What We Do

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  • Specialized focus on delivering tailored Salesforce solutions with agility and precision
  • Serving clients exclusively in the Strategic, Enterprise, and Enterprise Growth segments
  • Practitioners with deep expertise, many with backgrounds in Big 4 consulting firms

Our Expertise

No Silos. Just Full-Spectrum Salesforce Mastery
Sales Cloud
Revenue Cloud
(CPQ, CPQ+/CLM)
Marketing Cloud
Experience Cloud
Commerce Cloud
FSC
Health Cloud
Field Services
Data Cloud
Agentforce
Service Cloud
Education Cloud
Salesforce

The Cloud Peritus Advantage

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Expertise That Delivers

  • Our consultants have deep experience managing complex, fast-paced Salesforce projects
  • Quality is never sacrificed, even in high-pressure, large-scale initiatives
  • We offer solutions backed by real-world experience—not just theoretical frameworks
  • Many of our team members come from Big 4 consulting backgrounds
  • Provide centralized dashboards to unify sales, service, and marketing data
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Fast, Intelligent Execution

  • Rapid prototyping with minimal input enables faster client validation and iteration
  • We quickly transform ideas into tangible solutions
  • Our agile approach ensures speed without compromising accuracy or usability
  • Our rigorous hiring process ensures only the most skilled professionals execute your vision
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Operational Efficiency & Extended Support

  • We offer 14-hour workday coverage with overlap until 3 PM EDT for U.S. clients
  • Teams in India and the U.S. collaborate seamlessly for ongoing progress
  • Minimal disruption to client schedules—our team works in the background
  • Clients only need to join for critical confirmation and approval sessions
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Accelerated ROI with Proven Tools

  • Access to a large library of pre-built Salesforce accelerators and solutions
  • Speeds up delivery and reduces the need for custom development
  • Clients can see results—and ROI—much faster than traditional implementation models.
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Governance and Quality Assurance

  • Regular architecture and design reviews by our Center of Excellence (CoE)
  • Best practices are applied across security, scalability, and performance
  • Structured review cycles ensuring long-term sustainability of the solution
  • End-to-end ownership and accountability for all deliverables

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

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
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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!

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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