Consulting Services for Salesforce Data Cloud

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

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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

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Mountain Point is a strategic technology and management consulting firm guiding industrial businesses through digital transformations.

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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.

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Ad Victoriam is a Salesforce Platinum Partner and MuleSoft Partner who provides mission-critical, consulting services, from strategy to implementation. Our nimble team of certified professionals across the United States accelerates businesses by simplifying complex problems through cloud and data expertise. As a Certified B Corp, we balance purpose with profits and have made a strong commitment to the community.

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Offprem Technology is renowned Salesforce partner with a diverse, flexible, and trusted team of experts in all Salesforce clouds, across all verticals and sizes. Our commercial expertise within the Salesforce ecosystem is exemplified by our status as a Salesforce Summit Partner. We have successfully collaborated with businesses and organizations spanning various sectors such as commercial, financial services, health and life sciences, manufacturing, and retail. Additionally, in the realm of education and non-profit sectors, specifically Salesforce.org, we hold the prestigious title of Salesforce Premier Partner. Our track record includes delivering exceptional solutions to clients within the education, non-profit, and public sector verticals. We are “All Salesforce All the Time,” solely focused on the Salesforce Platform. Offprem started in the birthplace of ExactTarget, Indianapolis, IN. Since 2016, we’ve grown into a team of nearly 100 employees, many of whom are ExactTarget and Salesforce alumni, with 250+ Salesforce certifications. We have become a trusted partner that supports our customers by helping them navigate the full spectrum of Salesforce products and guiding them throughout their digital evolution with Salesforce. We provide services and solutions for every Salesforce Cloud and product including every Salesforce CRM (Sales, Service, Financial Services, Health, Nonprofit Starter Pack), all aspects of Marketing Cloud, Marketing Cloud Engagement, and more. Our team of experts help maximize our customer’s investment in the Salesforce Platform during implementation, build, training, and ongoing support. As an extension of Salesforce, we provide the expertise and experience to provide customized solutions with unique plans of success for our customers to be able to harness the power of Salesforce.

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Measured Results Marketing (MRM) is a revenue operations consulting and execution firm designed to assist B2B organizations in aligning their marketing, sales, and customer success teams around shared objectives, data, and tools. With a focus on optimizing processes and enhancing system integration, MRM ensures that no lead, opportunity, or customer is overlooked. The firm’s extensive expertise encompasses a wide range of platforms, including HubSpot, Salesforce, BigQuery, Outreach, and ZoomInfo, among over 70 others, making it a versatile partner for companies looking to streamline their go-to-market strategies. Targeting B2B organizations across various industries such as SaaS, logistics, healthcare, automotive, and manufacturing, MRM specializes in crafting tailored revenue operations strategies. The firm’s services range from CRM migrations and RevOps design to attribution setup and campaign execution. With over a decade of experience and a team boasting more than 175 combined certifications, MRM is well-equipped to support organizations in navigating the complexities of their tech stacks. The firm’s collaborative approach ensures that clients receive personalized solutions that align with their unique business needs. Key features of MRM’s offerings include RevOps strategy and funnel design, HubSpot implementation and optimization, Salesforce integration, and cross-platform tech stack integration. Additionally, MRM provides attribution reporting, dashboard development, and marketing operations support. A standout feature is Yeti Guide, a native HubSpot app that facilitates internal team enablement and in-app training. This comprehensive suite of services allows organizations to optimize their existing tools and systems, enhancing overall efficiency and effectiveness. What differentiates MRM from other consulting firms is its combination of deep technical knowledge and real-world business leadership experience. The senior team at MRM has firsthand experience leading sales, marketing, and service teams, which enables them to align systems with strategic goals effectively. This expertise is particularly valuable for organizations that have previously faced challenges with system implementations, as MRM specializes in transforming complex environments into workable solutions while fostering continuous improvement. With a commitment to transparency and collaboration, MRM positions itself as a growth partner for businesses looking to maximize their tech investments. The firm’s promise of “No Lead Left Behind” underscores its dedication to ensuring that every potential opportunity is captured and nurtured. For organizations evaluating HubSpot or Salesforce partners, or those seeking a team that can translate business needs into scalable systems, MRM offers a strategic and hands-on approach to revenue operations.

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We are a team of technology experts with more than 500 implementations to our credit. We work across clouds, advising clients with our expertise in various industries including insurance, retail and hospitality. Our motto is to never stop learning, so we’re always pushing the boundaries of Salesforce. Contact us: https://www.accelerize360.com/contact

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Salesforce Consulting and Implementation Practice.

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Redpath Consulting Group was established in 2008 and became an exclusive Salesforce partner in 2009. Redpath has completed 1,000+ projects and worked with 400+ organizations to deliver customized Salesforce solutions built with the success and longevity of our clients in mind. Whether it’s implementing innovative CRM solutions, optimizing marketing automation, or developing and deploying tailored Salesforce apps within your organization’s infrastructure, Redpath’s team of Salesforce integration experts believe in people first, process second, and using technology to support your organizational needs.

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