Providing Innovative and Out of the Box Salesforce Solutions


Highlights ImplementationProperly implementing Salesforce is key to getting the most out of your Salesforce investment. Anything from integrating your email and calendar to set up your sales process can be accomplished with a proper salesforce implementation. DevelopmentWe do not provide “one size fits all” solutions. Instead, we custom tailor the generic Salesforce platform to your company’s unique character and needs. We take your current business process and make it better! Integration CloudMyBiz gathers each disconnected system and creates one cloud-based platform for it all. This significantly enhances your company’s productivity and reduce tireless hours and costs, allowing your staff to focus on what it does best.

Description CloudMyBiz gives clients access to what Salesforce does best: innovation. Salesforce is more than just a cloud or software tool, it can be the foundation for developing and growing your business in just about any way imaginable. Our team of Salesforce experts power our consulting services that include: Custom DevelopmentSalesforce ImplementationQuick Start SolutionsIntegrationsData migrationAutomationsThird Party ApplicationsMarketingGeneral ConsultingWe believe that Salesforce is only the starting point of our business. Building quality relationships and delivering results are the best way to be successful. CloudMyBiz specializes in solutions for the lending industry via FUNDINGO. FUNDINGO is a loan management solution, created by CloudMyBiz, that streamlines the entire process of originating, underwriting, and servicing merchant cash advances, helping firms attract and close more deals, accelerate the underwriting process, generate more pricing options, reduce errors, and ensure greater consistency. The FUNDINGO suite of add-on integrations with essential service providers helps lenders manage risk, run credit and background checks and more.

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# Focus

# Salesforce Expertise


# Certifications (17)

# Portfolio

Key clients:

# Geographic Focus

Languages: English

International: Mexico, Uruguay, United States

United States: California, Connecticut, Florida, Illinois, Kansas, Maryland, Michigan, New Jersey, New York, Oklahoma, Pennsylvania, Tennessee, Texas

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