Cloudsheer

BACKGROUND

Introduce your business and what you do there.

I'm a project manager at Online Education Services (OES). We partner with leading education providers to deliver engaging, student-focused online learning experiences, specializing in course design, student support, and administration for adult learners.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Cloudsheer?

We needed support with our Salesforce-related needs.

SOLUTION

What was the scope of their involvement?

Cloudsheer implemented Salesforce Account Engagement (Pardot) automation to streamline webinar lead capture, tagging, segmentation, nurturing, and follow-up. They also improved lead qualification using Account Engagement lead scoring, grading, engagement activity, and defined MQL criteria.Moreover, the team integrated webinar engagement data with Salesforce Campaigns and Campaign Members to provide accurate visibility into attendee, no-show, and prospect engagement. Cloudsheer also automated the movement of qualified prospects from Account Engagement into Salesforce Sales Cloud for timely sales follow-up and MQL handoff.

What is the team composition?

We worked with two teammates from Cloudsheer.

How did you come to work with Cloudsheer?

Someone referred Cloudsheer to me. We chose them because their pricing fit our budget, they had a great culture fit, offered good value for the cost, and their company values aligned with ours.

How much have you invested with them?

We spent around $150,000.

What is the status of this engagement?

We worked together from January 2025–August 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Cloudsheer's work resulted in a significant improvement in the percentage of prospects correctly classified across metrics, the percentage of webinar and campaign leads successfully synced and categorized between Salesforce Account Engagement and Salesforce Sales Cloud, the reduction in manual effort required for Salesforce Campaign Member updates, lead segmentation, scoring, and follow-up activities, and the accuracy and consistency of Account Engagement lead scoring. Overall, we're happy with the delivery.

How did Cloudsheer perform from a project management standpoint?

Cloudsheer delivered on time and had proactive communication. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Cloudsheer understood the problem, provided a solution, and then built it, rather than just taking orders on tasks.

Are there any areas they could improve?

They were good.

BACKGROUND

Introduce your business and what you do there.

I’m a Salesforce consultant for Siimply7, a business services company. We help businesses enhance their Salesforce experience, empowering teams to maximize productivity and success on the platform.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Cloudsheer to accomplish for Siimply7?

We needed help delivering Salesforce implementation for our 50+ clients.

SOLUTION

What was the scope of their involvement?

Cloudsheer has worked with us on 50+ Salesforce projects, handling everything from architecture to development and QA. The team has also worked with our Fortune 500 clients.In terms of deliverables, Cloudsheer has provided Salesforce platform development, Agentforce, Agentforce Voice, Data Cloud, and Marketing Cloud. The team has also helped us integrate Salesforce with DocuSign, Nintex, Five9, QuickBooks, Jotform, Claude, and Stripe.

What is the team composition?

We’ve worked with 6–10 teammates from Cloudsheer.

How did you come to work with Cloudsheer?

We found them through an online search and a referral. We chose them over other options because they had high ratings, their pricing fit our budget, they offered good value for the cost, they were referred to me, and their company values aligned with ours.

How much have you invested with them?

We’ve spent $50,000 to $199,999.

What is the status of this engagement?

We started working with them in May 2024, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We’ve given Cloudsheer an NPS score of 10. I also measure referrals from the clients I service — if they’re happy, which they are. One client has saved 10+ hours each week for each person in the company. They’ve automated processes that used to take 20+ hours per week manually.
We have 35+ clients with these time savings and process automations.We’ve also seen faster delivery times. We started at a normal pace, but now we’re delivering projects in three weeks, which used to take a couple of months.

How did Cloudsheer perform from a project management standpoint?

Cloudsheer’s project management is great. They’re very proactive. We communicate through virtual meetings, emails, and messaging apps.

What did you find most impressive or unique about them?

Cloudsheer takes ownership of their work.