Sales Cloud

Salesforce + Financialforce
implementation services

Automate Sales and opportunity management
with the #1 CRM platform

With Sales Cloud®, you can grow your accounts faster, find new customers faster,
and close deals faster — from anywhere. 
Sell smarter and faster with Sales Cloud. The fully customizeable sales platform seamlessly integrates with your business data and apps, and can be accessed from all devices. Whether you are in the office or on the road with your Smartphone, you’re able to update on the go, visualize your critical sales data and stay in contact with your team. Forecasting is at your fingertips and automated actions make it easier to make decisions quickly.


Close more deals


Track all your customer information and interactions in one place, anywhere. Quickly find experts to push deals along, then recognize them for contributions in the same system.

Get more leads


Nurture leads until they’re sales-ready, then automatically route them to the right reps at the right time. Track the effectiveness of marketing campaigns, making every lead a quality lead.

Accelerate productivity


No matter if you’re a rep in the field, an inside sales rep, or you just prefer to work inside your email inbox, do more, from anywhere. Even better, automate complex business processes to drive even more productivity.

Make insightful decisions


With Salesforce, information is all in one place so it’s easier to prioritize and make quick decisions based on the most up-to-date information. Do it on the go from any device —  laptop, phone, or tablet.

Sales Cloud Implementation


Get up and running quickly. Nubik’s Salesforce certified admins will help you launch Sales Cloud “out of the box” with configuration, reports and more. Using a series of Crawl, Walk, Run workshops, we lead you through each step of implementation and empowering you to take ownership of your platform.

nubik employee salesforce dashboard

Salesforce Customization

Specializing in Apex and Visualforce development, Nubik’s Salesforce developers will integrate the Salesforce platform with other systems such as ERP and other financial management applications. Our consultants can create custom objects, workflows, or even identify and implement other pre-built apps so you can configure Salesforce for your business.

nubik employee working on laptop

Lightning Readiness Assessment

Making the switch to the new Salesforce Lightning Experience should start with a fine-tuned understanding of your current system, along with what is included and not included in Lightning, and the impact this will have on your operations. Working with our customers, we have designed the Lightning Assessment Package, to take the guesswork out of the process, and make it easy for you to take advantage of the new features.

Nubik employee smiling

User Adoption and Training

A successful Salesforce project relies on your team’s ability to adopt and use the platform. At Nubik, we understand the value of training to help your team learn how to use the system. Working with you to understand your organization, we will design a custom, compelling training initiative to keep your entire team on track at every step of the way.

Nubik employees meeting

Why Nubik

With 15 years experience, we have deep knowledge of the Salesforce platform. Working with Nubik puts you in the hands of a multidisciplinary team – a dedicated Project Manager backed by Developers, Administrators, Solutions Architects and Domain Experts. With almost 45 different Salesforce certifications under our belts, we have the expertise.

We’re consultative, working with you to understand your current processes, bring efficiency and proposing the best business solutions.

Learn More

Customer Success | Poka

Alex Leclerc, President and Co-Founder of Poka, explains how Nubik helped them quickly launch the Salesforce platform and streamline their business operations.

Some of our Customers


How Can We Help You?