Cloudsquare

Cloudsquare is a Salesforce Consulting Partner and product developer dedicated to pushing the boundaries of what's achievable within the Salesforce ecosystem. We leverage the platform’s infrastructure to provide clients with innovative, future-ready, and robust Salesforce solutions. Our approach combines enterprise-level services with a boutique touch, ensuring a more personalized consulting experience and fostering long-term business optimization partnerships. We help organizations maximize their investment in Salesforce while offering support throughout the entire process. Our distinctive methodology consists of a four-step delivery process: 1. **Envision Success**: We evaluate your business to determine the most effective solution. 2. **Plan the Route**: Our teams work together to create a roadmap for achieving your goals. 3. **Design, Deliver & Deploy**: We utilize a streamlined, proven proprietary approach to develop and implement Salesforce enhancements. 4. **Partnering for the Future**: As your organization evolves, we remain a long-term resource for your Salesforce requirements. Our service offerings include: - Salesforce Consulting - Salesforce Implementation - Salesforce Development - Managed Services - 3rd Party App Configuration & Development We work with various Salesforce products, including: - Platform - Sales Cloud - Service Cloud - Experience Cloud - Marketing Cloud - Pardot - Health Cloud - Financial Services Cloud - CPQ & Billing - Tableau - Analytics Cloudsquare's Financial Services Products built on Salesforce: - Cloudsquare Broker, a streamlined merchant cash advance solution - Cloudsquare Lend, an automated lending platform - Thomson Reuters CLEAR Integration - Cloudsquare Credit, a credit check integration - Cloudsquare BankLink, which integrates with Plaid - Cloudsquare Checklist, a multifunctional to-do list.