Salesforce Implementation & Consulting Services

As a Salesforce Partner, Cherry Bekaert offers a wide array of Salesforce consulting and implementation services tailored to your business needs.

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What Makes Our Salesforce Practice Different?

Cherry Bekaert is a leading digital advisor for middle-market companies. Our mission is to make a difference for our people, clients, communities and professions.

Cherry Bekaert’s Digital Advisory practice focuses on helping businesses with specific industry solutions. We bring a depth of experience across many industry sectors, including industrial manufacturing, professional services and technology. Our experienced consultants help unlock actionable insights from your data while enabling greater data literacy across your organization.

As a trusted advisor, we provide digitally driven, industry-aligned solutions. We help with:

  • Architecture strategy
  • Visual analytics
  • Data & process governance
  • Licensing & managed services

Let us help your organization ignite growth by quickly assessing, transforming, automating, and sustaining business strategies based on business priorities, operational needs, strategic plans, and budget.

Why Net Zero Cloud?

Climate disclosures and regulations for carbon accounting and reporting are evolving quickly across the globe. Organizations can use Net Zero Cloud to provide accurate data during the reporting process as they strive to minimize their environmental impact.

Sustainability and Environmental, Social, and Governance (ESG) data management and reporting can be a complex and resource-intensive task. Net Zero Cloud offers a streamlined solution that helps organizations track their progress toward reducing their environmental footprint.

Net Zero Cloud leverages the strength of Salesforce’s core platform and ecosystem, providing organizations with power data visualization, carbon accounting information, and climate action details. The reports and dashboards are easy to read and can display patterns and trends that impact your business.

Net Zero Cloud Features

  • Manage ESG data: Connect with other apps, systems and suppliers for maximum efficiency and returns.
  • Automate ESG reporting: Keep up with changing reporting mandates with framework-specific report builders, completed with the help of Einstein AI.
  • Establish program-specific forecasting: Set program-specific goals, forecast outcomes according to various scenarios and strategies, and track your progress against them.
  • Ignite actionable insights: Dashboards provide a deeper look into energy uses and emissions data such as company buildings, data centers and company-owned vehicles.
  • Leverage supplier engagement dashboards: On the Supplier Ranking Dashboard, users can see an estimate of each of the supplier’s emissions on their respective Sustainability Scorecards

Net Zero Cloud for Businesses

Cherry Bekaert is proud to be a Salesforce Partner and is one of the few providers who can sell the Net Zero Cloud license.

We can:

  • Implement and integrate Net Zero Cloud for your organization and into existing systems.
  • Customize the platform for optimal ESG data management.
  • Track and report data for you, freeing up time for your organization to focus on other important tasks.

Carbon Disclosure Mandates

Climate disclosures and regulations for carbon accounting and reporting are evolving quickly across the globe. Organizations can use Net Zero Cloud to provide accurate data during the reporting process as they strive to minimize their environmental impact.

Cherry Bekaert will combine the power of Net Zero Cloud with integrated sustainability advisory services for businesses looking for everything from final mile reporting to fully outsourcing their ESG initiatives and carbon accounting, ensuring they meet climate reporting requirements of the U.S. Securities and Exchange Commission (SEC) and globally.

Additionally, carbon accounting is a quantitative, compliance-heavy exercise that requires detailed recordkeeping that must be verifiable. As a CPA and advisory firm, Cherry Bekaert can help your company comply with carbon accounting and reporting requirements.

Why Net Zero Cloud?

Climate disclosures and regulations for carbon accounting and reporting are evolving quickly across the globe. Organizations can use Net Zero Cloud to provide accurate data during the reporting process as they strive to minimize their environmental impact.

Sustainability and Environmental, Social, and Governance (ESG) data management and reporting can be a complex and resource-intensive task. Net Zero Cloud offers a streamlined solution that helps organizations track their progress toward reducing their environmental footprint.

Net Zero Cloud leverages the strength of Salesforce’s core platform and ecosystem, providing organizations with power data visualization, carbon accounting information, and climate action details. The reports and dashboards are easy to read and can display patterns and trends that impact your business.

Net Zero Cloud Features

  • Manage ESG data: Connect with other apps, systems and suppliers for maximum efficiency and returns.
  • Automate ESG reporting: Keep up with changing reporting mandates with framework-specific report builders, completed with the help of Einstein AI.
  • Establish program-specific forecasting: Set program-specific goals, forecast outcomes according to various scenarios and strategies, and track your progress against them.
  • Ignite actionable insights: Dashboards provide a deeper look into energy uses and emissions data such as company buildings, data centers and company-owned vehicles.
  • Leverage supplier engagement dashboards: On the Supplier Ranking Dashboard, users can see an estimate of each of the supplier’s emissions on their respective Sustainability Scorecards

Net Zero Cloud for Businesses

Cherry Bekaert is proud to be a Salesforce Partner and is one of the few providers who can sell the Net Zero Cloud license.

We can:

  • Implement and integrate Net Zero Cloud for your organization and into existing systems.
  • Customize the platform for optimal ESG data management.
  • Track and report data for you, freeing up time for your organization to focus on other important tasks.

Carbon Disclosure Mandates

Climate disclosures and regulations for carbon accounting and reporting are evolving quickly across the globe. Organizations can use Net Zero Cloud to provide accurate data during the reporting process as they strive to minimize their environmental impact.

Cherry Bekaert will combine the power of Net Zero Cloud with integrated sustainability advisory services for businesses looking for everything from final mile reporting to fully outsourcing their ESG initiatives and carbon accounting, ensuring they meet climate reporting requirements of the U.S. Securities and Exchange Commission (SEC) and globally.

Additionally, carbon accounting is a quantitative, compliance-heavy exercise that requires detailed recordkeeping that must be verifiable. As a CPA and advisory firm, Cherry Bekaert can help your company comply with carbon accounting and reporting requirements.

Tableau Pulse

Tableau Pulse provides AI-powered insights to scale data-driven decision-making. It offers personalized and contextual insights that seamlessly integrate into daily workflows. By enabling every member of your organization to access data-driven insights, Tableau Pulse empowers better and faster decision-making across the board.

We can help you get started on your Tableau Pulse journey by leveraging the following approach:

  • Define your ambition: What is the leadership team’s ambition? How does AI play into this ambition today? What are your business’s primary pain points? What market pressures are you facing today?
  • Assess your readiness: What processes can benefit from Tableau Pulse? How ready is your data in terms of availability, quality and governance?
  • Prioritize and test: We will work with you to gain a deep understanding of where AI will (and will not) provide benefit to your team. We will also provide a clear, prioritized roadmap for AI deployment.

Other Salesforce Solutions

We also provide solutions in Robotic Process Automation, Salesforce Service Cloud GPT and Sales Cloud GPT. We will assist your organization enhance customer service operations by recommending and implementing the right Salesforce Service Cloud and Sales Cloud AI features aligned with business goals and customer needs.

Case Study

Expanding the Power of Tableau and Data for The City of Charlotte

Learn how Cherry Bekaert's Digital Advisory team helped The City of Charlotte expand the power of Tableau by building the external environment.

Our Professionals

Connect With Us

Chuck Schaeffer

Digital Advisory Services

Director, Cherry Bekaert Advisory LLC

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