Servio Consulting, LLC

Salesforce Customization, Enhancement, Integration, Development & Support

Highlights Our experts can extend the functionalities of your Salesforce tool, create custom objects and fields, create or customize dashboards and interfaces, create workflow and approval processes, and optimize your Salesforce configuration. Our experts provide seamless transition and migrate you from your database, legacy system, custom databases, or modern CRM systems to today’s leading Salesforce CRM. We provide support to your team throughout the entire project and guarantee satisfaction. Our team provides onsite training in order to ensure your employees receive the best training possible. Description Servio Consulting, LLC is a certified Women-Owned Business (WBE) through the Women Business Enterprise National Council (WBENC). We have earned a stellar reputation as a consulting firm that leverages expertise in both information technology and business strategy to develop comprehensive technology-based solutions that deliver measurable results utilizing the Salesforce Platform. Our Servio 360° solutions, which include a Case Management System for Human Services and a Tenure and Promotion Solution for Higher Education, are designed to drive your business forward by transforming processes, increasing operating efficiencies, and maximizing your return on investment. As a Salesforce® consulting partner, we believe in execution and accountability.

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  • Servio Consulting, LLC
  • Servio Consulting, LLC

# Focus

# Salesforce Expertise


# Certifications (73)

Salesforce Certified Administrator

21 x Salesforce Certified Administrator

Education Cloud Consultant

13 x Education Cloud Consultant

App Builder

9 x App Builder

Service Cloud Consultant

4 x Service Cloud Consultant

Salesforce Certified Associate

3 x Salesforce Certified Associate

Salesforce Certified Business Analyst

3 x Salesforce Certified Business Analyst

Nonprofit Cloud Consultant

3 x Nonprofit Cloud Consultant

Pardot Specialist

2 x Pardot Specialist

Platform Developer I

2 x Platform Developer I

Salesforce Certified Marketing Cloud Email Specialist

1 x Salesforce Certified Marketing Cloud Email Specialist

User Experience Designer

1 x User Experience Designer

Sales Cloud Consultant

1 x Sales Cloud Consultant

Pardot Consultant

1 x Pardot Consultant

Experience Cloud Consultant

1 x Experience Cloud Consultant

System Architect

1 x System Architect

Sharing & Visibility Architect

1 x Sharing & Visibility Architect

Integration Architect

1 x Integration Architect

Identity & Access Management Architect

1 x Identity & Access Management Architect

Development Lifecycle & Deployment Architect

1 x Development Lifecycle & Deployment Architect

Data Architecture & Management Designer

1 x Data Architecture & Management Designer

Application Architect

1 x Application Architect

Advanced Administrator

1 x Advanced Administrator

# Portfolio

Key clients:

# Geographic Focus

Languages: English

International: United States

United States: Colorado, Illinois, Indiana, Iowa, Minnesota, North Carolina, Texas, Wisconsin

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Salesforce Value Delivered

CloudMasonry is a full-service and the leading provider of Salesforce consulting services for organizations both large and small across the US. The consulting company leverages its experience with cloud-based systems to help companies discover more significant value in their Salesforce investments. With their extensive experience across major industries, they have combined deep enterprise consulting experience with their collaborative approach to project delivery.

Client feedback from AppexChange:
“CloudMasonry was extremely easy to work with and very knowledgeable. They worked within our budget restrictions and offered as much follow-up support as we needed. I would highly recommend them.”

Certified Professionals: 46

AppExhange Reviews: 19

AppExhange Rating: 4.9

International: 2 Countries

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