Cloudsquare

IT Services and IT ConsultingCA - California, United States11-50 Employees

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.

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