50+ combined years of enterprise Salesforce expertise. From GTM architecture to AI-powered automation â we build the systems fast-growing companies run on.
We own the full enterprise revenue stack â from the first marketing touch to final payment. Salesforce sits at the center of everything we build.
Every project starts with understanding your business, not your technology.
We spend time understanding your current systems, pain points, and business goals before writing a single line of configuration.
We design the solution on paper first. You see exactly what we're going to build, why, and what it will cost before any work begins.
We build in short sprints with regular checkpoints. You're never in the dark. We deliver working software, not PowerPoints.
We document everything, train your team, and stay available. We build systems you can own, not ones that only we understand.
End-to-end CPQ implementation for complex deal structures â bundles, ramps, usage pricing, and approvals at scale. Integrated with DocuSign and Conga.
Clean data flows between Salesforce, NetSuite, and your ERP via Dell Boomi. Reliable downstream handoffs for order and revenue operations.
Marketo, Outreach, LeanData, Chili Piper â we own and operate your full revenue tech stack, not just Salesforce.
Service Cloud, Field Service Lightning, and Experience Cloud for customer support, partner operations, and field workflows.
Strategic advisory and technical blueprinting for complex org builds, M&A integrations, and enterprise system redesigns.
Claude and OpenAI-powered workflows, intelligent automation pipelines, and AI-assisted Salesforce org health monitoring.
Cloud Prism Technologies is a boutique Salesforce consulting firm founded by enterprise systems architects who have lived inside the orgs they optimize. We have personally scaled revenue systems at some of the world's fastest-growing SaaS companies â from seed stage through IPO. We don't just know Salesforce. We know what it takes to run a business on it.
Our first AI product. Ask it anything about your Salesforce org and get a plain English answer in Slack â instantly.
No ticket. No admin. No waiting. Just ask Lumo in Slack and get the answer sourced directly from your live org metadata.
Start free for 30 days. No credit card required.
For growing teams getting started with Salesforce AI.
For scaling orgs with multiple teams using Salesforce.
For large orgs with complex configurations and compliance needs.
All plans include a 30-day free trial. Cancel anytime.
"In just 2 months, they fixed all of our outstanding Salesforce and Accounting issues which had plagued us for 2 years. All projects completed on time and budget."
"Extremely knowledgeable about quote-to-cash processes. They suggested best practices and cautioned about pitfalls. Our CPQ process now runs efficiently."
"The CloudPrism team are our Bay Area Salesforce experts. They ramped up fast and drove a large technical project through completion."
"Always adaptable and professional as requirements evolved. We will definitely contact them again for future projects."
It depends on scope, but most Sales Cloud or Service Cloud implementations run 8 to 12 weeks. CPQ projects typically run 10 to 16 weeks. We always scope before we commit to a timeline, and we put it in writing.
Salesforce is our core, but we own the full GTM stack around it â Marketo, Outreach, LeanData, NetSuite integrations, and more. If it connects to Salesforce, we can help.
We work best with companies between 50 and 5,000 employees that have an established Salesforce org and are hitting a growth ceiling. We've scaled systems from $50M ARR all the way to $1.4B ARR.
Lumo is a Slack bot that reads your actual org metadata â validation rules, Flows, Apex, profiles â and answers your team's questions in plain English. Einstein answers questions about your data. Lumo answers questions about why your org behaves the way it does. Very different problems.
No. Lumo works independently of any Salesforce AI licenses. You only need a standard Salesforce org and a Slack workspace.
Book a free 30-minute consultation using the form below. We'll review your current setup and tell you honestly what we'd do and what it would cost. No obligation, no sales pitch.
Free consultation. No commitment. We'll tell you exactly what we'd do.
Or email us directly at share@cloudprism.io