Cloudsquare

Cloudsquare is a Salesforce Consulting Partner and product developer that innovates with each and every solution, pushing the bounds of what is possible in the system and taking full advantage of the platform’s infrastructure to deliver future-proof and robust Salesforce solutions to clients and customers. Founded upon the idea of doing business better, Cloudsquare offers a boutique touch to its enterprise-level client services to create a more personalized consulting experience and long-term business optimization partnerships. Our methodology for business innovation is rooted in a 4-steps delivery process: 1. Envision Success: We analyze your business, and with your help, we envision the best solution. 2. Plan the Route: We collaborate with your team to draw a roadmap to make your vision a reality. 3. Design, Deliver & Deploy: Using a lean, proven, and proprietary process, we craft and deploy the Salesforce enhancements to take your business to the next level. 4. Partnering for the future: As your organization grows, we will be there long-term to support your Salesforce needs.

Case Studies

Showing 9 Cloudsquare Customer Success Stories

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How a well-known small business lender successfully migrated from a dated CRM to Salesforce

Alpine Funding logo

Optimizing Salesforce for a lending broker

Berkman Financial logo

How a mid-sized home improvement company earned 45% more leads and boosted sales by 24%

California Energy Contractors logo

Moving Underwriting Team Leads to Efficiency and Communication Gains

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How the implementation of Service Cloud for partner prospecting and program process in Salesforce helped a provider in integrated payment solutions improve their team's productivity and partner prospecting

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How a tailored Salesforce solution helped a company improve sales efficiency by 20%

Fund-Amental Capital logo

Salesforce Implementation for an MCA Broker

Phoenix Financial logo

How a limited time-framed Salesforce Implementation helped an innovative communication company start their Sales Team while building a trustworthy partner relationship

ThoughtWorld logo

Implementing a scalable solution for highly customized systems in Salesforce

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