Case study
We evaluate your existing Salesforce implementation through a strategic, business-aligned lens. Know exactly where you stand and what it takes to get to the next level through our expert insights on
Actionable, step-by-step plans guide the implementation process, ensuring smooth transitions and measurable results.
Tailored governance frameworks ensure compliance, security, and efficient management of Salesforce environments at scale.
Specialized assessment of integration points improves data flow and system interoperability throughout the ecosystem.
Strategic architectural recommendations optimize system performance, scalability, and maintainability for future growth.
Targeted UI/UX enhancements based on user behavior patterns increase satisfaction and adoption rates across the platform.
Insightful analysis reveals workflow inefficiencies and outlines strategic enhancements to streamline operations and boost productivity.
Detailed evaluation of accumulated technical debt highlights areas for system performance improvement and complexity reduction.
Thorough analysis identifies inefficiencies in current data structures, revealing opportunities for improved data management and accessibility.
Identifies your challenges and positions Salesforce as a strategic enabler for your business goals.
Provides a clear and compelling ROI assessment that demonstrates the tangible and intangible value Salesforce delivers to the organization.
Provides a clear and actionable time/effort assessment that demonstrates how Salesforce can streamline operations, save time, and reduce effort for the enterprise.
Evaluates how well Salesforce aligns with an enterprise's business needs, processes, and goals. It helps determine whether Salesforce is the right solution for the enterprise and identifies any gaps or customizations required to maximize its value.
Evaluates how well Salesforce can support the enterprise's growth, handle increasing workloads, and adapt to future business needs. This involves analyzing the current implementation, identifying potential bottlenecks, and ensuring Salesforce can scale with the enterprise's evolving requirements.
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
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.
Always great working with the Cloud Peritus team!
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.
The team are very responsive to a C-level requirement and delivered on time, within budget and scope.
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.
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.
Working With Everyone from Cloud Peritus has been great. They have an amazing knowledge of salesforce!
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.
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!
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