Stop Letting Salesforce Get In Its Own Way
Time doesn’t fix messy data or broken automations. We simplify Salesforce so your team actually uses and trusts it.
Book A Cleanup Consult →Meet Your Team
Marcus Smith
CEO
A designer of systems that bring peace.
Chris Schmidt
Lead Consultant
Turns mystery logic into clean solutions.
Sharlene Johnson
Director of Sales
No pressure approach to sales that fits the customer with the right solution.
Aarica Smith
VP Operations
"Makes delivery predictable and accountable."
Oluremi Ajibawo
Salesforce Consultant
A patient teacher who quickly brings order.
Eunice Mugai
Marketing Coordinator
Moves fast with empathy and data.
Technical Debt Sucks
The longer you ignore it, the more it costs in time, trust, and sanity.
Your CRM should improve as you grow
The platform should grow and adapt with your evolving business needs.
Reliable management beats transactional tickets.
Focus on partnership and proactive maintenance, not just fixing incidents.
Predictable cost builds trust.
Know your expenses upfront, without surprise bills for every small change.
What You’ll Get: Honest, Steady Support
A steady Salesforce team that learns your org, keeps it clean, and improves it month after month. No jargon. No black-box support. Just honest answers and fast fixes.
Dedicated Salesforce experts
who learn your system inside and out.
Ticketing with human updates
(no mystery logic or automated replies).
Proactive roadmap planning
& transparent change management.
Training and adoption support
to ensure user buy-in.
Clear reporting & executive visibility
you can actually trust.
How It Works
Connection Call
We dig into your biggest Salesforce hurdles and surface what’s really causing them
Cleanup Plan
Fixed Price scope with clear priorities, guardrails, and a checklist that make Salesforce usable
Execution
We do the work and make sure your team isn’t afraid to touch Salesforce again
Real-World Confidence from Real Customers
Their monthly plan frees me to focus on revenue.
We didn’t feel like a number. Nobody holds a candle to the personalized service and pace
Top notch team with a smooth and stress free process. Highly recommend.
Is Cloud Trailz the Right Fit For You?
Great Fit If:
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20–100 employees, $5M–$200M revenue
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Ops, Sales, or IT leaders who want a clean start in January
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You need cleaner data, simpler flows and trustworthy dashboards
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You value predictable cost and steady partnership
Not a Fit If:
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You want hourly, project-only help with scope creep
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You prefer band-aids over a real reset
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You need flashy over reliable systems
Choose the Right Support Plan
*Price adjustments are available for 3 month, 6 month, and 12 month commitments. **Any offering in Gold and Platinum packages can occur on site.
Price transparency note: Fixed price. No hourly games. Long-term partnership terms available.
The Outcomes You Can Expect
Cleaner Faster Org
Less friction and complaining. More results.
Reliable Reporting
Get visibility that you’ve never had.
Happier Users
Engaged end users who buy in and use the system.
Momentum That Lasts
A prioritized roadmap to ensure you keep seeing value.
FAQ
How fast can you start?
We open up our calendar to you as soon as you sign up.
What if our org is really messy?
Great. We specialize in legacy cleanups and will stage work so you see value quickly.
Will you work with our admin?
Yes. We partner closely with your in-house admin or act as your entire team.
Is it only a one-time cleanup?
No. We will clean things up and then stick around to ensure the same problems don’t come back.
Industries and Regions?
Manufacturing, services, marketing/advertising, SaaS and more across the US & Canada.
Let's Make It Happen
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Office Location
Address
3715 Northside Parkway NW Building 100Suite 500
Atlanta, GA. 30327
Opening Hours
Mon - Fri: 9:00 AM - 5:00 PM
Closed for major holidays.