Turn your tech stack into a value-driving machine
CloudROI is a sales automation consulting company that specializes in helping businesses optimize their technology stack to drive value and increase revenue.
By leveraging our expertise in sales automation and cloud technologies, CloudROI can transform a client’s current technology stack to improve efficiency, reduce costs, and enhance customer engagement. See more on our process below.
Lead Generation Strategy
Effective sales automation technology allows businesses to generate leads quickly and efficiently.
Customer Relationship Management Strategy
By automating many aspects of CRM, businesses can reduce costs and improve the efficiency of their sales and marketing efforts.
Sales Analytics
Strategy
Sales automation technology allows businesses to analyze sales data in real time, providing valuable insights into customer behavior and sales trends.
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 working in IT services developer software strategies for clients all over the world.
Case Studies
Pricing Management with Salesforce CPQ
With the new system in place, our client can generate...
Reporting and Forecasting for Solar Panel Manufacturing with Salesforce Sales Cloud
CloudROI's implementation of Salesforce Sales Cloud helped the solar panel...
Managing Multiple Channels with Salesforce Service Cloud
By partnering with CloudROI and implementing Salesforce Service Cloud, the...
Legal Partner Management with Experience Cloud
The implementation of the Salesforce Experience Cloud solution by CloudROI...
Truck Routing with Field Service Lightning
Thanks to the expertise and guidance of CloudROI, the company...
Seeking Solar Customers with HubSpot
The implementation of HubSpot by CloudROI improved the solar panel...
Acquisition Tracking for Law Firm
CloudROI's implementation of Google Analytics conversion and acquisition tracking provided...