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

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.
Showing 9 Cloudsquare Customer Success Stories
Alpine Funding
Berkman Financial
California Energy Contractors
EIN CAP
EPSG
Fund-Amental Capital
Phoenix Financial
ThoughtWorld
Lessie Russel
Chief Customer Officer
WellnessIQ
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