877.703.4488 info@cloudmybiz.com

Salesforce CRM

Let Salesforce take you to the next level. We are here to help you get the most out of your Salesforce CRM investment! No two companies are exactly alike. We take the time to learn and thoroughly understand your business before using our knowledge and expertise to craft a custom solution uniquely tailored for you. Our consulting services will help you maximize your Salesforce with a proper implementation.


What We Implement

Sales Cloud – Boost Your Sales

  • Automate and streamline sales channels, projections, and sales procedures
  • Increase sales productivity and conversion percentages
  • Spend more time following leads and less time doing day-to-day tasks

Service Cloud – Better Customer Service

  • Improve customer loyalty and satisfaction with superior communication and collaboration
  • Better customer service assignment and management
  • Optimized user interface with macros and shortcuts for a better user experience

Pardot Marketing – Change How You Market

  • Track and measure campaign conversions and ROI
  • Automations nurture leads through the sales funnel
  • “Integrate your website, email, and social media to generate leads”

Communities Cloud – A Customer, Partner and Employee Community

  • Community builder to effortlessly design and connect your community
  • Engage with customers to provide in-depth knowledge and answers
  • Partners close deals in less time

Workflow Automation – Do More with Less

  • Spend less time writing emails and logging calls and more time making sales
  • Eliminate monotonous tasks and automate approval processes
  • Reduce errors and costs while increasing productivity

How We Deliver Results

Development and Implementation

CloudMyBiz develops customized Salesforce solutions for whatever your needs are. Whether you are looking for simple system tweaks, custom Salesforce functionality, or a totally new system built from the ground up, we can do it. You tell us what you need from Salesforce and we develop it. We work in tandem with you and your team to enhance your business process and ensure that implementing your solutions is a success.


We provide the outside expertise and perspective to help you analyze your business, diagnose gaps, and define solutions. For companies who have either had Salesforce for a long time, or are just getting started, we work closely with you to take what you already have, and make it better!


Is all your company’s data scattered across multiple platforms? Have you been trying to find a way to combine social media, call centers and financial systems in hopes that they communicate with one another? Perhaps you want to take your business on the road and integrate all your mobile devices. CloudMyBiz can solve for all of these through app integrations and custom development, all from within Salesforce. With CloudMyBiz integration services, Salesforce becomes the command center for all the products, applications and add ons that you need to run your business.

Data Migration

Your data is your livelihood, and we understand that. CloudMyBiz are specialists at ensuring you get the best results when migrating it to a new system or database. With our Salesforce Data Migrations, we are not only centralizing and streamlining your databases, but upgrading your system in the process.

Training Programs

Our experienced Salesforce training team will guide you from start to finish, ensuring a successfully executed project. We train you and your team on how to utilize and maintain your Salesforce system, including end-user and power-user training. Our program follows a proven strategy to improve user adoption and make sure that your team has all the resources they need to take advantage of their new solutions.



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Sherman Oaks, CA 91403

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