Salesforce Automation for Growing Tech Firms
Consulting | Managed Services | Projects
About Sage Cloud Consulting
Sage Cloud Consulting drives business growth and efficiency by envisioning, solutioning, and implementing best-in-class Salesforce solutions.We bridge business and platform knowledge to deliver strategic advisory to clients with a white-glove customer experience.Our services include consulting, managed services, and custom projects.Get in touch!
The Sage Cloud Difference
Sage Cloud Consulting brings immediate and lasting value to every project and seeks long-term productive relationships with only the best clients.At Sage Cloud Consulting, we...
Think critically
Guide best practice
Act mindfully
See the big picture, and
Begin with the end in mind
Sage Cloud Case Studies
Sage Cloud Consulting are specialists in the Sales, Marketing, Service, and Revenue (CPQ) Clouds across a diverse set of industries including software, technology, financial services, insurance, automotive, and energy. Following are a sample of recent projects.Revenue Cloud (CPQ) Implementation
Client: Kyriba
Challenge: Product offerings were complex with multiple dependencies
Solution: Sage Cloud provided project management, testing and oversight for a full rollout of Revenue CloudTableau Pilot
Client: Relient Funding
Challenge: The organization had a wealth of sales data that they had not been able to monetize
Solution: Sage Cloud led the pilot and implementation to optimize deep analyticsDocuSign & MailParser Integrations
Client: Freelancer.com
Challenge: The NDA signing process was slow and cumbersome
Solution: Sage Cloud implemented DocuSign and MailParser to automate and streamline the NDA signing processLevelEleven & RingLead Integrations
Client: OneRoof Energy
Challenge: Poor data quality and an underperforming sales organization
Solution: Sage Cloud led integrations of both RingLead to improve data quality and LevelEleven infuse the sales team with fun, healthy competitionAutomated Approvals
Client: Freelancer.com
Challenge: The sales team was receiving too many unqualified leads wasting limited resources
Solution: Sage Cloud set up automated approval processes so that management could review leads before conversionHoopla Implementation
Client: OneRoof Energy
Challenge: A lack of motivation in the sales team led to decreased sales activity
Solution: Sage Cloud implemented Hoopla to instill a sense of healthy competition between sales reps using gamification, leaderboards, and sales contestsImproved Sales Process
Client: Freelancer.com
Challenge: The existing sales process was not flexible enough for all account types
Solution: Sage Cloud set up multiple sales processes, record types, profiles, and page layouts
Sage Cloud Testimonials
"Sage Cloud Consulting supported the expansion and growth of the Sales team at Freelancer.com via the implementation of our Salesforce Roadmap. They delivered strategic vision, technical knowledge, and business guidance with a white-glove customer experience. Professional and thorough, they implemented best-in-class solutions while balancing security, scalability, and maintenance concerns. Their leadership helped synthesize efforts, build synergy, and balance competing objectives. The Sage Cloud Consulting team was methodical and deliberate in planning and execution and never loses sight of the big picture. Throughout our expansive project, they guided us in overcoming obstacles and delivering process automation and integrations for Freelancer.com that eventually scaled to adjacent teams and divisions."
-- Ihsan Ali, Sr. Business Operations Manager, Freelancer.com"Lane was instrumental in our success at OneRoof Energy. Lane supported our sales, finance, and marketing teams by providing data and insights into our customers and the market in general. He is experienced in managing complex programs and was always willing to pitch in to help the team. As a member of our team, Lane prioritized analysis activities and reporting requirements to drive sales growth for our organization. I could depend on Lane 24-7. Lane is extremely capable and dedicated. He has strong analytical and communication skills and worked extremely well with clients, co-workers, and executives. Lane has proven to be a tremendous asset to our organization. As a solar company, our data has become overwhelming with millions of records. Lane was able to make sense of this data to improve our output. Great guy, a hard worker, and very good at what he does."
-- Phillip Morgan, New Business Development Manager, OneRoof Energy"Lane possesses strong problem-solving skills which he demonstrated while developing the LevelEleven sales incentive program in SalesForce.com. His attention to detail ensured all parties involved were kept aware of the progress, challenges, and, eventually, measurable outcomes. I appreciated his humor, level-headedness, and willingness to pivot as we learned how to work together. As a team member, he was responsive and responsible, making him a valuable contributor and colleague."
-- Rebecca Everett, Talent Development Manager, OneRoof Energy"Lane is a dependable business professional and an excellent problem-solver. Reliable in any circumstance to drive change and push teams to perform at their best. He proactively stays well ahead of deadlines and recognizes challenges before they become roadblocks. He consistently developed impressive PowerPoint slides for my meetings and trained and guided the team in the Salesforce.com process where needed. He was instrumental in providing timely and accurate monthly commission statements, set up and maintained automated reports to ensure the integrity of the pipeline and sales data, and professionally handled critical ad hoc reporting requests for client projects. I would highly recommend Lane as a reliable, consistent, and professional solution provider."
-- Mike Jerry, VP & GM Canadian & Puerto Rican Operations, Mitchell International"Lane is an amazing person. He is professional, sincere, and very intelligent. I had the pleasure of working with Lane at Mitchell International and experienced up close what a knowledgeable and dedicated professional he is. Lane is one of the most honest and sincere people I have ever known. Lane is passionate about what he does, proactive, responsive, and delivers on what he promises. He has always been extraordinarily generous in making time for others, and an overall personal inspiration to those around him. Lane is a true professional. He is bright, creative, strategic, and persistent, which makes Lane very successful. Lane is a terrific asset to any company he works for."
-- Corie Dahlke, Salesforce Administrator, Mitchell International"Lane was a key member of our service team, providing critical data analysis and metrics which enabled us to better manage compliance with service plans, as well as managing customer data. His understanding of complex data sets made him a critical part of managing our field service efforts and driving increased customer satisfaction. Without Lane's partnership, we simply could not have effectively managed and fully utilized the service data available to us."
-- Tom Suchomel, Director of Field Operations, Mitchell International
Sage Cloud Clients
Sage Cloud Consulting has had the privilege of working with local as well as international clients from dynamic startups to enterprise clients.Our experience spans a wide variety of industries including technology, software, hardware, financial services, automotive, financial services, energy, and insurance.
Contact Sage Cloud Consulting
Contact Sage Cloud to see how we can unleash the potential of your Salesforce investment.