Build out a cloud solution that drives value for your business
CloudROI is a sales automation tech implementation company that specializes in building optimized sales automation systems for our clients. We have a team of experienced professionals who work closely with clients to understand their unique needs and requirements.
The first step in building an optimized sales automation system is to identify the client’s pain points and challenges. This involves analyzing the client’s current sales process and identifying areas that can be improved. Our team then designs a custom solution that is tailored to the client’s specific needs. See more on our process below.
Goal Setting
Once the goals and objectives are established, CloudROI can help choose the right sales automation tools and workflows that align with your specific requirements.
Integration with Existing Systems
CloudROI can help deliver sales automation tools that are able to integrate with existing CRMs, marketing automation platforms, and other relevant systems.
Training and Support
CloudROI can provide training to cover both the technical aspects of the tool as well as instructions to integrate it into their daily workflows.
White Papers
10 Key Benefits of Implementing a CRM
In this article, we will explore the top 10 benefits of implementing a CRM system
Top CRMs Compared and Scored
In this article, we will explore the top 4 CRM systems, Salesforce, HubSpot, Pipedrive and Zoho, and score them based on the key benefits they deliver
Worksheet: Building a Business Case for CRM
This worksheet is a guide designed to help leaders evaluate the current state of their business and make a strong case for investing in a CRM system
Our Process
Work with our Salesforce Consultants to implement, configure or enhance your Salesforce instance in record time
Engage with one of our Salesforce Consultants to review your Salesforce instance and business processes.
Our consultants will put together a plan for your Salesforce optimization or configuration project.
Once a solution has been confirmed with you, we will begin configuring your Salesforce organization to transform your business.
That's it! Get your project completed in record time.
We are increasing business success with technology
Over a decade of experience implementing cloud sales software for clients all over the world.
Case Studies
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...
Streamlining Vacation Payment Processing with Stripe and Salesforce
CloudROI successfully implemented Stripe payment capture and seamlessly integrated it...
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...