Best Salesforce Consulting Services with Marketing Cloud Capabilities

How Many Salesforce Consulting Services Products Does G2 Track?

Total Products under this Category: 1,832

Category Stats (Nov 2026)

  • Average Rating: 4.53/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Mavlers (+3.33%) - Among all products in this category, Mavlers recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Salesforce Consulting Services Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 3,800+ Authentic Reviews
  • 1,832+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Salesforce Consulting Services

G2 Grid® for Salesforce Consulting Services plotting products by satisfaction and market presence

Highlighted products: Salesforce Customer Success, Coastal, Peeklogic | Salesforce Consulting & Development Company, Accenture, Candybox CRM Solutions, Wipro Salesforce Practice, IBM Consulting, and Simplus.

Underlying data: [Grid® JSON](https://www.g2.com/categories/salesforce-consulting-services/grids.json?focus%5B%5D=salesforce-customer-success&focus%5B%5D=coastal&focus%5B%5D=peeklogic-salesforce-consulting-development-company&focus%5B%5D=accenture&focus%5B%5D=candybox-crm-solutions&focus%5B%5D=wipro-salesforce-practice&focus%5B%5D=ibm-consulting&focus%5B%5D=simplus)

Salesforce Customer Success

Salesforce Customer Success is a community of customers and employees committed to driving success for our customers and our customers' customers. From easy to use resources to embedded solution experts, organizations can elevate their AI capabilities and get the most value out of their Salesforce investment. Our comprehensive success portfolio includes: Success Plans - 3 levels of innovative tools, guidance, and support to help you achieve your ambitious goals: - Standard Success Plan: Self-guided resources included with all licenses. - Premier Success Plan: Personalized programs and expedited support. - Signature Success Plan: Proactive partnership and the fastest support. Professional Services: Trusted advisors to help accelerate your time to value with AI + Data + CRM.

Average Rating: 4.3/5.0

Total Reviews: 540

Who Is the Company Behind Salesforce Customer Success?

  • Seller: Salesforce
  • Company Website:
  • Year Founded: 1999
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    89,711 employees on LinkedIn®
  • Ownership: NYSE:CRM

Who Uses This Product?

  • Who Uses This: Director, Salesforce Administrator
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 26% Medium, 18% Large

What Do G2 Reviewers Say About Salesforce Customer Success?

AI-generated summary from verified user reviews

Pros
  • Users find Salesforce Customer Success to be extremely helpful for enhancing knowledge and improving customer support efficiency.
  • Users appreciate the proactive and helpful customer support from Salesforce, enhancing their success and experience with the platform.
  • Users appreciate the deep understanding Salesforce Customer Success has of their workflows, enhancing practical support and tailored advice.
  • Users praise the ease of use of Salesforce Customer Success, enhancing client engagement and user adoption.
  • Users value the swift support responsiveness of Salesforce Customer Success, enhancing problem-solving efficiency and user satisfaction.
Cons
  • Users express frustration with poor customer support, citing slow responses and inaccurate recommendations based on their unique needs.
  • Users express concern about the expensive costs of Salesforce Customer Success, especially with rising long-term expenses.
  • Users note the expensive pricing of Salesforce Customer Success, raising concerns about long-term financial commitments and value.
  • Users find time zone issues challenging, complicating scheduling and communication for global teams during success reviews.

What Are Recent G2 Reviews of Salesforce Customer Success?

What Are G2 Users Discussing About Salesforce Customer Success?

Coastal

Coastal® is the consultancy you can trust to turn Salesforce, Snowflake, data and AI into lasting business value—backed by a 5/5 customer rating. With thousands of happy customers, we bring clarity to your complexity and a track record you can count on. We start with what you want to achieve, not just what to build, then design and deliver what gets you there. Our approach helps you prioritize what matters most, build the right solutions, and keep them generating value over time. Coastal teams bring industry fluency and cross-cloud skills from day one, using AI and accelerators to shorten project timelines and reduce risk. We stay accountable after go-live, continuously evolving your platforms, data, and AI so value compounds. Backed by the global strength of Tata Consultancy Services (TCS), we operate with enterprise-grade rigor, access to thousands of certified resources, and a client-first mindset that’s widely recognized across the ecosystem. Don’t just take our word for it: ✔️ ISG’s top-ranked Salesforce and AI consultancy ✔️ 5/5 Salesforce AppExchange rating with more than 500 reviews ✔️ Three Salesforce Partner Innovation Awards www.coastal.us

Average Rating: 5.0/5.0

Total Reviews: 186

Who Is the Company Behind Coastal?

  • Seller: Coastal
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Palm Coast, FL
  • LinkedIn® Page: www.linkedin.com
    754 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management, Hospital & Health Care
  • Company Size: 49% Medium, 32% Small

What Do G2 Reviewers Say About Coastal?

AI-generated summary from verified user reviews

Pros
  • Users commend Coastal for their excellent responsiveness and support, feeling like an integral part of their team.
  • Users value the excellent support responsiveness of Coastal, appreciating their professionalism and timely communication throughout the process.
  • Users commend the excellent communication from Coastal, noting their responsiveness and professionalism throughout the project.
  • Users commend the expertise and responsiveness of the Coastal team, appreciating their knowledge and support throughout the process.
  • Users value the reliable problem-solving assistance from Coastal, ensuring effective solutions through teamwork and clear communication.
Cons
  • Users find the cost of Coastal to be high, suggesting a need for better value and pricing adjustments.
  • Users express concerns about expensive pricing that affects the overall value and completion speed of projects.
  • Users report poor customer support, often feeling frustrated and lacking assistance when needed most with Coastal.

What Are Recent G2 Reviews of Coastal?

What Are G2 Users Discussing About Coastal?

Accenture

Accenture is a global professional services company providing consulting and implementation services across strategy, technology, and operations. Accenture's practice spans management and strategy consulting, technology implementation and systems integration (including SAP, Microsoft, Salesforce, AWS, Google Cloud, Oracle, Workday, ServiceNow, and Adobe ecosystems), managed operations and business process services, data and AI consulting, cybersecurity, and cloud migration. Accenture Song focuses on customer experience and digital product design, while Accenture Industry X applies digital engineering to industrial and manufacturing operations. The firm serves clients across industries including financial services, healthcare, the public sector, retail, and communications, combining industry-specific expertise with large-scale delivery capability.

Average Rating: 4.2/5.0

Total Reviews: 108

Who Is the Company Behind Accenture?

  • Seller: Accenture
  • Year Founded: 1989
  • HQ Location: Dublin, Ireland
  • LinkedIn® Page: www.linkedin.com
    691,898 employees on LinkedIn®
  • Ownership: NYSE:ACN
  • Phone: +1 312-842-5012

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 89% Large, 59% Medium

What Do G2 Reviewers Say About Accenture?

AI-generated summary from verified user reviews

Pros
  • Users value the cost efficiency of Accenture, enhancing profitability and decision-making through data-driven insights.
  • Users benefit from enhanced client performance and operational transparency, boosting profitability and decision-making with data analytics.
  • Users highlight the enhanced efficiency of Accenture, leading to better decision-making and improved operational transparency.
  • Users benefit from enhanced innovation, resulting in improved performance, efficiency, and better decision-making through data analytics.
  • Users highlight the enhanced client performance through improved efficiency, innovation, and decision-making capabilities with Accenture.
Cons
  • Users express dissatisfaction with poor customer support, citing slow responses and unhelpful assistance impacting their experience with Accenture.
  • Users report a high staff turnover at Accenture, leading to concerns about support and career advancement opportunities.

What Are Recent G2 Reviews of Accenture?

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Wipro Salesforce Practice

Appirio, a Wipro Company, develops modern business applications for enterprise companies and delivers the tools they need to attract top talent, boost collaboration, and deliver exceptional customer experiences. Our experience-led strategy focuses on the four pillars of success: implementation success, user success, operational success, and financial success to close the value gap and to ensure customers realize the full value of their technology investments. Appirio, founded in 2006, is a global strategic partner of Salesforce and long-time Google partner who has helped over 3,000 enterprises adopt effective cloud-based solutions across industries, including Healthcare & Life Sciences, Banking, Higher Education, Manufacturing, and Retail. We are invested in building industry-focused accelerators that improve time to value and are repeatedly recognized as a key partner in innovation by Salesforce and among the best places to work across the globe.

Average Rating: 4.2/5.0

Total Reviews: 23

Who Is the Company Behind Wipro Salesforce Practice?

  • Seller: Wipro
  • Year Founded: 1945
  • HQ Location: Bangalore
  • LinkedIn® Page: www.linkedin.com
    275,739 employees on LinkedIn®
  • Ownership: WIT
  • Total Revenue (USD mm): $610,232

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 121% Large, 75% Medium

What Are Recent G2 Reviews of Wipro Salesforce Practice?

What Are G2 Users Discussing About Wipro Salesforce Practice?

IBM Consulting

Consulting and Implementation Practice.

Average Rating: 4.0/5.0

Total Reviews: 64

Who Is the Company Behind IBM Consulting?

  • Seller: IBM
  • Year Founded: 1911
  • HQ Location: Armonk, New York, United States
  • LinkedIn® Page: www.linkedin.com
    344,328 employees on LinkedIn®
  • Ownership: SWX:IBM
  • Phone: 1-866-277-7488

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 74% Large, 62% Medium

What Do G2 Reviewers Say About IBM Consulting?

AI-generated summary from verified user reviews

Pros
  • Users find IBM Consulting great for tackling various business problems, enhancing their overall effectiveness and decision-making.

What Are Recent G2 Reviews of IBM Consulting?

What Are G2 Users Discussing About IBM Consulting?

Simplus

Simplus is the #1-rated industry leader in Quote-to-Cash implementations, providing enterprise-wide digital transformation through advisory, implementation, organizational change management, and managed services. Guided by the mantra, “success simplified,” we use leading cloud solutions to help companies establish profitable growth, operational efficiency, and an integrated customer experience. We have successfully completed more than 4500 projects and are the highest-ranked partner on the Salesforce AppExchange, with 173 five-star reviews. With 1273 Salesforce certifications and a customer satisfaction rating in the top 1% of all Salesforce partners, Simplus helps companies improve, innovate, and grow.

Average Rating: 4.7/5.0

Total Reviews: 57

Who Is the Company Behind Simplus?

  • Seller: Simplus
  • Year Founded: 2014
  • HQ Location: Salt Lake City, Utah
  • LinkedIn® Page: www.linkedin.com
    377 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 65% Medium, 25% Large

What Are Recent G2 Reviews of Simplus?

What Are G2 Users Discussing About Simplus?

Access Global Group

Unlock the potential of your Salesforce investment with the 5-Star Summit Salesforce Partner, Access Global Group, a FormativGroup company. Our curated team of Salesforce experts will utilize a customer-centric approach to provide intuitive solutions for your organization. Consulting Services Include: Salesforce Implementation Services, Salesforce Optimization Services, Salesforce Integration Services, Salesforce Managed Services, Salesforce Cloud Services, Salesforce Staffing Services, Salesforce QuickStart Programs Awarded, Trusted & Proven to Deliver Salesforce Results - Average Salesforce Consultant Experience 10+ Years - 400+ Salesforce Certifications - 500+ Salesforce Integrations - 1700+ Salesforce Projects - 120+ Staff - 5-Star Salesforce Summit Consulting Partner

Average Rating: 5.0/5.0

Total Reviews: 89

Who Is the Company Behind Access Global Group?

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 44% Medium, 44% Large

What Do G2 Reviewers Say About Access Global Group?

AI-generated summary from verified user reviews

Pros
  • Users value the responsive support from Access Global Group, making communication seamless and effective.
  • Users value the quick response time of Access Global Group, highlighting their exceptional availability and support.

What Are Recent G2 Reviews of Access Global Group?

What Are G2 Users Discussing About Access Global Group?

RSM Salesforce Consulting

RSM is the leading professional organization in North America focused on the middle market. RSM is the fifth largest consulting, tax and audit firm in the world and provides a full range of services in North America and around the world. RSM is a leading Salesforce Platinum (Summit) partner with over 100 independent reviews on the Salesforce AppExchange and an average 4.9 CSAT rating. RSM drives success for our Clients through engagements including quote-to-cash digital transformations, customer experience self-service portals and chatbots, field-service-to-cash initiatives and mergers, acquisitions and carveouts. RSM has developed best practices and accelerators and has expertise not just in the Salesforce platform but nearly all of the systems that it interacts with, including ERP, CLM, Inventory, Billing, Revenue Recognition, Provisioning, IoT and more. The RSM Salesforce practice works across any number of the more than 20 industries that RSM has expertise in but has particularly strong experience in high-tech, software, nonprofits, associations, manufacturing, distribution, professional services, construction and more.

Average Rating: 4.5/5.0

Total Reviews: 20

Who Is the Company Behind RSM Salesforce Consulting?

  • Seller: RSM US LLP
  • Year Founded: 1926
  • HQ Location: Chicago, Illinois
  • LinkedIn® Page: www.linkedin.com
    19,607 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 65% Medium, 20% Small

What Do G2 Reviewers Say About RSM Salesforce Consulting?

AI-generated summary from verified user reviews

Pros
  • Users value the expertise and professionalism of RSM Salesforce Consulting, benefiting from their deep knowledge and guidance.
  • Users value the exceptional customer support from RSM Salesforce Consulting, highlighting their dedicated problem-solving approach.
  • Users commend Bonnie for her knowledgeable and helpful nature, providing great support and collaboration throughout the process.
  • Users value the extensive knowledge of RSM Salesforce Consulting, enhancing system design with expert guidance and support.
  • Users commend the professionalism of RSM Salesforce Consulting's team, highlighting their expertise and organizational skills.
Cons
  • Users note the high costs associated with RSM Salesforce Consulting, making it a pricey choice for some tasks.
  • Users find the pricing to be quite high, especially for smaller changes, although quality often justifies the cost.
  • Users experience poor customer support when backup reps lack the knowledge to assist effectively with issues.

What Are Recent G2 Reviews of RSM Salesforce Consulting?

What Are G2 Users Discussing About RSM Salesforce Consulting?

ATG Consulting, a Cognizant Company

Advanced Technology Group (ATG), a Cognizant company, is a global leader in Quote to Cash advisory, implementation, and managed services to both mid-market and large enterprise brands seeking increased agility in the “everything as-a-service” economy. Using years of domain expertise and a refined set of delivery accelerators, ATG brings contemporary solutions to the way clients transform and manage their customer and revenue technology platforms. Implementing CRM, Quoting, Contract, Commerce, Performance Management, and Billing systems on the Salesforce platform is the core of what we do at ATG. We are in a unique position as a recognized global thought leader in Quote to Cash, with the #1 implementation position with three leading providers of cloud or platform-based CPQ, CLM, SPM, and Billing Solutions, providing unique and differentiated value to our clients, our ISV partners, and our GSI partners. ATG Cognizant has always had a passion for developing reusable content to accelerate successful outcomes for our clients and fuel the growth of our business. With the emergence of the Solution Center approach, the need for training, tools, and methodology was enhanced. ATG now benefits from seven years of dedicated focus on building proprietary tools and intellectual property (IP) to support our reputation as a Q2C thought leader and premium implementation partner. The cornerstone of our IP is our Atlas Delivery Framework®, which is a suite of implementation methodology, training, and tools that reliably enables on-time and on-budget delivery of cloud-based CPQ, CLM and Billing Solutions. In addition, Atlas Framework is now being used by trusted SI Partners in EMEA, APAC, and LATAM, to enable a global, scalable ecosystem for delivering key Quote to Cash cloud solutions. As a Salesforce Platinum Partner, we see that the Salesforce CPQ and Billing spaces are exploding globally. There are thousands of B2B companies that leverage heavily customized Quote objects on their Salesforce platform. Moving to a robust, out-of-the-box solution, will greatly streamline their process and reduce their overall costs of ownership. ATG sees Salesforce owning the lion’s share of CPQ projects in nearly every industry segment we serve, from Large Enterprise to Commercial. With the emergence of Salesforce Billing, we are forecasting a tremendous volume of Salesforce CPQ projects over the next several years. Visit atginfo.com for more details.

Average Rating: 4.6/5.0

Total Reviews: 27

Who Is the Company Behind ATG Consulting, a Cognizant Company?

  • Seller: Cognizant
  • Year Founded: 1994
  • HQ Location: Teaneck, NJ
  • LinkedIn® Page: www.linkedin.com
    372,105 employees on LinkedIn®
  • Ownership: NASDAQ:CTSH
  • Total Revenue (USD mm): $16,652

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 52% Medium, 44% Large

What Are Recent G2 Reviews of ATG Consulting, a Cognizant Company?

What Are G2 Users Discussing About ATG Consulting, a Cognizant Company?

Tata Consultancy Services

Salesforce Consulting and Implementation Services.

Average Rating: 4.2/5.0

Total Reviews: 39

Who Is the Company Behind Tata Consultancy Services?

Who Uses This Product?

  • Top Industries: Banking, Computer Software
  • Company Size: 67% Large, 21% Small

What Do G2 Reviewers Say About Tata Consultancy Services?

AI-generated summary from verified user reviews

Pros
  • Users value the strong domain expertise of Tata Consultancy Services, appreciating their reliable and innovative solutions.
  • Users highlight the high quality and reliability of Tata Consultancy Services, making collaboration smooth and impactful.
  • Users value the smooth and impactful collaboration facilitated by TCS's expertise, reliability, and innovative solutions.
  • Users value the cost-effective services of Tata Consultancy Services, enhancing collaboration with scalable and innovative solutions.
  • Users value the excellent customer service and support provided by Tata Consultancy Services, enhancing their overall satisfaction.
Cons
  • The expensive pricing of Tata Consultancy Services is a concern for startups and small businesses.
  • Users highlight miscommunication issues, particularly during critical phases, affecting decision-making and project timelines.

What Are Recent G2 Reviews of Tata Consultancy Services?

What Are G2 Users Discussing About Tata Consultancy Services?

Couch & Associates

Couch & Associates designs and delivers innovative solutions to the most complex sales and marketing challenges for the world’s biggest brands. The Couch & Associates model combines strategic advisory services, marketing technology expertise and software development capabilities to help clients improve performance through unique approaches tailored to their environments. Fortune 1000 firms choose Couch & Associates as their partner in optimizing operations, achieving growth and remaining competitive in the digital era. With offices in Canada, the U.S. and the U.K., the Couch & Associates global services team has performed over 1000 engagements for hundreds of leading companies. Couch & Associates is a certified partner to the top sales and marketing technology vendors.

Average Rating: 4.9/5.0

Total Reviews: 27

Who Is the Company Behind Couch & Associates?

Who Uses This Product?

  • Top Industries: Computer Software, Non-Profit Organization Management
  • Company Size: 44% Large, 44% Medium

What Are Recent G2 Reviews of Couch & Associates?

What Are G2 Users Discussing About Couch & Associates?

Nomad Marketing

Nomad is an award-winning go-to-market consulting firm. We build and run the revenue systems behind B2B growth: marketing ops, sales ops, revenue ops, GTM architecture, analytics and AI strategy across Marketo, HubSpot, Salesforce, Outreach, 6sense, Qualified, Leandata and every major platform in your stack. We are consistently building new ways to build and orchestrate the systems to scale your company and the ever-changing landscape. We operate on a flat-rate with a simple system: audit, recommend, build, implement, enable. By the end of our engagement you will have the best in class system to scale and most importantly, autonomy over your tech stack. Nomad is Pioneering How Go-To-Market Consulting Should Work. Flat rate. No hourly billing. 55 experts in New York. 250+ companies. 10 years. If your GTM isn’t working the way it should, we fix it and we run it. Nomad is a true partner in every sense of the word. We embed ourselves into your organization to learn your unique needs and goals, build strategy and infrastructure to support long term growth, operate the day-to-day, and evolve as your needs change. GTM doesn’t fail. Systems do. Companies invest in best-in-class platforms, strong marketing and sales teams, and clear growth strategies, but without the operating system behind it, leads don’t convert efficiently, data isn’t trusted, and teams operate in silos. Growth has become an operations problem. That’s where Nomad comes in. We build and run the GTM systems that B2B companies need to grow faster and smarter across marketing operations, sales operations, revenue operations, GTM architecture, and AI-powered GTM intelligence. We work across every major platform and are stack-agnostic by design. One team, one standard, one source of truth. 55 experts. One office. New York. Every Nomad expert works in the same building, in the same room. One culture, one standard, one team that challenges each other to produce better work every day. Operations professionals across every level of consulting — strategists, architects, and builders — working together on client problems to develop the right solution for their distinct requirements. A learning hub for operations professionals Twenty percent of our time goes to enablement — keeping the entire team ahead of where the market is going, building expertise with emerging technologies, and sharing what works across hundreds of client engagements. When you work with your Nomad team, you are working with the entire firm. Every solution is informed by patterns we have seen across our full client base, best practices that no single in-house team could ever accumulate, and a culture that requires every expert to push what is technically possible. Relationship first. Flat rate by design. We don’t deliver services. We build and run your GTM system on a flat rate, with no hourly billing, no incentive to stretch the engagement, and full accountability for results. Our clients include category leaders across cybersecurity, B2B SaaS, fintech, healthcare, and HR technology: CrowdStrike, PagerDuty, Greenhouse, 1Password, Teladoc, Billtrust, and 240+ more. The average client sees pipeline grow 2-3x post-engagement, with first MQL improvements in as little as six weeks. We don’t deliver services. We build and run your GTM system on a flat rate, with no hourly billing, no incentive to stretch the engagement, and full accountability for results.

Average Rating: 4.9/5.0

Total Reviews: 26

Who Is the Company Behind Nomad Marketing?

  • Seller: Nomad
  • Company Website:
  • Year Founded: 2016
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    56 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 77% Medium, 15% Large

What Are Recent G2 Reviews of Nomad Marketing?

Corrao Group

Since 2008, Corrao Group has helped 1,250+ customers of all industries and sizes with over 2,500+ Salesforce projects completed. As everyday Salesforce power users ourselves, we understand how flexible the platform is, and how it can support every department in your business. Salesforce out-of-the-box isn’t optimized to your requirements. We work with customers to implement and streamline their business processes within Salesforce for maximum ROI and adoption. Learn more about why Corrao Group can help you today! Customer Testimonial Videos: https://bit.ly/3LCN92L

Average Rating: 4.9/5.0

Total Reviews: 51

Who Is the Company Behind Corrao Group?

Who Uses This Product?

  • Top Industries: Construction
  • Company Size: 47% Medium, 35% Small

What Are Recent G2 Reviews of Corrao Group?

What Are G2 Users Discussing About Corrao Group?

CloudMasonry

CloudMasonry is a Salesforce consulting partner, delivering success with transformative cloud-based business services and partner solutions. Registered Salesforce Consulting Partner Consulting Resources with +10 years of Salesforce Experience We offer a tailor-made approach for enterprise organizations, guiding each through the challenges of working with and harnessing the potential of cloud-based tools such as Salesforce. With over a decade’s dedicated experience in the field, CloudMasonry’s business-to-business consulting services are built on a foundation of experience across a range of industries. CloudMasonry was built on the knowledge that many existing Salesforce customers often struggle to utilize Salesforce to its fullest. With Salesforce pushing out three technical releases a year, we looked around and saw that Salesforce customers too often felt like they couldn’t keep up. At the same time, we knew all about the powerful features of Salesforce like Field Service Lightning and know just how powerful they can be. The aim of CloudMasonry is to partner with Salesforce clients to maintain their current CRM while incorporating its very best features, leading to a robust, up-to-date Salesforce-powered solution. SERVICES PROVIDED: Data Migration & Complex Integrations End User Training Salesforce Value Assurance / Health Checks Salesforce Implementation Progam Oversight Technology Roadmapping / System Design Managed Services / Ongoing Innovation

Average Rating: 4.9/5.0

Total Reviews: 14

Who Is the Company Behind CloudMasonry?

  • Seller: CloudMasonry
  • Year Founded: 2019
  • HQ Location: Chicago, Indianapolis, New York, and London
  • LinkedIn® Page: www.linkedin.com
    65 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 43% Medium, 14% Large

What Do G2 Reviewers Say About CloudMasonry?

AI-generated summary from verified user reviews

Pros
  • Users value the excellent communication and responsiveness from the CloudMasonry team, enhancing the project experience significantly.
  • Users praise the responsive and knowledgeable customer support of CloudMasonry, enhancing the overall project experience.
  • Users commend CloudMasonry for its effective problem-solving approach, valuing honesty, expertise, and transparency throughout projects.
  • Users value the incredible professionalism and expertise of CloudMasonry's team, ensuring a seamless and transparent experience.
  • Users value the depth of domain expertise at CloudMasonry, praising the professionalism and responsiveness of the team.

What Are Recent G2 Reviews of CloudMasonry?

Cloudsquare

Cloudsquare is the most robust end-to-end lending platform, powered by Salesforce. The loan origination software and loan servicing software is designed to help lenders and brokers automate, streamline, and scale their lending operations. It provides a comprehensive suite of modules that manage the entire lending lifecycle, from application to repayment, while offering unmatched flexibility, automation, and integration capabilities. Cloudsquare serves a variety of lending verticals, including equipment financing, merchant cash advances, term loans, and more. The platform is ideal for organizations seeking to eliminate inefficiencies, improve borrower and partner experiences, and drive smarter decisions with real-time insights. Built on Salesforce, Cloudsquare ensures security, scalability, and customization to adapt to any business need. As a completely customizable platform, Cloudsquare enables users to automate workflows, simplify processes, and integrate seamlessly with third-party systems and APIs. Loan Origination Software * Automates application intake, credit decisioning, and document management. * Offers customizable workflows to streamline approvals and enhance borrower onboarding. * Dynamic assignment rules optimize deal distribution across teams. Loan Servicing Software * Tracks repayments, disbursements, and balances with ease. * Provides real-time visibility into borrower accounts for better decision-making. * Offers robust reporting and analytics to manage risk and monitor portfolio performance. Flexible Automation * Customizable settings allow users to tailor the system to their unique requirements. * Automates repetitive tasks, reducing errors and improving operational efficiency. * Supports ACH processing and dynamic disbursements to simplify payments. Real-Time Analytics and Insights * Advanced reporting tools provide actionable data for risk management and business optimization. * Dashboards offer a holistic view of lending operations, helping users track key metrics. Seamless Integration * Easily connects with third-party apps and APIs for enhanced functionality. * Integrates with existing tools to provide a unified, end-to-end lending solution. * Supports syndication and accounting features to manage complex financial processes. Benefits of Cloudsquare 1. Improved Efficiency with Prebuilt Lending Workflows: Automates manual workflows, saving time and reducing errors. 2. Enhanced Borrower Experience: Delivers seamless, transparent processes from application to repayment. 3. Data-Driven Decisions: Offers real-time insights and analytics to optimize lending strategies. 4. Regulatory Compliance: Ensures adherence to industry standards with advanced risk and compliance tools. 5. Scalability: Grows with your business through customizable settings and a robust Salesforce foundation. Cloudsquare eliminates inefficiencies, accelerates growth, and enables businesses to deliver unparalleled borrower and partner experiences. By combining automation, customization, and integration, it stands out as a definitive solution for lending and brokering success. Whether you’re a small broker or an enterprise lender, Cloudsquare’s loan origination software and loan servicing software empower you to optimize your operations and achieve your growth goals.

Average Rating: 4.7/5.0

Total Reviews: 11

Who Is the Company Behind Cloudsquare?

  • Seller: Cloudsquare
  • Year Founded: 2018
  • HQ Location: Los Angeles, CA, United States
  • LinkedIn® Page: www.linkedin.com
    35 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 55% Medium, 45% Small

What Are Recent G2 Reviews of Cloudsquare?

What Are G2 Users Discussing About Cloudsquare?