Cloudsquare

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Cloudsquare is a Salesforce Consulting Partner that is based in Los Angeles, CA, with a direct focus on strategic advisory, technical implementation, and business transformation. Founded in 2017, they have about 30+ employees, that primarily support mid-market companies with a focus on the financial services and healthcare sectors. Services include Salesforce consulting, implementation, integrations, and managed services.

Client Insights

Industry Expertise

Financial services

50%

Medical

30%

Information technology

10%

Manufacturing

10%

Client Size Distribution

Small Business (<$10M) 30%

Midmarket ($10M - $1B) 50%

Enterprise (>$1B) 20%

Common Project Size

<$10K 3 projects

$10K-$49K 2 projects

$50K-$199K 2 projects

Clients

  • ASGB
  • Sunkist
  • Maxell
  • Maharam

Highlights from Recent Projects

Overall Rating

5.0
8 Reviews

The first project that Cloudsquare completed was a CRM Consulting and Systems Integration project for a business funding brokerage firm. Cloudsquare provided support for their customer management system, handled their Salesforce deployment, and developed an internal app called BrokerSuite, which acted as a central hub for the client's operations. The client saw drastic growth in their organization as a result of the changes implemented by Cloudsquare, including the addition of new sales representatives, business development officers, and support staff.

The second project involved Salesforce Development for a medical equipment distributor. The client needed help automating their order processing using Salesforce and Cloudsquare developed an order processing program that generated documents digitally and streamlined their order fulfillment process. As a result, the client saw 3-4 hours of time savings per day, making their business sustainable as it grew. Cloudsquare's work resulted in more efficient processes, cost savings, and more time for the client's personal life.

The third project was a Cloud Migration for a mortgage brokerage firm. Cloudsquare migrated the client's information to a Microsoft cloud platform and provided ongoing support. The project was a success, and Cloudsquare provided the client with a cheat sheet to train their team. The client was impressed with Cloudsquare's experience, reliability, and availability. Overall, the client was satisfied with Cloudsquare's performance and did not identify any significant areas for improvement.

Timeliness

5.0

Service Excellence

5.0

Value

5.0

Would Recommend

5.0

Awards

37907

2022

37573

2022

37243

2022