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MotiveCloudLABS

Consulting & strategyRoadmaps, audits, architecture ImplementationNew Salesforce, done right Migration to SalesforceFrom HubSpot, Zoho, Dynamics, sheets Integration & MuleSoftAPIs, ERP, EHR, payments Custom developmentApex, LWC, AppExchange apps Agentforce & AIAgents, prompts, Data Cloud Data & analyticsData Cloud, Tableau, CRM Analytics Managed servicesMonthly admin & dev support Web & app developmentFull-stack, connected to CRM

Not sure where to start?

Answer 10 quick questions and get a personalised Salesforce readiness score.

Take the readiness check See fixed-scope packages

Core CRM Sales Cloud Service Cloud Experience Cloud Marketing Cloud & Account Engagement

Industry clouds Health Cloud Financial Services Cloud Nonprofit Cloud & NPSP Education Cloud Manufacturing Cloud Revenue Cloud & CPQ Field Service Commerce Cloud

Data & AI Agentforce Data Cloud Tableau & CRM Analytics

Platform MuleSoft Slack

Every cloud, one team

From Sales Cloud to Agentforce, we bring in certified specialists for each product you use.

All Salesforce products

Healthcare & life sciencesProviders, senior care, home health, payers and healthtech.Financial servicesWealth, banking, lending, insurance and fintech.NonprofitCharities, foundations and social enterprises.EducationK-12, districts, universities and education services.Manufacturing & distributionManufacturers, distributors and dealers.Professional servicesAgencies, consultancies, legal and accounting firms.Retail & consumerRetailers, D2C brands and consumer services.Logistics & transportationCouriers, freight, fleet and delivery software.

Spotlight

FHIR R4, HL7, EDI 837 and CMS programs. See how we build healthcare on Salesforce.

Healthcare on Salesforce

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Services

Consulting & strategy Implementation Migration to Salesforce Integration & MuleSoft Custom development Agentforce & AI Data & analytics Managed services Web & app development

Salesforce products

Sales Cloud Service Cloud Experience Cloud Marketing Cloud & Account Engagement Health Cloud Financial Services Cloud Nonprofit Cloud & NPSP Education Cloud Manufacturing Cloud Revenue Cloud & CPQ Field Service Commerce Cloud Agentforce Data Cloud Tableau & CRM Analytics MuleSoft Slack

Industries

Healthcare & life sciences Financial services Nonprofit Education Manufacturing & distribution Professional services Retail & consumer Logistics & transportation

Work Packages Readiness check Project planner Insights About Careers Book a consultation

Free tool · 3 minutes

Salesforce readiness check.

Answer 10 quick questions. You’ll get a maturity score, the areas holding you back, and the next steps we’d recommend, instantly and for free.

No sign-up needed to see your score
Built on what we see in real Salesforce projects
Optional: get a free 30-minute review of your results

What’s your main goal right now?

Get organised with our first real CRMSwitch from another CRM to SalesforceFix or improve our existing SalesforceConnect Salesforce to other systemsStart using AI and Agentforce

Question 1 of 10 · DataWhere does your customer data live today?

Spreadsheets and inboxesA basic CRM or several toolsSalesforce, but it’s messySalesforce, well structured

Question 2 of 10 · DataHow would you describe your data quality?

Lots of duplicates and gapsSome known issuesMostly cleanClean, with rules that keep it that way

Question 3 of 10 · InsightHow does leadership get the numbers they need?

Someone builds a spreadsheetWeekly exports and manual reportsSome dashboards, not fully trustedLive dashboards everyone trusts

Question 4 of 10 · ProcessHow well are your sales and service processes defined?

They live in people’s headsLoosely agreedDocumented, partly automatedDocumented and automated

Question 5 of 10 · ProcessHow do you handle customer requests and support?

Shared inbox or phoneA separate ticketing toolCases in Salesforce, basic setupOmni-channel with SLAs

Question 6 of 10 · IntegrationHow connected is your CRM to other systems?

Not connected at allSome manual importsA few automated integrationsMost systems sync automatically

Question 7 of 10 · IntegrationHow much copy-paste happens between systems?

Every day, a lotRegularlyOccasionallyAlmost none

Question 8 of 10 · AdoptionHow many people actively use the CRM?

Few or noneAbout half the teamMost of the teamEveryone, every day

Question 9 of 10 · SupportWho looks after the CRM?

Nobody in particularSomeone part-timeAn in-house adminAdmin team plus a partner

Question 10 of 10 · AIWhere are you with AI in sales and service?

Not explored yetCurious, no plansPlanning or pilotingAlready in production

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MotiveCloudLABS

MotiveCloud Labs is a Salesforce consulting and engineering company. We plan, implement, integrate and support Salesforce across every cloud, with deep experience in healthcare.

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ServicesConsulting & strategy Implementation Migration to Salesforce Integration & MuleSoft Custom development Agentforce & AI Data & analytics Managed services

IndustriesHealthcare & life sciences Financial services Nonprofit Education Manufacturing & distribution Professional services Retail & consumer Logistics & transportation

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