# CloudROI Reviews
**Vendor:** Cloudroi  
**Category:** [Salesforce Consulting Services](https://www.g2.com/categories/salesforce-consulting-services)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 2
## About CloudROI
CloudROI is a Salesforce Consulting Partner with expertise consulting in all clouds: Marketing, Sales, CPQ, Billing, Commerce, Service, Community, Customer Success, ERP, Finance & Accounting, and Nonprofit Success Pack. We are industry sector experts in: High Tech, Finance, Insurance, and Healthcare. We have earned a 5/5 Customer Satisfaction rating on the Salesforce AppExchange as a Salesforce Consulting Partner. We have a large team of 40 experts holding 60+ Salesforce certifications, 1200+ Trailhead Badges, and we have completed 100 projects for 50+ clients. In the first 5 years of business all our clients renewed contracts with us. 100% of our staff is Salesforce certified and has a minimum of 5+ years of experience working with Salesforce. We live and breathe Salesforce which is why our entire business is built and runs on Salesforce. All Sales, Marketing, HR, Operations, etc. run on our internal Salesforce Platform.




## CloudROI Reviews
  ### 1. Highly Skilled, Professional and Efficient Salesforce Partner!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nick M. | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 14, 2023

**What do you like best about CloudROI?**

The industry expertise they brought to help us design a flawless salesforce deployment

**What do you dislike about CloudROI?**

Didn't experience any downsides when working with them

**Recommendations to others considering CloudROI:**

We did a proof of concept with CloudROI before moving forward with the full build.  If you are hesistant on immediately doing a full build, let them prove their abilities with a proof of concept.

**What problems is CloudROI solving and how is that benefiting you?**

CloudROI built us an enterprise level solution that completely jumpstarted our business.  Prior to salesforce, our companies were riddled with manual processes and siloed spreadsheets.  Their solution helped our staff substantially increase efficiency and work smarter.   Our KPI reporting has also improved and is now fully automated.

We interviewed 4 different salesforce consultants and CloudROI provided the lowest rate and fastest build time.  Their team was extremely easy to work with and highly professional and knowledgeable.   They patiently helped us create the design and ideal functionality for how to convert our business processes.  They were able to build our solution under the proposed timeline and made sure our team fully understood the software and workflows prior to the go live date.  We will continue to use CloidROI for future build iterations as well as admin support for our CRM.  I highly recommend CloudROI for any CRM needs.

  ### 2. Professional and Efficient

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chase H. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 12, 2023

**What do you like best about CloudROI?**

Their knowledge of Salesforce and clear ways of communicating.
The solutions that they provide are both efficient and easy to understand. We always know what we are going to get when we do a project with CloudROI.

**What do you dislike about CloudROI?**

We haven't experienced any negative aspects from working with CloudROI.

**Recommendations to others considering CloudROI:**

Be very concise with what you want. Do not go into any APEX projects without fully understanding the objects and interactions within your org. 

Each time we reached a hiccup it was due to my org Flows, restrictive field inputs, or other means outside the developer's control.

**What problems is CloudROI solving and how is that benefiting you?**

CloudROI partnered with us to create an APEX solution for our Salesforce org to generate PDF invoices. This has allowed us to transition our service department to paperless invoicing. Going paperless has saved us 300-500 paper invoices per month in our service department alone. 
As our business has grown, we have returned to CloudROI for revisions to our invoice. Their professional and concise communication made each project quick and painless.
All Climate highly recommends CloudROI for your Salesforce development needs.



- [View CloudROI pricing details and edition comparison](https://www.g2.com/products/cloudroi0-cloudroi/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-20+10%3A07%3A22+-0500&secure%5Bsession_id%5D=5dc72077-6309-4ad3-b325-25f14c4ae9c1&secure%5Btoken%5D=96a948064f33945ec297b33817d9f9cbf5f2b75721567fa7ed146bd3e222bf7e&format=llm_user)

## CloudROI Features
**Planning**
- Needs Assessment
- Resource Allocation
- Stayed within Budget
- Statement of Work
- Best Practices

**Delivery**
- Technical Expertise
- Met Deadlines
- Meeting Management
- Project Updates
- Scope Management
- Roll-out

**Support**
- Go Live Support
- Documentation
- Training 
- Metrics
- Admin Services

**Team Quality**
- Change Management Skills
- Executive Presence
- Vertical Expertise
- Technology Partnerships

## Top CloudROI Alternatives
  - [Salesforce Customer Success](https://www.g2.com/products/salesforce-customer-success/reviews) - 4.4/5.0 (364 reviews)
  - [SmartBug Media](https://www.g2.com/products/smartbug/reviews) - 4.8/5.0 (207 reviews)
  - [Coastal](https://www.g2.com/products/coastal/reviews) - 5.0/5.0 (183 reviews)