What We Do

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Salesforce Implementation & Customization

We design and implement Salesforce solutions tailored to the unique workflows of Hi-Tech firms, ensuring seamless alignment with your sales, support and product teams.

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Revenue Cloud Solutions

Streamline complex pricing, subscriptions and quoting with Salesforce Revenue Cloud —perfect for hardware, software and SaaS-based business models.

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Customer Support with Service Cloud

We deliver exceptional customer experiences through intelligent case management, AI-powered chatbots and self-service portals tailored to Hi-tech support needs.

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Marketing Automation with Marketing Cloud

Engage prospects with targeted, data-driven marketing campaigns across email, social and web—customized for the B2B and B2C buying journeys of the tech world.

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Data Migration & System Integration

We handle secure data migration from legacy systems and integrate Salesforce with ERP, PLM and custom applications critical to your product lifecycle.

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Sales & Product Analytics

We help gain deep insights into customer behavior, product performance and pipeline health with advanced dashboards and predictive analytics.

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Multi-Cloud Strategy & Architecture

We optimize cloud ecosystems with strategic Salesforce architecture and integrations across AWS, Azure and Google Cloud for a connected Hi-Tech enterprise.

Our Expertise

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Boost Retention with Seamless Customer Journeys
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Accelerate Billing with Automated CPQ
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Smarter Partner Collaboration. Stronger Results
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Power Smarter Strategies with Connected Insights
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Power XaaS Growth with Scalable Monetization
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Accelerate Launches with Synchronized Delivery
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Transition to Smarter Field Ops with AI and Automation
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Maximize Revenue Growth with Smart Customer Support Ops
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Boost Retention with Seamless Customer Journeys

Customer churn rates in Hi-Tech can reach up to 30% due to inconsistent engagement and service gaps.

  • Implement 360° customer views using Salesforce Customer 360
  • Enable omni-channel engagement with real-time communication tools
  • Use Service Cloud and automation to reduce response times and boost satisfaction
  • Deliver predictive support using Salesforce Einstein for proactive resolutions
  • Provide centralized dashboards to unify sales, service, and marketing data
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Accelerate Billing with Automated CPQ

Manual quote and billing processes slow down revenue, 43% of tech firms cite CPQ delays as a bottleneck.

  • Deploy Salesforce CPQ and Billing to automate quote generation and invoicing
  • Integrate with ERP systems to streamline contract lifecycle management
  • Use approval automation to shorten sales cycles by up to 40%
  • Monitor sales pipeline health through real-time dashboards
  • Reduce revenue leakage through pricing governance and audit-ready workflows
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Smarter Partner Collaboration. Stronger Results

40% of channel revenue is lost due to lack of visibility and delayed incentives.

  • Build secure, self-service partner portals on Experience Cloud
  • Automate incentive management and partner onboarding workflows
  • Provide real-time deal registration, enablement assets, and support
  • Gain insights into partner performance using Partner Relationship Management (PRM) tools
  • Improve partner NPS by streamlining collaboration and transparency
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Power Smarter Strategies with Connected Insights

63% of Hi-Tech companies struggle with fragmented data, affecting forecasting and product innovation.

  • Centralize customer, product, and partner data with Salesforce Data Cloud
  • Provide real-time dashboards using Einstein Analytics to improve decision-making
  • Use MuleSoft to integrate legacy and cloud systems for a unified data experience
  • Implement data governance strategies to ensure accuracy and accessibility
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Power XaaS Growth with Scalable Monetization

As companies move to XaaS, legacy systems struggle with usage tracking and renewals—leading to 25–30% missed renewals.

  • Implement Revenue Cloud for subscription management and usage billing
  • Automate renewal workflows and alerts to drive retention
  • Integrate subscription analytics to identify upsell and cross-sell opportunities
  • Support multi-tier pricing and usage-based models for scalable monetization
  • Reduce manual intervention by 60% using workflow automation
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Accelerate Launches with Synchronized Delivery

New product launch cycles take 6–12 months, often delayed by misaligned teams and manual processes costing Hi-Tech firms millions annually in opportunity loss.

  • Use Slack and Salesforce together to align cross-functional teams
  • Automate approval and testing workflows across product development
  • Track go-to-market milestones with task automation and real-time status updates
  • Use customer feedback loops integrated with Service Cloud for iterative improvements
  • Launch products 30–50% faster by unifying planning and execution in one platform
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Transition to Smarter Field Ops with AI and Automation

For hardware-focused tech companies, poor technician coordination increases downtime and service costs.

  • Deploy Salesforce Field Service for intelligent technician scheduling
  • Enable predictive maintenance with IoT integrations in Salesforce Field Service
  • Enable mobile-first access to knowledge articles and customer history
  • Automate work order assignment using AI-powered routing
  • Reduce service costs with first-time fix rate improvements
  • Track field performance with integrated analytics dashboards
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Maximize Revenue Growth with Smart Customer Support Ops

Only 23% of Hi-Tech companies have a standardized customer success workflow, leading to lost upsell potential.

  • Use Success Cloud frameworks to define customer journey stages
  • Automate onboarding, training, and health checks using digital playbooks
  • Embed CSAT and NPS measurement tools within CRM touchpoints
  • Track product adoption using usage metrics and engagement scores

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

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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!

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.

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 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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