Flexible Salesforce Expertise to Drive Digital Transformation
Trusted CRM Expertise with 30+ years of experience - we design, implement and improve Salesforce solutions - from Sales & Service to CPQ, AI and Agentforce - tailored to you.
Employee Agent
Automate everyday employee tasks and support users directly in their flow of work. Agentforce Employee Agent can securely search knowledge articles and other internal data sources to answer questions and guide processes. It helps employees complete common requests, follow policies, and find the information they need without switching tools. You can customize it with your own workflows, data, and rules so it aligns with your organization’s unique business needs and governance.
Sales Agent
Built on the Salesforce trusted AI platform, Agentforce for Sales accelerates quote creation with accurate products and pricing. Instantly generate personalized customer quotes using unified transaction data and CRM, while Agentforce creates, modifies, and summarizes quotes with role‑based access controls. It follows product catalog and fulfillment rules to ensure valid products are quoted, and keeps pricing and discounting within system guardrails. Reduce manual work so reps can focus on reviewing final quotes and closing deals faster.
Service Agent
Empower your service teams to resolve cases faster with AI-generated resolution steps grounded in your organization’s policies and practices. Agentforce for Service delivers concise case summaries, recommended next actions, and guidance based on service plans, knowledge articles, and topics. It can use predefined flow templates, apply service plan eligibility rules, and suggest when to create or update service plans for a case. Agents spend less time searching and more time delivering consistent, high-quality support.
Try Flexible Salesforce Services
Experience the benefits of more capacity and deeper Salesforce and Agentforce expertise - improved results, reduced risks. It's easy to get started. Log in to the customer area to get the full overview. Place your order online, or contact us directly for a customized quote. We look forward to working with you!
Our Business Relations
Why Companies Choose CloudtoShare?
"CloudtoShare is extremely result driven"
Proactive ensuring goals are met, planning kept and resources properly utilized.
Rob Kooijmans, VP Service Platforms at Volvo Financial Services
Salesforce AI Expertise to Supercharge Customer Experience and Productivity. CloudtoShare delivers, AI-enabled Salesforce services that optimize processes and drive smarter customer engagement.
C
= Configure
P
= Price
Q
= Quote
Flexibility
Achieve higher performances with more flexible Salesforce capacity
We are committed to understanding your business and providing flexible expertise to help you achieve your goals. We support organizations with flexible services designed to accelerate digital transformations, with a specialized expertise in Salesforce CRM.
