Consulting Services for Agentforce Communications (formerly Salesforce Communications Cloud)

Cloobees is a specialized Salesforce implementation partner focusing on Salesforce Industries (formerly Vlocity. Established in 2020 by former Big Four consulting partners, Cloobees has rapidly expanded to over 50 consultants holding more than 170 certifications, with plans to reach 100 consultants and over 300 certifications by the end of 2021. The company emphasizes trust, honesty, and proactive best-practice guidance to help clients maximize the benefits of their Salesforce investments. Key Features and Functionality: - End-to-End Salesforce Transformation Services: Cloobees offers comprehensive services, including value-driven consulting, accelerated technical development and testing, change management, adoption strategies, and continuous improvement through managed services. - Deep Industry Experience and Implementation Accelerators: The company has extensive experience in Communications, Media, Energy and Utilities, and Insurance sectors, providing industry-specific accelerators to reduce time-to-market for clients. - Extensive Product Experience and Certifications: Cloobees' expertise spans Salesforce Industries (Vlocity, Sales, Service, Field Service, Marketing, Experience (Communities, Analytics, Mulesoft, CPQ, and Apps, ensuring a broad range of solutions tailored to client needs. Primary Value and Solutions Provided: Cloobees' primary value lies in its ability to deliver rapid, flexible, and industry-specific Salesforce implementations that align with clients' strategic objectives. By leveraging deep industry knowledge and specialized accelerators, Cloobees helps clients achieve faster time-to-market, enhanced operational efficiency, and a higher return on their Salesforce investments. The company's commitment to trust, proactive guidance, and continuous improvement ensures that clients receive solutions tailored to their unique challenges and goals.

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Cloudalyze was established with the mission of becoming the preferred partner for mid-market and large enterprise customers using Salesforce.com. Our core focus revolves around delivering implementation and consulting services within the Salesforce CRM platform, the broader Salesforce.com ecosystem, applications accessible through the AppExchange, as well as facilitating integrations between Salesforce.com and external back-office process tools. These encompass a variety of external legacy ERP systems such as Oracle and SAP, PLM Systems, Core Banking Systems, and a multitude of other systems.

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We are a global consulting partner and 100% Salesforce Summit Partner with more than 15 years of experience. From strategy to implementation to platform evolution, we empower companies of all sizes and industries to accelerate their digital transformation and unleash the full potential of Salesforce. • One Team Mindset – We integrate seamlessly with our clients, investing in their success as if it were our own. • A global team of highly skilled experts – Driving faster value delivery with deep industry and technical expertise. • 1000+ certifications and 150+ AI & Data Certifications & Agentforce implementation partner – We help businesses harness AI to focus on growth while we handle the rest. • Empowered by Salesforce Ventures – Backed by Salesforce’s investment arm, driving innovation at every step. We’re all-in for your growth

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Founded in 2015, Cloud Maven, Inc is a Salesforce Certified Summit Partner, headquartered in Georgia, USA. We deliver purpose-built, Salesforce-native applications that bring lending, verification, document management, payments, communication, and compliance workflows into one connected system. Instead of relying on multiple tools or custom builds, everything runs seamlessly within your CRM, faster, cleaner, and easier to manage. Our focus is to eliminate operational friction, improve data accuracy, and help teams move faster with fully automated, compliant workflows. Whether it is reducing manual work, speeding up approvals, or keeping systems in sync, we build solutions that deliver measurable impact from day one. We have organized our solutions into eight specialized suites. From credit evaluation and customer verification to secure communication and compliance workflows, every product is designed to solve specific operational challenges. 𝗦𝘂𝗶𝘁𝗲𝘀 𝗧𝗵𝗮𝘁 𝗣𝗼𝘄𝗲𝗿 𝗬𝗼𝘂𝗿 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗦𝘂𝗶𝘁𝗲 #𝟭 - 𝗰𝗺𝗟𝗲𝗻𝗱𝗶𝗻𝗴 Built for lenders who want to manage the entire loan lifecycle without leaving Salesforce.   • 𝗟𝗼𝗮𝗻 𝗢𝗿𝗶𝗴𝗶𝗻𝗮𝘁𝗶𝗼𝗻: Capture applications, automate borrower intake, and streamline onboarding   • 𝗟𝗼𝗮𝗻 𝗦𝗲𝗿𝘃𝗶𝗰𝗶𝗻𝗴: Manage repayments, schedules, interest calculations, and account activity   • 𝗟𝗼𝗮𝗻 𝗦𝘆𝗻𝗱𝗶𝗰𝗮𝘁𝗶𝗼𝗻: Handle multi-lender participation, allocations, and tracking   • 𝗟𝗲𝗮𝘀𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Manage leasing contracts, payments, and lifecycle workflows 𝗦𝘂𝗶𝘁𝗲 #𝟮 - 𝗰𝗺𝗩𝗲𝗿𝗶𝗳𝘆 Automate credit, background, identity, income, KYC/KYB, sanctions, and AML verification workflows directly inside Salesforce.   • 𝗖𝗿𝗲𝗱𝗶𝘁 𝗖𝗵𝗲𝗰𝗸𝗲𝗿: Instant consumer credit reports from Experian, Equifax, and TransUnion.   • 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗖𝗿𝗲𝗱𝗶𝘁 𝗖𝗵𝗲𝗰𝗸𝗲𝗿: Access global business credit data and automate credit decisions.   • 𝗣𝗹𝗮𝗶𝗱 𝗕𝗮𝗻𝗸 𝗖𝗼𝗻𝗻𝗲𝗰𝘁: Automate bank account, balance, transaction, income, and identity verification.   • 𝗖𝗿𝗶𝗺𝗶𝗻𝗮𝗹 𝗖𝗵𝗲𝗰𝗸𝗲𝗿: Nationwide criminal and background screening for individuals and businesses.   • 𝗦𝗮𝗻𝗰𝘁𝗶𝗼𝗻 & 𝗢𝗙𝗔𝗖 𝗖𝗵𝗲𝗰𝗸𝗲𝗿: Automated and continuous sanctions and OFAC monitoring.   • 𝗜𝗱𝗲𝗻𝘁𝗶𝘁𝘆 𝗩𝗲𝗿𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻: Instantly confirm customer identities using Plaid and Thomson Reuters CLEAR data.   • 𝗜𝗻𝗰𝗼𝗺𝗲 & 𝗘𝗺𝗽𝗹𝗼𝘆𝗺𝗲𝗻𝘁 𝗩𝗲𝗿𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻: Secure, instant verification of income and employment powered by Plaid financial data.   • 𝗦𝗢𝗦 𝗩𝗲𝗿𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻: Access global business registry data to verify company status and ownership.   • 𝗜𝗥𝗦 𝗩𝗲𝗿𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻: Instant SSN and EIN verification via TinCheck, automated within Salesforce.   • 𝗟𝗶𝗲𝗻𝘀 & 𝗝𝘂𝗱𝗴𝗺𝗲𝗻𝘁𝘀: Identify liens, bankruptcies, and court judgments using Thomson Reuters CLEAR data.   • 𝗞𝗬𝗖/𝗞𝗬𝗕 𝗩𝗲𝗿𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻: Verify individuals and businesses instantly using Thomson Reuters CLEAR real-time intelligence. 𝗦𝘂𝗶𝘁𝗲 #𝟯 - 𝗰𝗺𝗗𝗲𝗰𝗶𝘀𝗶𝗼𝗻 Centralize and automate business decisions inside Salesforce using rules, scoring, and logic.   • 𝗗𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗥𝘂𝗹𝗲 𝗘𝗻𝗴𝗶𝗻𝗲: Build, manage, and automate complex business rules and approvals with a no-code interface 𝗦𝘂𝗶𝘁𝗲 #𝟰 - 𝗰𝗺𝗗𝗼𝗰𝘀 Create, process, sign, and manage documents seamlessly within Salesforce.   • 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 & 𝗲𝗦𝗶𝗴𝗻𝗮𝘁𝘂𝗿𝗲: Generate, merge, sign, and securely store documents without leaving Salesforce   • 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁 𝗜𝗻𝘀𝗶𝗴𝗵𝘁: AI-powered document extraction and automated document processing to capture and analyze information 𝗦𝘂𝗶𝘁𝗲 #𝟱 - 𝗰𝗺𝗘𝗻𝗴𝗮𝗴𝗲 Unify all communication channels inside Salesforce with full compliance and tracking.   • 𝗦𝗠𝗦 & 𝗙𝗮𝘅 𝗛𝘂𝗯: Send and manage SMS, MMS, and fax communication directly from Salesforce   • 𝗦𝗲𝗰𝘂𝗿𝗲 𝗘𝗺𝗮𝗶𝗹: Send encrypted, compliant emails with full tracking and audit logs   • 𝗦𝗲𝗰𝘂𝗿𝗲 𝗙𝗶𝗹𝗲 𝗧𝗿𝗮𝗻𝘀𝗽𝗼𝗿𝘁: Exchange documents securely with automated tracking and tagging 𝗦𝘂𝗶𝘁𝗲 #𝟲 - 𝗰𝗺𝗦𝘆𝗻𝗰 Connect Salesforce with external systems and keep data consistent across platforms.   • 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗖𝗼𝗻𝗻𝗲𝗰𝘁: Sync accounting and financial data seamlessly   • 𝗔𝗪𝗦 𝗖𝗼𝗻𝗻𝗲𝗰𝘁: Sync file and data between Salesforce and AWS 𝗦𝘂𝗶𝘁𝗲 #𝟳 - 𝗰𝗺𝗣𝗮𝘆 Manage and automate payments directly within Salesforce workflows. • 𝗣𝗮𝘆𝗺𝗲𝗻𝘁 𝗖𝗼𝗻𝗻𝗲𝗰𝘁: Process and manage ACH, credit card, and debit card payments inside Salesforce 𝗦𝘂𝗶𝘁𝗲 #𝟴 - 𝗰𝗺𝗛𝗲𝗮𝗹𝘁𝗵 Streamline healthcare operations with automated eligibility and compliance workflows. • 𝗠𝗲𝗱𝗶𝗰𝗮𝗹 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗩𝗲𝗿𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻: Automate insurance eligibility checks across 900+ payers directly within Salesforce 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗜𝗺𝗽𝗮𝗰𝘁 Our solutions are designed to deliver measurable improvements across your operations. By automating workflows directly within Salesforce, our customers are able to move faster, reduce manual effort, and operate with greater accuracy and control. Here’s the kind of impact teams typically see:   • Faster turnaround times across lending, verification, and approval workflows   • Significant reduction in manual work, freeing teams to focus on higher-value tasks   • Improved data accuracy and consistency across systems and processes   • Stronger compliance and audit readiness with structured, trackable workflows   • Lower operational costs by eliminating inefficiencies and redundant tools   • Better cross-team visibility and collaboration within a unified Salesforce environment Instead of managing disconnected processes and systems, teams gain a streamlined, automated workflow that improves both speed and reliability from end to end. 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀 Our solutions are built to work seamlessly with your existing systems, turning Salesforce into a fully connected, real-time operations platform. Instead of juggling multiple tools, we bring your data, workflows, and integrations together, so everything runs in sync within a single environment. We support a wide range of integrations across financial data, identity verification, payments, document processing, and more, including but not limited to: 𝗖𝗿𝗲𝗱𝗶𝘁 𝗕𝘂𝗿𝗲𝗮𝘂𝘀 𝗮𝗻𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗗𝗮𝘁𝗮   • Experian   • Equifax   • TransUnion   • Plaid (banking, income, and transaction data) 𝗜𝗱𝗲𝗻𝘁𝗶𝘁𝘆, 𝗞𝗬𝗖 𝗮𝗻𝗱 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲   • Thomson Reuters CLEAR   • OFAC & sanctions data sources   • Business registries (SOS data)   • IRS / TinCheck verification 𝗣𝗮𝘆𝗺𝗲𝗻𝘁 𝗚𝗮𝘁𝗲𝘄𝗮𝘆𝘀   • Stripe   • Fiserv   • Actum Processing 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁 𝗣𝗿𝗼𝗰𝗲𝘀𝘀𝗶𝗻𝗴 & 𝗗𝗮𝘁𝗮 𝗘𝘅𝘁𝗿𝗮𝗰𝘁𝗶𝗼𝗻   • Ocrolus   • MoneyThumb   • Lazarus 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 & 𝗖𝗹𝗼𝘂𝗱 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲   • QuickBooks   • AWS (Amazon Web Services) By bringing these integrations together inside Salesforce, Cloud Maven, Inc helps eliminate data silos, reduce manual effort, and ensure accurate, real-time workflows across your entire operation. 𝗪𝗵𝗮𝘁 𝗠𝗮𝗸𝗲𝘀 𝗖𝗹𝗼𝘂𝗱 𝗠𝗮𝘃𝗲𝗻, 𝗜𝗻𝗰 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 Most Salesforce partners focus on custom builds, but we take a different approach. We deliver ready-to-deploy, Salesforce-native solutions that are built around real operational challenges, not generic use cases. Our modular suites are designed for rapid implementation, so teams can go from problem to production much faster without long development cycles or heavy overhead. Because everything runs natively within Salesforce, you get a unified, scalable system without the complexity of managing multiple tools. The focus is to deliver speed, accuracy, and measurable outcomes, not just features.

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Cloud on Tap is a Salesforce implementation partner dedicated to delivering scalable, multi-cloud solutions tailored to each client's unique needs. Established in 2012, the company has successfully completed over 1,850 projects, emphasizing customer success and growth. Their team of certified experts guides clients through the Salesforce journey, ensuring optimal utilization of the platform. Key Features and Functionality: - Comprehensive Salesforce Solutions: Expertise in implementing various Salesforce products, including Sales Cloud, Service Cloud, Health Cloud, Analytics Cloud, Salesforce CPQ, Salesforce Communities, Quip, Pardot, and Marketing Cloud. - Managed Services: Offers ongoing support to help clients continuously leverage their Salesforce products, ensuring sustained efficiency and effectiveness. - Customized Implementations: Designs and implements solutions that proactively address the unique challenges faced by each client, enhancing operational efficiency. Primary Value and Solutions Provided: Cloud on Tap empowers businesses to reach their full potential by providing forward-looking Salesforce solutions that increase adoption, efficiency, and transparency. Their holistic approach ensures that clients maximize their investment in the Salesforce platform, leading to improved customer relationships, streamlined processes, and scalable growth.

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Cloud Orca is an award-winning Salesforce Platinum Consultancy based in London, specializing in the implementation and management of Salesforce products. Established in 2018, the company has rapidly grown to become the UK's fastest-growing Salesforce partner, completing over 350 projects across more than 10 industries. With a team of 61 certified experts holding over 200 certifications, Cloud Orca is dedicated to empowering businesses through technological advancements, enhancing efficiency, profitability, and overall success. Key Features and Functionality: - Comprehensive Salesforce Expertise: Certified in a wide range of Salesforce products, including Marketing Cloud, Pardot, Sales Cloud, Service Cloud, Field Service Lightning, Experience Cloud, CPQ, CRM-Analytics, Financial Services Cloud, and custom integrations. - Multi-Industry Experience: Proven track record of delivering tailored solutions across various sectors, understanding unique business processes to develop creative and effective strategies. - Customer-Centric Approach: Focuses on user experience and customer satisfaction, ensuring that technological solutions are accessible and beneficial to clients. Primary Value and Solutions Provided: Cloud Orca addresses the need for businesses to effectively implement and manage Salesforce products, offering expert guidance and support throughout the digital transformation journey. By leveraging their extensive certifications and industry experience, they provide customized solutions that enhance operational efficiency, drive profitability, and ensure sustainable growth. Their commitment to transparency, ethical practices, and customer success positions them as a trusted partner for organizations seeking to maximize their Salesforce investment.

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Cloud Peritus is committed to delivering value-based outcomes and superior experiences to our clients. Our highly passionate and motivated practitioners bring in years of Salesforce and digital transformation expertise to help deliver solutions to some of the most complex business problems our clients’ have.

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CoreConnect is a powerful enterprise solution enabling businesses to create a Salesforce community.

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CoreSphere is a client-focused consulting firm specializing in transforming public and private sector organizations into high-performing, cloud-enabled enterprises. With over 20 years of experience, CoreSphere has successfully completed more than 50 enterprise-wide implementations and holds over 270 certifications across the company. Their expertise lies in developing and implementing solutions on the Salesforce platform, assisting numerous public, private, commercial, and non-profit agencies in modernizing their operations. Key Features and Functionality: - Comprehensive Salesforce Services: CoreSphere offers strategic consulting, management, development, and implementation services, including ongoing operations and maintenance. - Health and Human Services Accelerator: A flexible, modular, and highly configurable solution built on the Salesforce platform, enabling rapid addition of features to support underserved populations. - Diverse Use Cases: The HHS Accelerator addresses various needs such as child welfare, client/case management, adult protection, early childhood, behavioral health, refugee resettlement, energy/housing/rental assistance, and care coordination. - Certified Expertise: The company boasts over 270 certifications, ensuring a high level of proficiency in Salesforce implementations. Primary Value and Solutions Provided: CoreSphere's primary value lies in its ability to deliver tailored Salesforce solutions that enhance operational efficiency and service delivery for organizations. By leveraging their extensive experience and certified expertise, CoreSphere helps clients maximize their Salesforce investment, streamline workflows, and achieve successful outcomes, particularly in the public sector.

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Creative Systems and Consulting, now part of ICF, is a full-service cloud technology, business consulting, and cybersecurity firm specializing in delivering innovative solutions to federal agencies. With a focus on user-centric design, data-driven approaches, and automation, Creative has successfully implemented over 40 Salesforce projects, including Service, Sales, Marketing, and Community Cloud solutions. Their expertise spans platforms such as Salesforce, Mulesoft, and Einstein, ensuring comprehensive digital transformation services. As a Woman-Owned Small Business (WOSB with CMMI Level 3 and ISO certifications (9001, 20000, and 27000, Creative is committed to excellence and security in all engagements. Key Features and Functionality: - Comprehensive Cloud Solutions: Expertise in implementing Salesforce platforms, including Service Cloud, Sales Cloud, Marketing Cloud, and Experience Cloud. - User-Centric Design: Focus on creating intuitive and efficient user experiences tailored to client needs. - Data-Driven Approach: Utilization of data analytics to inform decision-making and optimize business processes. - Automation: Integration of automated workflows to enhance operational efficiency and reduce manual tasks. - Cybersecurity: Implementation of robust security measures to protect sensitive information and ensure compliance with federal standards. Primary Value and Solutions Provided: Creative Systems and Consulting addresses the complex challenges faced by federal agencies in modernizing their IT infrastructure and processes. By offering tailored cloud solutions and leveraging platforms like Salesforce and Mulesoft, Creative enables agencies to enhance customer engagement, streamline operations, and achieve mission-critical objectives. Their commitment to user-centric design and data-driven strategies ensures that clients receive solutions that are both effective and sustainable. The firm's recognition, including the USDA Abraham Lincoln Award for Innovative Customer Service, underscores its dedication to delivering impactful and innovative services.

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