Salesforce · AI · Revenue Systems

We architect systems that scale revenue.

Cloud Prism Technologies brings 50+ combined years of enterprise Salesforce expertise to fast-growing companies. From GTM architecture to AI-powered automation.

Lumo
by Cloud Prism Technologies
Bridging the gap between your CRM and its users.
Why can't I edit the Opportunity amount after Closed Won?
Y
L
The validation rule Lock_Amount_On_Close restricts edits once Stage = Closed Won. Contact your admin to unlock for amendments.
Which profile can bypass this?
Y
L
System Administrator and Revenue Ops Manager profiles have Modify All Data permission that bypasses this rule.
Trusted at
Databricks Illumio Eventbrite Yahoo! ClearSlide IARX NYU Wagner
50+
Combined years of experience
$1.4B
ARR scaled across engagements
10
Salesforce certifications
1,500+
CPQ users deployed

Every process. Every system.

We architect and operate the full enterprise systems stack — from the first marketing touch to final payment and beyond.

Lead to Opportunity

  • Lead Capture
  • Lead Scoring
  • Lead Routing
  • Lead Qualification
  • Opportunity Creation
Marketo LeanData Chili Piper Outreach Sales Cloud

Opportunity to Order

  • CPQ Quoting
  • Pricing & Discounts
  • Approval Workflows
  • Document Generation
  • Contract Signature
SF CPQ DocuSign Conga SpringCM

Order to Cash

  • Order Management
  • Subscription Billing
  • Revenue Recognition
  • ERP Sync
  • Collections
Zuora NetSuite Stripe Dell Boomi

Hire to Retire

  • Onboarding
  • SSO & Access Mgmt
  • Tool Provisioning
  • Performance Ops
  • Offboarding
Workday Okta/SSO SAML PagerDuty

Procure to Pay

  • Vendor Requests
  • Purchase Orders
  • Approvals
  • Invoice Processing
  • Payment & Reporting
NetSuite Dell Boomi Salesforce Informatica

Deep expertise. Real delivery.

⚙️

CPQ & Quote-to-Cash

End-to-end Salesforce CPQ implementation, optimization, and managed services. Pricing, discounts, approvals, and contract generation built to scale.

🔗

ERP & Systems Integration

Seamless data flows between Salesforce, NetSuite, Zuora, and your ERP. Dell Boomi, Informatica, and REST API expertise to keep your systems in sync.

🚀

GTM Stack Ownership

Full-stack go-to-market infrastructure — Marketo, LeanData, Outreach, Chili Piper — built to capture, route, and convert pipeline at scale.

🛠

Service & Field Cloud

Salesforce Service Cloud and Field Service Lightning implementations that power your support, field ops, and customer success teams.

🗺

Architecture & Roadmap

Strategic advisory and technical blueprinting for complex org builds, M&A integrations, and enterprise system redesigns. We think before we build.

🤖

AI-Powered Automation

Custom LLM integrations, Einstein AI workflows, and intelligent automation pipelines built on top of your Salesforce data and metadata. Meet Lumo.

The modern enterprise stack

Salesforce Sales Cloud Salesforce CPQ Service Cloud Field Service Lightning Experience Cloud Apex & LWC Marketo Outreach LeanData Chili Piper Gainsight DocuSign Conga Composer Dell Boomi NetSuite Zuora Billing Zuora CPQ Stripe HubSpot Informatica AWS Azure REST APIs SSO/SAML PagerDuty Slack Jira Claude AI OpenAI

What clients say

★★★★★

"In just 2 months, they fixed all of our outstanding Salesforce and Accounting issues which had plagued us for 2 years."

CJ
Carlos Jimenez
Solutions Specialist, Filesolve
★★★★★

"Extremely knowledgeable about quote-to-cash processes. Our CPQ process now runs efficiently."

LW
Leslie Whelan
Controller, Betterworks
★★★★★

"The CloudPrism team are our Bay Area Salesforce experts. They ramped up fast and drove a large technical project through completion."

MS
Marc Sacoolas
Director IT Strategy, Pulse Secure
★★★★★

"Always adaptable and professional. We will definitely contact them again for future projects."

JM
Julie Marks
Director of Partner Development, Spacesaver

Let's talk about your org.

Free consultation. No commitment. We'll review your setup and tell you exactly what we'd do.

Book a free consultation Join the Lumo waitlist →