How we can automate your business


Sales Automation Solutions​ ​

Get the tools you need to sell faster and smarter. Accelerate your customer’s buying journey.


Marketing Automation Solutions

Create efficiency in multi-touch service centers. Enable your agents to solve cases faster.


Service Automation Solutions

Enable your customers, vendors, and partners to self-service with brand communities and portals.


CPQ Automation​ ​

Automate quoting, control pricing, and accelerate proposals to close deals faster.


Analytics Automation

Use advanced data analysis techniques and tools to make data-driven decisions and improve overall business performance.


Task Automation

Automate various business processes and workflows, reducing the need for manual intervention.

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Notable Projects 

Case Studies

Tracking Value from Events

The integration enabled IT1’s sales team to access event-related data...

Marketing to 1,000,000 Subscribers at Mall of America

The implementation of Salesforce Marketing Cloud by CloudROI has transformed...

Tracking Losses with Salesforce Sales Cloud

The implementation of Salesforce Sales Cloud by CloudROI helped BioSweep...

Boosting Financial Advisors Marketing Efforts with HubSpot

Introduction: FMGSuite is a financial marketing company that provides a...

Enabling Automation for Practice Solutions

CloudROI successfully migrated 500 workflows and processes to Salesforce flows...

Travel Booking Site with Experience Cloud

The platform provided a range of benefits that helped RARO...

Assiting Veterans with Salesforce NPSP

A comprehensive solution to manage donor relationships, fundraising campaigns, and...

Capitalizing on Consumer Behaviors for Fashion Ecommerce

CloudROI's implementation of Google Analytics for the client enabled them...

HVAC Installation with Field Service Lightning

CloudROI's implementation of Salesforce Field Service Lightning has helped the...

Customizing Golf Courses with the Prestwick Group

With the help of CloudROI, the company has been able...