Entrust Your Salesforce Implementation to Experience

Design, Migration, Integration, Enrichment and Custom App Development

We've implemented Salesforce and built AppExchange applications for some of the most demanding organizations in the world. Facebook, DocuSign, ESPN and many others.

Our combination of business domain experience with technical skills ensures your Salesforce projects are delivered with expert care and service.
Salesforce Implementation Methodology
Our iterative-incremental development process delivers functional Salesforce solutions every 1-2 weeks, and gives you the ability to "pause" development after solutions are deployed.

Typical Project Lifecycle

Discovery phase (7-30 days)
Produces a functional prototype in Salesforce, data model, detailed designs, delivery timelines, and cost estimates.

MVP (Minimum Viable product) Release (4-24 weeks)
Initial product / app release that meets all essential requirements. Establishes an ongoing feedback loop between end users, product owners, and developers. Train System Administrators on declarative configuration and Operations.

Ongoing Sprints (Open ended)
Iteratively and incrementally builds upon MVP with frequent releases every 2 weeks. Team size, costs, and scope are adjustable.

Typically our time is reduced to 10%-20% while a solution is in maintenance mode. Re-engage at any time to resume development. Our service agreements have no minimum commitment to hours or resources.
Salesforce Architecture

Cubic Compass solutions are designed and built upon 5 core components:
  • User Interface (UI) / User Experience (UX)
  • Processes and Flows
  • Security
  • User Identity / Authentication
  • Data
Salesforce Integrations
The path to a Customer 360° view is through web services, APIs, and integrations. As your system of record for customer data, Salesforce provides multiple means to move data in and out. SOAP, REST, Bulk, and Metadata APIs are just a few tools at our disposal.

The Cubic Compass Framework (CCF) provides pre-built data pipelines and tasks that can be used in one-time or recurring integrations.

Some examples of data integrations we've implemented:
  • Bulk import data migrations
  • Back Office / ERP Integration
  • Org to Org data transfers
  • Data cleansing, Account matching, and enrichment
  • SaaS billing and invoicing systems
  • Lead management integrations
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SaaS Quote to Cash / CPQ

We specialize in SaaS and recurring subscription revenue Quote-to-Cash implementations; either building upon core Sales Cloud or Steelbrick CPQ.
  • Products and Pricebooks
  • Quote generation
  • Document generation (Quote, Order, Contract, Invoice)
  • Orders
  • Service Provisioning and Decommissioning
  • Subscription Billing
  • Co-Term Upsells and Amendments
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Lightning User Interface

We take a mobile-first design philosophy using the Salesforce Lightning Design System and create responsive applications that scale for both Salesforce Users and Customers on desktop and mobile.

iPhone, Android, Chrome, IE, Firefox, rich Mac and Windows applications, Excel and Word plugins... every user interface is possible on Salesforce. We ensure 100% of leads, contacts, and users have access to all applications.
Salesforce Data Maturity Model

Salesforce is the CRM Market leader for good reason. It's the most powerful and flexible cloud-hosted database.

Cubic Compass implements a proven data maturity model that starts with migrating data from a wide range of data sources to delivering deep insights into customer data through the latest data mining and machine learning techniques.

The path to data maturity is a multi-year process and Cubic Compass is a long-term, strategic partner to help guide Salesforce customers along the journey.
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AppExchange Apps

Unleash the value of your data, web service, or business idea on the AppExchange. Explore the new customers and revenue streams made possible by integrating directly with Salesforce!

We've developed native, hybrid, and connected AppExchange applications for some of the most successful applications on the AppExchange.

We can help provide investment capital, expert development teams, and advisor services to start-ups launching on the AppExchange.

AppExchange Services:

  • Expert Development Team
  • Managed package design and development
  • Apex and Lightning development 
  • Security Review and App Listing on the AppExchange
  • App Support, Documentation, Training, and User Onboarding Services
Salesforce + Amazon Web Services (AWS)

The world's leading CRM and cloud hosting platforms are better together.

Cubic Compass is an Amazon Web Services (AWS) Partner. Our tools, processes, and solutions make exclusive use of Amazon and Heroku cloud hosting infrastructure.

Use Amazon Web Services for
  • Portals and Sites
  • Data Backup and Recovery
  • Data Warehousing
  • Archiving
  • Email notifications and messaging
Industry Solutions

We understand that domain experience can be far more valuable than just technical expertise. You'll appreciate our industry knowledge and attention to the compliance and process needs of your industry.

Project deliverables are always defined to guarantee a measurable business impact.
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  • Subscription and Deferred Revenue Businesses (Tech, Media, Advertising)
  • Financial Services 
  • Manufacturing
  • Healthcare
  • Consumer Packaged Goods
  • Non-Profit and NGO
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Clients and Customers

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Integrated Philanthropy

Cubic Compass adopted the 1-1-1 model and donates 1% of product, equity, and time to non-profit organizations.
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DVBE Company

Cubic Compass is a certified DVBE and small business registered in the state of California, United States.

Prime Contractors are welcome to contact us for inclusion in RFP responses. Learn more.

Contact

United States  (Located in the San Francisco Bay Area, California, USA)

PO Box 2582
El Cerrito, CA 94530
info@cubiccompass.com
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