Salesforce Consulting & Managed Support

Salesforce finally working for you.

CloudForm is a solo practice. Senior-level Salesforce work in Sales Cloud and Service Cloud, scoped engagements, and ongoing managed support without the overhead of a large firm.

Process

How an engagement works.

Four steps from first conversation to ongoing support.

  1. 01

    Discovery Call

    A 30-minute call to understand where you are and what you want to fix.

  2. 02

    Scoped Proposal

    A fixed-scope proposal with everything written down upfront: what gets built, when, and what it costs. Nothing hidden for later.

  3. 03

    Engagement & Delivery

    Hands-on project work with regular check-ins and documentation built in as we go.

  4. 04

    Support & Growth

    Options range from light-touch advisory to full managed support based on what you need next.

Why CloudForm

Not a staffing firm or a large SI. Something better.

Large SI engagements come with overhead, junior staff, and hand-off risk. CloudForm runs differently. Every project is senior-level and worked by a single consultant with no junior resourcing.

Fractional, senior-only work

You work directly with a senior Salesforce admin experienced in Sales Cloud and Service Cloud. Scoped engagements with no junior staff in the room.

No tool bias

No software or referral fees. Every recommendation comes from what actually fits your situation.

Built to last

Every Salesforce environment is built clean and documented so it holds up as your team grows.