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For Teams That Simply Want Salesforce Handled

The Salesforce Partner That Stays

Cloud Trailz builds lasting partnerships by learning your setup, keeping it clean, and supporting your team over the long haul.

 
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The Most Common Problems We Solve.

01. Tell Me How IT Works

You don’t know what you don’t know. You just need someone to explain what’s possible without the Jargon.

02. Help Me Get Results

You know what you want Salesforce to do; you don’t know how to make it happen.

03. Build Something New

You need fresh functionality that actually supports how your business runs.

04. Change Visuals

You want Salesforce set up in a way that makes it easy to get your job done.

People We’ve Helped

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.“

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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.”

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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.“

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Is This You?

01. Company Size

25–100 People big enough for Salesforce to matter, small enough for every minute to count.

02.Your View on Salesforce

It’s a necessary evil. You know it’s important, but you’d rather have a reliable partner handle it.

03. Who We Would Work With

Usually 2–5 people sometimes just one point of contact, sometimes a small internal team. We fit right into your workflow without adding complication.

Choose the Right Support Plan

Silver

Essential ongoing support

$3,499/mo

  • ✓ Projects
  • ✓ Digital Training
  • ✓ Tickets (Standard)
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MOST POPULAR

Gold

Full strategy and support

$5,499/mo

  • ✓ Projects
  • ✓ Digital Training
  • ✓ Priority Tickets
  • ✓ Roadmapping + Check Ins
  • ✓ Change Management
  • ✓ On-Site Session (2/yr)
  • ✓ Workflow Workshops (2/yr)
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Platinum

Executive-level advisory

$7,499/mo

  • ✓ Projects
  • ✓ Digital Training
  • ✓ Priority Tickets
  • ✓ Roadmapping + Check Ins
  • ✓ Change Management
  • ✓ On-Site Session (4/yr)
  • ✓ Workflow Workshops (4/yr)
  • ✓ Executive Automation Package
  • ✓ Executive Reporting Package
  • ✓ Executive Strategic Advisory (4/yr)
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*Price adjustments are available for 3 month, 6 month, and 12 month commitments.
**Any offering in Gold and Platinum packages can occur on site.

Why Clients Stick with Us.

01. Straight Shooters

The world is full of people who speak in jargon. Not here. We focus on clear talk and real work.

02.Purposefully Designed.

We don’t build bloated rosters you end up paying for. Our team is lean by design with only the people needed to get it done.

03. Patient Teachers.

Salesforce can be a big, hairy beast. We slow it down, explain it clearly, and meet you where you are.

Man working on computer

Our Expertise

We don’t do work theater. If something’s broken, we trace it back to its root and fix it without dragging you into fifteen meetings. You get peace of mind knowing we treat your system with the care it deserves.

Show me how!

Our Process.

01. Reach Out

Book a call.

02.Talk It Through

We’ll ask questions, listen, and figure out what’s really going on under the hood.

03. Get Your Fit

We’ll recommend the right support plan and get started.

The Salesforce Truth Report

Ever wonder what people actually need help with in Salesforce?

We analyzed 2,122 of our own support tickets to create an unbiased look into the problems that we solve every day.

Download the Report
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