Our Services

At Petite Cloud Solutions, we tailor our solutions to empower your business to discover and capitalize on hidden sales opportunities by transforming your Salesforce investment into a strategic asset.

CRM Health Assessment

Review Contract and Product Usage to Optimize Costs and Maximize Value

Evaluate Security Configurations

Analyze Access Controls and Permissions

Assess Org Structure and Customizations

Perform Data Quality Audit

Analyze Sales Process Mapping and Workflow

Provide a Prioritized Action Plan that Includes Quick Wins and Long-Term Strategies

Ready to unlock the full potential of your CRM?

Book your CRM Health Assessment today and turn hidden opportunities into real results!

Data Clean Up & Remediation

Define Goals and Objectives with Data Management and Reporting

Identify, Delete, and Merge Duplicate Records

Identify Missing and Incomplete Fields

Data Standardization and Formatting

Data Migration to and from New or Legacy Systems

Ongoing Data Quality Monitoring and Automations

Bulk Data Operations

User Training and Best Practices

Ready to transform your Salesforce into a strategic asset that drives growth and success?

Contact us today to book your Consultant and get a quote!

What Our Clients Say

Marlowe Parker, President

"Because of Petite we’ve been able to fully utilize Salesforce which has improved our reporting, metrics/KPIs and business wholistically. This has only made things easier and more streamlined – allowing us to have real time data [more relevant] and make decisions faster. Not only is Caitlin a great communicator and business savvy but is passionate about her clients and takes initiative to fully understand their business. She’s a rockstar and a dream to work with!"