Implementation Services

We implement robust Salesforce solutions that help automate processes.

Accelerate productivity

We implement robust Salesforce solutions that are simple to use while providing powerful automation that will help drive your business. With a process first approach, we architect solutions based on your defined business process and requirements. Our Salesforce Consultants then begin shaping your unique Salesforce environment, providing you with a custom buildout that will improve efficiencies and drive user adoption with ongoing support.

salesforce implementation team

Robust Salesforce Solutions

As a Registered Salesforce Consultant, we have expertise across all Salesforce Clouds. If you are looking to implement Salesforce for the first time or need to add a new product, we can help. We transform your business through Salesforce products and 3rd party applications to help you build better relationships with customers, partners, and employees. Our Salesforce implementation services consist of the following:

Sales Cloud

We implement the Salesforce Sales Cloud to keep teams organized by managing pipelines, generating quotes, and adding a custom touch that’s unique to your business to help you close deals faster.


Whether your company needs to grant portal access to your customers to track orders or support tickets, channel partners to log leads and track activity, or build something completely custom, we cover it all.

Service Cloud

Whether it’s implementing field service lightning, live message, live agent, or case management, we cover it all. Our Service Cloud implementations turn companies into customer-centric organizations.

Marketing Automation

Our Marketing Cloud implementations leverage best practices and core Salesforce products like Pardot, Salesforce Engage, Journey Builder, Social Studio, and much more.

Platform Services

Need something a bit more custom? Cloudsquare can help you build custom apps on the Salesforce Platform specific to your needs. Expand your reach and functionality with Shield, IoT, Einstein Analytics, Bolt, Mobile, and much more.


The Lightning Experience combines the new Lightning Design System, Lightning App Builder and Lightning Components to enable anyone to easily create modern enterprise applications. If you need to move over to Lightning from Classic, we can help.


We can help you integrate with a third party application to pass data back and forth via API. Whether you’d like to establish a connection between in-house databases, flat files, legacy applications, or other platforms, we got you covered.

Business Process Review

Need to evaluate your ideal business process in Salesforce? Cloudsquare performs collaborative workshops to identify key points in your business process, as well as any wasted or unnecessary steps that lead to inefficiency and decrease in productivity.

Jeff Morgenstein

Director of Delivery, Cloudsquare

“Our mission is to revolutionize the way clients use Salesforce while committing to best in class service.”

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