What We Do

We evaluate your existing Salesforce implementation through a strategic, business-aligned lens. Know exactly where you stand and what it takes to get to the next level through our expert insights on

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Recommended Implementation Roadmap

Actionable, step-by-step plans guide the implementation process, ensuring smooth transitions and measurable results.

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Recommended Governance Structure

Tailored governance frameworks ensure compliance, security, and efficient management of Salesforce environments at scale.

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Recommended Integration Design Changes

Specialized assessment of integration points improves data flow and system interoperability throughout the ecosystem.

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Recommended Technical Design Changes

Strategic architectural recommendations optimize system performance, scalability, and maintainability for future growth.

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Recommended User Experience Changes

Targeted UI/UX enhancements based on user behavior patterns increase satisfaction and adoption rates across the platform.

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Recommended Business Process Improvements

Insightful analysis reveals workflow inefficiencies and outlines strategic enhancements to streamline operations and boost productivity.

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Technical Debt Incurred

Detailed evaluation of accumulated technical debt highlights areas for system performance improvement and complexity reduction.

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Gaps in Existing Data Model

Thorough analysis identifies inefficiencies in current data structures, revealing opportunities for improved data management and accessibility.

Roadmap
Governance Structure
Integration Design
Technical Design
User Experience
Business Process
Technical Debt
Gaps in Model

Our Offerings

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Identifies your challenges and positions Salesforce as a strategic enabler for your business goals.

Approach

  • Preparation & Research
  • Discovery Workshop
  • Gap Analysis
  • Solution/Process Redesign
  • Demonstration & Validation
  • Roadmap & Next Steps
Our Offering Tab Image

Provides a clear and compelling ROI assessment that demonstrates the tangible and intangible value Salesforce delivers to the organization.

Approach

  • Preparation & Research
  • Discovery Workshop
  • Data Collection & Analysis
  • ROI Calculation
  • ROI Assessment Readout
  • Recommendations & Next Steps
Our Offering Tab Image

Provides a clear and actionable time/effort assessment that demonstrates how Salesforce can streamline operations, save time, and reduce effort for the enterprise.

Approach

  • Preparation & Research
  • Discovery Workshop
  • Data Collection & Analysis
  • Time/Effort Optimization Plan
  • Scenario Modeling
  • Quantified  Assessment Readout
  • Recommendations & Next Steps
Our Offering Tab Image

Evaluates how well Salesforce aligns with an enterprise's business needs, processes, and goals. It helps determine whether Salesforce is the right solution for the enterprise and identifies any gaps or customizations required to maximize its value.

Approach

  • Preparation & Research
  • Discovery Workshop
  • Gap Analysis
  • Fit Criteria Assessment
  • Scenario Modeling
  • Fit Assessment Readout
  • Recommendations & Next Steps
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Evaluates how well Salesforce can support the enterprise's growth, handle increasing workloads, and adapt to future business needs. This involves analyzing the current implementation, identifying potential bottlenecks, and ensuring Salesforce can scale with the enterprise's evolving requirements.

Approach

  • Preparation & Research
  • Discovery Workshop
  • Scalability Criteria Assessment
  • Scenario Modeling
  • Scalability Assessment Readout
  • Recommendations & Next Steps
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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
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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
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March 26, 2025
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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
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March 26, 2025
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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
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March 26, 2025
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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
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March 26, 2025
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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
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March 26, 2025
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Salesforce Verified

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

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

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.

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