Case study
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.
Streamline complex pricing, subscriptions and quoting with Salesforce Revenue Cloud —perfect for hardware, software and SaaS-based business models.
We deliver exceptional customer experiences through intelligent case management, AI-powered chatbots and self-service portals tailored to Hi-tech support needs.
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.
We handle secure data migration from legacy systems and integrate Salesforce with ERP, PLM and custom applications critical to your product lifecycle.
We help gain deep insights into customer behavior, product performance and pipeline health with advanced dashboards and predictive analytics.
We optimize cloud ecosystems with strategic Salesforce architecture and integrations across AWS, Azure and Google Cloud for a connected Hi-Tech enterprise.
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.
