What We Do

Our Approach

At Cloud Peritus, we take a strategic & tailored approach in the following ways: 

  • Focus on enhancing customer service operations through Salesforce Agentforce
  • Equip support teams with AI driven intelligence and automation
  • Provide seamless case management capabilities
  • Use automated workflows to streamline case routing
  • Handle escalation processes efficiently
  • Manage service requests to reduce response times
  • Improve overall service quality

The Cloud Peritus Advantage

Service Agent: Enhancing Customer Support

Empower your Service reps with our Agentforce expertise by:

  • Utilizing Service Agent to handle common customer inquiries automatically
  • Allowing your team to focus on more complex issues by reducing manual workload
  • Delivering fast, consistent responses with the help of predefined scripts
  • Streamlining issue resolution with contextual handoff to human agents
  • Reducing call volume by automating repetitive service tasks
  • Enhancing customer satisfaction with quicker, more tailored interactions

SDR Agent: Enhancing Lead and Opportunity Management

Revolutionized sales operations with our SDR Agent that helps your team:

  • Streamlining workflows from lead qualification to final sales closure for maximum efficiency
  • Intelligently qualifying incoming leads based on predefined criteria, allowing only high potential prospects to move forward in the pipeline
  • Enhancing data accuracy by eliminating redundancies through lead deduplication, preventing duplicate records
  • Automating and personalizing outreach to leads, maintaining engagement through timely and relevant communication

Boost Service Efficiency with Context-Aware Responses Using Einstein Service Replies

Transform your support team's customer interactions with our tailored solutions powered by Einstein Service Replies by:

  • Receiving AI-suggested responses customized to each case
  • Significantly reducing response times through automation and intelligent suggestions
  • AI suggestions informed by past interactions, knowledge articles, and case history
  • Empowering customer service teams with relevant, context-aware replies
  • Enhancing overall efficiency and customer engagement

Intelligent Deal Desk Support Agent

Transform your sales process with our tailored Deal Desk Topic solutions that empower sales reps by:

  • Providing complete visibility into sales reps' responsibilities, ensuring streamlined deal management
  • Creating custom actions for Deal Desk tasks to enable accurate and efficient quote handling
  • Allowing reps to instantly submit quotes for review to ensure compliance and accuracy
  • Using automated routing to move approvals quickly through the right channels
  • Triggering timely reminders to keep stakeholders engaged and approvals on track

AI-Driven Insights for Data-Backed Decision Making

Leverage AI & Agentforce (A2A Protocols) to enhance business operations through:

  • Analyzing client behavior to understand preferences and trends
  • Predicting investment trends to stay ahead in the market
  • Offering personalized financial advice tailored to individual client needs
  • Delivering data-driven strategies that adapt to clients' evolving needs and goals

Governance, Risk & Compliance Expertise

Our solutions ensure compliance with financial regulations like GDPR, CCPA, CPRA, SEC, and FINRA guidelines by:

  • Implementing automated reporting, audit trails, and secure data governance policies
  • Empowering financial institutions with compliance-driven Salesforce solutions
  • Automating conflict checks and implementing greylisting protocols
  • Tracking secure communication and ensure audit-ready correspondence
  • Providing transparency, control, and peace of mind to keep operations compliant and resilient

Our Expertise

Service Agent: Enhancing Customer Support

Empower your Service reps with our Agentforce expertise by:

  • Utilizing Service Agent to handle common customer inquiries automatically
  • Allowing your team to focus on more complex issues by reducing manual workload
  • Delivering fast, consistent responses with the help of predefined scripts
  • Streamlining issue resolution with contextual handoff to human agents
  • Reducing call volume by automating repetitive service tasks
  • Enhancing customer satisfaction with quicker, more tailored interactions

SDR Agent: Enhancing Lead and Opportunity Management

Revolutionized sales operations with our SDR Agent that helps your team:

  • Streamlining workflows from lead qualification to final sales closure for maximum efficiency
  • Intelligently qualifying incoming leads based on predefined criteria, allowing only high potential prospects to move forward in the pipeline
  • Enhancing data accuracy by eliminating redundancies through lead deduplication, preventing duplicate records
  • Automating and personalizing outreach to leads, maintaining engagement through timely and relevant communication

Boost Service Efficiency with Context-Aware Responses Using Einstein Service Replies

Transform your support team's customer interactions with our tailored solutions powered by Einstein Service Replies by:

  • Receiving AI-suggested responses customized to each case
  • Significantly reducing response times through automation and intelligent suggestions
  • AI suggestions informed by past interactions, knowledge articles, and case history
  • Empowering customer service teams with relevant, context-aware replies
  • Enhancing overall efficiency and customer engagement

Intelligent Deal Desk Support Agent

Transform your sales process with our tailored Deal Desk Topic solutions that empower sales reps by:

  • Providing complete visibility into sales reps' responsibilities, ensuring streamlined deal management
  • Creating custom actions for Deal Desk tasks to enable accurate and efficient quote handling
  • Allowing reps to instantly submit quotes for review to ensure compliance and accuracy
  • Using automated routing to move approvals quickly through the right channels
  • Triggering timely reminders to keep stakeholders engaged and approvals on track

AI-Driven Insights for Data-Backed Decision Making

Leverage AI & Agentforce (A2A Protocols) to enhance business operations through:

  • Analyzing client behavior to understand preferences and trends
  • Predicting investment trends to stay ahead in the market
  • Offering personalized financial advice tailored to individual client needs
  • Delivering data-driven strategies that adapt to clients' evolving needs and goals

Governance, Risk & Compliance Expertise

Our solutions ensure compliance with financial regulations like GDPR, CCPA, CPRA, SEC, and FINRA guidelines by:

  • Implementing automated reporting, audit trails, and secure data governance policies
  • Empowering financial institutions with compliance-driven Salesforce solutions
  • Automating conflict checks and implementing greylisting protocols
  • Tracking secure communication and ensure audit-ready correspondence
  • Providing transparency, control, and peace of mind to keep operations compliant and resilient

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

Our In-house Accelerators

Explore our library of purpose-built Salesforce accelerators, designed to help reduce costs, fast-track delivery, maximize efficiency and your ROI.

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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
Checked
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
Checked
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!

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.

Our Salesforce Services

At Cloud Peritus, we take a strategic & tailored approach to Financial Service in the following ways:

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Advisory Services

Deliver strategic guidance throughout your Salesforce journey, ensuring optimal business outcomes and technology alignment.

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Implementation Services

Transform Salesforce visions into reality with precision and technical excellence.

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Integrated Services

Keep Salesforce environments optimized, secure, and aligned with evolving business requirements.

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Assessment Services

Provide comprehensive evaluation of existing Salesforce environments to identify optimization opportunities.

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Enterprise QA Services

Delivering top-tier QA services designed for scale, speed and certainty ensuring your Salesforce implementations work seamlessly, every time.

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