CPQSalesforce CPQ

Cloud Advisory works at the intersection of Salesforce consulting and cloud infrastructure, handling implementation, customization, and optimization across Sales Cloud, Service Cloud, and Marketing Cloud. Engagements extend beyond a single platform rollout to end-to-end CRM strategy, covering platform selection, migration planning, and process automation for organizations rebuilding how sales and service teams operate day to day.

On the Salesforce side, work spans remote administration duties: setting up users, roles, and role hierarchies, managing security and permissions, and handling data import, export, and cleanup. Sales processes get rebuilt through customized workflows, field-level customization, and page layout changes, while workflow rule automations reduce manual steps. Integrations connect Salesforce to external or platform-based business applications, and AppExchange apps get installed and configured as needed. On the infrastructure side, the firm designs cloud architecture and manages migrations and hosting to support scalable operations, pairing that with marketing technology advisory work.

Front-end lead and case capture is part of the standard toolkit, with Web-to-Lead and Web-to-Case form setup connecting external inquiries directly into Salesforce. Marketing automation rounds out the CRM work, tying campaign activity back into the same platform used for sales and service processes. Because the scope covers both the CRM layer and the underlying cloud infrastructure, the practice suits organizations that need Salesforce customization and cloud migration handled by the same team rather than coordinated across separate vendors.