The only way to drive scalable growth – the kind that takes your company to the next level – is to let technology take over tedious, manual processes; leaving your team free to provide the human touch that no technology can ever replace.

For companies poised to make that breakthrough – who are bringing on new customers in droves and expanding rapidly – the most strategic investment they can make is into the technologies they will use to manage their customers. 

From the first touch point in marketing, to one-on-one nurturing in sales, to relationship management in service and support, to no-hassle billing – today's customer lifecycle is more aptly described as a relationship. For as long as each party holds up their end of the deal, the relationship will continue. 

To make this relationship-based business model work, companies are focusing on their business processes as a whole, and enlisting the right set of technologies that will enable them to hold up to their brand promises to each and every customer. Each technology does its part to meet customer needs in real time, all the time, for the entirety of the customer relationship.

CloudPrism works with industry leading cloud platforms, providing customized implementation and integrations. With deep expertise in Salesforce, the world's leading sales and service platform, we take the complicated and make it simple for you. 

Marketing Automation – Customers are making purchasing decisions based solely on marketing information, with little to no sales or service interaction, making marketing data more valuable than ever. We work with Marketo, Pardot, HubSpot and many more. 

Salesforce Sales Cloud – If you haven't refreshed your SFDC system configuration in the last 3 years, or taken advantage of new automation features you're missing out.

Salesforce Service Cloud – The minute you can't provide answers, information, or a rapid resolution to a problem in real-time, you risk losing customers – in real time.

Salesforce CPQ – Give your sales reps the freedom to create, and even customize,  product or service quotes on the spot. No more waiting for billing to approve it, and no more miscommunications on discounts or special offers. 

Salesforce Communities – Customized Customer and Partner Communities are rich with intuitive help desks, knowledge bases and interactive forums, easing the burden for live agents, and giving resellers the tools they need to sell your products.  

Zuora CPQ – Built for subscription-based companies, Zuora CPQ is one of the most powerful platforms on the market, automating quote configuration, and giving companies and sales reps the tools they need to create and manage deals of any complexity. Zuora CPQ can integrate with your Salesforce or other CRM/ERP.

Zuora Billing – Enables companies to create easy-to-use customer facing stores, where they can enjoy a personalized shopping experience with straightforward billing and simple payment options.

FinancialForce Accounting – the right choice for businesses that want to sync their sales, marketing, operations with a comprehensive financial management platform that is easy-to-use and powered by the cloud. 

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Customers Testimonials

The team at CloudPrism are our Bay Area Salesforce experts.  We had a large project that needed technical guidance, and they came in, ramped up, and drove the design through completion.  Their team is very good, and helped economize the project, and their role in it.

Marc Sacoolas
Director IT Strategy at Pulse Secure