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.
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.
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.
