Cloudsquare is a Salesforce Consulting Partner and product developer that innovates with every solution, pushing the bounds of what is possible in the system and taking full advantage of the platform’s infrastructure to deliver future-proof and robust Salesforce solutions to clients and customers.

We offer a boutique touch to our enterprise-level client services to create a more personalized consulting experience and long-term business optimization partnerships. We enable organizations to achieve maximum value with Salesforce while providing support every step of the way.

Our unique approach is rooted in a 4-step delivery process:
1. Envision Success: We analyze your business to envision the best solution.
2. Plan the Route: Our teams collaborate to draw up a roadmap of how we’ll get there.
3. Design, Deliver & Deploy: Using a lean, proven, and proprietary process, we craft and deploy the Salesforce enhancements.
4. Partnering for the Future: As your organization grows, we will be there long-term to support your Salesforce needs.

Our services include:

Salesforce Consulting
Salesforce Implementation
Salesforce Development
Managed Services
3rd Party App Configuration & Development

Salesforce Products we work with:

Platform
Sales Cloud
Service Cloud
Experience Cloud
Marketing Cloud
Pardot
Health Cloud
Financial Services Cloud
CPQ & Billing
Tableau
Analytics

Cloudsquare's FinServ Products, Built on Salesforce:

Cloudsquare Broker, Streamlined Merchant Cash Advance
Cloudsquare Lend, an Automated Lending Platform
Thomson Reuters CLEAR Integration
Cloudsquare Credit, Credit Check Integration
Cloudsquare BankLink, Plaid Integration
Cloudsquare Checklist, Multi-functional To-Do List