Cloud Peritus | Top 10 Salesforce Service Company - 2021
Cloud Peritus: Accelerating Digital Transformation Goals with Boutique Consulting
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CIOREVIEW >> Salesforce >> Cloud Peritus

Cloud Peritus has been recognized by CIOReview Magazine as the recipient of “Top 10 Salesforce Service Companies - 2021,” based on our proprietary methodology, reflecting its position in the industry. This profile has been developed by the CIOReview research and editorial team based on insights from an interview with Siva Ramesh, SVP & Chief Architect.

Cloud Peritus
Accelerating Digital Transformation Goals with Boutique Consulting

Cloud Peritus

Siva Ramesh, SVP & Chief Architect
Going by the latest developments in the global business landscape, most organizations are facing a two-pronged challenge in order to ensure a successful future. Firstly, future-proofing their business processes in the wake of the rapidly evolving technological advancements is becoming a cumbersome job. Secondly, and most importantly, in light of pandemic-induced directives, the rise of a growing remote workforce propelled digital transformations globally and as a result, companies are now facing the added pressure of revisiting their approach to sales, marketing, and other business operations on par with digital transformation objectives. Amidst this scenario, how do companies of all sizes modulate their business operations while finding the appropriate success metrics to thrive in this transformative period in time? This is exactly where California-based Cloud Peritus comes into the picture. “With our team of highly skilled Salesforce consulting experts, we are helping clients overcome digital transformation challenges across the contemporary business scenario while improving their ROI,” states Siva Ramesh, SVP and Chief Architect at Cloud Peritus. By placing Salesforce at the heart of their offerings, Cloud Peritus is making the most of RPA and other up-to-the-minute technologies to offer various companies a full suite of advisory, assessment, implementation, and maintenance services. They include identifying priorities and defining minimum viable products, risks and assumptions; bringing changes to data integration and data migration processes, and helping top-tier executives gain a bonafide architectural oversight—all with the power of enterprise-class Salesforce solutions. Apart from its superior consulting engagement practice, Cloud Peritus’ client onboarding methodology is definitely one of the most important factors that give them a competitive edge over their peers. Unlike most large-sized companies who bring in their top talents to the table during the client engagement process but later reassign the project to other teams, Cloud Peritus ensures their A-team is present through all the stages of the consultation process. Cloud Peritus steps outside the confines of regular consulting service providers to not work ‘for’ the client but in cohort ‘with’ the client.
The company first gains an in-depth understanding of their client’s goals and objectives. It is followed by extensive interviews with the stakeholders that help Cloud Peritus build a roadmap before reimagining and re-engineering their client’s business processes using Salesforce. Only when the stakeholders are convinced of all the postulates in the roadmap does Cloud Peritus begin the implementation process. Their offshore team also overlaps their working hours in the clients' time zone that conveniently aids their clients to run their programs in a truly distributed agile framework, whilst showcasing their commitment to client satisfaction. Owing to the company’s distinctive competencies that deliver value-based outcomes for various organizations, there are bound to be a number of success stories that have helped them gain recognition as Salesforce experts over the years. Among a horde of them, Ramesh recalls an instance when a client from the financial services sector was skeptical and nervous to re embark on a Salesforce implementation journey following a failed attempt. But that hesitancy soon waned away with Cloud Peritus stepping into the scene. They first provided a 360-degree view of the client’s selling prospects and set forth several interesting concepts for the client while considering the spontaneous fluctuations in a dynamic market. Outlining those concepts, Cloud Peritus offered a roadmap that recommended the client to integrate a bunch of backend systems, reimagine some of their sales processes and automate some of their business workflows which would result in - closing deals faster and with higher efficiency. “Now our client will have a standardized automated Sales process that would help them gain insights on how to go about their next action and take the necessary steps to ensure maximum customer satisfaction” avers Ramesh. Envisioning the near future, Ramesh wants to increase the strength of their workforce and doubly grow both in terms of company size and revenue.

“With our team of highly skilled Salesforce consulting experts, we are helping clients overcome digital transformation challenges across the contemporary business scenario while improving their ROI,” states Siva Ramesh, SVP and Chief Architect at Cloud Peritus

Having expansively served the financial services sector and hi-tech industry so far, the company wants to gain a stronghold in the healthcare space as well. “Finally, after finding success with our consulting arm, we are also looking to introduce a product arm in the next couple of years that will include Salesforce-powered advanced digital apps bringing added value to our clients’ business goals,” concludes Ramesh.

Cloud Peritus

News

Cloud Peritus and Everbridge are leading innovation in contract life cycle management with Salesforce Contracts

Tuesday, September 12, 2023

SAN RAMON, Calif., -- Cloud Peritus, a boutique Salesforce consulting firm announced today the implementation of a fully Salesforce native CLM product recently introduced as part of the Salesforce Revenue Cloud Product family, Salesforce Contracts for one of their strategic clients, Everbridge. The Salesforce Contracts product has best-in-class features that allow users to manage contracts without ever having to leave their CRM, Salesforce. Tighter collaboration across sales, legal, finance and their customers greatly streamline the deal workflow, improves customer relationships, and accelerates their sales process.

The Cloud Peritus CLM team has been engaged with Everbridge to help with their product evaluation, CLM transformation and implement the Salesforce Contracts product supporting different contract types critical to their deal execution workflow. In addition to the CLM program, Cloud Peritus is also Everbridge's exclusive Salesforce services' partner and is engaged with their revenue cloud transformation program.

"Managing contracts outside the CRM has been leading to manual and offline updates, lack of timely collaboration across sales, legal and finance ultimately slowing down the deal cycles. The lack of a centralized and fully integrated contract management solution with advanced approval capabilities within Salesforce is one of the leading causes of detrimental customer experience during the redlining and negotiation phase," said Siva Ramesh, EVP & Chief Architect, Cloud Peritus. "We are constantly investing in innovative solutions to achieve a truly best in class CRM solution. The Salesforce Contracts product facilitates improved collaboration across parties and accelerates the sales process, while eliminating contract custody issues throughout the contract life cycle. It also allows our clients to fully leverage advanced approval processes and Salesforce's native reporting capabilities. We at Cloud Peritus, bring deep industry knowledge, innovation, and expertise to help our clients digitally transform their businesses, leveraging the power of Salesforce. We are extremely thrilled to be the first Salesforce services partner in the world to be implementing a fully native CLM solution leveraging the latest Salesforce's Contracts product and proud to be Everbridge's partner of choice in this innovative and exciting transformative journey."

Top 10 Salesforce Service Companies - 2021

Company
Cloud Peritus

Headquarters
San Ramon, CA

Management
Siva Ramesh, SVP & Chief Architect

Description
Cloud Peritus’ group of highly skilled Salesforce practitioners and digital transformation experts help companies overcome some of the most complex business problems. By placing Salesforce at the heart of their offerings, Cloud Peritus is making the most of RPA and other up-to-the-minute technologies to offer various companies a full suite of advisory, assessment, implementation, and maintenance services. The company includes identifying priorities and defining minimum viable products, risks and assumptions; bringing changes to data integration and data migration processes, and helping top-tier executives gain a bona fide architectural oversight—all with the power of enterprise-class Salesforce solutions.

Top 10 Salesforce Service Companies - 2021

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