Cloud Maven, Inc Reviews & Provider Details

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.