We Deliver CRM Solutions That Will

Engage Customers and
Automate Sales

Elevate your brand, connect with customers, and drive results

VALUE-DRIVEN APPROACH

Let Us Design a CRM Strategy To Elevate Your Business

Ready to take your business to the next level? Connect with us today and let's craft a customized CRM strategy designed to elevate your operations, boost sales, and enhance customer relationships. 

Your success story begins with tailored solutions from CloudROI.

Not sure which CRM is best for your business? Speak with an expert today to review your options.

CRM SERVICES AT CLOUDROi

What We Can Do For You

Engagement Models

Audits

Projects

Quickstarts

Managed Services & Support

Staff Augmentation

Support Buckets

Services

Consulting

Implementation

Development

Integration

Data Migration

Reporting

Product Expertise

Salesforce

HubSpot

PipeDrive

Zoho

Keap

Monday.com

Have an issue with your current CRM? Utilize our 10 free hours offer to resolve it

LEVELS OF SUPPORT OFFERED AT CLOUDROI

Support Tiers

Standard Support Tier

Essential support during business hours for common CRM issues and basic configuration help, perfect for cost-conscious organizations.

Advanced Support Tier

Extended support hours, faster response times, and priority access to CRM certified experts, ideal for businesses needing more comprehensive assistance.

Premium Support Tier

24/7 support, rapid response times, dedicated account management, proactive monitoring, and advanced troubleshooting for mission-critical operations.

Working Process

How we implement CRM solutions

1. Discover

At CloudROI, we start with the discovery process, which involves identifying and analyzing the sales workflow and sales-related data to determine areas where automation can improve efficiency and effectiveness.

2. Plan

In the planning phase, CloudROI’s consultants and solution architects select appropriate sales automation tools and set implementation timelines and objectives.

3. Execute

In this phase, CloudROI deploys software and processes to streamline and optimize sales activities, including lead management, customer engagement, and sales forecasting.

4. Deliver

The final delivery process involves ensuring timely and accurate delivery of services to the end user, while also tracking and updating relevant information in the system.

Customer Success Story

CRM Strategy and Implementation with Apartment List

See how we engaged with Apartment List and enabled their business with a tailored CRM solution

500 +
Projects Delivered
300
Happy Clients
4. 98 /5
Rating on the App Exchange
10
Years in Business 
NOTABLE PROJECTS

Case Studies

CloudROI – Extending Marketing Cloud Lifespan for Mall of America

Introduction:  Mall of America, renowned as one of the largest...

GoodTimes USA – A Salesforce Org Revival Story

Introduction:  GoodTimes USA, a Florida-based cigar manufacturer, was on the...

Salesforce Rejuvenation for Apartment List

Introduction:  In an era where digital transformation defines the competitive...

Tracking Value from Events

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

Optimizing Truck Load Tracking and Accounting

The implementation of Salesforce and Revenova streamline load management processes...

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...

GA4 Migration for Education Services

CloudROI's team successfully migrated the education services company's GA account...

Private Jet Chartering with Salesforce

Salesforce provided Monarch Air Group with the advanced functionalities they...

Streamlining Vacation Payment Processing with Stripe and Salesforce

CloudROI successfully implemented Stripe payment capture and seamlessly integrated it...

Let's Talk

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Phone: (813) 451-5191
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