Services - Workshop

Get together—and get unstuck.

Cloud Connects Workshops align your stakeholders around the real problems worth solving—so you can move from “we should fix that” to “here’s the plan.”
Focused Cloud Connex team member typing on laptop in workspace
Focused Cloud Connex team member typing on laptop in workspace
Real Talk, Real Outcomes

No slide decks. No filler. Just focused conversations that lead to action.

Cross-Team Alignment

Sales, Marketing, Ops, and IT—finally on the same page, solving the same problem.

From Idea to Action

You’ll leave with a roadmap, not just a recap.

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Most Salesforce projects stall before they start. Why? Because the people involved don’t agree on the problem, the solution, or the next step.

Workshops solve that. In just a half or full day, we help your cross-functional team zoom out, get aligned, and make informed decisions that lead to actual progress. We create space for honest conversations, priority setting, and strategic clarity—without the jargon or consultant theater. Whether you’re kicking off a new initiative or fixing what’s broken, this is where progress starts.
Benefits

Here’s what we can promise you.

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Opportunity Roadmap
We turn ideas into a clear set of priorities and next steps, mapped to business value and results.
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Co-Facilitated by Experts
You get the best of both worlds: Cloud Connects’ Salesforce brainpower and Cabin’s elite facilitation for productive, focused sessions.
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Actionable Next Steps
No vague suggestions here. Every output includes recommendations, resourcing needs, and options to move forward (with or without us).
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Buy-In from the Start
When your stakeholders help shape the solution, they’re a whole lot more likely to support it.
3 Essential Salesforce Hacks

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What Do People Say About Us?

We love our clients...
it's nice to see they love us back.
Process

Our recipe for success Is Simple.

Guidance for growth drives all our services, offering strategic direction beyond simple implementation to help companies reach their next level.

1
Book a Discovery Call
We’ll align on your goals, team makeup, and the key questions we need to answer in the session.
2
Align on Scope
Half day or full day? In person or virtual? We’ll scope the right format and bring the right crew.
3
Run the Workshop
You show up with your team. We handle the agenda, facilitation, and follow-up docs.
When everyone’s aligned, everything moves faster.
A workshop with us doesn’t just spark good ideas—it gives you a real plan to move forward. No fluff. Just clarity, alignment, and momentum.
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How long are your workshops?
Most clients choose a half-day or full-day session. We’ll recommend the right fit based on your goals, team size, and complexity.
We typically include key stakeholders from Sales, Marketing, Ops, IT, and anyone responsible for revenue systems. Cross-functional buy-in = better outcomes.
You’ll get an Opportunity Roadmap, Feedback Summary, and Recommended Next Steps—clear documentation that you can act on right away.
No problem. Workshops are a standalone offer. If you want help implementing the roadmap, we’re ready—but there’s no pressure to move forward.
Yep. We do virtual and in-person formats. Remote sessions still pack the same punch, just with breakout rooms and Zoom links.
Workshop

Frequently asked Questions