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Entrust Your Salesforce Implementation to Experience
We primarily focus on enterprise data-driven projects and complex Sales and product models. Areas of expertise:
Our combination of business domain experience with technical skills ensures your Salesforce projects are delivered with expert care and service. |
Salesforce Implementation Methodologies
Cubic Compass supports both Waterfall and Agile project management methodologies. Many implementations can benefit from a combination of both.
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Design-Build-Maintain (DBM) Waterfall
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Agile / Sprint-Based
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Design build maintain (DBM) is an ideal approach for projects where Cubic Compass establishes a scalable architecture and implements a solution that enables ongoing operations by your team of Salesforce Admins and Revenue Ops.
Cubic Compass provides ongoing maintenance and support at a fraction of the cost of hiring Architects/Developers, and handles infrequent heavy technical tasks, plus providing ongoing use of our DevOps tools for deployments, backups, and snapshots. Waterfall Project 
Requirements Analysis and Design Stakeholder interviews. Hands on functional prototyping, diagrams, and frequent design reviews. Definitions of relevant user experiences and integrations with external systems. Processes and workflows sketched using Salesforce Flow Builder. Implementation and Testing Configure Salesforce per requirements and design. Maximize use of declarative configuration for ongoing Ops. Establish sandbox-to-production lifecycle and deployment process. Unit test and document all customizations. Training Document the system and train internal Operations staff on Salesforce configuration. Deliverables include diagrams, documents, and videos. Maintenance Establish a Cubic Compass point of contact and set up recurring meetings to update/prune backlog. |
Ideal for projects where project scope and requirements are continuously evolving. 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.
Ideally suited for product development. Can utilize a combination of outsourced and internal team members. Agile Project Lifecycle 
Discovery phase (7-30 days)
Produces a functional prototype in Salesforce, hands-on feedback exercises, 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. |
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Salesforce Architecture
Cubic Compass solutions are designed and built upon 5 core components:
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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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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. |
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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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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:
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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.
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.
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