Case study
From roadmap to reality, our advisory services help define and drive your Salesforce vision from day one. Our advisory services include:
Specialized guidance helps establish effective Centers of Excellence with appropriate governance models, development methodologies and DevOps strategies to accelerate your transformation journey.
Detailed roadmaps outline actionable steps for achieving Salesforce goals efficiently, with clear timelines and resource allocation.
Strategic prioritization of features defines an effective Minimum Viable Product while addressing key considerations, risks and assumptions to maximize initial value.
Expert architects create comprehensive blueprints that bridge business requirements with technical capabilities, ensuring a scalable and robust Salesforce foundation.
Collaborative discovery sessions uncover critical business needs and challenges, resulting in a precisely defined implementation scope tailored to organizational goals.
Cloud Pertitus' involvement has gone to such an extent that most of the business owners and sponsors to date believe that team is part of our internal team.
While most of the SIs quoted a significantly elongated timeline and budget to roll out the program, Cloud Peritus took up the challenge of delivering this program in record time with a significantly lower total cost of delivery thereby maximizing the ROI of the program.
They started 2 years ago with a small team and have become our go-to and trusted partner for anything related to Salesforce. Cloud Peritus has become a large part of the Salesforce CoE which manages an extremely large and complex portfolio for our business.
Thank you Cloud Peritus for your partnership and for making our project a success.
When I say our team, Cloud Peritus is a big part of that. They go above and beyond just being a partner and are every bit a part of our team.
They have helped us identify ways to solve business problems that are simpler and provide way greater flexibility. I would not hesitate to use Cloud Peritus in a future project.
Cloud Peritus delivers a CRM that is Intuitive Scalable & most importantly, is built the right way.
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.
