Our Salesforce Consultants Deliver Innovative Results

Solve your business challenges, grow your organization and maximize your investment with the help of Cloudsquare’s experienced Salesforce Consultants
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Services Offered

With our experts’ deep knowledge of the Salesforce platform and years of experience, we can assist and offer a variety of SFDC consulting services which include:

  • Salesforce Implementation
  • Development
  • Managed Services
  • Process and Best-Practice Evaluation
  • System Health Check
  • And more!


Industries Served

Our team’s experience in a wide range of industries helps provide innovative Salesforce consulting services and scalable solutions for your business:

  • Financial Services
  • Healthcare & Life Sciences
  • Technology & High Tech
  • Manufacturing
  • Media & Entertainment
  • Retail & Consumer Goods

Salesforce Expertise

We are a team of certified Salesforce Consultants, Developers, Administrators, and Solution Architects with over 50 combined Salesforce certifications, almost 10 years working with the platform, and 200+ successfully completed implementations across different Salesforce products, including:

Sales Cloud
Service Cloud
Marketing Cloud
Financial Services Cloud
Integration
CPQ & Billing
AppExchange
Salesforce Platform
Experience Cloud
Nonprofit Success Pack
Product Development
Tableau
Salesforce Pardot
MuleSoft
Chatbots

Why Cloudsquare?

Cloudquare’s consulting for Salesforce gives you innovative, cost-effective and future-proof solutions
Cost-Effective icon
Cost-Effective
Reliability icon
Reliability
A ‘Process First’ Approach icon
A ‘Process First’ Approach
Rapid Response Times icon
Rapid Response Times
Open and Transparent Communication icon
Open and Transparent Communication
Quick Deployment and Flexible Project Management icon
Quick Deployment and Flexible Project Management
Ongoing Support and Documentation icon
Ongoing Support and Documentation
West Coast, East Coast, and Everything in Between icon
West Coast, East Coast, and Everything in Between

We simplify Salesforce for our customers. With our top Salesforce Consultants’ deep knowledge and expertise of the platform, we transform your CRM into a solution that makes sense for your business no matter the size or scope of your project. Grow your business without hiring more employees by outsourcing to our team.

We believe that our success is dependent on yours. Our many years of working with the platform and modern delivery methodologies have helped us create a hybrid model where we combine the most effective and reliable processes together to bring you solutions that will help you thrive.

Our Salesforce implementation consultants always aim to create the most scalable and custom solutions by first starting with looking at your processes, business objectives and goals for the project. Once they are all on the table and we can share a vision and begin planning for what comes next.

We’ll get back to you quickly, and our clients praise us for our rapid response times. Unlike other companies, we don’t take weeks to answer your questions, clear your doubts or schedule a consultation. We know time is an important resource for you, so we take it very seriously.

Throughout our consulting services, our top-rated Salesforce CRM consultants will become your true partners and endeavor to be connected and engaged from the initial discovery process to go-live support.

Our open line of communication will allow us to be a constant source of support as you venture into the world of Customer Relationship Management.

You don’t have to wait months to start on your Salesforce project. Once you sign with us, we can deploy resources quickly and with our agile processes, prioritize and adapt to your time frame and your most pressing concerns.

We don’t just offer Salesforce consultancy services. You can count on us to be by your side from start to finish and well after launch, monitoring your environment and finding ways to make the enhancements you’ll need to continue growing with the platform. We keep detailed documentation throughout the process, and if needed, can provide you with the details you desire.

Our headquarters are located in Los Angeles, but we have resources in all US time zones and offer our Salesforce expert services from multiple locations. Find the complete list here. If you can’t find your city, don’t worry, we can still help. Get in touch today!

Sarah Mitchell

At the end of the day, we’re proud that our Salesforce expert services provide a uniquely tailored approach, using the client’s strengths to optimize a personalized resolution and roadmap to take their organization to the next level.
Sarah Mitchell
Project Manager at Cloudsquare

Customer Success Stories

Salesforce Consulting Leads to a Highly Customized and Scalable Wellness System in Salesforce

How we guided a wellness services provider to success with a Salesforce Customer Community portal, leading them to unlock their true business potential, improve member management and achieve their long-term growth goal.


Read the complete Case Study…

An Intelligent Salesforce Sales Process Designed for a Brand-New Sales Team

How our Salesforce development consultants architected a Salesforce org. to help an innovative communication company start their Sales Team from scratch, and achieve better business process decisions, tracking, and following of their business sales pipeline.


Read the complete Case Study…

Moving Underwriting Team Leads to Efficiency and Communication Gains

How our Salesforce consulting service helped a leading lender in financial services modernize its underwriting processes and streamline its Salesforce platform.


Read the complete Case Study…

Let’s talk about your project!

Get in touch today to discuss your goals with one of our expert Salesforce consultants.

FAQ

What are SFDC Consulting Services?
They refer to professional assistance and expertise provided by Salesforce consultants like Cloudsquare to businesses looking for guidance on how to use Salesforce’s Customer Relationship Management (CRM) platform effectively and to its full capabilities. Our SFDC consulting services cover a wide range of areas, including implementation, customization, development, and advisory support.
Why Should You Consider Getting Consulting for Salesforce?
By leveraging the knowledge and experience of Salesforce consultants, you can maximize the potential of your platform, have it tailored to your specific business needs, streamline processes, and optimize sales and customer service operations, leading to better results, improved efficiency, and enhanced customer satisfaction.
What Do Salesforce Customization Consultants Do?
Our consultants specialize in tailoring the Salesforce CRM platform to meet your unique business requirements. We analyze your organization’s needs, configure the platform accordingly, create custom workflows, design personalized dashboards and reports, and integrate third-party applications. We ensure that Salesforce aligns perfectly with your business processes and goals.
How Do I Find a Reliable SFDC Consultant?
To find a reliable consultant, you need to consider their expertise, experience, certifications, and customer testimonials. You need to look for Salesforce-certified consultants, like Cloudsquare’s, who have a proven track record in delivering high-quality services and positive client feedback.
What Are the Benefits of Engaging Salesforce Consulting Services?
These services provide access to experienced professionals who understand Salesforce inside and out. We can guide you in making strategic decisions, optimizing your Salesforce setup, implementing best practices, and overcoming challenges. Our Salesforce consultants bring a wealth of knowledge and expertise to help you achieve your CRM objectives effectively.
What Differentiates Cloudsquare’s Salesforce Consultants from Others?
We are proud to say that our Top Salesforce consultants have been praised by our faithful clients for their extensive experience, deep product knowledge, and their ability to deliver exceptional results. They possess multiple Salesforce certifications, demonstrate a strong understanding of business processes, and have a proven track record of successful projects. They provide valuable insights, innovative solutions, and unparalleled support to drive your Salesforce initiatives forward.
How Can Salesforce Advisory Services Benefit My Organization?
Advisory consultants like Cloudsquare offer strategic guidance and insights to optimize your Salesforce usage. We assess your current Salesforce implementation, identify areas for improvement, recommend best practices, and provide ongoing support. We also help you align your CRM strategy with business objectives, leverage new Salesforce features, and stay updated with industry trends, ensuring your organization remains competitive and agile.