Core Features

Features that CloudROI can configure to drive value from Salesforce


Lead and Opportunity Management

Allows sales reps to manage leads and opportunities throughout the sales process.


Account and Contact Management

Helps sales reps to manage and track their accounts and contacts.



Allows sales managers to forecast sales and revenue based on real-time data.


Sales Collaboration

Enables sales reps to work together on deals and share information.


Sales Performance Management

Provides insights into sales performance and enables sales reps to track their progress.


Sales Analytics

Provides real-time insights into sales data and enables sales reps to make data-driven decisions.

Salesforce Sales Cloud® solutions

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

Working Process

How we can implement and optimize Salesforce Sales Cloud 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.

Salesforce Sales Cloud® solutions

Case Studies

Tracking Losses with Salesforce Sales Cloud

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

Private Jet Chartering with Salesforce

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

Reporting and Forecasting for Solar Panel Manufacturing with Salesforce Sales Cloud

CloudROI's implementation of Salesforce Sales Cloud helped the solar panel...

Financial Technology Sales Increase with Salesforce and HubSpot

CloudROI's solution allowed FMGSuite to optimize its Salesforce Sales Cloud...

Get more out of Salesforce by getting started with us today