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Entrust Your Customer Relationships and Salesforce Implementations to Experience
We focus primarily on implementing Lead-to-Cash solutions on Salesforce based on our three core principles: 1. Data-Driven Our data tools framework is used to import and process Billions per year in subscriptions, memberships, and transactions. We start with an Account-based approach to defining customers, then continually enrich Accounts/Contacts to provide real-time insights and intelligence. API Integrations are native to our architecture and process, enabling 360° customer views in Salesforce. We're also an Amazon Web Services (AWS) Partner with expertise in exporting Salesforce data to S3 for use in data warehousing and analytics. 2. Content-Driven Our solutions utilize content end-to-end. Content is how customers experience and interact with brands in the digital world. Starting with Sales Enablement and using Salesforce as a Marketing/Sales content management system, then progressing to generating personalized customer quotes, proposals, and agreements. In 2018, we launched our content management solution, www.iDialogue.app, on the AppExchange to help Salesforce organizations easily quote-send-sign-close their opportunities, plus onboard customers with support for file uploads, web form entry, and payment processing. 3. Employee / Customer Experience (CX) We design solutions with the Salesforce user and customer experience in mind. All implementations include some form of engagement via rooms, portals, emails, or SMS messages to facilitate dialogues between employees and customers. 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 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:
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
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.
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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User Interface Design
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. |
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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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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
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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.
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.
- Subscription and Deferred Revenue Businesses (Tech, Media, Advertising)
- Financial Services
- Manufacturing
- Healthcare
- Consumer Packaged Goods
- Non-Profit and NGO
Clients and Customers
Integrated Philanthropy
Cubic Compass adopted the 1-1-1 model and donates 1% of product, equity, and time to non-profit organizations.
Cubic Compass adopted the 1-1-1 model and donates 1% of product, equity, and time to non-profit organizations.
Contact
United States (Located in the San Francisco Bay Area, California, USA)
PO Box 2582
El Cerrito, CA 94530
[email protected]