What We Do

Our Approach

At Cloud Peritus, we take a strategic & tailored approach in the following ways: 

  • Focus on enhancing customer service operations through Salesforce Agentforce
  • Equip support teams with AI driven intelligence and automation
  • Provide seamless case management capabilities
  • Use automated workflows to streamline case routing
  • Handle escalation processes efficiently
  • Manage service requests to reduce response times
  • Improve overall service quality

The Cloud Peritus Advantage

Service Agent: Enhancing Customer Support

Empower your Service reps with our Agentforce expertise by:

  • Utilizing Service Agent to handle common customer inquiries automatically
  • Allowing your team to focus on more complex issues by reducing manual workload
  • Delivering fast, consistent responses with the help of predefined scripts
  • Streamlining issue resolution with contextual handoff to human agents
  • Reducing call volume by automating repetitive service tasks
  • Enhancing customer satisfaction with quicker, more tailored interactions

SDR Agent: Enhancing Lead and Opportunity Management

Revolutionized sales operations with our SDR Agent that helps your team:

  • Streamlining workflows from lead qualification to final sales closure for maximum efficiency
  • Intelligently qualifying incoming leads based on predefined criteria, allowing only high potential prospects to move forward in the pipeline
  • Enhancing data accuracy by eliminating redundancies through lead deduplication, preventing duplicate records
  • Automating and personalizing outreach to leads, maintaining engagement through timely and relevant communication

Boost Service Efficiency with Context-Aware Responses Using Einstein Service Replies

Transform your support team's customer interactions with our tailored solutions powered by Einstein Service Replies by:

  • Receiving AI-suggested responses customized to each case
  • Significantly reducing response times through automation and intelligent suggestions
  • AI suggestions informed by past interactions, knowledge articles, and case history
  • Empowering customer service teams with relevant, context-aware replies
  • Enhancing overall efficiency and customer engagement

Intelligent Deal Desk Support Agent

Transform your sales process with our tailored Deal Desk Topic solutions that empower sales reps by:

  • Providing complete visibility into sales reps' responsibilities, ensuring streamlined deal management
  • Creating custom actions for Deal Desk tasks to enable accurate and efficient quote handling
  • Allowing reps to instantly submit quotes for review to ensure compliance and accuracy
  • Using automated routing to move approvals quickly through the right channels
  • Triggering timely reminders to keep stakeholders engaged and approvals on track

AI-Driven Insights for Data-Backed Decision Making

Leverage AI & Agentforce (A2A Protocols) to enhance business operations through:

  • Analyzing client behavior to understand preferences and trends
  • Predicting investment trends to stay ahead in the market
  • Offering personalized financial advice tailored to individual client needs
  • Delivering data-driven strategies that adapt to clients' evolving needs and goals

Governance, Risk & Compliance Expertise

Our solutions ensure compliance with financial regulations like GDPR, CCPA, CPRA, SEC, and FINRA guidelines by:

  • Implementing automated reporting, audit trails, and secure data governance policies
  • Empowering financial institutions with compliance-driven Salesforce solutions
  • Automating conflict checks and implementing greylisting protocols
  • Tracking secure communication and ensure audit-ready correspondence
  • Providing transparency, control, and peace of mind to keep operations compliant and resilient

Our Expertise

Service Agent: Enhancing Customer Support

Empower your Service reps with our Agentforce expertise by:

  • Utilizing Service Agent to handle common customer inquiries automatically
  • Allowing your team to focus on more complex issues by reducing manual workload
  • Delivering fast, consistent responses with the help of predefined scripts
  • Streamlining issue resolution with contextual handoff to human agents
  • Reducing call volume by automating repetitive service tasks
  • Enhancing customer satisfaction with quicker, more tailored interactions

SDR Agent: Enhancing Lead and Opportunity Management

Revolutionized sales operations with our SDR Agent that helps your team:

  • Streamlining workflows from lead qualification to final sales closure for maximum efficiency
  • Intelligently qualifying incoming leads based on predefined criteria, allowing only high potential prospects to move forward in the pipeline
  • Enhancing data accuracy by eliminating redundancies through lead deduplication, preventing duplicate records
  • Automating and personalizing outreach to leads, maintaining engagement through timely and relevant communication

Boost Service Efficiency with Context-Aware Responses Using Einstein Service Replies

Transform your support team's customer interactions with our tailored solutions powered by Einstein Service Replies by:

  • Receiving AI-suggested responses customized to each case
  • Significantly reducing response times through automation and intelligent suggestions
  • AI suggestions informed by past interactions, knowledge articles, and case history
  • Empowering customer service teams with relevant, context-aware replies
  • Enhancing overall efficiency and customer engagement

Intelligent Deal Desk Support Agent

Transform your sales process with our tailored Deal Desk Topic solutions that empower sales reps by:

  • Providing complete visibility into sales reps' responsibilities, ensuring streamlined deal management
  • Creating custom actions for Deal Desk tasks to enable accurate and efficient quote handling
  • Allowing reps to instantly submit quotes for review to ensure compliance and accuracy
  • Using automated routing to move approvals quickly through the right channels
  • Triggering timely reminders to keep stakeholders engaged and approvals on track

AI-Driven Insights for Data-Backed Decision Making

Leverage AI & Agentforce (A2A Protocols) to enhance business operations through:

  • Analyzing client behavior to understand preferences and trends
  • Predicting investment trends to stay ahead in the market
  • Offering personalized financial advice tailored to individual client needs
  • Delivering data-driven strategies that adapt to clients' evolving needs and goals

Governance, Risk & Compliance Expertise

Our solutions ensure compliance with financial regulations like GDPR, CCPA, CPRA, SEC, and FINRA guidelines by:

  • Implementing automated reporting, audit trails, and secure data governance policies
  • Empowering financial institutions with compliance-driven Salesforce solutions
  • Automating conflict checks and implementing greylisting protocols
  • Tracking secure communication and ensure audit-ready correspondence
  • Providing transparency, control, and peace of mind to keep operations compliant and resilient

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

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

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.

Product Area
Service Cloud, Service Einstein
Industry
High Tech
Project Length (months)
16
Star
StarStar
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March 26, 2025
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Salesforce Verified

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.

Product Area
Service Cloud, Service Einstein
Industry
High Tech
Project Length (months)
16
Star
StarStar
StarStarStar
StarStarStarStar
StarStarStarStarStar
March 26, 2025
Checked
Salesforce Verified

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.

Product Area
Service Cloud, Service Einstein
Industry
High Tech
Project Length (months)
16
Star
StarStar
StarStarStar
StarStarStarStar
StarStarStarStarStar
March 26, 2025
Checked
Salesforce Verified

Thank you Cloud Peritus for your partnership and for making our project a success.

Product Area
Service Cloud, Service Einstein
Industry
High Tech
Project Length (months)
16
Star
StarStar
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StarStarStarStarStar
March 26, 2025
Checked
Salesforce Verified

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.

Product Area
Service Cloud, Service Einstein
Industry
High Tech
Project Length (months)
16
Star
StarStar
StarStarStar
StarStarStarStar
StarStarStarStarStar
March 26, 2025
Checked
Salesforce Verified

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.

Product Area
Service Cloud, Service Einstein
Industry
High Tech
Project Length (months)
16
Star
StarStar
StarStarStar
StarStarStarStar
StarStarStarStarStar
March 26, 2025
Checked
Salesforce Verified

Cloud Peritus delivers a CRM that is Intuitive Scalable & most importantly, is built the right way.

Industries We Specialize In

Finance

Modernizing Financial Services with Precision & Trust.

Finance & Wealth Management

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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