We Deliver CRM Solutions That Will
Engage Customers and
Automate Sales
Elevate your brand,
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.
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
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.
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.
CRM Strategy and Implementation with Apartment List
See how we engaged with Apartment List and enabled their business with a tailored CRM solution
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...
Coordinating 10,000 Truck Loads with Advanced TMS
CloudROI build a custom transportation management system on the Salesforce...
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...