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For Teams That Simply Want Salesforce Handled

Long Term Salesforce Support

Clear, reliable Salesforce support without surprises or fine print.
We take care of configuration, support, training, and roadmap planning so your system stays clean, simple, and useful every day.
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Salesforce Truth Report
Salesforce Truth Report

Trusted By

The Most Common Problems We Solve.

01. Tell Me How It Works

You don’t know what you don’t know.
You need someone to explain what’s possible without the Jargon.

02. Help Me Get Results

You know what you want Salesforce to do.
You need consistent help making it happen.

03. Build Something New

Change is constant.
You need help keeping Salesforce up to date with the changes in your business.

04. Change Visuals

Every job is different.
You want Salesforce set up in a way that makes it easy to work.

People We’ve Helped

Rick Saar
Director of Industrial Sales
AKE Safety Equipment

 “We didn’t feel like a number with Cloud Trailz. Their care for our success was evident from the beginning their knowledge was unparalleled. We have worked with other Salesforce integrators, and nobody we have worked with holds a candle to the personalized service and efficiency in work pace as the Cloud Trailz team. ”
AKE e1741048665421

Rocky Canup
Key Account Manager
Microban

 “We switched to Cloud Trailz from another firm due to their focus on business value. Cloud Trailz creates
things our business wants to use. They act as a true partner in all things Salesforce.”
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Andy Gillman
CRO
LS Direct

 “Working with Cloud Trailz is straightforward and offers great value. Their monthly plan gives us direct
access to Salesforce experts. The ticketing system is simple to use, responses are quick, and our needs are addressed promptly. It frees me up to focus on boosting our revenue while they take care of Salesforce.“
LS Direct e1741048891139

Is This You?

01.

Company Size

  • 25–100 People.
  • Big enough for Salesforce to matter.
  • Small enough for every minute to count.
02.

Your View on Salesforce

  • You know it's important.
  • You know it can be done better.
  • You’d rather have a reliable partner handle it.
03.

How It’s Handled Now

  • Usually spread across two to five busy people.
  • Each knows part of the system, not the whole picture.
  • Progress slows because there is no true expert owner.

Choose the Right Support Plan

Silver

Essential ongoing support

$3,499/mo

  • ✓ Projects
  • ✓ Digital Training
  • ✓ Tickets (Standard)
BOOK A CALL
MOST POPULAR

Gold

Full strategy and support

$5,499/mo

  • ✓ Projects
  • ✓ Digital Training
  • ✓ Priority Tickets
  • ✓ Roadmapping + Check Ins
  • ✓ Change Management
  • ✓ On-Site Session (2/yr)
  • ✓ Workflow Workshops (2/yr)
BOOK A CALL

Platinum

Executive-level advisory

$7,499/mo

  • ✓ Projects
  • ✓ Digital Training
  • ✓ Priority Tickets
  • ✓ Roadmapping + Check Ins
  • ✓ Change Management
  • ✓ On-Site Session (4/yr)
  • ✓ Workflow Workshops (4/yr)
  • ✓ Executive Automation Package
  • ✓ Executive Reporting Package
  • ✓ Executive Strategic Advisory (4/yr)
BOOK A CALL

*Price adjustments are available for 3 month, 6 month, and 12 month commitments.
**Any offering in Gold and Platinum packages can occur on site.

Why Clients Stick with Us.

01. Straight Shooters

The world is full of people who speak in jargon.
Not here.
We focus on clear talk and real work.

02.Purposefully Designed

We don’t build bloated rosters you end up paying for.
Our team is lean by design with only the people needed to get it done.

03. Patient Teachers

Salesforce can be a big, hairy beast.
We slow it down, explain it clearly, and meet you where you are.

Our Process

Our Process.

01. Book a Call

A 30-minute call where we dig into your biggest Salesforce hurdles and uncover what’s really causing the issues.

02. Get a Tailored Plan

We build a support plan around your system. Not hours, not templates. Just the right work, at the right pace, with the right expert.

03. We Fix the Issues

We jump in, clean things up, build what’s missing, and make Salesforce make sense for your team again.

04. Long-Term Partnership

We stay with you, keep everything running smoothly, and prevent future problems. No more reset or revolving-door consultants.

Meet Our CEO

Hi, I'm Marcus Smith. I have a fascination with speed, ease of use, and productivity. I also really hate wasting time.

I've worked in firms of all sizes, delivered multiple products (Microstrategy, Salesforce, AWS, Azure), and a few core things drove me crazy at each stop.

As it turns out, those same things really irritated the people paying for the work (aka you).

The Problems We Solved

  • Slow delivery
  • Crazy billing schemes
  • Confusing contracts
  • An unwillingness to be honest
  • Anxiety Towards Customers
  • Overdesigned solutions

At any given time, there are over 300 firms fighting for the same customers, and they all have some or all of these problems. The first thing I wanted to do as CEO of Cloud Trailz was to kill them (and I did).

"Salesforce can be a beast, but it doesn't have to be. It can be approachable, it can be useful. It can be an indispensable part of your business."

The people with the keys to the castle have to want it to be that way.

At Cloud Trailz we have designed an environment where over 250 businesses have stopped wrestling with the product and simply get things done.

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