Reviews & Profile for Cloudsquare

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