Case study
We help academic institutions embrace digital transformation through strategic CRM road mapping, Education Cloud readiness assessments and change management planning—ensuring alignment across stakeholders for long-term success.
We provide end-to-end Salesforce solutions for education institutions, including Education Cloud implementation, student lifecycle management, admissions and enrollment automation and personalized engagement through Marketing and Experience Clouds.
We provide comprehensive Salesforce managed services, including ongoing admin support, user training, release management, DevOps setup and proactive platform monitoring to ensure system stability and continuous improvement.
We design and execute personalized, automated email and SMS campaigns using Journey Builder to drive student outreach, alumni engagement and virtual event participation across platforms like Zoom and Microsoft Teams.
We provide end-to-end data services including migration from legacy systems, data architecture and governance, predictive analytics for student retention and real-time dashboards for tracking academic performance, enrollment trends, fundraising outcomes and student engagement.
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.
At Cloud Peritus, we take a strategic & tailored approach to Financial Service in the following ways:
Deliver strategic guidance throughout your Salesforce journey, ensuring optimal business outcomes and technology alignment.
Transform Salesforce visions into reality with precision and technical excellence.
Keep Salesforce environments optimized, secure, and aligned with evolving business requirements.
Provide comprehensive evaluation of existing Salesforce environments to identify optimization opportunities.
Delivering top-tier QA services designed for scale, speed and certainty ensuring your Salesforce implementations work seamlessly, every time.
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.
Explore our library of purpose-built Salesforce accelerators, designed to help reduce costs, fast-track delivery, maximize efficiency and your ROI.
