Salesforce Platform

Deliver intelligent, innovative, and engaging customer experiences with custom-branded apps built into the Salesforce Platform.
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Boost Productivity with Smart and Secure Apps, Built on the Salesforce Platform

  • Collaborate with your team faster and more effectively, on any device, anywhere.
  • Get everyone on the same page with a consistent system model and intelligent business tools.
  • Deploy insight-driven apps and deliver intelligent and engaging customer experiences by designing a trusted platform with built-in security and trust.
Why waste time, effort and money struggling with building your own apps and productivity features? The Salesforce Platform is a proven and reliable framework to build on, saving you the time and effort with the already battle-tested features.

Salesforce Platform Benefits

  • Save time and money building apps and creating real-time automations with low-code tools.
  • Ensure a more secure harmonization of your data.
  • Increase sales and customer retention by creating personalized customer experiences via AI
  • Allows the deployment of apps across various devices like mobile, tablet, or web.
  • Increase your team’s productivity with dev tools to create more innovative ways to work.
  • Improve the collaboration with your team and create faster and more intelligent insight-driven apps.

What’s Included

Create apps faster and design intelligent experiences for customers using no code builders and awesome Salesforce Platform features
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Artificial Intelligence
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Data Protection
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Privacy & Identity
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Boost your business’s productivity through custom mobile experiences, where you can access your CRM from anywhere through your device.

  • Get a seamless transition from desktop to mobile.
  • Be more effective at your job by getting your Salesforce apps in one central place.
  • Use Einstein Analytics to visualize your data from your mobile device, never miss an opportunity and get intelligent recommendations using AI to make better business decisions.
  • Build custom apps for both desktop and mobile, faster and with low code.
    Stay connected to your business no matter where you are.

Salesforce Einstein helps strengthen your customer relationships by getting deep insights into customers’ past interactions, and helps your team get tasks done faster and more effectively than before.

  • By using AI for sales, you can prioritize the leads and opportunities that have a greater probability of being converted.
  • Use custom chatbots to answer customers’ questions faster and boost their satisfaction.
  • AI data helps you create a more effective customer journey using predictive insights from marketing engagement, customer preferences, brand interactions, and more.
  • Tailor products based on customers’ previous choices, update customer segments, and optimize the client’s experience.

Detect sensitive data and ensure it is protected by using Platform Encryption. Monitor who is getting access to what, while keeping all data compliant and secure.

  • Understand what type of data you have and take the right steps to protect it.
  • Prevent insider threats, data loss and report any anomalies.
  • Ensure data confidentiality and automate security policies.

Streamline the user authentication process for a seamless, more transparent, and easier user sign-in experience.

  • Allow customers to sign in using social media credentials.
  • Provide a consistent brand experience.
  • Unify the identities from different sources to create a single customer profile across all devices.

Build websites, portals, and communities faster than ever, with low-code web tools and pre-built apps.

  • Create secure and engaging digital experiences, without needing complex coding knowledge.
  • Use AI-driven processes to deliver seamless journeys and personalized content across every channel.
  • Sync your Salesforce Platform with 3rd party systems and easily integrate data to your cloud functions.

Develop custom apps faster and easier with low-code builders.

  • Expand your platform and business with custom app creation.
  • Automate your processes for seamless customer interactions.
  • Build apps on mobile devices in minutes.

Salesforce Platform Use Cases

Data Management
Employee Experience
Department Productivity
Customer Experience
Human Resources
Integrate data from any system and utilize best practices to optimize the performance of your Salesforce Platform.
  • Manage data privacy and governance.
  • Archive large amounts of records with a flexible archive store.
  • Simplify the integration of data from any system to Salesforce.
Improve your team’s productivity with a superior employee and support experience, enabling continuous collaboration and generating a more engaged workforce.
  • Use Salesforce low-code builders to transform the employee intranet.
  • Provide your team the tools to solve problems faster and keep your business moving.
  • Help your entire organization align on goal setting with apps built for employee engagement.
Make every department in your company more productive with tools to transform how they do business.
  • Automate manual processes.
  • Build apps to manage the data and workflows of all departments.
  • Connect any data with Salesforce to generate deeper insights about your business and have a single source of truth.
Interact with customers and prospects using personalized apps and portals for a great customer experience.
  • Create engaging experiences for every customer.
  • Use Lightning External Apps to build digital experiences.
  • Connect with customers on any channel.
Engage buyers more effectively with an intelligent sales strategy, to close deals faster and smarter.
  • Get valuable insights to accelerate the customer buying journey.
  • With a rich customer activity timeline, you can track sales opportunities better, increase rep productivity and get the information you need to make data-driven decisions.
  • Optimize your sales processes and resources.
Increase customer retention by personalizing customer experiences and facilitating real-time connections across all channels.
  • Give agents the necessary tools to solve cases faster and more efficiently.
  • Deliver personalized digital engagement and efficient field service operations to save your business money and time across every channel.
  • Scale and support your customers as your business grows.
Attract more customers with data-first digital marketing and engage with them in the moments that matter.
  • Deliver relevant content across every channel faster and easier than before.
  • Increase conversion and ROI with automated real-time personalization.
  • Use account-based marketing and automation to increase your revenue team efficiency.
Give your team the tools to collaborate, share knowledge quickly and turn ideas into action, no matter where they are.
  • Empower your help desk team with self-service support so they can find answers to problems quickly and stay productive.
  • Provide your team with learning paths using Trailhead to upgrade their skills for the future.
  • Improve the employee experience for a more dedicated and collaborative team.
Get flexible billing software to help with the cash collection, making it faster and more seamless than before.
  • Simplify the billing process and provide customers with flexible payment terms and types.
  • Manage your entire lead-to-cash process in a single platform.
  • Improve revenue efficiency and create a single source of truth for revenue and customer transactions.
Kellen Silveira
Salesforce Business Analyst
Cristobal Treviño Leal
Solution Architect
Michael Boluwaji
Project Manager

The Cloudsquare Difference

Innovative, Lean, and Future-Proof Salesforce Solutions

Cloudsquare is a certified Salesforce Ridge Consulting Partner and product developer having successfully completed 200+ projects and implementations on the Salesforce Platform, across various industries and sectors.

Our team of talented consultants leverages AI’s power to create apps connected to Salesforce data. We tackle the most challenging app developments, and with the help of Salesforce, we develop apps faster using no code or low code builders, automate every experience, and bring customers together.

With Cloudsquare, you get a reliable and innovative Salesforce Partner who offers:

  • Cost-Effective Solutions
  • Reliability
  • A ‘Process First’ Approach
  • Rapid Response Times
  • Open and Transparent Communication
  • Quick Deployment and Flexible Project Management
  • Ongoing Support and Documentation
  • West Coast, East Coast, and Everywhere in Between
Read more

Customer Success Stories

An intelligent Salesforce Sales process designed in a small window of time, results in better tracking and follow-up across the Sales pipeline.

After procuring some Salesforce licenses, ThoughtWorld needed to quickly implement Sales Cloud for their brand-new sales team, with only a 3 week deadline. They lacked in-house Salesforce experts and were seeking a Salesforce minimal viable product (MVP) set up so their sales team could start tracking pipeline activity.

Read the complete Case Study…

Startup broker uses Salesforce to originate working capital loans.

The company had difficulties competing with similar businesses in their industry due to a lack of CRM, limited visibility into the sales pipeline, inability to capture lead source attribution, and a slow submission process.

Read the complete Case Study…

A seasoned alternative business lending broker uses Salesforce to originate working capital loans.

The company didn’t have a CRM in place, which limited the visibility into sales lifecycle, data tracking, and reporting on crucial key performance indicators (KPIs).

Read the complete Case Study…

How a mid-sized home improvement company earned 45% more leads and boosted sales by 24%.

The company continued to use the same system of generating leads and sales for eighteen years. Leads were being taken down on paper, searched for through thousands of documents, and eventually lost.

Read the complete Case Study…

Moving Underwriting Team Leads to Efficiency and Communication Gains.

How a leading lender in financial services modernized its underwriting processes and streamlined its Salesforce implementation, improving 100% user adoption and increasing closed/won deals a 15%.

Read the complete Case Study…

A Service Cloud implementation for Partner Program to boost customer services.

How the implementation of Service Cloud for Partner prospecting and program and Merchant Management helped a provider in integrated payment solutions improve their team’s productivity and perform optimal support to partners while identifying problems faster, increasing response time.

Read the complete Case Study…


What does CRM mean?
CRM stands for Customer Relationship Management and is everything your company does to interact and optimize relationships with your customers, prospects, and contacts. A CRM platform helps you keep track of customers’ information, communication, and more to better personalized and streamline the relationship and drive growth and customer loyalty to your business.
Why is a CRM platform important for your business?
By helping you better track your relationship and interactions with customers, prospects, and contacts, your team can make more informed and data-based decisions. Additionally, a good and scalable CRM system will help your business adapt to the new technologies being developed and will grow as your business grows.
What is the Salesforce Platform?
It’s the app development platform that allows developers to expand the CRM functionality by building, testing, and resolving in cloud applications before deployment.
Is Salesforce SaaS or PaaS?
Salesforce is a Platform as a Service vendor with its Salesforce Platform platform. The SF Platform is the #1 Platform as a Service solution.
Is the Salesforce Platform easy to implement?
Yes. You don’t need to be a developer to build apps using the SF Platform. The platform also allows coders to fully customize application development in their preferred language. Additionally, Salesforce provides guides and code to developers for building applications.
Can I try it for free first?
Salesforce has offered its customers free trials since the beginning, which can last up to 30 days. However, Nonprofit organizations can be eligible for extended trials and reduced-cost CRM options.

Ready to get started?

Get in touch with us today to discuss how the Salesforce Platform can help your business!