Case study
We help academic institutions embrace digital transformation through strategic CRM road mapping, Education Cloud readiness assessments and change management planning—ensuring alignment across stakeholders for long-term success.
We provide end-to-end Salesforce solutions for education institutions, including Education Cloud implementation, student lifecycle management, admissions and enrollment automation and personalized engagement through Marketing and Experience Clouds.
We provide comprehensive Salesforce managed services, including ongoing admin support, user training, release management, DevOps setup and proactive platform monitoring to ensure system stability and continuous improvement.
We design and execute personalized, automated email and SMS campaigns using Journey Builder to drive student outreach, alumni engagement and virtual event participation across platforms like Zoom and Microsoft Teams.
We provide end-to-end data services including migration from legacy systems, data architecture and governance, predictive analytics for student retention and real-time dashboards for tracking academic performance, enrollment trends, fundraising outcomes and student engagement.
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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!
At Cloud Peritus, we take a strategic & tailored approach to Financial Service in the following ways:
Deliver strategic guidance throughout your Salesforce journey, ensuring optimal business outcomes and technology alignment.
Transform Salesforce visions into reality with precision and technical excellence.
Keep Salesforce environments optimized, secure, and aligned with evolving business requirements.
Provide comprehensive evaluation of existing Salesforce environments to identify optimization opportunities.
Delivering top-tier QA services designed for scale, speed and certainty ensuring your Salesforce implementations work seamlessly, every time.
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.
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.
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.
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.
Explore our library of purpose-built Salesforce accelerators, designed to help reduce costs, fast-track delivery, maximize efficiency and your ROI.
