Cloudsquare

About

Cloudsquare, is a premier Salesforce consulting partner specializing in solutions tailored for financial services. We pride ourselves on being the provider of choice for ambitious, forward-thinking organizations aiming to elevate their operations to the next level.

Cloudsquare's excellence has been recognized by industry leaders, is listed on the Inc. 5000 as one of America's fastest-growing companies and is consistently rated as a top service provider on platforms like Salesforce AppExchange, G2, Clutch and Manifest.

Our services include:
- Salesforce Consulting
- Salesforce Implementation
- Salesforce Development
- Salesforce Data Migration & Analytics
- Process design and user experience
- Managed Services
- Salesforce Quickstart
- Salesforce Healthcheck
- 3rd Party App Integration & Development

Salesforce Products we work with:
- Sales Cloud
- Platform
- Integration
- Service Cloud
- Financial Services Cloud
- Analytics
- Marketing Cloud
- CPQ Billing
- AppExchange
- Experience Cloud
- Tableau
- Chatbot

Cloudsquare's Software Products built on Salesforce:
- Cloudsquare Broker: Merchant Cash Advance CRM
- Cloudsquare Lend: End-to-end lending platform for the Small Business Lending Sector
- Cloudsquare Submit: Intuitive Submissions Channel
- Thomson Reuters CLEAR Integration for Salesforce - Custom Integration
- Cloudsquare Credit: Lightweight credit check app, powered by Experian - Custom integration
- Cloudsquare BankLink: Bank verifications app, powered by Plaid - Custom Integration

** most of our products are available with a 90-day free trial. Installation service fees may apply.

Keywords

salesforcecom, forcecom, application development, business process improvement, salesforce implementation, ongoing services, support, salesforce customization, salesforce integration, custom application development, sales management, consulting, content marketing, pardot, email marketing, marketing automation, merchant cash advance, alternative business lending, tableau, cpq, salesforce 360, equipment finance, loan management system, loan origination system

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