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What We Do

SALESFORCE SERVICES

CrossPeak Solutions is an international Salesforce partner who collaboratively works with clients to learn business processes and identify where they can find ROI within their Salesforce org. We put our client’s goals first and use the Salesforce platform to accomplish those goals. Our group of top rated business professionals bring creative solutions to transform how companies do business, and continuously work with clients to optimize investments towards ever-evolving priorities after the implementation of their CRM is complete.

Sales Cloud Dashboard

Sales Cloud

Generate sales like never before with a Sales Cloud Implementation

  • Grow your organization faster than ever

  • Provide a buying experience that will win more customers

  • Spend more time selling with a solid sales foundation

Service Cloud Dashboard

Service Cloud

Provide exceptional customer service to every one of your loyal customers.

  • Resolve cases faster with an intelligent suite of tools 

  • Engage with customers instantly with a ChatBot support

  • Assist your customers with support portals

Field Service (SFS/FSL) Dashboard

Field Service (SFS/FSL)

Control your entire organization from wherever you are.

  • Prioritize your projects and assign jobs from anywhere 

  • Reduce in-person visits with virtual support

  • Give your service technicians more time to provide excellent service

Experience Cloud Dashboard

Experience Cloud (Communities)

Connect with your customers and/or partners in a customizable environment.

  • Personalize your customers and partners experiences

  • Connect your employers and distributors

  • Enable to retrieve and distribute data all in one place

Data Cloud Dashboard

Data Cloud

Consolidate and unify your company's data, providing a comprehensive 360-degree view of your customers. 

  • Gain deeper insights into customer behavior, preferences, and engagement patterns.

  • Provide a 360-degree view of your customers

  • Make data-driven decisions to optimize business operations and growth.

AI Agents dashboard

AI Agents

Advance with AI-powered tools to automate tasks, improve productivity, and enhance customer experiences.

  • Provide real-time insights and recommendations.

  • Deliver tailored experiences to customers based on their individual needs.

  • Stay ahead of the curve with AI-powered capabilities.

Maps Dashboard

Maps

Optimize your sales processes and territorial management.

  • Track orders and boost customer satisfaction

  • Maximize revenue by coordinating critical data

  • Create optimized sales routes based on territories and starting location 

Marketing Cloud dashboard

Marketing Cloud Account Engagement

Enhance your marketing processes and lead management.

  • Streamline workflows & improve communication

  • Focus and tailor your outreach to top accounts

  • Track key metrics to optimize your campaigns 

Revenue Cloud (CPQ) dashboard

Revenue Cloud

Automate all of your quotes in an easy to manage environment.

  • Accelerate all of your sales processes

  • Unify your sales and finance teams

  • Easily manage recurring revenue

Integrations dashboard

Integrations

Integrate your data with the world's #1 CRM.

  • Learn to develop better apps, faster

  • Build custom development tools using SOAP and REST APIs

  • Access your Salesforce Dashboard data using RESTful APIs

Managed Services dashboard

Managed Services

Maximize your investment into the Salesforce platform.

  • Optimize your Salesforce org capabilities

  • Access to quality project management and communication tools

  • Flexible contract durations and tiered support options 

Commerce Cloud Dashboard

Commerce Cloud

Unified commerce by connecting your online and offline channels for a consistent customer experience.

  • Deliver tailored product recommendations and promotions.

  • Efficiently manage orders and fulfillments.

  • Drive revenue growth with a powerful e-commerce platform. 

private Equity.png

Private Equity

Efficiently manage your investment pipeline using Salesforce integrations

  • Make data-driven investment decisions

  • Efficiently consolidate data & tech stacks

  • Securely manage portfolio accounts, documents, and workflows

Need a solution tailored to your business needs?

You need it, we've got it!

Salesforce Administrator Certification
Salesforce Advanced Administrator Certification
Salesforce Application Architect Certification
Salesforce Community Cloud Consultant Certification
Salesforce CPQ Specialist Certification
Salesforce Field Service Lightning Consultant Certification
Salesforce Marketing Cloud Consultant Certification
Salesforce Marketing Cloud Email Specialist Certification
Salesforce Data Architecture and Management Designer Certification
Salesforce Pardot Specialist Certification
Salesforce Platform App Builder Certification
Salesforce Platform Developer 1 Certification
Salesforce Platform Developer 2 Certification
Salesforce Sales Cloud Consultant Certification
Salesforce Service Cloud Consultant Certification
Salesforce Sharing and Visibility Designer Certification

Trusted by our Great Clients

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