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

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.

Why Choose Us

We are increasing business success with technology

Over a decade of working in IT services developer software strategies 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

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...