Sales Cloud and Service Cloud implementation, Marketing Cloud Engagement (B2C) and Marketing Cloud Account Engagement/Pardot (B2B) configuration, Experience Cloud Communities portals, Revenue Cloud (CPQ) for configure-price-quote automation, Tableau CRM analytics, AppExchange package implementation, custom Apex and LWC development, Salesforce integrations with ERP and M365, and Salesforce migration and data cleanup.
Sales Cloud manages the pre-sale process — leads, opportunities, pipeline forecasting, and quota management. Service Cloud manages post-sale customer relationships — support cases, omni-channel routing (email, phone, chat, social), knowledge base, and field service dispatch. Many Kernshell clients deploy both, sharing Account and Contact records for a unified customer view across sales and support teams.
Implement CPQ when: your products require complex configuration (100+ options, bundling rules, compatibility constraints), quote creation takes more than 30 minutes per opportunity with errors common, you have variable pricing rules (volume discounts, customer-specific pricing) needing consistent application, or you have subscription/recurring revenue requiring automatic renewal quote generation. CPQ typically reduces quote creation time by […]
Yes. Kernshell builds Salesforce-M365 integrations including Salesforce for Outlook (bidirectional email and calendar sync), Salesforce-SharePoint document integration, Power Automate flows triggered by Salesforce events (Teams notifications, approval routing), and Power BI dashboards connected to Salesforce datasets for unified executive reporting across CRM and operational data.
Starting with dirty legacy data (migrating unclean data contaminates the new CRM from day one), over-customising before exhausting standard configuration, skipping user training (salespeople revert to spreadsheets), neglecting the data model (requiring expensive refactoring later), and no post-go-live admin plan. Kernshell’s implementations include a dedicated admin handover and 90-day post-launch support period to address these […]