.
  • Communication through email.
  • Developer support covering all code related issues and requests, including APIs and integrations.
  • Full data backup services

This platform also hosts a wealth of rich content to offer further support, including webinar recordings, knowledge articles, guides, and blogs.

Find out more


Bronze

Our lowest level of support provides a set monthly level of support that ensures all key stakeholders with the business are up to date with the full capabilities of Salesforce.

The Bronze package provides access to our award-winning customer service community platform, offering:

  • The ability to manage your support cases and receive real-time reporting and analytics whenever you need it.
  • SLAs that ensure customer issues are solved effectively and quickly.

This platform also hosts a wealth of rich content to offer further support, including webinar recordings, knowledge articles, guides, and blogs.

Find out more

Interested in Support & Training for Salesforce?

As your Sales Cloud implementation partner, we will ensure you get the very best out of your CRM by supporting you on an ongoing basis.

Contact us today to find out how we can transform your business.