Build Scalable Customer Support Operations with Salesforce Service Cloud

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Service Cloud Strategy & Architecture

We start by understanding your support model, service goals, and existing systems. From there, we design a Service Cloud architecture that aligns with how your team handles cases and customer communication. This includes case management structure, data models, automation strategy, and reporting design to support visibility and accountability.

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Case Management & Workflow Automation

We configure Service Cloud to streamline case intake, routing, prioritization, and resolution. Automation is designed to reduce manual work, enforce service processes, and ensure the right cases reach the right teams at the right time. The result is faster response times and more consistent service delivery.

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Omnichannel & Support Experience Setup

Service Cloud supports customer interactions across email, web forms, chat, and other channels. We help configure omnichannel routing and agent experiences so support teams can manage conversations efficiently while maintaining context across touchpoints.

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Knowledge Base & Self-Service Enablement

We help teams design and implement knowledge bases that support both agents and customers. Well-structured knowledge content reduces ticket volume, improves resolution speed, and creates a better self-service experience for customers.

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Integrations & Data Connectivity

Service Cloud works best when connected to the rest of your systems. We integrate Service Cloud with Salesforce Sales Cloud, CRM data, marketing platforms, and third-party tools to ensure agents have a complete view of the customer and service history.

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Reporting, Optimization & Ongoing Support

We design dashboards and reports that give leaders visibility into case volume, response times, and team performance. As your service organization evolves, we provide ongoing optimization, documentation, and support to ensure Service Cloud continues to meet your needs.

Testimonials

Partnering with MarTech Do has been a game-changer for us. As a startup, we needed a dependable outsourced RevOps team that could understand our unique business and processes, and guide us in implementing best practices. MarTech Do has been strategic, highly responsive, and truly a pleasure to work with.

Carol Mendelsohn

VP of Marketing at First Resonance

Stan and the entire team at MarTech Do were excellent partners. They took the time to understand our needs upfront and also worked closely with us throughout the project to ensure they were always moving in the right direction.

We ended up with exactly what we needed, on time and on budget. Stan is my first call for any meaningful Salesforce projects.

Aaron Shapiro

President at R.O. Writer

I have worked with the team for over two years and have had nothing but positive experiences with every team member. Both from the quality of the talent and the caliber of the strategic recommendations, I could not recommend Stan and team anymore for your marketing needs.

Michelle J White

Vice President of Marketing at Qventus

We hired MarTech Do to help onboarding of the MCAE platform, we are a small manufacturing business and primarily work with B2B. We needed a consultant to not only help with the onboarding but also train us so we could manage the platform ourselves – minimizing the learning curve of the program. MarTech Do team did just that, I was extremely impressed with their organizational structure for the training program.

Everything was communicated promptly and very professional. We continue to work with MarTech Do when we have small questions or mini projects – he is our go to with any MCAE questions.

Skylar Hall

VP of Marketing & Customer Relationships at AIMCO Global

We partnered with MarTech.do to improve our Account Engagement Campaigns and streamline lead monitoring transitioning from spreadsheet reporting to automated, lead- and sales-focused dashboards.

Stan and Alessia were thoughtful, flexible, and easy to work with — especially as our needs evolved throughout the project.

They helped bring better structure and understanding to our campaigns and made Salesforce native dashboards more useful and efficient.

In addition to technical expertise, they were able to provide related insight to Industry best practices from their extensive experience.

We’d happily recommend them to teams looking to level up their marketing and sales alignment within Salesforce.

Laura Mower

Vice President of Finance

Working with MarTech Do and Stan’s team has been a great experience. I am a repeat client of theirs (2 times) and I trust their strategic expertise and oversight when it comes to marketing automation processes and lead generation optimizations. You won’t be disappointed with their attention to detail and high quality of customer service.

Amanda Connon-Unda

Marketing Director at Augmenta

Case studies

View all cases
CRM+6
25+

Marketing & Sales Hub Optimization

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CRM+3
1x

WebinarGeek x Salesforce Integration Architecture

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Data migration+4
100+

Salesforce to Salesforce Lightning Migration and Optimization

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Implementation+1
1x

Marketing Cloud Account Engagement (fka Pardot) Implementation

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FAQ

  • Do we support existing Service Cloud implementations?

    Yes. We work with both new and existing Service Cloud environments to improve performance, automation, and adoption.

  • Can Service Cloud integrate with Sales Cloud?

    Yes. We design integrations that give service teams access to sales and account data for better customer context.

  • How do you measure success?

    We align on KPIs such as case resolution time, SLA compliance, customer satisfaction, and agent efficiency.

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