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Brazen Group
Salesforce & Odoo Partner

Salesforce

Salesforce Sales Cloud and Service Cloud

One customer record for sales and service: pipeline and forecasting in Sales Cloud, cases and service in Service Cloud, and portals your customers use in Experience Cloud.

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Salesforce Partner
AppExchange rating
5.0
AppExchange rating
Salesforce certifications
100+
Salesforce certifications
as a Salesforce Partner
10 Years
as a Salesforce Partner

Why Teams Run Sales and Service on Salesforce with Us

A sales and customer service floor with people on headsets and CRM dashboards on wall screens

One view of every customer

Sales, service and portals share one record, so nobody asks a customer the same thing twice.

Trusted with complex work

Banks, lenders, energy organizations and four New York State agencies run on Salesforce with us.

100+ Salesforce certifications

A Salesforce Partner for 10 years, rated 5.0 on Salesforce AppExchange.

AI where it helps

Agentforce and Claude on your sales and service data, with a person reviewing what AI drafts.

Sales Cloud

Give sellers one place to manage leads, accounts and deals, and give leaders a forecast they trust.

See Salesforce implementation

Capabilities

  • Leads, accounts, contacts and opportunities
  • Pipeline, forecasting and territories
  • Quotes with Kugamon or DealHub CPQ
  • Email and calendar in sync

Controls

  • Validation rules on the fields forecasts rely on
  • Field history on amounts and close dates

Service Cloud

Route every case to the right person, resolve it faster and see how service is really doing.

See Salesforce Agentforce AI

Capabilities

  • Cases by email, web, phone and chat
  • Routing, queues and service levels
  • Knowledge articles for agents and customers
  • Agentforce agents for routine questions

Controls

  • Hand-off to a person whenever a request needs one
  • Service levels tracked on every case

Experience Cloud portals

Let customers, partners and applicants help themselves, on a portal built on the same data.

See Experience Cloud portals

Capabilities

  • Customer and partner portals
  • Online applications and onboarding
  • Case submission and status
  • Branded, mobile-friendly pages

Controls

  • Guest and portal access reviewed before launch
  • Sharing rules that show each user only their records

The Clouds We Implement

One customer record, shared by your teams and the portals your customers use.

  • Sales Cloud
  • Service Cloud
  • Experience Cloud
  • Agentforce
  • Flow
  • Kugamon CPQ
  • DealHub

Connected with

Odoo

Connect Sales Cloud to Odoo so sellers see stock, orders and invoices.

Claude

Summaries and drafts over your accounts, deals and cases, for your team to review.

Managed services

Keep it improving after go-live on a monthly plan.

Salesforce Projects We’ve Delivered

Real client work, with the results each case study reports.

Retail and corporate banking · Digital onboarding

Major Caribbean Bank

  • 80% Faster Onboarding
  • Simplified Registration
  • Higher Staff Productivity
  • Lower Acquisition Cost
Read the case study

Financial services · Salesforce

SunnyHill Financial

  • Reduced Manual Tasks
  • Faster Deal Cycles
  • Improved Accuracy
  • Competitive Pricing
Read the case study

Solar project management · Salesforce

“Brazen Group initially built a system that solved our project management challenges. However, the deep trust and understanding they developed with our team led to a much longer partnership.”
Fayeann Lawrence, Founder & CEO, Sologistics

Clients we work with

  • Blue Light GinSalesforce
  • NYS Department of LaborSalesforce
  • New York State Office of Cannabis ManagementSalesforce
  • NYS Department of StateSalesforce
  • NYS Department of Environmental ConservationSalesforce
  • GTASalesforce
  • NY-BESTSalesforce
  • G&S SolarSalesforce
  • SologisticsSalesforce
  • TCBCSalesforce
  • Sunny Hill FinancialSalesforce
  • Generate CapitalSalesforce
  • CventSalesforce
  • CISSalesforce
  • AviveSalesforce
  • BCAASalesforce

Explore More

See Salesforce Working for Your Team

Tell us how your teams sell and support customers today. We’ll show you how it would work on Salesforce.

  • A walkthrough built around your sales and service teams
  • An honest view of scope, phases and timeline
  • Answers from certified Salesforce consultants

Talk to a Brazen Group expert

Share your details and we'll get back to you about your Salesforce, AI, or ERP goals.

Sales Cloud and Service Cloud FAQ

What is the difference between Sales Cloud and Service Cloud?

Sales Cloud manages leads, deals and forecasts for your sellers. Service Cloud manages cases, routing and knowledge for your support team. They share the same customer record, so many businesses use both.

Can customers use a portal?

Yes. Experience Cloud gives customers, partners or applicants a portal on the same data, for applications, case submission and status.

Can you migrate us from another CRM?

Yes. We migrate accounts, contacts, deals and history, clean up duplicates and validate the data before you go live.

How long does it take?

It depends on how many teams, processes and integrations are in scope. We agree the scope and timeline after a short discovery, and many clients start with one team and expand in phases.

Salesforce and AI Resources

What Is Salesforce CRM? A Complete Business Guide

Read more

Agentforce in 2026: What It Means for Your Sales and Service Operations

Read more

Testing Strategies for Salesforce in a Low Code and AI World

Read more

Dreamforce 2026 Takeaways: Salesforce Is Rebuilding the Way Businesses Work with CRM

Read more

Ready to Bring Sales and Service Together?

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