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.

Why Choose Us

We are increasing business success with technology

Over a decade of experience implementing cloud sales software for clients all over the world.

Increased Client Base

Automated Processes

Increased Sales

Increased Margins

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

Case Studies

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...

Coordinating Genealogists 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...