Product Expertise

Increase productivity with purpose-built tools.

Connect your data, systems, and AI models securely, and automate your business processes across teams to drive internal efficiency. We'll show you how to leverage purpose-built tools to accelerate custom development in Salesforce and expedite your team's product development.

Harmonize your data and generate actionable insights.

Synchronize your customer data across platforms and gain deeper, more actionable insights about customer behavior. We'll demonstrate how you can use these insights to drive intelligent predictions for your business growth using Tableau, the world’s leading AI-powered analytics platform from Salesforce.

Take your success one step further with Data Cloud, which operates natively in Salesforce to centralize your data across all applications—including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Tableau, and MuleSoft—for maximum organizational efficiency.

Keep existing customers engaged and expand your customer base. 

When customers first interact with your business, they expect to find a strong online presence to establish trust and credibility. Experience Cloud is a powerful tool that helps brands more effectively connect with their customer base. No coding experience? Don't stress. Salesforce's Experience Cloud provides users with the building blocks to develop custom apps and websites to reach and engage with their target audience.

Configure the cloud for your organization's unique needs.

Build corporate sites, create partner portals, and develop customer account portals to configure the customer experience online. Manage customer success by building help centers and self-service communities. Take Experience Cloud on the go with Salesforce's mobile application and functionality. We'll walk you through Experience Cloud's low-code, no-code, and pro-code options, which make this cloud the perfect fit for administrators and developers alike. Use pre-built templates and apps with a custom look and feel to get started. 

Ease collaboration and elevate your team's performance.

Get your sales and distribution teams on the same page with Manufacturing Cloud's highly configurable workflows, designed for your team's collective success. At Blueprint Advisory, we'll walk you through specialty cloud features, including personalized quoting, consistent pricing, and actionable AI insights to aid and accelerate your team's productivity. Learn more about our solutions for manufacturers.

Increase productivity in the office and on the field.

Improve efficiency and lower overhead labor costs with intelligent field service. Manufacturing Cloud ensures flexible scheduling and dispatch. The cloud also delivers workflow automation, mobility, AI capabilities, and remote support to assist your technicians wherever they are, in the office or in the field.

At Blueprint Advisory, our technical experts understand the nitty-gritty of Salesforce's cloud solutions but also know how to keep your teams focused on the bigger picture with end-to-end solutions that empower customers throughout the entire lifecycle.

Power your CRM with cutting-edge AI technology.

Make meaningful, data-driven decisions for your business with an AI-powered CRM that aggregates, synthesizes, and generates insights based on the data you collect. MuleSoft joins disparate data across your CRM, ERP, Inventory, Payments, and Underwriting, and it assembles these systems of record using progressive AI models and LLMs. 

Transform your data into actionable insights.

MuleSoft then fuses these data sources and AI models to automate productivity across your organization and accelerate outcomes. With MuleSoft's help, your team can more quickly carry out order fulfillment, scheduling, invoicing, customer support, and refunds. 

Our team at Blueprint Advisory will show you how to connect your systems and turn your data into action as you optimize workflows and track successful outcomes across projects, teams, and throughout your entire organization.

Deliver 360-degree customer service.

Deflect your caseload and maximize service efficiency with Salesforce's robust customer support capabilities. With Service Cloud, teams can increase efficiency by empowering their customers to solve issues on their own schedule. Meanwhile, Salesforce's digital engagement ensures every customer enjoys a personalized self-service experience. 

Plus, with Service Cloud features like Voice and Virtual Remote Assistance, when your customers do need help, they can resolve issues quickly while you minimize your overhead costs. 

Close deals faster with robust revenue intelligence at your fingertips.

Sales Cloud, fueled by AI, automates your CRM updates, centralizes data, and produces advanced analytics to equip your sales teams with the information they need to close deals faster. Additionally, with insights from Data Cloud and Tableau, your teams can begin to make forecasts based on your current pipeline activity. 

We'll help you break down the numbers and turn metrics into measurable results. Keep the positive momentum going with Salesforce's revenue lifecycle management, sales performance management, and partner relationship management, which hold you and your sales teams accountable to your big-picture goals.