Cloudsheer

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.