What We Do

From roadmap to reality, our advisory services help define and drive your Salesforce vision from day one. Our advisory services include:

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Expert Advice on CoE Setup

Specialized guidance helps establish effective Centers of Excellence with appropriate governance models, development methodologies and DevOps strategies to accelerate your transformation journey.

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Defining Implementation Plan

Detailed roadmaps outline actionable steps for achieving Salesforce goals efficiently, with clear timelines and resource allocation.

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Identifying Priorities and Defining MVP

Strategic prioritization of features defines an effective Minimum Viable Product while addressing key considerations, risks and assumptions to maximize initial value.

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Drafting High-Level Functional & Technical Architecture

Expert architects create comprehensive blueprints that bridge business requirements with technical capabilities, ensuring a scalable and robust Salesforce foundation.

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Defining the Scope of Implementation Through Discovery

Collaborative discovery sessions uncover critical business needs and challenges, resulting in a precisely defined implementation scope tailored to organizational goals.

Expert Advice
Defining Implementation
Identifying Priorities
Drafting Functional
Defining the Scope

Our Offerings

Salesforce Offerings

Non - Salesforce Offerings

  • Cloud
    Assessing the organization's current Salesforce usage and aligning it with business goals.
  • Cloud
    Creating a roadmap for Salesforce implementation, optimization, or expansion.
  • Cloud
    Identifying key performance indicators (KPIs) and success metrics.
Approach
Discovery
Assessment
Gap Analysis
Demonstration & Validation
Roadmap & Next Steps
  • Cloud
    Advising on the best Salesforce licensing model for the organization’s needs.
  • Cloud
    Optimizing costs by identifying unused licenses or redundant features.
  • Cloud
    Negotiating with Salesforce for better pricing or terms.
Approach
License Audit
Needs Assessment
Optimization Recommendations
Negotiation Support
Ongoing Review
  • Cloud
    Advising on integrating Salesforce with other enterprise systems (e.g., marketing automation, analytics platforms, or custom applications).
  • Cloud
    Ensuring seamless data flow and interoperability between systems.
  • Cloud
    Recommending middleware or APIs for complex integrations.
Approach
Integration Requirements
Tool Selection
Integration Design
Implementation
Monitoring
  • Cloud
    Providing tailored solutions for industries like healthcare, finance, retail, manufacturing, and more.
  • Cloud
    Advising on Salesforce industry clouds (e.g., Financial Services Cloud, Health Cloud, etc.).
  • Cloud
    Ensuring compliance with industry-specific regulations.
Approach
Industry Analysis
Solution Mapping
Customization
Compliance
Performance Review
  • Cloud
    Leveraging Salesforce Einstein for AI-driven insights and automation.
  • Cloud
    Implementing automation tools like Flow, Process Builder, and Apex triggers.
  • Cloud
    Advising on chatbot and self-service solutions using Salesforce Service Cloud.
Approach
AI Readiness Assessment
Use Case Identification
Solution Design
Demonstration & Validation
Roadmap & Next Steps
  • Cloud
    Advising on data migration strategies when transitioning to Salesforce from legacy systems.
  • Cloud
    Ensuring data quality, deduplication, and governance.
  • Cloud
    Implementing data security and compliance measures (e.g., GDPR, HIPAA).
Approach
Data Assessment
Data Cleansing / Retention
Master Data Management
Migration Execution
Roadmap & Next Steps
  • Cloud
    Developing strategies to drive user adoption and ensure employees are effectively using Salesforce.
  • Cloud
    Providing training programs and resources for end-users and administrators.
  • Cloud
    Managing organizational change to minimize resistance and ensure a smooth transition
Approach
Stakeholder Engagement
Training Needs Analysis
Communication Plan
Training Delivery
Feedback Loop
  • Cloud
    Analyzing existing business processes and workflows to identify inefficiencies.
  • Cloud
    Designing streamlined processes using Salesforce features like automation, workflows, and AI tools (e.g., Einstein).
  • Cloud
    Aligning Salesforce capabilities with industry best practices.
Approach
Process Mapping
Needs Assessment
Pain Point Analysis
Implementation Plan
Roadmap & Next Steps
  • Cloud
    Enhancing customer experience through Salesforce tools like Marketing Cloud and Service Cloud.
  • Cloud
    Advising on omnichannel strategies for customer engagement.
  • Cloud
    Implementing personalized marketing and customer journey mapping.
Approach
Customer Journey Mapping
Solution Design
Implementation Plan
Demonstration & Validation
Roadmap & Next Steps
  • Cloud
    Establishing governance frameworks for systems usage across departments.
  • Cloud
    Ensuring compliance with data privacy and security regulations.
  • Cloud
    Advising on user roles, permissions, and access controls.
Approach
Governance Framework
Access Control
Compliance Audit
Demonstration & Validation
Roadmap & Next Steps
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Reach Out. Let Us Help You!

Don’t Just Take our Word for it...

Trust our Proven Track Record

Product Area
Service Cloud, Service Einstein
Industry
High Tech
Project Length (months)
16
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March 26, 2025
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Salesforce Verified

CP's agility and expertise shine in complex scenarios where standard Salesforce falls short. Their resources consistently meet our business needs. Notably, they prioritize out-of-the-box solutions, minimizing customization. Above all, their trustworthy approach, marked by thorough POCs for major projects, makes them a valuable strategic partner

Product Area
Sales Cloud, Financial Services Cloud
Industry
Financial Services
Project Length (months)
15
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November 8, 2024
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Salesforce Verified

Cloud Peritus was a true partner throughout the entire services provided by them, they have strong technical and functionall skills. They delivered a solution and providing services that significantly added value to our system and improved our sales process. We are extremely happy with the results produced by Cloud Peritus team.

Product Area
Sales Cloud
Industry
High Tech
Project Length (months)
3
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October 1, 2024
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Salesforce Verified

Always great working with the Cloud Peritus team!

Product Area
Sales Cloud, Service Cloud, CPQ
Industry
High Tech
Project Length (months)
2
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July 17, 2024
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Salesforce Verified

I joined a new company as head of sales ops and CP offered to provide an assessment of our SFDC orgs and proposed future state. The team did a very thorough analysis and took great care to listen to key-stakeholder requirements. This helped establish me in my new role as a trusted advisor and gave the business confidence in investing in SFDC as our CRM.

Product Area
Sales Cloud, Service Cloud, CPQ
Industry
High Tech
Project Length (months)
2
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July 17, 2024
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Salesforce Verified

The team are very responsive to a C-level requirement and delivered on time, within budget and scope.

Product Area
Mobile, Sales Cloud, Service Cloud
Industry
High Tech
Project Length (months)
9
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November 7, 2023
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Salesforce Verified

Mobile implementation was on one of our key CX omni channel strategy for quite some time, over the years countless hours spent on deliberating which tech stack should be picked which could offer common platform for both internal and external user base also keeping implementation cost at optimal level. After prolonged deliberation with business community with informed POC's we picked up SFDC mobile solution. Over course of this arduous journey Cloud peritus walked with us hand in hand participated in key decision-making process such as architecture, Solution and Delivery. Acted as Strategic partner in driving key decisions during planning and development life cycle. I can say with great confidence that CP will be great partner for any enterprise looking to maximize their ROI on sales force investment.

Product Area
Sales Cloud, CPQ
Industry
High Tech
Project Length (months)
5
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August 9, 2023
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Salesforce Verified

The Cloud Peritus team are awesome to work with. They fit seamlessly into our way of working/ culture and it showed they cared about getting the right solution for our organisation. Their expertise and knowledge of SFDC, Hubspot and other third party integrations was greatly appreciated. They supported us with two CRM migrations. Both delivered ahead of schedule (4-5 days), within budget and met business requirements. Highly recommend working with them.

Product Area
Sales Cloud, CRM Analytics, CPQ
Industry
High Tech
Project Length (months)
6
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August 5, 2023
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Salesforce Verified

Working With Everyone from Cloud Peritus has been great. They have an amazing knowledge of salesforce!

Product Area
Sales Cloud, Financial Services Cloud
Industry
Financial Services
Project Length (months)
13
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July 31, 2023
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Salesforce Verified

We got very good service on whole tech and functional stack from the Cloud Peritus. Not only they were able to bring us up and running but also set us up for long term on salesforce platform.

Product Area
Sales Cloud, Service Cloud, CPQ
Industry
High Tech
Project Length (months)
3
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April 29, 2023
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Salesforce Verified

I've worked with a number of SFDC partners over the years, and by far, Cloud Peritus is the most agile and fearless partner I've worked with. Where other partners cringe at the mess, Cloud Peritus sees nothing but opportunity and wastes no time getting to work!

Why Choose Us???

The PERITUS Approach

Our Blue Print to Client Success

Our Unique Salesforce Consulting Approach Isn’t Just A Method - It’s A Promise!

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Personalized Discovery & Vision Mapping
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Empathetic, Agile & Collaborative Design
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Results-Driven Implementation with Continuous Monitoring
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Integrated Ecosystem Approach
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Transformational Change & Future-Ready Strategy
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Unified Support & Continuous Learning
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Success: Measurable Business Impact

No Silos. Just Full-Spectrum Salesforce Mastery

Salesforce All Services

Credentials That Speak For Themselves

Industries We Specialize In

Finance

Modernizing Financial Services with Precision & Trust.

Financial Services

With rich experience working with Lending, Wealth and Financial Ops, we’re able to help institutions digitize customer journeys, automate origination, and streamline KYC. Our solutions enable seamless client experiences with built-in compliance, security, and operational excellence, driving scalable growth in a tightly regulated space.

HiTech

Driving Innovation. Powering Scale. Accelerating Growth with AI-Driven Solutions.

Technology & Software (HiTech)

Backed by extensive HiTech expertise, we help fast-growing companies leverage AI and generative tech to streamline Quote-to-Cash, Subscription Management, and Customer Success. Our next-gen Salesforce solutions drive intelligent automation, operational efficiency and data-driven decisions. fueling faster revenue growth and scalable impact.

MedTech

Reimagining Patient Journeys. Optimizing Partner Networks. Delivering Life-Changing Impact.

Healthcare and Life Sciences (HLS)

Our proven experience in MedTech enables us to digitize patient journeys, order-to-cash processes, automate backend operations, manage B2B partner ecosystems and more. Through tailored Salesforce solutions backed by AI capabilities, we able to help drive end-to-end operational efficiency, helping MedTech businesses deliver better patient outcomes at scale.

EdTech

Empowering the Future of Learning with Intelligent Digital Experiences.

Education and Academic Institutions

Built for the future of learning, our proven EdTech solutions connect ERPs with Salesforce, automate enrolment, simplify partner management and more. Our tailored Salesforce solutions allow education providers to deliver personalized experiences and drive long-term learner success.

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