Case study
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.
Through in-depth workshops and discovery sessions, we uncover the heart of your business goals, challenges, and vision. We engage stakeholders across your organization to create a customized Salesforce strategy that is perfectly aligned with your unique objectives.
We use an agile design approach, launching iterative design sprints with real-time feedback from your stakeholders. Empathy drives our work as we ensure the end-user experience is intuitive and seamless.
Our focus is on delivering quick wins early in the process, validating each step with real-time data and analytics. Throughout the project, we monitor progress closely, providing insights that allow us to refine and optimize the solution to maximize ROI.
We focus on creating a fully integrated technology stack, connecting Salesforce with your ERP systems, marketing automation, financial tools, and custom applications. By aligning data and processes across your organization, we improve communication, operational efficiency, and customer satisfaction.
We work with you to create a long-term, adaptable strategy that evolves with your business. This involves AI-driven insights, predictive analytics, and automation—ensuring your business is ready for tomorrow, not just today.
Through our Support 360 program, you get access to 24/7 support, real-time Application monitoring, and personalized training that evolves with your needs. We empower your team with a knowledge-sharing platform and custom learning resources to ensure they stay ahead.
Through performance analytics, customer feedback loops, and business impact metrics, we track your progress over time. We’ll help you measure key performance indicators (KPIs) and ensure that Salesforce is continuously driving value—whether that’s through increased revenue, improved customer satisfaction, or operational efficiency.
CP's agility and expertise shine in complex scenarios where standard Salesforce falls short. Their resources consistently meet our business needs. Notably, they prioritize out-of-the-box solutions, minimizing customization. Above all, their trustworthy approach, marked by thorough POCs for major projects, makes them a valuable strategic partner
Cloud Peritus was a true partner throughout the entire services provided by them, they have strong technical and functionall skills. They delivered a solution and providing services that significantly added value to our system and improved our sales process. We are extremely happy with the results produced by Cloud Peritus team.
Always great working with the Cloud Peritus team!
I joined a new company as head of sales ops and CP offered to provide an assessment of our SFDC orgs and proposed future state. The team did a very thorough analysis and took great care to listen to key-stakeholder requirements. This helped establish me in my new role as a trusted advisor and gave the business confidence in investing in SFDC as our CRM.
The team are very responsive to a C-level requirement and delivered on time, within budget and scope.
Mobile implementation was on one of our key CX omni channel strategy for quite some time, over the years countless hours spent on deliberating which tech stack should be picked which could offer common platform for both internal and external user base also keeping implementation cost at optimal level. After prolonged deliberation with business community with informed POC's we picked up SFDC mobile solution. Over course of this arduous journey Cloud peritus walked with us hand in hand participated in key decision-making process such as architecture, Solution and Delivery. Acted as Strategic partner in driving key decisions during planning and development life cycle. I can say with great confidence that CP will be great partner for any enterprise looking to maximize their ROI on sales force investment.
The Cloud Peritus team are awesome to work with. They fit seamlessly into our way of working/ culture and it showed they cared about getting the right solution for our organisation. Their expertise and knowledge of SFDC, Hubspot and other third party integrations was greatly appreciated. They supported us with two CRM migrations. Both delivered ahead of schedule (4-5 days), within budget and met business requirements. Highly recommend working with them.
Working With Everyone from Cloud Peritus has been great. They have an amazing knowledge of salesforce!
We got very good service on whole tech and functional stack from the Cloud Peritus. Not only they were able to bring us up and running but also set us up for long term on salesforce platform.
I've worked with a number of SFDC partners over the years, and by far, Cloud Peritus is the most agile and fearless partner I've worked with. Where other partners cringe at the mess, Cloud Peritus sees nothing but opportunity and wastes no time getting to work!
With experience across diverse industries, our consultants understand your challenges and can provide solutions that are specifically designed for your business.
We work in sprints that allow us to adapt to your needs as they evolve, ensuring you don’t just implement a solution, but create a platform for ongoing innovation.
Unlike long, drawn-out implementations, Cloud Peritus delivers quick wins that show immediate ROI, while providing continuous enhancements.
Cloud Peritus is not a vendor - we are your strategic partner. We remain engaged post-implementation, guiding your team to success with continuous support, training, and strategic guidance.
