Cluedit

Cluedit is a CRM and digital transformation consultancy that describes itself as powered by Salesforce experts and as an official Salesforce partner. It implements Salesforce for sales, customer service and marketing teams and supports them after go-live.

Cluedit builds a CRM platform around each company's processes and follows a five-stage method. Analysis evaluates existing processes and IT systems. A demo recommends suitable products and services. Design produces a customized solution validated with the client. Implementation is delivered in planned iterations, and support covers team training and needs that arise after launch.

• Sales Cloud: central data storage, modular use across departments, dashboards, sales activity tracking and end-to-end sales process mapping
• Service Cloud: multi-channel case intake via email, chat, webform, phone, Facebook Messenger and other social media, plus a Customer 360 view
• Marketing automation: Salesforce-based marketing solutions
• CRM audit: technical review by certified Salesforce experts
• CRM integrations: connecting Salesforce with other systems

The CRM audit follows six steps: pre-audit, processing business and technical requirements documents, analysing the target solution, recommendations, documentation, and refactoring and rebuilding. Its scope covers data security, data models and migration plans, Salesforce licenses and usage, file storage, sharing structure, code, development environments, compatibility with other clouds, AppExchange packages, automation and readiness for future Salesforce releases. The stated focus is security settings visibility, instabilities, data gaps, architecture that could cause clutter and technical debt.

For sales teams, Cluedit says Sales Cloud replaces scattered spreadsheets, simplifies reporting and gives greater transparency over data and processes. For service teams, reports can be filtered by user, activity, case, inquiry type and originating channel, and dashboards show real-time data.