Salesforce Help Without the Hassle - Handled By Experts Who Make It Easy
Get professional support at a consistent price with structured processes that strengthen your business—whether you need on-demand solutions or a full business transformation
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Does This Sound Like You?
“I don’t know what I don’t know.”
Access a team of experts that eliminate the anxiety of “not knowing what you don’t know”. Cloud Trailz acts as a team inside your business that knows you, knows your request history, and acts on your behalf to make Salesforce perform for you.
“I’m struggling to get people to use the system."
Get a comprehensive plan that creates a path towards a better future. We act as your guide to navigate the challenges of getting people to embrace Salesforce.
“I feel like we are underutilizing Salesforce.”
Get help understanding the causes of underutilization within your business. From there work with a team that knows how to eliminate manual tasks, show value through reporting, and broaden your understanding of the vast feature set in Salesforce.
“I’m too strapped for time to understand the product like an expert.”
Salesforce professionals who work quickly and decisively are a few clicks away. Our team stays up to date with certifications and education so you don’t have to. Shift your focus away from trying to be a Salesforce expert and let us do it instead.
“I inherited a bad build and I need help turning things around.”
Almost nothing is worse than being saddled with a bad build from someone else. Our intake process is designed to clean this up by learning about your business, your challenges, and your success criteria.
“I don’t like the way my current provider does things.”
It’s safe to say we’ve been around the block. Our roots trace back to 2011. With that knowledge we sat down and removed the most common friction points from our service.
No change orders. No frequent team member turnover. No surprises on the invoice. Fast delivery.
What’s left is a framework that serves and delivers real impact every day.
“I need help getting started.”
Salesforce projects can be done fast with high quality. This is our goal when someone comes along with a new Salesforce environment.
Choosing Cloud Trailz is an investment in a smooth system that has been refined with first hand experience on over 250 real businesses.
Cloud Trailz - Your Salesforce Solution
Salesforce firms don’t have a talent issue. The industry is overrun with smart, talented, and certified people. You can’t sneeze without bumping into one.
Our industry has an orientation problem. The typical business model in our industry dictates that the team must be busy billing their time. This creates several massive problems.
- You can’t reach out to close a knowledge gap without getting slapped with an hourly bill.
- People actually using the system takes a backseat to more complexity
- Custom configuration where standard functionality would work just fine.
- Slow turn around times because there is no incentive to be efficient.
We understand that Salesforce is a tool that should enhance your work. It’s not a toy to be endlessly configured to hit an internal billable target. We pride ourselves on moving efficiently, being clear about our recommendations , and honesty (even if it stings a bit).
Our job as service providers is to put you in the best spot to succeed.
We do all this at a price you can understand and trust.
People We’ve Helped
James Murphy
Chief Sales Officer, Soothe
"The Cloud Trailz team takes the time to understand your business needs and, specifically, help mold your system in a way to best support your organization. With needs arising on almost a daily basis, the team works efficiently and always with a fast and successful resolution."
Dave Gates
Sr VP of Sales, Unifocus
"They are fun, professional and easy to work with. The project team worked across the globe with our team in India and the US, and the project was completed on time and at a fixed cost—no surprises! The quality of their work was 5 stars all around.”
Donato Fraioli
CEO, Air Structures American Technologies
"Our engagement has allowed us to increase sales by empowering our international sales representatives to give quick answers and accurate costs. Cloud Trailz has been critical in our growth."
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 and their knowledge was unparalleled. We have worked with other Salesforce integrators, and nobody we have worked with in the past even holds a candle to the personalized service and efficiency in work pace as the Cloud Trailz team."
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."
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."
What's Included
*Price adjustments are available for 3 month, 6 month, and 12 month commitments.
**Any offering in Gold and Platinum packages can occur on site
We also do this...
Success Read Out
Immediate focus on your largest pain points.
CT Led Training
Unlimited access to expert training on your environment.
Structured Onboarding
Structured onboarding process designed for smooth transition into our care.
Ask An Expert
Get on the calendar of an expert for a 30 minute deep dive on any Salesforce topic.
Salesforce Liaison
Gain access to a core team that knows you well enough to successfully interact with Salesforce representatives on your behalf.
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)
- Slow delivery
- Crazy billing schemes
- Confusing contracts
- Anxiety towards customers
- An unwillingness to be honest
- 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).
Listen…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.
Resolution Guarantee
Collectively the team has been at this since 2011. Things happen.
Misalignments are frustrating for both customers and employees. Most firms take this opportunity to put on a show, do a little dance, and waste everyone’s time. We don’t do that.
If you aren’t happy at any point you get an immediate direct line to the CEO for a personalized resolution plan.
We’ve found this to be the simplest way to take care of the people that trust us.
Really Smart Questions
The truth is nobody uses “all” of Salesforce. That would require an unhealthy amount of clicking on things that have no benefit to you. We steer customers towards using the features that drive results for them.
Yes. In our experience serious customers ask serious questions to get serious answers. We’ve had a small handful of customers try to game the system with volume, but it doesn’t end up being a great use of their time.
It’s a competitive advantage for us to obsess over speed (very few companies in this industry do). Time is money and if we are wasting your time we are costing you money.
There are 4 criteria that stand out
- A person or company who values our time and theirs.
- Has a primary POC who can answer questions on what success in Salesforce looks like for them. The contact does not need to be highly technical, but they do need to be able to be descriptive about outcomes.
- Don’t think Salesforce is a toy. They recognize that the primary goal is to extract business value from it.
- 20 – 400 people is our sweet spot.