Your Business. Your Way. In the Cloud.™
We are Cloudforia
The Salesforce partner behind 700+ businesses
From a simple implementation to
AI agents and complex integrations.
We implement, repair, and extend Salesforce for companies in
healthcare, manufacturing, construction, and 60+ other industries —
including 115+ private equity-backed and venture firms.
1,600+
engagements
700+
clients
70+
certified experts
Why Cloudforia
Three reasons clients stay
01
Pure-play Salesforce
One platform, full attention. All 70+ of our certified experts work on Salesforce and nothing else.
02
We speak CFO
Revenue management and accurate forecasting are our specialty. We design Revenue Cloud around value creation the finance team can measure.
03
We repair failed implementations
Many of our clients arrive with a Salesforce build that didn’t work out. We start by finding out what was built and whether it can support how you actually work. Then we fix it.
Why Cloudforia
AI with guardrails
Shadow AI is probably already inside your company. We deploy Agentforce the governed way: role-based access, PHI boundaries, audit logs, and human sign-off where it counts.
The order we build in
1
Connect your systems. We link Salesforce to your ERP, EHR, and other tools so data moves between them automatically.
2
Clean your data. We remove duplicates and fix bad records. AI trained on messy data gives messy answers.
3
Automate the routine. Approvals, follow-ups, and handoffs run on their own.
4
Add AI agents. Agentforce answers questions and handles busywork, working from data you can now trust.
Industries
Where we go deep
We’ve served more than 700 clients in over 60 industries.
Retail & consumer goods
Consumer Goods Cloud, trade promotion, retail execution, field sales.
83
clients
Healthcare & life sciences
Health Cloud, Shield encryption, HIPAA-ready workflows.
82
clients
Private equity & venture-backed
Revenue management and accurate forecasting for value creation.
115+
clients
Construction
Field Service, CPQ, quote-to-job systems.
52
clients
Manufacturing
Manufacturing Cloud, CPQ, ERP integrations.
49
clients
Professional services
Sales Cloud, quoting, and delivery tracking.
27
clients
Software
CPQ, Revenue Cloud, subscription billing.
27
clients
Technology
CPQ catalogs, service desks, dev-tool integrations.
26
clients
Energy
Sales and field operations for energy and distribution.
17
clients
How we work
Six steps, whatever the size
Before we build anything, we document your ideal business outcomes, in plain language, and you approve it. At the end, we test the system against that same document. What you approved is what you get. From a quick and simple implementation to a longer more complex one, the steps remain the same.
STEP 1
Plan
Kickoff, resourcing, timeline.
STEP 2
Architect
Requirements, design, sign-off.
STEP 3
Develop
Weekly builds you can see.
STEP 4
Test
Your team checks it against the requirements.
STEP 5
Release
Training, then go-live.
ONGOING
Support
We stay on after launch.
Recent work
What a project looks like
Six of 1,600+ engagements. Client names are confidential; the work is real.
Healthcare staffing firm
Applicant Tracking System replaced with Health Cloud
Candidate management, job orders, automated credentialing, and recruiter calling and texting in one system.
Industrial recycling company
One service desk for 21 facilities
Service Cloud Voice, Einstein routing, and quantity-based forecasting replaced a legacy on-prem system.
Legal services company
The rescue after prior partners failed
Quote-to-cash in Revenue Cloud, a contact center on Amazon Connect, and MuleSoft APIs into 100+ backend databases.
Legal services company
10,000 products, quoted without errors
A structured CPQ catalog replaced an unreliable tablet estimation system, with field service dispatching measurement techs and install crews.
Data center provider
Quote-to-cash plus a customer portal
Subscription pricing in CPQ, a self-service portal for cases and invoices, and billing wired to Stripe and QuickBooks.
Consumer goods manufacturer
A working CRM in four weeks
A publicly traded food manufacturer went from no CRM to capturing trade-show leads with automated follow-up, in one month.
Engagement models
Four ways to work with us
Project
Outcomes documented upfront, with flexibility built in for change within your business requirements. From 8-week builds to multi-cloud programs.
Monthly Success Plan
Set monthly hours on an annual plan. Best for a steady backlog cadence.
Retainer
A prepaid bucket of hours for ad hoc requests.
Staff augmentation
A dedicated certified expert working inside your team.
Start with a free health check
We audit your org and give you a prioritized list of the improvements and deficiencies we’d recommend to remediate first. No cost, no commitment.