Consulting Services for Salesforce Partner Cloud (formerly Salesforce PRM)

Cloudforia is a premier Salesforce consulting partner dedicated to delivering high-impact solutions tailored to various industries, missions, and growth objectives. Specializing in automating and streamlining marketing, sales, service, and operational processes, Cloudforia empowers businesses to achieve transformation and unlock greater value through the Salesforce platform. With a team of certified Salesforce architects, developers, and consultants, Cloudforia ensures end-to-end project delivery, from discovery to ongoing support, aligning technology with clients' unique business needs. Key Features and Functionality: - Comprehensive Salesforce Implementation: Expertise in deploying and customizing Salesforce solutions across various clouds, including Manufacturing Cloud, Revenue Cloud, Public Sector & Government Cloud, Nonprofit Cloud, Health Cloud, Field Service & Consumer Goods Cloud, and Marketing Cloud. - Business Process Optimization: Analyzing and enhancing clients' business processes to improve efficiency and effectiveness. - Ongoing Services & Support: Providing continuous support to ensure the Salesforce platform evolves with the organization's changing requirements. - Salesforce Customization: Tailoring Salesforce functionalities to meet specific business needs and objectives. - Application Integration: Seamlessly integrating Salesforce with other applications to create a cohesive technology ecosystem. - Custom Application Development: Developing bespoke applications to address unique business challenges and opportunities. Primary Value and Solutions Provided: Cloudforia's primary value lies in its ability to deliver customized Salesforce solutions that drive business transformation and growth. By focusing on deep industry expertise in sectors such as healthcare, manufacturing, government, and nonprofits, Cloudforia addresses the unique challenges faced by these industries. The company emphasizes real-world impact, concentrating on business outcomes rather than just technological implementation. As a proud participant in the Salesforce Pledge 1% initiative, Cloudforia demonstrates a commitment to community engagement by dedicating 1% of its equity, employees' time, and profits to causes they care about. This holistic approach ensures that clients not only receive technical solutions but also benefit from strategic guidance and ongoing support, enabling them to market, sell, and deliver services more effectively to their customers.

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

Cloud Galacticos is a UK-based Salesforce consultancy with over 15 years of experience in delivering tailored solutions to businesses of all sizes. Their team comprises seasoned developers, consultants, and architects who specialize in implementing and optimizing the full suite of Salesforce products. With a strong presence in London, Manchester, Oxford, Leeds, and Sheffield, Cloud Galacticos is well-positioned to assist clients across various industries. Key Features and Functionality: - Comprehensive Salesforce Services: Expertise in Sales Cloud, Service Cloud, Communities, Health Cloud, NonProfit Cloud, Pardot, Marketing Cloud, the Lightning Platform, and Heroku. - Industry Specialization: Focused experience in Healthcare, Life Sciences, and Financial Services, addressing complex regulatory requirements to ensure innovative and compliant Salesforce implementations. - Certified Professionals: A team of 15 certified experts with a collective 100 Salesforce certifications, ensuring up-to-date knowledge and best practices. - Proven Track Record: Completion of 140 Salesforce-verified projects, demonstrating a commitment to delivering successful outcomes for clients. Primary Value and Solutions Provided: Cloud Galacticos empowers businesses to maximize their Salesforce investment by offering customized solutions that enhance operational efficiency, customer engagement, and compliance. Their deep industry knowledge and technical expertise enable clients to navigate complex challenges, streamline processes, and achieve sustainable growth through the effective use of Salesforce technologies.

Cloud Giants is a woman-owned Salesforce Consulting Partner headquartered in North Carolina's Research Triangle Park. Established in 2014, the firm specializes in assisting midsize B2B organizations to accelerate revenue operations and enhance customer engagement by leveraging Salesforce solutions. With a focus on Revenue Cloud/CPQ, Sales Cloud, and Experience Cloud, Cloud Giants combines technical proficiency with business acumen to deliver scalable and extensible solutions tailored to each client's unique objectives. Key Features and Functionality: - Revenue Optimization: Cloud Giants enhances the velocity of revenue operations by streamlining sales processes, reducing friction, and maximizing deal value, all while aligning with clients' business goals. - Operational Efficiency: The firm increases organizational efficiency through automation, transparency, and reduced technical debt, enabling seamless collaboration and focus on growth-driving activities. - Customer Experience: Cloud Giants delivers personalized buyer journeys, self-service support portals, and engaging communities to foster long-term customer success. - Technical Architecture & Change Management: The company designs flexible Salesforce platform architectures that are scalable and adaptable to evolving business needs, minimizing technical debt and managing change efficiently. Primary Value and Solutions: Cloud Giants addresses critical challenges faced by midsize B2B organizations by: - Accelerating Revenue Operations: By optimizing sales processes and reducing friction, Cloud Giants helps clients achieve faster revenue growth. - Enhancing Process Transparency: The firm provides clear visibility into the revenue lifecycle, ensuring all teams are informed and aligned. - Simplifying Business Processes: Through automation and streamlined workflows, Cloud Giants simplifies complex business processes, allowing teams to focus on strategic initiatives. - Improving Buyer Experience: By creating personalized and engaging customer journeys, the company enhances the overall buyer experience, leading to increased satisfaction and loyalty. By focusing on these areas, Cloud Giants empowers organizations to maximize their Salesforce investment, drive meaningful KPIs, and achieve sustainable growth.

Cloud Industry is a provider of customized cloud solutions, specializing in Salesforce implementation, cloud application development, and online automated marketing and analytics. With a proactive innovation strategy, they assist businesses in achieving their full potential by mapping objectives, building processes, and integrating the right technologies. Operating across the Asia Pacific region, Cloud Industry has successfully completed over 100 technology designs and project implementations in the past three years, maintaining an average customer satisfaction rating of 90%. Key Features and Functionality: - Salesforce Business Implementation Partner: Expertise in deploying and optimizing Salesforce solutions tailored to business needs. - Cloud Application Development & Integration: Development and seamless integration of cloud applications to enhance operational efficiency. - Online Automated Marketing & Analytics: Implementation of automated marketing strategies and analytics to drive business growth. Primary Value and Solutions Provided: Cloud Industry addresses the need for businesses to transition to cloud-based solutions to achieve cost savings, efficiency gains, and competitive advantages. By exploring business objectives and challenges, they map, build processes, set up, and integrate the right technology to realize the client's vision. Their services are conducted with full discretion and confidentiality, utilizing secure cloud systems to protect business interests. With a reputation for creativity and innovation, Cloud Industry's dedicated team is ready to provide tailored solutions that improve business efficiency and effectiveness.

Cloud Innovation is a seasoned Salesforce Consulting Partner specializing in comprehensive CRM and cloud solutions. With a team of highly certified consultants, they offer expertise across Salesforce platforms, including Sales Cloud, Service Cloud, Community Cloud, and Marketing Automation. Their approach emphasizes thorough business knowledge, technical excellence, and personalized client engagement, ensuring tailored solutions that drive success. Over the years, Cloud Innovation has successfully delivered numerous projects across various industries, serving both SMBs and multinational corporations in the private and public sectors. Key Features and Functionality: - Salesforce Expertise: Proficient in implementing and optimizing Sales Cloud, Service Cloud, Community Cloud, and Marketing Automation to enhance customer relationship management. - Certified Professionals: A dedicated team of certified consultants ensures high-quality service and adherence to best practices. - Custom and Mobile Application Development: Utilizes the Force.com platform to develop bespoke and mobile applications tailored to specific business needs. - Industry Versatility: Experience in delivering projects across diverse business domains, accommodating companies of varying sizes and sectors. Primary Value and Solutions Provided: Cloud Innovation addresses the need for effective CRM and cloud solutions by offering specialized Salesforce services that streamline business processes, enhance customer engagement, and drive growth. Their personalized approach ensures that each client receives solutions aligned with their unique requirements, leading to improved operational efficiency and customer satisfaction.

Cloud Integrate is a Salesforce consultancy firm dedicated to assisting organizations in achieving technology-driven growth. With a strong presence in Amsterdam and a delivery center focused on technology, innovation, and customer success, Cloud Integrate specializes in understanding business processes and translating them into effective solutions on the Salesforce Platform. Since its founding in 2017, the company has completed over 44 Salesforce-verified projects and employs 17 certified experts. Key Features and Functionality: - Salesforce Core Implementation: Expertise in deploying Sales Cloud, Service Cloud, Experience Cloud, and Pardot to enhance customer relationship management. - System Integration: Seamless integration of various systems to ensure cohesive and efficient operations. - Quote-to-Cash Solutions: Utilization of Revenue Cloud and CPQ to streamline the entire sales process from quoting to revenue recognition. - Omnichannel Communication: Implementation of Service Cloud Voice, Einstein Bots, and Messaging to provide a unified customer communication experience. - Quick Start Packages: Rapid onboarding and implementation services for new Salesforce customers, focusing on Sales Cloud and Service Cloud. - Managed Service Packages: Ongoing support and proactive optimization of Salesforce organizations for existing customers. Primary Value and Solutions Provided: Cloud Integrate delivers a boutique experience with a local presence of senior consultants, ensuring quality, flexibility, and swift time-to-value through a proven agile methodology. Their solutions address critical business challenges by: - Enhancing Revenue Efficiency: Configuring complex products and services to meet tailored customer requests, minimizing manual errors, and reducing contract lead times through automated, customizable quote generation. - Optimizing Pricing Models: Digitalizing intricate pricing structures using Salesforce Revenue Cloud to maximize revenue. - Improving Customer Support: Implementing smart IVR systems to reduce call volumes and wait times, deploying chatbots across various channels to provide instant answers, and increasing first-call resolution rates with Service Cloud Voice, which offers automated transcriptions and knowledge article suggestions. By focusing on these areas, Cloud Integrate empowers organizations to unlock the full potential of their Salesforce investment, driving strategic, commercial, and operational success.

Cloudity is an international digital company and a Salesforce Platinum Consulting Partner. We navigate digital transformation and implement Salesforce technologies to help our customers reach their business goals. With our solutions and advisory, you will increase sales, take your customer service to the next level, automate repetitive processes and motivate your team – all that thanks to the best technology in the world. Let us digitize your business!

Cloudloop Consulting, Inc. is a premier Salesforce implementation partner dedicated to driving digital transformation for businesses across North America. With a certified team of experts, Cloudloop specializes in automating sales, marketing, and customer service processes using the Salesforce platform. Their customer-centric approach focuses on delivering impactful solutions through smart, boutique thinking and a relentless commitment to results. Since its inception in 2016, Cloudloop has successfully completed over 200 projects for small to medium-sized businesses and enterprises, enhancing communication, services, sales, and monitoring through tailored Salesforce solutions. Key Features and Functionality: - Salesforce Strategizing: Cloudloop tailors Salesforce solutions to align with each client's unique operations, opportunities, and goals, ensuring comprehensive and effective strategies. - Salesforce Integration: They facilitate seamless integration of Salesforce with third-party tools and APIs, creating unified, value-driven experiences that enhance business operations. - Salesforce Maintenance: Cloudloop provides ongoing maintenance services to keep clients current with the latest Salesforce features and best practices, ensuring solutions remain aligned with evolving business needs. - Salesforce Training: They offer training programs to empower clients' teams with the necessary skills for effective Salesforce adoption and utilization. Primary Value and Solutions Provided: Cloudloop Consulting, Inc. empowers businesses to thrive in the digital era by leveraging Salesforce to streamline operations, enhance customer engagement, and drive growth. Their expertise in strategizing, integrating, maintaining, and training on Salesforce solutions enables organizations to stay connected with customers and operations, ultimately delivering tangible business value. By focusing on consistency, transparency, and quality, Cloudloop ensures that each client receives a customized solution that addresses their specific challenges and objectives.

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.